Insilico Medicine
Insilico has the strongest evidence that AI drug discovery works end to end. Its PandaOmics software picked TNIK as a new target for idiopathic pulmonary fibrosis (a scarring lung disease), and its Chemistry42 generative chemistry designed rentosertib to hit it. In a randomised Phase 2a trial of 71 patients, published in Nature Medicine in 2025, the 60 mg daily dose improved lung capacity (FVC) by 98.4 ml over 12 weeks while the placebo group declined by 20.3 ml. The trial was small and short, but the result was strong enough to take forward: a Phase 3 trial (NCT07687459) began recruiting in September 2026.
Insilico says it has more than 40 programmes and 13 IND approvals. It went public in Hong Kong in late 2025, and in March 2026 signed a deal with Eli Lilly reported at up to $2.75 billion. Unlike most rivals, it also sells its software to other companies.
Pick it if you want to partner with or license from the company with the most advanced AI-discovered drug. Skip it if you need a purely Western partner; much of its R&D runs in China.
Score breakdown
Key facts
- Pricing
- Custom quote (Pharma.AI software (target discovery and generative chemistry) is licensed to companies; drug programmes are partnered or out-licensed.)
- Free option
- No
- Platforms
- Web, API
- Lead asset
- Rentosertib (TNIK inhibitor) for idiopathic pulmonary fibrosis; Phase 3 NCT07687459 recruiting from 9 September 2026
- Phase 2a (Nature Medicine, 2025)
- 71 patients; FVC +98.4 ml at 60 mg daily vs -20.3 ml on placebo over 12 weeks
- Pipeline (vendor)
- 40+ programmes; 13 IND approvals
- Lilly deal (2026)
- Reported value up to $2.75B with $115M upfront
- Listing
- Hong Kong IPO in late 2025, raising about $293M
What we like
- AI-found target and AI-designed drug now in Phase 3
- Peer-reviewed Phase 2a results
- Licensable Pharma.AI software
- Large Lilly deal adds outside validation
Watch out for
- Phase 2a was small (71 patients) and only 12 weeks
- Pipeline numbers are vendor-reported
- Heavy China operations may complicate some partnerships