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Isomorphic Labs' Max Jaderberg: AI will design all drugs

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Isomorphic Labs' Max Jaderberg: AI will design all drugs

3 Key Points

  1. What happened

    Isomorphic Labs president Max Jaderberg said at Bloomberg Tech in London on Nov. 2 that AI will eventually design every drug, while its programs remain in preclinical development.

  2. Why it matters

    Jaderberg's prediction implies AI could become the standard method for drug discovery, though progress in biology still depends on real-world experiments and laboratory time.

WHO IT HITSPharmaceutical partners Eli Lilly, Novartis and Johnson & Johnson, which supply biological expertise and ideas while Isomorphic turns them into molecules, would see their drug-discovery workflows reshaped if AI-designed molecules reach human trials.

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Context & Analysis

Isomorphic Labs was spun out of Google DeepMind and remains under Alphabet's control, giving it a direct lineage to one of the most prominent AI research labs. CEO Demis Hassabis, who leads both companies, has framed the mission as using AI to "solve all disease." That ambition is now paired with a concrete timetable: at Davos on Jan. 20, Hassabis said Isomorphic expected its first clinical trials by the end of 2026.

The company's commercial model rests on partnerships with Eli Lilly, Novartis and Johnson & Johnson, which bring biological expertise and ideas while Isomorphic works to turn those ideas into molecules. Novartis expanded its agreement in February 2025, adding up to three research programs to an initial effort targeting three difficult biological targets with small-molecule drugs. Jaderberg stressed that Isomorphic is not selling access to its models or tokens; the value lies in the drug programs themselves, funded through discovery and clinical testing.

Financially, Isomorphic announced a $2.1 billion funding round in May, earmarked for developing its drug design engine, advancing therapeutic programs toward clinical trials and hiring specialists. Bloomberg reported Nov. 4 that the company was in talks to raise roughly $5 billion at a valuation of about $50 billion, though terms remained under negotiation. Jaderberg put the industry's failure rate at roughly 90% for medicines entering human trials, and his argument is that AI could improve those odds by helping scientists understand and engineer molecules more precisely before testing them in patients.

FAQ
What does Isomorphic Labs actually sell to its pharma partners?
Jaderberg said the company is not selling access to its models, tokens or API access. Partners bring biological expertise and ideas, and Isomorphic works to turn those ideas into molecules.
How does Isomorphic Labs use AI in drug discovery?
Jaderberg described reasoning models that help researchers generate scientific hypotheses and simulation models that approximate physical processes so ideas can be tested computationally before lab work.
What is Isomorphic Labs' current funding situation?
Bloomberg reported Nov. 4 that Isomorphic was in talks to raise roughly $5 billion at a valuation of about $50 billion, with terms still under negotiation. The company announced a $2.1 billion funding round in May.
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