AI in Healthcare

Today's Stories

1. 1

   AI Rewrites Drug Discovery: Eli Lilly and Twist Bioscience Chart Two Distinct Industrialization Paths

   AI Rewrites Drug Discovery: Eli Lilly and Twist Bioscience Chart Two Distinct Industrialization Paths

2. 2

   AI drug discovery is shifting focus from tool-makers to real-world users—two healthcare stocks show how companies are turning algorithms into actual medicines.

   Eli Lilly and Twist Bioscience are using AI in drug development in different ways. Lilly partners with OpenAI on drug discovery and has built an AI co-innovation lab with Nvidia to find molecules faster; Twist makes synthetic DNA that drugmakers test, and is now integrated into Amazon's new Bio Discovery platform for AI-driven drug design. The first wave of AI rewarded companies that sold the tools. The next wave appears to reward companies that apply those tools in clinics, labs, and pharmacies to produce new medicines. Both firms show how AI adoption is moving into real-world use rather than staying at the software level.

   Eli Lilly's recently approved weight-loss pill Foundayo is a near-term growth driver because a pill format (replacing injections) could reach a much larger patient population. Twist reported revenue rising 19% to $110.7 million（約180億円） in fiscal Q2 2026 and has posted 13 straight quarters of rising revenue, though it currently operates at a net loss.

3. 3

   Merck, Protillion Launch AI Drug Discovery Collaboration with Up-to-$510M in Milestone Payments

   Merck, Protillion Launch AI Drug Discovery Collaboration with Up-to-$510M in Milestone Payments

4. 4

   Pramaana Labs raises $27 million（約43億円） to add mathematical verification to AI systems used in law, drug discovery, and tax preparation, where errors are costly.

   Pramaana Labs announced $27 million（約43億円） in seed funding led by Khosla Ventures, with participation from Accel, BoldCap, Nexus Venture Partners, Premji Invest, and Unbound. The startup will use formal verification tools—drawing on the LEAN programming language used to verify mathematical proofs—to add a deterministic verification layer on top of conventional LLMs, checking the AI's reasoning before it reaches users. Enterprises are struggling to turn AI pilot programs into reliable business tools, especially in high-stakes fields where errors are costly. Pramaana's approach addresses this by formalizing the rules of domains like tax law and drug discovery into executable code, making the AI's reasoning deterministic and verifiable rather than opaque. This addresses a core pain point: current AI systems lack sufficient protection against hallucinations and errors in sensitive verticals.

   Pramaana is building domain-specific verification systems, starting with tax law (working with former IRS commissioner Danny Werfel) and cybersecurity and drug discovery (overseen by professors from IIT Delhi, IIT Madras, and UC Berkeley). The company's model requires codifying the rules of each industry before verification can work, making execution and domain expertise the critical path forward.

5. 5

   Google's medical AI system AMIE now handles long-term disease management, matching primary care doctors on clinical reasoning in a new study.

   Google published research in Nature showing that AMIE, its medical AI system, can now manage ongoing health conditions—not just diagnose them. In a blinded study comparing AMIE with 21 primary care doctors using patient actors, AMIE matched clinicians in overall management reasoning and scored significantly higher in plan preciseness and guideline alignment. The shift from one-time diagnosis to continuous disease management is a substantial step toward AI that could reduce the burden on physicians. If AI handles routine tracking of symptoms, medication adjustments, and clinical guideline updates—tasks that consume significant appointment time—doctors may have more capacity to focus directly on patients rather than administrative work.

   Google is launching a nationwide study to test AMIE in real-world virtual care settings. This real-world validation will show whether the AI's lab performance translates when used by actual patients and clinicians outside a controlled trial environment.

6. 6

   Merck and Protillion ink AI drug discovery deal worth up to $510M

   Merck and Protillion ink AI drug discovery deal worth up to $510M