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Pharma & Life Sciences AI
Recursion, Exscientia, and Insilico Medicine have each committed hundreds of millions to AI-first drug discovery — and each has surfaced a different failure mode: target hallucination, Phase II collapse, and the IP ownership question no partnership agreement resolved cleanly. The FDA's AI/ML Action Plan is real and moving. Every memo where pharma and life sciences AI created a real board-level decision is here.
Deployment Memo on this topic
The AI Drug Discovery Audit: What Recursion's Platform Bet Means for Every Pharma R&D Leader Committing Budget to an Algorithm's Hypothesis
Recursion acquired Exscientia in 2024. AI-generated drug candidates are entering Phase II trials. The validation gap between computational hypothesis and human biology remains the central risk.
Recent coverage in our daily digest
AI Intelligence Brief - Sunday, June 7, 2026
Sunday, June 7, 2026…(The Verge, June 5, 2026, NY Senate S9051) Reid Hoffman is leaving Microsoft's board to focus on Manas, his AI drug discovery startup. LinkedIn co-founder Reid Hoffman disclosed the decision on his Possible podcast alongside Microsoft CEO Satya Nadella. Hoffman co-founded Manas last year as an AI-native drug development company. The departure is notable on two levels. First, Hoffman was among the most prominent AI investors…
AI Intelligence Brief - Thursday, May 28, 2026
Thursday, May 28, 2026…currently accessible on systems that have not been patched or are not behind a properly configured reverse proxy: biopharma AI systems with clinical trial databases and M&A data; identity verification systems with live PII; IoT and industrial systems with SSH access to devices via bastion hosts; email and SaaS integrations with full read/write/delete access to mailboxes; HR systems with candidate PII and hiring pipeline data;…
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