AI-designed drugs reach late-stage trials

Rentosertib (Insilico) advanced to Phase III for IPF, the first AI-designed drug to reach this milestone. Insilico also secured multiple deals (Takeda $600M, CMS $165M+$177M). However, no AI-created molecules have been FDA-approved yet, and Phase II success rates remain uncertain. A recent generative biology article reinforces that validation, not discovery, is the real bottleneck, and adds an aging angle. A new article reports $8.9B raised with zero FDA approvals, highlighting the translation gap and the BenevolentAI failure. A podcast argues drug discovery is an information problem, emphasizing mechanistic simulation.