Jay Cuthrell

โœ… Final Thoughts Friday for 2025-10-10

Life sciences companies making bigger bets on AI

๐Ÿ’Š + ๐Ÿค– The story that caught my eye this week was life sciences companies placing ever bigger bets on our new AI overlords.

The big story this week was AstraZenecaโ€™s $555M deal to develop new drugs which signals a strategic shift from the petri dish alone to the processing core contribution as a catalyst. This isnโ€™t about saving pennies on lab coats; itโ€™s about compressing the multi-billion dollar, decade-long R&D cycle timeline into a high-speed computational augmented sprint.

The race (metaphor or otherwise) is on to see if the cure for what ails you is found in a molecule or an algorithm.

Of course, this shift also means that the attention to so-called โ€œopenโ€ life sciences movements is increasingly important as AI computation is rapidly democratized to more than the best funded and already established life sciences companies.



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