Archive

Here you’ll find all the issued of the Life Sciences Digital NEWSLETTER.

Mar 30, 2026

Insilico and Lilly Reset the Price of AI Drug Discovery. Oncology AI Enters the Clinical Standard.

Last week, the compute got installed. This week, the deals got signed. Insilico Medicine closed a $2.75 billion collaboration with Eli Lilly — $115 million upfront, exclusive worldwide license, multiple therapeutic areas — the largest capital commitment to an external AI drug discovery platform from a top-5 pharma to date. Caris Life Sciences launched an AI tool that guides first-line therapy selection for pancreatic cancer at the molecular level. The tool runs on tissue already collected for standard molecular profiling — no additional biopsy required. Tempus AI moved from data vendor to embedded development partner inside a Daiichi Sankyo drug program. And Merck confirmed 34,000 monthly users on its internal AI, with autonomous agents cutting commercial insight generation time in half. The question was never whether AI would reshape drug discovery. The question was who would pay for it, at what scale, and when. This week, Lilly answered all three.

Mar 23, 2026

Roche Locks In the Compute. IQVIA Deploys the Agents. Google Moves Into European Pharmacy.

Last week we tracked Veeva absorbing the compliance layer and IQVIA declaring 150 agents in production. This week, the infrastructure war got physical. Roche activated over 3,500 NVIDIA Blackwell GPUs across the U.S. and Europe — the largest declared AI compute footprint in pharma — and called it what it is: a factory. IQVIA launched IQVIA.ai at GTC 2026, an agentic platform already embedded in 19 of the top 20 pharmaceutical companies. Earendil Labs raised $787 million on an AI biologics platform that has already produced over 40 programs. And Google partnered with DocMorris to build an AI-first digital pharmacy for 11 million patients in Europe. The compute is being installed. The agents are running. The capital is following platforms that can prove output, not just potential.

Mar 16, 2026

Veeva Buys the Compliance Layer. Agentic AI Goes to Work. Life Sciences Software Is Choosing Its Infrastructure.

Last week we tracked Google Cloud threading itself through the infrastructure layer of American healthcare. This week, the decisions got more concrete. Veeva acquired the leading compliant conversational AI platform for patients and HCPs, signalling that AI-powered brand engagement is now a commercial requirement, not an experiment. IQVIA confirmed it has 150 AI agents running in production across its operations, with 500 targeted by 2027. Medidata launched a commercial AI companion that compresses clinical trial build timelines from weeks to hours. And NVIDIA committed $2 billion to the compute infrastructure that will run life sciences AI for the next decade. The platforms are being chosen. The infrastructure is being locked in. The window for "we are evaluating AI" is closing.

Mar 9, 2026

Google Builds the Healthcare OS. Pharma Hands AI the Keys to Clinical Trials.

Last week we covered the moment AI stopped being a promise and started paying bills. This week, the bills got bigger. Google Cloud showed up at HIMSS 2026 with not one but five major healthcare partnerships announced in the span of days. AstraZeneca's digital health spinout Evinova signed AI deals with three top-20 pharma companies simultaneously. And RadNet dropped €230 million on radiology AI company Gleamer, extending a consolidation wave that is quietly reshaping how imaging gets delivered worldwide. The pattern is clear. AI in life sciences is no longer about individual companies experimenting. It is about platforms being chosen, infrastructure being locked in, and portfolios being assembled through M&A.

Mar 2, 2026

AI Stops Being a Promise and Starts Paying the Bills

Something shifted this week in how the industry is talking about AI. The word "pilot" is nearly gone from the conversation. What replaced it: IPOs, billion-dollar deals, and a landmark survey that puts hard numbers on what AI is actually returning. The era of proof-of-concept is over. This week, AI in life sciences officially entered the era of proof-of-results.

Feb 23, 2026

The Agentic R&D Shift: How Life Sciences Is Rebuilding the Lab Around AI

In 2026, we are officially entering the "Agentic Era." As we look at the headlines from the past week, the theme is clear: AI has moved from an assistant to an active researcher that executes workflows. From Eli Lilly’s new "AI Factory" to Merck’s massive data play with Mayo Clinic, the industry is no longer just "using AI"—it is rebuilding the laboratory around it. In every issue, we pull together the most relevant developments at the intersection of life sciences and AI — from product launches and funding moves to events coming up.