Apr. 24 at 4:22 PM
$RXRX Listen:
Big Pharma paying billions for AI-generated drugs BEFORE human proof.
$LLY means the “preclinical premium” just got normalized.
Everyone sees
$LLY billions for AI drugs.
$LLY is implicitly saying:
“AI platforms can produce drugs valuable enough to justify multi-billion licensing BEFORE clinical proof.
$RXRX has:
Dozens of programs, Multiple partners Roche, etc. Closed-loop experimental system (arguably more integrated than Insilico)
$LLY
question:
If ONE Insilco is worth
$200M–
$500M+ preclinically.. What is a platform with:
10–20 viable assets & Improving hit rate worth?
If
$RXRX even ONE clinical success, then market applies
$LLY -style math. Multiplies across pipeline.
The
$LLY Insilco deal makes RXRX A plausible platform in a now-validated category w/ multi-billion output potential.
If
$RXRX can show:
“We can generate X viable candidates per yr. “Then valuation becomes:
(assets/year) × (value per asset)
That’s a manufacturing multiple, not biotech multiple.
