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AI Is Transforming Drug Discovery. Here Is the Next Trillion-Dollar Biotech Opportunity
Key takeaways
- AI Is Transforming Drug Discovery.
- Eli Lilly's tirzepatide franchise generated $36.5 billion in 2025 revenue, a gain of 215%, while Novo Nordisk's GLP-1 portfolio reached $34.6 billion.
- Schrodinger's physics-based simulation software serves 18 of the world's 20 largest pharma companies, posting 12% revenue growth in Q1 2026.
AI Is Transforming Drug Discovery. Here Is the Next Trillion-Dollar Biotech Opportunity Rich Duprey Tue, June 30, 2026 at 8:38 PM GMT+7 5 min read LLY NOVO-B.CO NVDA RXRX SDGR Quick Read AI cuts drug discovery from years to weeks, targeting a 10-15 year pipeline where 90% of candidates never reach market approval.
Eli Lilly's tirzepatide franchise generated $36.5 billion in 2025 revenue, a gain of 215%, while Novo Nordisk's GLP-1 portfolio reached $34.6 billion.
Schrodinger's physics-based simulation software serves 18 of the world's 20 largest pharma companies, posting 12% revenue growth in Q1 2026.
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