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ALS, commonly known as“Amyotrophic Lateral Sclerosis (ALS)”, due to2014Popular globally in the year“Ice Bucket Challenge”And widely known. This is a rare and progressive neurodegenerative disease that primarily affects motor neurons. As the condition progresses,Patients will experience muscle weakness, atrophy, and eventually complete paralysis, ultimately endangering their lives due to respiratory failure., as if the body was“Gradual freezing”. DespiteALSHas been discovered200For many years, its pathogenesis has been complex, and there is currently no cure. Existing treatments can only delay the progression of the disease, and there remains a significant unmet clinical need for treatment.

This timeBMSAndinsitro"Rekindling the Past," precisely targets this medical challenge. Both parties will rely oninsitroArtificial IntelligenceChemML™Platform,A novel identified in the first bioassessment phase ALS Target Design of New Drugs.The cooperation can be traced back to2020Year, at that timeBMSAndinsitroSigned an agreement to jointly exploreALSThe innovative treatment pathway. As part of this agreement,insitroAs of2024Year12Successfully achieved the early detection milestone in the month, obtaining2500Million USD in milestone payments.

This one-year extension of the partnership,BMSWill pay up to2000Additional costs in millions of US dollarsIf a new therapeutic drug is successfully delivered through collaboration,insitroIn the future, it can also obtain more than20USD billion milestone payment and subsequent sales sharing. To date,insitroHas raised more than7Hundreds of millions of dollars in funding, is establishing a focus on metabolic diseases and neuroscience.“Platform Pipeline”。

insitroFounder and CEODaphne KollerDr. said: "With our end-to-end drug design platformChemML, we can quickly convert new targets into advanced small molecule leads by utilizing a set of differentiated capabilities spanning AI-driven modeling, medicinal chemistry, and structural biology. While advancing these initial candidates, we will continue to work on identifying other potential new targets that could alter the course of disease. Our goal remains unwavering:Providing truly transformative treatment methods, enablingALSPatients live longer.”

Currently,ALSNew drug development is showing new trends and breakthrough directions. WithALSAn in-depth understanding of the pathological basis such as genetic drivers, abnormal stress responses, and immune mechanisms has led to an increasingly diversified discovery of targets. Treatment strategies are also shifting from single-pathway interventions to multi-target, multi-mechanism combined regulation.An increasing number of companies are leveraging artificial intelligence technology to mine potential disease pathways from massive omics data, accelerating the identification and validation of high-value targets.。

2025Year5Month6Day,Alchemab TherapeuticsAnnounced that it has partnered with Eli Lilly on its research projectATLX-1282Total Value AchievedUp to 4.15 Billion US dollarsThe license agreement.ATLX-1282Is a product designed forALSand other innovative candidate drugs for neurodegenerative diseases, alsoAlchemabThe first project developed based on its proprietary artificial intelligence platform. The platform discovers novel targets and therapies by analyzing antibody sequences from individuals with disease resistance.ALSThe treatment has opened up a completely new R&D pathway.

Notably, there are only a few technology fields that can attract nearly all of the top 20 global pharmaceutical companies to participate. Even in recent years, the much-talked-aboutADC, and has also failed to achieve full coverage. Novartis shifts its strategic focus to more nicheAOCDirection, without venturing intoADCField. In contrast,AIThe pharmaceutical industry shows a stronger consensus, especially in the currently hottest fields of metabolism and weight loss.AI hasBecomeMNCThe High Ground of Technological Competition。

2025Year6Month, Eli Lilly andJuvena TherapeuticsReached an agreementUltra6.5Billion US dollarsThe cooperation agreement will jointly develop and commercialize multiple muscle-enhancing drugs.JuvenaThe highlight lies in itsAIDrive PlatformJuvNET, through this platform, stem cell-secreted proteins can be identified in individuals who excel in maintaining muscle mass, thereby determining muscle-targeting drug candidates.

Only separated by2In the month, Eli Lilly took action again, announcing collaboration with another companyAITechnology CompanySuperluminalAchieve oneUp to13Billion US dollarsin collaboration to jointly develop small-molecule cardiometabolic and weight-loss novel drugs.SuperluminalThe new generation computing platform under its umbrella significantly shortens the generation cycle of candidate molecules by integrating structural biology, artificial intelligence, and pharmacokinetic prediction tools. Particularly in overcoming non-enteric glucagon-like peptides.GProtein-coupled receptor (GPCR) Such types, due to structural complexity and functional diversity, have long been regarded as“Undruggable"In terms of targets, it shows great potential.

Lilly's frequent moves in the AI sector stem both from its strategic optimism about cutting-edge technology platforms and, to a certain extent, from the impetus provided by competitor Novo Nordisk's actions.

SameYear6In the month, Novo Nordisk announced its collaboration with the biotechnology companyDeep Apple TherapeuticsReach an agreementValued at up to8.12Billion US dollarsThe cooperation agreement aims to develop targetedGPCR TargetSmall molecule drugs.Deep AppleFocus on utilizingAIGenerate a virtual compound library and identify potential candidate molecules through high-throughput screening. A research and development pipeline containing three obesity indication projects has been established. This collaboration will further strengthen Novo Nordisk's leading position in the field of metabolic diseases.

Conclusion:

AIis reconstructing the underlying logic of drug research and development at an unprecedented speed. WhenBMS, Eli Lilly, Novo Nordisk and other giants have纷纷“True Gold and Silver”BettingAIStartups, this transformation is no longer about showcasing technical prowess but a strategic game concerning the dominance of innovation over the next decade.AIPharmaceuticals, are moving away from“Proof of Concept”Towards“Clinical Translation”A brand new era.

References:

1.https://www.biospace.com/deals/bms-deepens-als-alliance-with-insitro-puts-2b-on-the-line

2.$1.3 Billion! Lilly Boosts AI Drug Development

3.$650 Million! Lilly Bets on AI Platform to Develop New "Muscle-Building" Drug

4.AI "Sets Its Sights" on the Hottest Track!

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