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Sam Fazeli

👤 Speaker
906 total appearances

Appearances Over Time

Podcast Appearances

Vanguards of Healthcare by Bloomberg Intelligence
Inside Insilico Medicine’s AI Strategy and Lilly Breakthrough

You know, the chemical space is very large.

Vanguards of Healthcare by Bloomberg Intelligence
Inside Insilico Medicine’s AI Strategy and Lilly Breakthrough

The combinatorial world is very large.

Vanguards of Healthcare by Bloomberg Intelligence
Inside Insilico Medicine’s AI Strategy and Lilly Breakthrough

How much new chemistry do you feel you're identifying?

Vanguards of Healthcare by Bloomberg Intelligence
Inside Insilico Medicine’s AI Strategy and Lilly Breakthrough

Just quantify that for us, please.

Vanguards of Healthcare by Bloomberg Intelligence
Inside Insilico Medicine’s AI Strategy and Lilly Breakthrough

So Alex, in the broader AI software world, there's been this recent question arising as to how, which of the software models out there, the legacy type software models,

Vanguards of Healthcare by Bloomberg Intelligence
Inside Insilico Medicine’s AI Strategy and Lilly Breakthrough

software as a service, or even some of the more advanced point of sale software companies, a whole variety, which one can survive the onslaught of open source models and even just a whole lot of these very large LLM companies that we all know, OpenAI, Anthropic

Vanguards of Healthcare by Bloomberg Intelligence
Inside Insilico Medicine’s AI Strategy and Lilly Breakthrough

that they could come and just eventually displace you, partly by providing, replicating what you do, or partly by people using their capabilities and developing their own.

Vanguards of Healthcare by Bloomberg Intelligence
Inside Insilico Medicine’s AI Strategy and Lilly Breakthrough

What is the risk to, I don't want to say in silico specifically, but companies that use AI for developing and discovering drugs?

Vanguards of Healthcare by Bloomberg Intelligence
Inside Insilico Medicine’s AI Strategy and Lilly Breakthrough

When do you expect it to become a commodity in five years, 10 years, or whatever time frame?

Vanguards of Healthcare by Bloomberg Intelligence
Inside Insilico Medicine’s AI Strategy and Lilly Breakthrough

Right.

Vanguards of Healthcare by Bloomberg Intelligence
Inside Insilico Medicine’s AI Strategy and Lilly Breakthrough

So the proof of value in Insilico and other companies potentially, like you said, I don't know if there are others, but I'm sure you'll tell me, is that the value proposition is, number one, we go after, or Insilico goes after novel targets themselves that folks haven't targeted before, at least publicly announced.

Vanguards of Healthcare by Bloomberg Intelligence
Inside Insilico Medicine’s AI Strategy and Lilly Breakthrough

And we have the ability to test the chemical space very broadly and cleverly and get it.

Vanguards of Healthcare by Bloomberg Intelligence
Inside Insilico Medicine’s AI Strategy and Lilly Breakthrough

So in the end, that's what biotechs do.

Vanguards of Healthcare by Bloomberg Intelligence
Inside Insilico Medicine’s AI Strategy and Lilly Breakthrough

A lot of them start with some science and technology or chemistry or drug design that they had worked on or discovered within a lab, and then they brought it out.

Vanguards of Healthcare by Bloomberg Intelligence
Inside Insilico Medicine’s AI Strategy and Lilly Breakthrough

And here you're recreating that lab.

Vanguards of Healthcare by Bloomberg Intelligence
Inside Insilico Medicine’s AI Strategy and Lilly Breakthrough

So have I got that right?

Vanguards of Healthcare by Bloomberg Intelligence
Inside Insilico Medicine’s AI Strategy and Lilly Breakthrough

Have I summarized that right?

Vanguards of Healthcare by Bloomberg Intelligence
Inside Insilico Medicine’s AI Strategy and Lilly Breakthrough

Correct.

Vanguards of Healthcare by Bloomberg Intelligence
Inside Insilico Medicine’s AI Strategy and Lilly Breakthrough

Correct.

Vanguards of Healthcare by Bloomberg Intelligence
Inside Insilico Medicine’s AI Strategy and Lilly Breakthrough

Yeah, we all have to live with the reality of what's out there, but at the same time, try and innovate to a point where, you know, with your bigger picture view, right?