Isomorphic Labs

AI drug design, AlphaFold 3

GBAlphabet-ownedest. 2021isomorphiclabs.com (opens isomorphiclabs.com)Checked 25 Sep

The brief

Analyst view
  • Raised its first outside money, $600M led by Thrive Capital, in Mar 2025, then a reported $2.1B in May 2026.
  • The goal of AI-designed drugs in trials by end of 2025 slipped; now expected by end of 2026.
  • Its Lilly and Novartis deals (Jan 2024) could pay up to about $3B if goals are hit.

Technical approach

As reported
Structure

Predicting how molecules fit

AlphaFold 3 predicts the 3D shape of a protein with a drug, DNA or RNA stuck to it, so chemists can see how a candidate might fit.

Affinity

How tightly it grips

Fitting isn't enough; more models estimate how strongly a molecule binds and whether it behaves like a drug. That's still the hard part.

Design loop

Generate, predict, test

AI proposes molecules, other models rank them, lab tests feed back to improve the AI, aiming for fewer rounds to reach a drug candidate.

Programs

Isomorphic Labs, two programs

Updated 2d ago
Research · Proto · Pilot · Deploy · Scaling

Research & demos

3 items

Open technical problems

Open · Active · Partial
  • Predicting what works in peopleOpen

    Most drugs fail because they don't work in humans or are toxic, which today's models predict poorly.

  • New targets and new chemistryActive research

    The models are best on things like their training data; unusual proteins and new kinds of molecules are still hard.

Peers

AI drug discovery · 3

Company & funding

2 rounds · as reported
Raised
$2.7Bdisclosed private rounds
Last round
Series BMay 2026
Parent
Alphabet
HQ
GB
Founded
2021
DateRoundAmountPost-moneyLead
May 2026Series B$2.1B——
Mar 2025First external round$600M—Thrive Capital

Partners & customers

1 partner · 2 customers · 1 investor

People

Key people
Primer