Patrick Kidger on the AI x Bio funding boom: ask them their GLP-tox strategy
PatrickKidger · x · 2026-10-25
Responding to claims that the current 'neopharma' (AI x Bio) funding wave is really just Stanford/Valley money, mathematician Patrick Kidger offers a nuanced take.
- He agrees the network effect is real: AI x Bio companies outside the Valley or without deep Boston ties can't raise this kind of money even doing the exact same thing.
- But he argues AI x Bio is a legitimate company class, like 'software' — the VC pitch should live one layer deeper: modality choices, in vivo data, etc.
- His litmus test for separating serious from unserious players: ask what their GLP-tox (preclinical toxicology) strategy is.
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