Biopharma: AI in Drug Development Series: Takeaways From Our Call With Insilico Medicine

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Biopharma: AI in Drug Development Series: Takeaways From Our Call With Insilico Medicine

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May 27, 2026 09:18 PM GMT

Morgan Stanley & Co. LLCMBiopharma | North America Sean Laaman, Ph.D.

Equity Analyst

AI in Drug Development Series: Sean.Laaman@morganstanley.comStephen C Byrd +1 212 761-4947

Stephen.Byrd@morganstanley.com +1 212 761-3865

Takeaways From Our Call With Morgan Stanley Asia Limited+

Jack Lin

Equity AnalystInsilico Medicine Jack.Lin@morganstanley.com +852 3963-3746

We hosted the CEO of Insilico Medicine, Alex Zhavoronkov, for a Morgan Stanley & Co. LLC

Morgan K Gryga

Research Associateconversation on the role of AI in drug discovery. He highlighted

Morgan.Gryga@morganstanley.com +1 212 761-0824

faster early discovery, limited value of proprietary data, and

Michelle M. Weaver, CFA

balancing target novelty vs validation. Equity Strategist

Michelle.M.Weaver@morganstanley.com +1 212 296-5254

We hosted an AI in drug discovery (AIDD) webcast with Insilico Medicine CEO Michael H Riad, Ph.D.

Research Associate

Alex Zhavoronkov (publicly listed in Hong Kong and covered by Jack Lin), which Michael.Riad@morganstanley.com +1 212 761-1309

offered a pragmatic reframing of AI’s role across drug discovery. While earlier Katherine Sun

industry narratives emphasized wholesale disruption, management now highlights Research Associate

Katherine.Sun@morganstanley.com +1 212 761-5968

that AI’s impact is most tangible in accelerating and de-risking early discovery

workflows rather than replacing core scientific functions. Insilico progressed 13

internally developed programs into the clinic (including three Phase 2 assets),

underscoring its position as one of the more clinically validated AIDD platforms.

The CEO opined on the limited durability of proprietary datasets as a