The Next Big AI Trade May Be in Drug Discovery

Sanofi just signed a new multi-year AI drug discovery deal with Owkin. The goal: Build AI-powered “biopharma agents” that can support drug discovery and development from early research through clinical trials. This is not an isolated deal. In 2026 alone: Sanofi partnered deeper with Owkin for AI drug discovery. Bristol Myers Squibb signed with Anthropic to roll out Claude across research, clinical development, manufacturing, commercial, and corporate teams. Gilead expanded its deal with Tempus A