AI-Bio — Theses
4 theses·Avg conviction 6.0/10·4 stale
T1never reviewed
The first AI-approved drug will arrive 2028–2029, and it will be Rentosertib
6.0/10
no history yetT2never reviewed
Data moats are real but type-dependent — phenomics and clinical data are defensible; computational chemistry moats are eroding
6.0/10
no history yetT3never reviewed
Isomorphic Labs will NOT hit its IND target by end-2026
6.0/10
no history yetT4never reviewed
Lab-in-the-loop will prove most valuable for hit-to-lead optimization, not de novo hypothesis generation
6.0/10
no history yetHow theses work
Each thesis has a conviction score (0–10) and a history of re-scores with reasons. A thesis is flagged stale if it hasn't been re-reviewed in 90 days — that's a signal evidence may have moved. Re-score by appending a new dated line under **History.** in the thesis markdown.