Oct. 07, 2025

TD Cowen health care analyst Brendan Smith hosts Alex Zhavoronkov, chief executive officer and founder of Insilico Medicine, to explore how Insilico is helping define some of the most important efficiency benchmarks and key performance indicators for artificial intelligence (AI) in drug development. We discuss the difficulties investors face with different AI platforms when assessing the relative productivity and competitive profile. We also examine how important it is that AI players demonstrate and disclose quantifiable improvements that bend the curve on R&D efficiency.

This podcast was originally recorded on June 24, 2025


Portrait of Brendan Smith

Director, Life Science & Diagnostic Tools and Biotech Analyst, TD Cowen

Portrait of Brendan Smith


Director, Life Science & Diagnostic Tools and Biotech Analyst, TD Cowen

Portrait of Brendan Smith


Director, Life Science & Diagnostic Tools and Biotech Analyst, TD Cowen

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