Bloomberg：Alphabet 旗下 Isomorphic Labs 拟以约 500 亿美元估值融资 50 亿
DeepMind 分拆的 Isomorphic Labs 拿着 AlphaFold 3 做药物设计，一款药还没上人体就要 500 亿估值，这口气真大，看看 Bloomberg 怎么拆解的。
Bloomberg 报道，从 Google DeepMind 分拆的 Isomorphic Labs 正洽谈约 50 亿美元融资，估值约 500 亿美元。其产品是基于 AlphaFold 3 的药物设计引擎，可预测蛋白质折叠方式及候选药物分子与靶点的结合情况。传统上化学家需要通过耗时昂贵的实验室试错来验证这些结合效果，该引擎让他们先在计算机上设计并筛选分子，只合成有前景的候选物。目前该公司尚无药物进入人体试验，500 亿美元估值建立在预测准确度和制药合作关系之上。
Bloomberg: Isomorphic Labs, The Alphabet company spun out of Google DeepMind is negotiating a roughly $5B raise at about $50B, with no drug yet tested in people.
Their product is a drug-design engine built on AlphaFold 3. It predicts how proteins in the body fold and how a candidate drug molecule will latch onto them. Chemists normally find this out through slow, expensive lab trial and error, so the engine lets them design and rank molecules on a computer first and only make the promising ones.
If software predicts how a candidate molecule binds its protein target, chemists can drop weak designs before paying for synthesis and animal studies.
Without human data, a $50B price rests on prediction accuracy and pharma partnerships, not evidence that its molecules work in patients.
