Drug Discovery AI
I

insitro

insitro is a South San Francisco AI therapeutics company founded in 2018 by Daphne Koller, built on causal biology. It combines more than 20 petabytes of automated cellular experiments (induced pluripotent stem cells, genome editing, high content phenotyping) with population scale human genetic and clinical data. Its two engines are Virtual Human, a causal AI engine for identifying disease targets before candidate optimization, and TherML, a modality agnostic design engine for small molecules, oligonucleotides and complex biologics, launched with its January 2026 acquisition of CombinAbleAI.

The company is advancing nine first in class programs across liver fat and fibrosis, obesity, ALS and ophthalmology. The lead, CTRO-1013, is a liver targeted siRNA against IRS1 in IND enabling studies, and Hideo Makimura joined as chief medical officer in September 2026 to take the pipeline into the clinic. Bristol Myers Squibb partners on ALS, Lilly is a modality partner whose preclinical data trained insitro's pharmacokinetic models in Lilly TuneLab, and Gilead is also a collaborator. It runs its embedding search engine inside the Genomics England Research Environment rather than taking that data out. None of its platform derived candidates has reached a clinical study yet.

AI Health Index verifiedSeptember 28, 2026
Compare insitro with other vendors
Founded
2018
Headquarters
South San Francisco, CA
Website
www.insitro.com
Categories
drug-discovery
Indexed Products
POSH, TherML, Quantitative Adaptive Libraries
Buyer Segments
Pharma / Life Sciences
Assessment

Capability Axes

An AI Health Index grade measures what a buyer can verify from public sources on the date shown. It is not a rating of how good the product is. A vendor can build an excellent system and grade low on an axis because it publishes nothing an outsider can check. How grades read

AI Capability
AA on AI CentralityThe artificial intelligence is the product. Remove the model and there is nothing left to sell.
Vendor Published

Machine learning is the mechanism of the company. insitro combines more than 20 petabytes of automated cellular experiments with population scale genetics, and its two named engines are models: Virtual Human, a causal AI engine built on human clinical and cellular data to identify disease targets, and TherML, a modality agnostic design engine for small molecules, oligonucleotides and complex biologics. Its programs and partnerships (Bristol Myers Squibb in ALS, Eli Lilly) come out of those engines.

BB on Autonomy and Oversight ModelThe oversight structure is described and one part is missing, commonly the threshold at which the system stops or what happens after it is wrong.
Vendor Published

Models propose and experiments decide. Virtual Human identifies genetic drivers and targets, using reasoning models and agentic orchestration to integrate insights, and each hypothesis is tested in purpose built cellular disease models (induced pluripotent stem cells, genome editing and high content phenotyping) before a program advances, so predictions meet experimental evidence. Partners make their own calls: Bristol Myers Squibb nominated ALS-2 and ALS-3 from targets the Virtual Human identified.

What evidence a target needs before insitro commits a program to it is not published.

BB on Model and Technology TransparencyThe approach or the suppliers are named without the version and update discipline behind them. Naming a supplier is the entry to this band both here and on Model Supply Chain Disclosure, which ask different questions of the same disclosure: who receives the data, and what produces the output.
Vendor Published

insitro's method papers include the POSH self supervised cell painting CRISPR platform (Nature Communications, 2025), Channel Vision Transformers, the Sparse Additive Mechanism Shift variational autoencoder for cellular perturbations, deep learning on iPSC derived neurons, and the KinDEL dataset (ICML 2025). The company describes its training data as more than 20 petabytes of automated cellular experiments plus population scale genetics, and TherML as a physics informed design engine.

What is not published is which models and versions run in Virtual Human and TherML, or how changes are tracked.

BB on Model Supply Chain DisclosureSubstantial partial disclosure, or a chain that is structurally short: an in house build, a cleared model that cannot be quietly swapped, or a deployment where the transfer does not occur at all. Naming the model provider exits the band below into this one; the axis rises from here on the completeness of the party list and on the terms that govern data once it arrives.
Vendor Published

Named outside sources feed the platform. Genomics England keeps its genomes and images inside its own research environment, where insitro's search engine runs; UK Biobank imaging and clinical datasets underpin the liver and brown fat work; Lilly's multispecies preclinical data trained the pharmacokinetic models, which run in Lilly TuneLab under a third party host; INSIGHT at Moorfields Eye Hospital supplies eye images; and CombinAbleAI's biologics design engine came in house through the 2026 acquisition.

No subprocessor or cloud provider list is published.

BB on Clinical and Operational EvidenceNamed deployments with dated outcome figures and enough method to test them, or published research short of independent validation.
Vendor Published

CTRO-1013, the lead program, is a liver targeted siRNA against IRS1, chosen from 480 genetic signals for liver fat. A single dose cut hepatic IRS1 expression by 85% and de novo lipogenesis by 59% in diet induced obese mice, it lowered the fibrosis and liver injury biomarkers TIMP-1 and CK-18 by 37% and 68% in a fibrogenic mouse model, and target reduction held over 90 days in cynomolgus monkeys, data presented at the American Diabetes Association 86th Scientific Sessions in June 2026. A brown adipose tissue study built a machine learning phenotype from UK Biobank MRI in 69,598 people, and knockdown of the prioritized target, BAT-01, cut body weight by 15% over four weeks in obese mice. In ALS, targets from the Virtual Human rescued neurite growth in iPSC derived motor neurons, and the POSH pooled cell painting CRISPR platform was published in Nature Communications in December 2025.

None of these candidates has yet been dosed in people; the liver fat and fibrosis programs are expected to enter the clinic in early 2027.

BB on AI Safety and PHI StewardshipCategorical commitments are published, such as no training on customer data, without the retention schedule behind them.
Vendor Published

insitro builds its targets from human cohort data, and its Genomics England work keeps that data in place. Its embedding search engine runs inside the secure Genomics England Research Environment for that organization's research partners, over almost 150,000 whole genomes with phenotypic data from NHS patients with rare diseases and cancer plus histopathology images, under Genomics England's own consent and governance framework for deidentified data; the models went to the data. The liver and brown fat discovery work uses UK Biobank imaging and clinical datasets.

insitro has no published policy of its own on consent, retention, secondary use or model training rights for the human and partner data it holds.

Regulatory and Compliance
DD on HIPAA and BAA PostureNo statement of status and no privacy document that reaches the product. Both halves are absent at this grade: a service level privacy document on its own lifts a vendor to the band above even where no status is stated. A website privacy notice, including one that says it does not cover customer data, does not reach the product, so a vendor whose only document is that notice and who states no status grades here.
Vendor Published

The company develops drugs with pharmaceutical partners rather than serving covered entities, and its human data work draws on research cohorts such as UK Biobank and Genomics England. Its privacy policy applies only to its website.

No statement on protected health information, business associate status or how HIPAA applies to its data is published.

DD on Security Certifications and Trust CenterControls are asserted with nothing independent behind them, or nothing is published. Read the note before concluding anything: this is the grade most often corrected on a second pass, because assurance material frequently sits on a parent domain or inside an old announcement rather than on the product pages.
Vendor Published

The company holds human genetic and clinical data and partners' confidential programs, and its website privacy policy says it has implemented reasonable precautions to protect the information it collects from loss, misuse and unauthorized access.

No security certification, trust center or security page is published.

CC on FDA and Regulatory StatusNo device claim is made and the product is scoped accordingly. Most administrative and operational products sit here and are not penalized for it, because this axis grades the appropriateness of the positioning rather than possession of a clearance.
Vendor Published

The platform is an internal research engine: it identifies targets and designs therapeutics, makes no diagnostic or treatment recommendation, and its candidates follow the drug pathway rather than any device route. The lead program, CTRO-1013, is in IND enabling studies, and Hideo Makimura, who has more than a dozen investigational new drug and clinical trial application filings behind him, became chief medical officer in September 2026 to lead insitro's transition to a clinical stage company.

CC on AI Governance and Bias DisclosureResponsible artificial intelligence is committed to in policy language with no evaluation behind it. Most of the index sits here.
Vendor Published

Among its published methods are tools for checking genetic discovery itself: EmbedGEM, a framework to evaluate how useful learned embeddings are for genetic discovery, and a paper on the pitfalls of genome wide association studies on ratio traits. The models learn from human cohorts such as UK Biobank and from cell lines carrying their donors' genetic backgrounds, so cohort ancestry and composition shape which targets look causal.

No model card, governance framework or analysis of model performance across ancestry groups is published.

CC on AI Liability and RecourseMechanisms exist that let someone challenge an output, such as audit trails, source traceability or review before commit, with nothing standing behind the output and no route for the harmed party.
Vendor Published

Wrong predictions are meant to fail in the lab before they cost a program: targets from the Virtual Human go through cellular disease models and then in vivo studies before programs advance, and partners such as Bristol Myers Squibb choose which targets to take forward. Partner economics are tied to progress through milestone payments.

No accuracy figure for target calls, and no warranty or remedy for a partner when a platform derived target fails, is published.

Integration and Deployment
BB on EHR and Interoperability DepthNamed systems with read access or one directional writing, or standards support with named deployments behind it.
Vendor Published

Data reaches the platform through research environments rather than hospital record systems. The embedding search engine runs inside the Genomics England Research Environment for that organization's research partners, liver and brown fat discovery draws on UK Biobank imaging and clinical datasets, a collaboration with INSIGHT at Moorfields Eye Hospital uses its bioresource of eye images as the basis of a new AI foundation model, and the in vivo pharmacokinetic models built with Lilly are available to certain biotech companies inside Lilly TuneLab.

No connector to a partner's electronic lab notebook, laboratory information system or research data platform is named.

BB on Deployment Model and Data ResidencyOptions and residency are stated with isolation or the processing path left open.
Vendor Published

The discovery platform runs in house, and TherML is directly integrated with insitro's automated labs; teams work in the United States, Poland and Malaysia, with a research center in Israel for large molecule design that came with CombinAbleAI. Two arrangements place its models in other organizations' environments: the embedding search engine inside the secure Genomics England Research Environment, where the data stays put, and the pharmacokinetic models inside Lilly TuneLab, which runs on federated learning infrastructure hosted by a third party provider.

Hosting providers and regional data residency for the core platform are not stated.

Commercial
CC on Commercial TransparencyNo price is published and the posture is discoverable: a buyer can establish how the product is sold and what drives the cost before contacting the vendor. Most of the index sits here.
Vendor Published

insitro earns through discovery partnerships while keeping its own programs. Its five year Bristol Myers Squibb collaboration in ALS and frontotemporal dementia carried $50 million in upfront cash with a total potential deal value over $2.1 billion, followed by $25 million in milestone payments for discovery milestones and the first target, and $10 million when Bristol Myers Squibb selected ALS-2 and ALS-3. Lilly is a modality partner on the liver fat and fibrosis programs, with insitro retaining full global rights.

No price or standard terms for a new partner are published.

BB on Setting and Specialty CoverageCoverage is named with validation behind part of it.
Vendor Published

The pipeline spans four disease areas: liver fat and fibrosis (CTRO-1013, CTRO-1029 and CTRO-1035), obesity (OBS-1 and OBS-2), ALS (an ALS-1 small molecule, CTRO-2018, ALS-2 and ALS-3) and ophthalmology (three dAMD programs). The company chooses diseases where it can mine rich clinical data or build tractable cellular models, and TherML covers small molecules, oligonucleotides and complex biologics including multispecific antibodies and T cell engagers.

The ophthalmology programs and the biologics work have no published results yet.

Alternatives

Alternatives to insitro

Vendors in the same categories as insitro whose graded profiles look most alike, with a line on what each product does.

Similar is not the same, so check that each one does the job you need. No vendor pays for placement.

Iktos is a Paris generative AI and robotics company for small molecule drug discovery, founded in 2016.

Chemify is the only company in this category that makes the molecules.

Immunai occupies a different position from most of this category.

Tech bio company building what it calls an AI scientist for biopharma research and development, combining biological reasoning models, a multimodal patient data network and agentic software.

Protein engineering software company, based in Amsterdam and Zurich, that licenses an AI platform directly to R&D teams rather than working through discovery partnerships.

Edison Scientific is the commercial spinout of the nonprofit research lab FutureHouse, formed in November 2025 to run its AI scientist platform.

Ordered by how closely the graded profiles match across the fifteen axes, inside the same categories. See how each axis is graded in the methodology.

Comparisons

Compared With

Each comparison carries a written verdict, the buyer conditions that favor each vendor, and a graded side by side. Pairs that cross a category boundary are grouped separately, and their verdicts state where the boundary sits rather than manufacturing a head to head.

Commercial

Pricing

Vendor-published figures are labeled as such. Figures labeled “Estimated” are derived from third-party sources and have not been confirmed by the vendor.

Entry Price Pricing Basis BAA Tier Implementation Source
Not applicable
Multi target discovery partnership with upfront payments, research funding and milestones. No software license is sold. — Not applicable. Vendor Published

insitro develops its own programs and earns from discovery partnerships rather than product sales. It has raised approximately $800 million in capital, including approximately $150 million from non dilutive pharma partnerships with Bristol Myers Squibb, Lilly and Gilead, and the Bristol Myers Squibb collaboration alone carried a total potential deal value over $2.1 billion.