Highlights & Summary

Large pharma-AI deals led April, with Lilly committing up to $2.25B to Profluent for AI-designed recombinases and Novo Nordisk entering a multi-function partnership with OpenAI spanning R&D through manufacturing. Two new foundation model platforms aimed at life sciences also launched: AWS Amazon Bio Discovery and OpenAI's GPT-Rosalind. On the clinical and operational side, health systems and payers continued moving from pilots to enterprise deployment, including Mount Sinai's integration of OpenEvidence into Epic and UnitedHealthcare's launch of its Avery member assistant.

‍

Headlines

AI in Drug Discovery  

1 | AWS launches Amazon Bio Discovery to accelerate AI-powered research in life sciences | New Product

2 | Novo Nordisk partners with OpenAI to scale AI across R&D and operations | Partnership

3 | OpenAI launched a drug-discovery AI model (GPT-Rosalind) | New Product

4 | Recursion outlines AI-driven drug discovery strategy across platform, data, and clinical execution | Pipeline

5 | Lily and Profluent Announce Strategic Partnership Valued Up to $2.25B | Partnership

‍

‍

AI in Diagnostics  

1 | Aidoc Raises $150M Series E Led by Goldman Sachs to Scale Clinical AI for Earlier Diagnoses | Financing

2 | 4D Path Announces Collaboration with Daiichi Sankyo to Advance AI-Driven Predictive Biomarkers for an Antibody Drug Conjugate Program | Partnership

3 | Circular Genomics and Vitazi.ai Forge Strategic Alliance to Develop First-in-Class Multimodal Workflow for Early Alzheimer's Detection | Partnership

4 | Tempus Announces Strategic Collaboration with Gilead to Advance Oncology R&D Through RWE | Partnership

5 | FDA Breakthrough Status Awarded to PreludeDx for AidaBREAST Test in Early Breast Cancer | Regulatory

‍

AI in Healthcare  

1 | Mount Sinai Health System Announces OpenEvidence Deployment | Partnership

2 | Smarter Technologies Releases their AI-backed “SmarterUtilization” Platform to Reduce Hospital Admin Burden | New Product

3 | OpenAI Launches Free ChatGPT for Verified Providers to Enable Task Support | New Product

4 | UnitedHealthcare Unveils Avery, its new Generative AI Companion | New Product

5 | Luminai Raises $38M to Automate Healthcare Admin Workflows | Financing

‍

‍

Summaries

AI in Drug Discovery  

1 | AWS launches Amazon Bio Discovery to accelerate AI-powered research in life sciences | New Product

AWS launched Amazon Bio Discovery, an agentic AI platform that integrates biological foundation models with experiment design and CRO-based lab validation. With their new product, they aim to close the loop between in silico and in vitro workflows, reducing iteration timelines (e.g., antibody design from months to weeks with Memorial Sloan Kettering).

2 | Novo Nordisk partners with OpenAI to scale AI across R&D and operations | Partnership

Novo Nordisk has entered a collaboration with OpenAI to use AI across multiple areas of its business, including drug discovery, clinical development, manufacturing, supply chain, and internal operations. The effort, which includes global workforce upskilling in AI tools, is intended to support analysis of large biomedical and operational datasets and improve efficiency across R&D and enterprise workflows.

3 | OpenAI launched a drug-discovery AI model (GPT-Rosalind) | New Product

OpenAI introduced GPT-Rosalind, a life sciences–focused model designed for drug discovery and biology workflows, including target identification, genomics, protein analysis, and scientific literature synthesis. The model supports multi-step reasoning over biological data and is available as a research preview via ChatGPT, Codex, and the API, with integrations for scientific tools and databases.

4 | Recursion outlines AI-driven drug discovery strategy across platform, data, and clinical execution | Pipeline

Recursion executives outlined their AI drug discovery strategy during a Morgan Stanley webcast. The company reported that its platform can identify 25 targets in parallel, design ~330 molecules over ~17 months to advance a compound into clinical trials versus multi-year industry norms, and apply AI to clinical trial operations such as patient recruitment and protocol design.

5 | Lilly and Profluent Announce Strategic Partnership Valued Up to $2.25B | Partnership

The multi-program research collaboration aims to develop site-specific recombinases designed by Profluent''s protein-design AI. The goal is kilobase-scale DNA editing, meaning the insertion of long DNA stretches at precise genomic locations, which conventional editors cannot yet do. Profluent designs and optimizes the recombinases against multiple targets. Lilly gets an exclusive license to advance selected candidates through preclinical, clinical, and commercialization. Profluent receives an upfront payment and is eligible for up to $2.25B in milestones plus tiered royalties on net sales.

‍

‍

AI in Diagnostics  

1 | Aidoc Raises $150M Series E Led by Goldman Sachs to Scale Clinical AI for Earlier Diagnoses | Financing

Aidoc raised $150M in Series E funding led by Growth Equity at Goldman Sachs Alternatives, with participation from General Catalyst, SoftBank Vision Fund 2, and NVIDIA''s NVentures, bringing total funding above $500M. The capital will support expansion of its CARE clinical foundation model into additional indications, development of automated imaging draft reports, and broader global deployment of its aiOS enterprise platform, currently used by nearly 2,000 hospitals and analyzing more than 60M patient cases per year.

2 | 4D Path Announces Collaboration with Daiichi Sankyo to Advance AI-Driven Predictive Biomarkers for an Antibody Drug Conjugate Program | Partnership

Daiichi Sankyo and 4D Path have entered into a collaboration which will work to develop next-generation predictive biomarkers in ADC clinical development programs. 4D Path’s Q-Plasia OncoReader platform will be used with H&E-stained biopsy slides to identify biomarkers which can identify patients most likely to benefit from Daiichi’s ADCs.

3 | Circular Genomics and Vitazi.ai Forge Strategic Alliance to Develop First-in-Class Multimodal Workflow for Early Alzheimer's Detection | Partnership

Circular Genomics, a neurology company focused on circular RNA-based diagnostics, announced a collaboration with Vitaz.ai. Through the partnership, the companies will develop a non-invasive “next-generation multimodal workflow for the early detection and risk stratification of Alzheimer’s disease” using Vitaz.ai’s AI-powered retinal imaging and oculomics, and shared algorithm and machine learning expertise.

4 | Tempus Announces Strategic Collaboration with Gilead to Advance Oncology R&D Through RWE | Partnership

Tempus AI and Gilead Sciences have entered into a collaboration to enhance Gilead’s oncology pipeline. The announcement marks the expansion of an existing partnership which allowed Gilead to use Tempus’ multimodal RWD for it’s R&D. The expansion gives Gilead access to Tempus’ AI-driven Lens technology.

5 | FDA Breakthrough Status Awarded to PreludeDx for AidaBREAST Test in Early Breast Cancer | Regulatory

The FDA has granted Breakthrough Device Designation to PreludeDx’s AidaBREAST assay. AidaBREAST is a multi-omic test designed to guide treatment in early-stage invasive breast cancer. The test uses multiplex protein expression, targeted RNA sequencing, and artificial intelligence to analyze tumor biology, ultimately aiming to reduce under- and overtreatment. This is Prelude’s second BDD designation.

‍

AI in Healthcare  

1 | Mount Sinai Health System Announces OpenEvidence Deployment | Partnership

Mount Sinai Health System announced that it will deploy OpenEvidence, an AI-driven medical search and clinical decision-making platform, allowing care team members to query peer-reviewed literature and clinical guidelines within their Epic workflow. This marks the health systems’ first enterprise-wide AI tool integration, and supports its broader vision to scale AI to enhance decision-making, and ultimately improve patient outcomes.

2 | Smarter Technologies Releases their AI-backed “SmarterUtilization” Platform to Reduce Hospital Admin Burden | New Product

Smarter Technologies released their “SmarterUtilization” tool to integrate discrete steps of the revenue cycle, from care delivery to claims processing, to improve overall accuracy, reduce denials, and increase revenue predictability. Traditionally, utilization management is a manual process with high associated labor costs; integrating AI into these workflows offers more consistency between clinical decision and expected financial outcomes.

3 | OpenAI Launches Free ChatGPT for Verified Providers to Enable Task Support | New Product

OpenAI released a free version of ChatGPT for verified providers (clinicians, NPs, PAs, pharmacists) to address clinical questions / research, and support documentation (e.g., referrals, patient instructions). This tool follows OpenAIs most recent heathcare product launch in January: ChatGPT for Healthcare, a workspace for researchers and clinicians, already adopted at major hospitals such as Boston Children’s and Cedars-Sinai.

4 | UnitedHealthcare Unveils Avery, its new Generative AI Companion | New Product

UnitedHealthcare unveiled Avery, its new agentic, HIPAA-compliant AI tool to provide personalized insurance assistance to members. Avery can explain insurance procedures (benefits, claim approval status, plan balances) and operate provider search and scheduling tools (e.g., locate in network providers, schedule appointments), offering a tailored healthcare experience for members.

5 | Luminai Raises $38M to Automate Healthcare Admin Workflows | Financing

Luminai raised a $38M Series B to automate admin, with its platform primarily converting disparate faxes / PDFs into structured, usable data by distinguishing clinically relevant data from irrelevant information. The company is partnered with Cleveland Clinic, which is leveraging the platform to automate tasks such as referral management, with the intention of expanding usage to other high-volume, operationally intensive workflows.

‍