BenevolentAI Investor Day Presentation Deck
Categorisation of AI/ML companies in biotech, hit & target-ID
Companies can be characterized across two key dimensions: Original technology focus and drug discovery approach
Target-ID
WHAT TARGET DO WE NEED TO HIT TO BE
EFFECTIVE AND SAFE IN A SPECIFIC
DISEASE (pathways, cellular processes)?
HIGH COMPLEXITY THROUGH BIOLOGY
Many layers of knowledge needed, and
many areas where research is not yet
complete
Hit-ID
HOW DO WE NEED TO HIT THE TARGET
WE HAVE IDENTIFIED (specific drug
characteristics)?
HIGH COMPUTATIONAL COMPLEXITY
Atom-to-atom interaction is relatively well
known, but requires many calculations and
simulations
Company archetypes
Target ID
Original technology application focus
Hit ID
Benevolent
SCHRÖDINGER.
Hy
othesis driven
RECURSION
Exscientia
RELAY
THERAPEUTICS
B
Drug Discovery approach
C
Non-Hypothesis driven
Figure: Oliver Wyman Analysis
(listed companies only)
Source: Company Websites, Oliver Wyman Analysis
Hypothesis driven
Involves a data-driven hypothesis-led
approach to therapeutic target
identification
Non hypothesis driven
Leverages technology to identify
solutions without specific conditions
to target specified at the outset
Pharma companies also active in the
space, through internal
development and/or collaborations
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