Preview data. Company signal currently comes from paper + trial co-mentions only. Patent, SEC, and news ingestion lands in Phase M — numbers shown are representative seed fixtures until then.
Mindshare
Company Mindshare
Who's dominating the AI drug-discovery conversation this quarter — and who's quietly rising.
Share of voice · last 7 days
Company Mindshare
Source: SEC filings, press releases, Twitter/X, Endpoints, BioPharma Dive · biotech.today analysis
Top Gainers
NameCurrentΔ1DΔ7D
- Arvinas12.80%▲94.0bps▲224.0bps
- Terray Therapeutics3.00%▲78.0bps▲178.0bps
- Xaira7.10%▲62.0bps▲142.0bps
- Recursion14.90%▲46.0bps▲93.0bps
Top Losers
NameCurrentΔ1DΔ7D
- Exscientia3.90%▼142.0bps▼123.0bps
- Atomwise4.40%▼88.0bps▼91.0bps
- Schrödinger5.20%▼52.0bps▼48.0bps
- Insitro8.40%▼18.0bps▼15.0bps
Leaderboard
1
Isomorphic Labs
AI drug discovery · Alphabet subsidiary
93.0
+6.7%
2
Recursion
Phenomics + AI platform
81.5
+9.3%
3
Arvinas
PROTAC pioneer
76.2
+22.4%
4
Relay Therapeutics
Dynamics-driven small-mol
67.4
+3.1%
5
Insitro
ML-first drug discovery
61.8
-1.5%
6
Xaira Therapeutics
AI-native de novo
54.3
+14.2%
7
Insilico Medicine
Generative chemistry
50.1
+2.9%
Mindshare by modality
Of the attention within each modality, which AI-native companies are capturing it. Companies cluster on the modalities they’ve publicly committed to.
Modality→ Share
Isomorphic LabsRecursionArvinasRelay TherapeuticsInsitroXairaInsilico MedicineSchrödingerAtomwiseExscientia
PROTAC
34%
14%
12%
10%
8%
7%
6%
ADC
21%
18%
14%
12%
11%
9%
6%
mRNA
24%
18%
14%
11%
10%
8%
7%
Gene therapy
28%
20%
16%
12%
8%
6%
Cell therapy
22%
19%
14%
12%
11%
9%
7%
Small molecule
22%
18%
14%
12%
11%
9%
6%
0%20%40%60%80%100%
Source: Company press releases, clinical trial sponsors, conference talks · biotech.today analysis
Breakdown
By Stage
(5)- Public612
- Series D+392
- Series C244
- Series B182
- Series A / seed114
By Modality
(5)- Small molecule1,024
- Antibody / biologics641
- Gene / cell388
- mRNA / vaccine212
- Platform-only147
By Geography
(6)- United States1,108
- United Kingdom344
- Switzerland286
- Denmark121
- Germany108
- China94