Isomorphic Labs 洽谈 50 亿美元融资 估值约 500 亿美元
据 Bloomberg 报道，从 Google DeepMind 分拆出来的 Alphabet 旗下公司 Isomorphic Labs 正洽谈约 50 亿美元融资，估值约 500 亿美元，而目前尚无任何候选药物进入人体试验。其核心资产是基于 AlphaFold 3 的药物设计引擎：它先用计算预测蛋白折叠方式和候选分子与靶点的结合情况，再对分子排序，从而在花钱做合成和动物实验之前淘汰弱设计。但缺少人体数据意味着 500 亿美元估值主要建立在预测精度与药企合作之上，而非分子在患者身上确实有效的证据。
报道正文
Rohan Paul (@rohanpaul_ai) · 2026-11-05 01
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.
