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Takeda Deepens AI Drug Discovery Push with $1.7 Billion Iambic Deal

Takeda will use Iambic's AI technologies to accelerate small-molecule drug discovery in oncology and inflammation, with milestone payments potentially exceeding $1.7 billion.

  • Takeda Pharmaceutical and San Diego-based Iambic Therapeutics agreed to a multi-year collaboration for oncology and gastrointestinal/inflammation drug discovery, with payments potentially totaling $1.7 billion including milestone and royalty fees.
  • Seeking faster, more reliable preclinical predictions, Takeda aimed to improve early endpoint prediction with Iambic's Enchant multimodal models and automated laboratory capable of over 95% transformations and more than 1,000 molecules a week.
  • A 2024 study found NeuralPLexer outperformed AlphaFold2 on structure tasks, and Iambic will train bespoke NeuralPLexer models using Revolution Medicines' structures and molecular libraries.
  • Iambic's partnership momentum continued as the deal adds to five major partnerships last year and clinical progress with IAM1363's anti‑tumor activity and safety profile.
  • Takeda's access will be nonexclusive but fine‑tunable, relying on infrastructure partners like Lambda and data‑infrastructure partner TetraScience, Secora said.
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Reuters broke the news in United Kingdom on Monday, February 9, 2026.
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