Private Markets / Emerging Spaces / AI Drug Discovery & TechBio

AI Drug Discovery & TechBio

ML-native drug discovery, protein design, and computational biology platforms.

23/100momentum · Cooling
51tracked companies
$80Bcombined valuation
$694Mcapital · 90d (5 deals)
$4.1Bcapital · 1y (12 deals)
12new entrants · 1y
-16.1%median secondary vs round (13 marks)

Momentum components — 4/4 computable

Funding acceleration7
Deal velocity58
News heat4
Secondary temp34

Components that cannot be computed are dropped and the weights renormalize — never faked to neutral.

Capital by quarter — disclosed rounds

24Q425Q125Q225Q325Q426Q126Q226Q3

Undisclosed amounts count as zero capital; deals still count.

#CompanyValuationSecondary vs RoundLast Round
1 Biosplice Therapeutics $12B as of 2018-Q3 no mark 2018-08-15
2 Isomorphic Labs $12B as of 2026-Q2 no mark 2026-05-12
3 Lila Sciences $8.5B as of 2026-06 no mark undated
4 PsiQuantum $5.7B as of 2025-Q3 -20.7% 2025-09-09
5 SandboxAQ $5.1B as of 2025-Q2 +24.1% 2025-04-03
6 Sword Health $4.5B as of 2025-Q2 -61.1% 2025-06-17
7 Chai Discovery $3.8B as of 2026-07 -29.1% 2026-07-14
8 Insitro $2.4B as of 2021-Q1 -29.3% 2021-03-19
9 Generate Biomedicines $2.2B as of 2026-02 no mark undated
10 ArsenalBio $1.9B as of 2024-Q3 -16.1% 2024-09-04
11 Formation Bio $1.7B as of 2024 -68.1% undated
12 Valo Health $1.4B as of 2022-Q4 no mark 2022-10-28

Methodology. Emerging Spaces groups the tracked private-company roster into curated thematic spaces and scores each space's momentum 0–100 from four disclosed-data components: trailing-90-day capital vs the prior 90 days (40%), deal-count acceleration on the same windows (25%), news activity per tracked company over 30 days (20%), and the median secondary-market premium to last round across the space's marked names (15%). Components that cannot be computed are dropped and the weights renormalize — the basis is disclosed per space. Quarterly trends derive from dated, disclosed rounds; undisclosed amounts count as zero capital. An attention map of disclosed activity — not a prediction, not investment advice.