MindWalk, NVIDIA build AI foundation-model layer for drug discovery as novo Nordisk outsources R&D. MindWalk filed a new patent extending its HYFT biological-pattern platform, while NVIDIA's BioNeMo anchors lab partnerships with Thermo Fisher and Eli Lilly. Novo Nordisk closed its cell therapy unit and licensed a Parkinson's asset to an AI platform, even as its stock rose 24.9% in 30 days. July 23, 2026 MindWalk Holdings filed patent EP26187897.9 on July 15, adding a computational layer atop its foundational HYFT patent, EP3881326A1.[1] The filing organizes the biological meaning behind identified patterns into a form reusable across MindWalk's infrastructure and customer AI workflows.[1] HYFT Technology encodes roughly 660 million biological patterns - universal fingerprints linking sequence, structure and function.[2] MindWalk's bet: representing biology itself, not raw compute, is the hard problem and the durable advantage.[2] NVIDIA is chasing the same layer from a different angle. Its BioNeMo platform now anchors lab-in-the-loop partnerships with Thermo Fisher and Eli Lilly, positioning NVIDIA as connective tissue linking wet-lab experiments to AI models. Basecamp Research's EDEN, Boltz Lab, Owkin's OwkinZero and Edison Scientific's Kosmos are building competing foundation-model platforms for biology, each betting that owning the representation layer matters more than owning lab automation. Incumbent pharma is reallocating capital toward this stack rather than building it in-house. Novo Nordisk closed its internal cell therapy unit and licensed a Parkinson's disease asset to the AI-driven Cellular Intelligence platform.[3] The move came alongside strong core earnings and a 24.9% 30-day stock gain.[3] Investors read the shift as additive outsourcing, not weakness. The through-line: foundation-model platforms that represent biology computationally are absorbing work once run inside pharma R&D departments - from target identification to licensing decisions on clinical assets. NVIDIA's partnerships and MindWalk's patent expansion suggest the infrastructure layer for drug discovery is consolidating around a handful of AI-native platforms, with legacy pharma increasingly renting rather than owning that capability. Source documents. Via News is a conduit. Via News Agency point to the source documents behind this report - Via News Agency don't replace them. Trace any claim to its source and decide what to trust. How Via News Agency source Source Trace Score · 4 source documents · 4 with a live link Verifiability: Strong

AI Scientists, stock tumble, patent lawsuit, and new partnerships. May 22, 2026 Agentic AI is growing in its applications. Google DeepMind and Edison are leveraging the growing capabilities by developing AI Scientists. These platforms are poised to streamline the scientific process, aiding human scientists with a variety of tasks. Meanwhile, despite positive data in its Phase III DMD therapy trial, Regenxbio's stock fell for a variety of reasons. 10X Genomics and Harvard University are suing Element Biosciences over patents for a multiomics platform. Finally, Bristol Meyers Squibb is partnering with Hengrui Pharma to develop 13 early-stage programs with the potential to grow their investment to a predicted $15 billion in sales. Listed below are links to the GEN stories referenced in this episode of Touching Base:

Building AI-Native Biopharma: announcing its partnership with Incyte Corporation and Kosmos for R&D teams. Sam Rodriques May 19, 2026 At Edison, its goal is to use AI to accelerate the entire pipeline of new medicines, from basic discovery to clinical development. Drug development is fundamentally cumulative: every experiment, analysis, and clinical outcome generates information that should improve future decisions. Yet today, most of that knowledge remains fragmented across teams, systems, and stages of the R&D process. Edison Scientific Inc. believe the full gains from scientific AI will only be realized when AI systems are integrated across the entire research and development stack, continuously learning from the evolving scientific context inside an organization. Building AI-native biopharma organizations will require AI systems that participate directly in scientific workflows, decision-making, and organizational learning. Building AI-Native Biopharma Organizations Today, Edison Scientific Inc. is delighted to announce a partnership with Incyte Corporation (NASDAQ:INCY) to pioneer a new model for AI-enabled drug discovery and development. Kosmos will be embedded across the Incyte discovery and development lifecycle, enabling continuous learning from translational and clinical data, real-time synthesis of evidence and predictive models of therapeutic performance. Its initial deployment with Incyte will focus on integrating Kosmos into high-impact workflows in target discovery, target validation, and translational biology. By embedding its platform directly into Incyte's research environment, Edison Scientific Inc. aim to help Incyte's researchers more effectively synthesize experimental, clinical, and biomarker data, generate and evaluate hypotheses, and support critical R&D decisions throughout the development process. Over time, Edison Scientific Inc. expect these capabilities to expand across Incyte's broader R&D organization. Kosmos: The AI Scientist for R&D To meet the needs of Incyte and future biopharma partners, Edison Scientific Inc. has rearchitected Kosmos to cover the full biopharma R&D lifecycle, from discovery to development. Edison Scientific Inc. has made a number of improvements to Kosmos, aimed at making it more interactive, more powerful, and more useful for scientists throughout the pharma R&D stack. These changes will help scientists and researchers ask better questions, produce better study designs, and increase confidence around go and no-go calls. You can apply for access to the new Kosmos here. Edison Scientific Inc. will work on expanding access as capacity becomes available. The new Kosmos introduces several major advancements for biopharma R&D: * Built for and validated across clinical development: To extend Kosmos into clinical development, Edison Scientific Inc. introduced new data sources, skills, and reasoning models spanning toxicology, clinical trials, and regulatory documentation. Edison Scientific Inc. has validated Kosmos by reproducing key stages of clinical development for a novel checkpoint inhibitor, from lead identification through a Phase II proof-of-concept study. * A persistent scientific collaborator: Because scientific reasoning is inherently iterative, Edison Scientific Inc. rebuilt the experience of working with Kosmos around a persistent, synchronous interface on top of its native asynchronous agent architecture. Kosmos can now interact with researchers and take feedback from them as it goes about its work, making it much easier and more natural for researchers to collaborate with Kosmos on producing complex outputs. Researchers can chat with Kosmos in real time, receive updates as investigations progress, and collaborate with Kosmos through shared workflows, including Slack, Teams and email. Kosmos can also provision compute for GPU-intensive tasks such as AlphaFold and molecular docking calculations, author PDFs, and interpret figures from recent scientific papers. * Trained on your organization's data: Kosmos now integrates with local datasets, cloud storage, and warehouse systems including ELNs, assay data, biomarker data, and unstructured scientific notes, enabling researchers to reason across proprietary organizational knowledge throughout the R&D pipeline. * Leveraging scientific world models: Kosmos constructs internal scientific world models that integrate literature, experiments, clinical outcomes, and organizational context across discovery and development. * Natively trainable architecture: The models underlying Kosmos can now be trained directly with reinforcement learning and supervised fine-tuning on experimental and reasoning data provided by its partners, helping those partners to build a sustainable intelligence advantage. * Enterprise-grade security and traceability: Built for enterprise deployment with SOC 2 compliant infrastructure and fully auditable workflows, Kosmos enables researchers to trace analyses, reasoning steps, and scientific decisions across complex investigations. How Individual Academics and Researchers Can Continue to Work with Kosmos The academic and grass-roots research community played an important role in shaping Kosmos, and Edison Scientific Inc. remain committed to supporting researchers working at the frontier of science. Many of the capabilities announced today were informed directly by how researchers used Kosmos in practice, and Edison Scientific Inc. intend to continue working closely with the academic community as the platform evolves. Here is what that looks like now: * Its core research agents will remain publicly available through the Edison Playground. This includes its Literature agent (formerly Crow), its Analysis agent (formerly Finch), and its Precedent agent (formerly HasAnyone/Owl). All users will continue to have 10 free credits per month for those agents. The legacy Kosmos interface will also be available there for a limited time. * Its free tier for academics is changing. Academics who previously received 650 credits/month will now receive a one-time block grant of 2000 credits instead of monthly refreshers. These credits can be used on the Edison Playground. Edison Scientific Inc. will launch an updated free tier for academics in a few months. * Edison Scientific Inc. will shortly introduce new Kosmos subscriptions. Founding Kosmos subscriptions will no longer be available. Edison Scientific Inc. plan to announce new subscriptions in the coming months. To thank all of its existing subscribers for their support, existing subscribers will receive priority access to Kosmos with significantly higher rate limits and heavily discounted access to higher-tier plans at the same price in the future. You can apply for access to the new Kosmos here. Edison Scientific Inc. will work on expanding access as capacity becomes available.