Health & Biotech

NVIDIA's BioNeMo platform is now operational backbone for AI drug discovery across global pharmaceutical companies. Novo Nordisk's stock rose 25% in 30 days after shifting to a licensing-first AI strategy, closing its internal cell therapy unit. Five competing AI biotech platforms launched in rapid succession, all running on NVIDIA compute.

US biotech REGENXBIO is on course to commercialise RGX-202, its gene therapy for Duchenne Muscular Dystrophy, by 2027 after completing enrolment in its pivotal trial ahead of schedule. With top-line data expected in early Q2 2026 and a US regulatory filing planned for mid-year, the therapy's cleaner safety profile positions it as a serious rival to the only currently approved DMD gene therapy. The programme also has implications for the estimated 300,000 DMD patients worldwide who have historica