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MindWalk Holdings unveiled its ReefIQ platform, built on a database of 660 million biological patterns, as global pharma shifts research work to outside AI firms. The company filed a new patent layering computation atop its core technology, while Novo Nordisk licensed out an entire therapy program rather than build it internally.
NVIDIA's BioNeMo platform has secured co-innovation deals with Eli Lilly and Thermo Fisher, embedding AI foundation models into enterprise drug discovery pipelines globally. Novo Nordisk reinforced the trend by spinning out its cell therapy unit to an AI-native partner while refocusing on GLP-1. Across the industry, AI infrastructure is shifting from competitive edge to operational baseline.
NVIDIA's BioNeMo platform has locked in partnerships with Eli Lilly, Thermo Fisher, and a wave of biotech startups, emerging as the default compute backbone for pharmaceutical AI globally. Denmark's Novo Nordisk signaled the strategic logic this month: it shuttered its internal cell therapy unit, licensed the program to an AI-native startup, and saw its stock jump 25%. Across the US, Europe, and Asia, major drugmakers are abandoning in-house AI builds in favor of licensing specialized biology at
NVIDIA signed simultaneous AI platform deals with Eli Lilly and Thermo Fisher in January 2026, establishing BioNeMo as the foundational infrastructure layer for pharmaceutical research worldwide. The agreements triggered foundation model launches from at least five specialized biotech firms across Europe and North America. The move mirrors how AWS and Azure captured cloud infrastructure — before application markets matured.