But if that 20% is not the bottleneck then at most your market is replacing the labor required to get that 20% to the next phase, plus you will probably not be able to capture full value here because of lab/model competition.
Choosing the molecules is by far the most important part of drug discovery. It may only be 20% of the work, but everything downstream relies on it. If ai is able to change the odds of discovering a molecule that ends up passing phase 3 from eg 5% to 10% then you only have to do half as many trials to get the same number of drugs. So even though drug discovery doesn’t take a ton of time doing a better job at it can save huge amounts of time down the line.
