TD Cowen Insights
TD Cowen Insights
TD Securities, TD Cowen
Unlocking AI KPIs With Insilico CEO Alex Zhavoronkov
42 minutes Posted Sep 30, 2025 at 4:59 pm.
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Recorded on 06/24/25
TD Cowen's Machine Medicine: AI & Health Care podcast series takes on the cross-sector revolution in artificial intelligence and breaks it down one piece at a time. We highlight some of the biggest misconceptions about how AI is and can be used in different health care settings and aim to contextualize the latest and most impactful developments in a field defined by rapid innovation. In this episode, TD Cowen's health care analyst Brendan Smith hosts Alex Zhavoronkov, chief executive officer and founder of Insilico Medicine, to explore how Insilico is helping define some of the most important efficiency benchmarks and key performance indicators for AI in drug development. We discuss the difficulties investors face when assessing the relative productivity and competitive profile of different AI platforms and how important it is that AI players demonstrate and disclose quantifiable improvements that actually bend the curve on R&D efficiency.