DDIF 2027 · The Why
01 · The proof
The proof is where the decision lives. Capital now follows clinical proof. McKinsey’s September 2026 analysis of 38 AI discovery deals finds less than 1 percent of their maximum milestone value paid by June 2026. A discovery platform is judged by the portfolio decisions it changes. Regulators admit new kinds of evidence without lowering the standard, which leaves the burden of proof with the leaders who sign.
02 · Three questions
What compounds.
Which designed molecules earn the portfolio’s backing. The platform is judged by the decisions it changes, not the molecules it makes. Europe leaves research AI to the sponsor’s own discipline.
What translates.
The constraint has moved from the molecule to the mechanism. IQVIA’s May 2026 R&D trends report puts Phase I success for AI-enabled programmes at 75%, yet Phase II matches their peers. The handover to development is where it is lost. Europe now accepts model informed evidence and is building a sandbox for what does not yet fit.
Who reaches the patient.
Regulators now admit new kinds of evidence without lowering the standard. The burden of proof sits with the leaders who sign. Europe’s new pharmaceutical law is settling what that proof earns.
03 · The room
Discovery scientists. Translational leads. Regulatory strategists. The Savoy, London. 12 and 13 May 2027. Closed-door. By invitation.
For the molecule. For the medicine. For the patient.
A note on privacy.
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