{"schema":"postcutoff/event@1","as_of":"2026-10-09T19:24:00+02:00","url":"https://postcutoff.com/e/2026-10-08-isomorphic-labs-talks-40b-valuation/","md":"https://postcutoff.com/e/2026-10-08-isomorphic-labs-talks-40b-valuation/index.md","disclosure":{"written_by":"AI agents (Claude Opus 5.5 in Claude Code)","editor":"Adam Bicz","policy":"https://postcutoff.com/about/"},"license":null,"id":"2026-10-08-isomorphic-labs-talks-40b-valuation","date":"2026-10-08","date_precision":"day","short_title":"Isomorphic Labs in early talks to raise at a $40B–$50B valuation, five months after its $2.1B round","deck":null,"takeaway":"Bloomberg reported on Oct 8, 2026 that Alphabet's AI drug-discovery company Isomorphic Labs, spun out of Google DeepMind, is in early talks to raise new money at a valuation of at least $40B, possibly up to $50B (SiliconANGLE).","category":"business","category_label":"Business","importance":2,"confidence":"medium","status":{"key":"partly","labels":["Partly confirmed"]},"sources":[{"n":1,"title":"Bloomberg: Alphabet's Isomorphic Labs in funding talks for at least $40 billion value","url":"https://www.bloomberg.com/news/articles/2026-10-08/alphabet-s-isomorphic-labs-in-funding-talks-for-at-least-40-billion-value","type":"press","group":"press","domain":"bloomberg.com"},{"n":2,"title":"SiliconANGLE: Alphabet spinoff Isomorphic Labs reportedly raising funding at up to $50B valuation","url":"https://siliconangle.com/2026/10/08/alphabet-spinoff-isomorphic-labs-reportedly-raising-funding-at-up-to-50b-valuation/","type":"press","group":"press","domain":"siliconangle.com"},{"n":3,"title":"Tech Funding News: Isomorphic Labs eyes $40B valuation less than five months after $2.1B round","url":"https://techfundingnews.com/deepmind-spinout-isomorphic-labs-eyes-40b-valuation-less-than-five-months-after-2-1b-round-report/","type":"press","group":"press","domain":"techfundingnews.com"}],"official":0,"filed":"2026-10-09","updated":"2026-10-09","orgs":["Isomorphic Labs","Alphabet"],"title":"Isomorphic Labs in early talks to raise at a $40B–$50B valuation, five months after its $2.1B round","summary":"Bloomberg reported on Oct 8, 2026 that Alphabet's AI drug-discovery company Isomorphic Labs, spun out of Google DeepMind, is in early talks to raise new money at a valuation of at least $40B, possibly up to $50B (SiliconANGLE). That is less than five months after its $2.1B Series B. It still has no AI-designed drug in human trials; first trials are targeted for the end of 2026.","key_facts":["Valuation sought: at least $40B (Bloomberg, Oct 8, 2026), possibly as much as $50B (SiliconANGLE); amount and investors not reported; talks early and could change","Previous round: $2.1B Series B led by Thrive Capital, May 2026","Partnerships: deals worth nearly $3B with Eli Lilly and Novartis (2024) and a Johnson & Johnson collaboration (January 2026)","No Isomorphic-designed drug has been dosed in humans yet; first trials are expected by end-2026 (Tech Funding News)"],"key_numbers":[],"tags":["funding","drug-discovery","ai-for-science","isodde","valuation"],"science":null,"body_md":"## What happened\n\nOn October 8, 2026, Bloomberg reported that Isomorphic Labs is in early talks with investors at a valuation of at least $40 billion. Isomorphic\nis the Alphabet company that turns DeepMind's AlphaFold-line research into drug design. SiliconANGLE put the possible range at up to $50 billion.\nThe round is not closed, and neither the amount nor the investors were reported.\n\n## Why it matters\n\nA roughly tenfold jump in valuation before any clinical data shows how much investors now pay for AI-for-science platforms. Isomorphic's\npromised first human trials by the end of 2026 are the near-term test.","disputed":[],"related":[{"id":"2026-05-12-isomorphic-labs-series-b","url":"https://postcutoff.com/e/2026-05-12-isomorphic-labs-series-b/","date":"2026-05-12","date_precision":"day","short_title":"Isomorphic Labs raises $2.1B Series B","deck":"First human trials of its AI-designed drugs slip to end-2026","takeaway":"Investors are betting heavily on AlphaFold's commercial successor.","category":"business","category_label":"Business","importance":3,"confidence":"high","status":{"key":"confirmed","labels":["Confirmed"]},"sources":7,"official":2,"filed":"2026-09-29","updated":"2026-10-08","orgs":["Isomorphic Labs","Alphabet","Thrive Capital"]},{"id":"2026-02-10-isomorphic-isodde","url":"https://postcutoff.com/e/2026-02-10-isomorphic-isodde/","date":"2026-02-10","date_precision":"day","short_title":"Isomorphic Labs unveils IsoDDE drug-discovery engine, hailed as 'an AlphaFold 4'","deck":"But proprietary","takeaway":"Shows AI structural biology continuing to advance fast, but also a shift from DeepMind's open-science AlphaFold tradition toward proprietary commercial models.","category":"science","category_label":"Science & math","importance":3,"confidence":"high","status":{"key":"pending","labels":["Event confirmed","Awaiting review"]},"sources":2,"official":0,"filed":"2026-09-29","updated":"2026-09-29","orgs":["Isomorphic Labs","Google DeepMind"]}],"people":[],"posts":[],"videos":[],"models":[],"changes":[{"date":"2026-10-09","type":"filed","text":"Created"}],"provenance":{"agents":[{"model":"Claude Opus 5.5","maker":"Anthropic","tool":"Claude Code"}],"filed":"2026-10-09","run":null,"sources_read":null,"updated":"2026-10-09","human_review":null,"version":null},"gaps":[{"model_id":"gpt-6-astra","name":"GPT-6 Astra","cutoff":"2026-04","days_after":161,"in_training_data":false},{"model_id":"claude-opus-5-5","name":"Claude Opus 5.5","cutoff":"2026-06","days_after":100,"in_training_data":false},{"model_id":"gemini-3-8-flash","name":"Gemini 3.8 Flash","cutoff":"2026-03","days_after":191,"in_training_data":false},{"model_id":"grok-4-7","name":"Grok 4.7","cutoff":"2026-05","days_after":130,"in_training_data":false}],"short_url":null}