Insitro — Startup Profile

Machine learning-enabled drug discovery and development platform combining high-throughput biology with AI

HQ: South San Francisco, CA | Founded: 2018 | Employees: ~230 | Stage: Series C | Website: https://www.insitro.com

About

Insitro is a biotechnology company that uses machine learning and large-scale biological data to discover and develop new medicines. Founded in 2018 by Daphne Koller, the company has built an integrated platform combining automated high-content laboratory experiments with proprietary ML models to decode human biology, identify therapeutic targets, and advance drug candidates. Insitro's platform suite includes CellML (disease modeling), ClinML (clinical translation), TherML (therapeutic candidate identification), and POSH (pooled CRISPR screening with self-supervised deep learning). The company operates partnerships with Bristol Myers Squibb (ALS and broader therapeutic programs) and Eli Lilly (small molecule drug discovery), while also building an internal pipeline focused on metabolic disease and neuroscience. Headquartered in South San Francisco, Insitro employs approximately 230 people as of mid-2025 following a strategic restructuring.

The Take

Insitro remains one of the best-capitalized AI-native drug discovery companies, with over $643M raised and major pharma partnerships with BMS and Lilly. The company's integrated approach — combining automated wet-lab biology with ML platforms like POSH and ChemML — differentiates it from competitors that rely solely on computational methods. A May 2025 workforce reduction of 22% (to ~230 employees) was a strategic move to extend runway into 2027 and sharpen focus on metabolic disease and neuroscience programs. Recent milestones include validation of the POSH platform in Nature Communications (2025), a new collaboration with Eli Lilly (September 2025), and completion of the first AI-enabled human genetics study of brown adipose tissue (January 2026).

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