The Phase 2 Cliff: 173 AI Drug Programs in Trials, Zero Approvals, and What the Numbers Actually Prove - August 4, 2026

The Phase 2 Cliff: 173 AI Drug Programs in Trials, Zero Approvals, and What the Numbers Actually Prove AI discovered molecules clear Phase 1 trials at 80 to 90 percent, far above the historical industry baseline. Then they hit Phase 2 and success collapses to roughly 40 percent, statistically indistinguishable from conventionally discovered drugs. Chris and Laura dig into what that cliff reveals: AI solved the chemistry, not the biology. Featuring Insilico's rentosertib, the first molecule where AI picked the target and designed the drug, Recursion's polyp burden data, and the FDA framework arriving this year. Hosted by Chris and Laura. The DX Today Podcast brings you daily deep dives into the most consequential stories in the AI ecosystem. #AI #DrugDiscovery #Biotech #ClinicalTrials #HealthTech