Is Google quietly becoming Big Pharma's new king? $Alphabet(GOOGL)$
Alphabet reports Q3 tomorrow. Analysts will watch cloud and the ~$200B capex budget. The bigger story sits inside DeepMind and Isomorphic Labs.
Google doesn't need factories. It owns the models that design the molecules. AlphaFold mapped 200M+ proteins. AlphaGenome Atlas covers ~9B DNA variants. Isomorphic already has deals with $Eli Lilly(LLY)$ and Novartis worth up to $3B. A manufacturing partner like $Teva Pharmaceutical(TEVA)$ would complete the chain.
Not priced yet. First clinical trials are the catalyst.
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