By World Pharma AI Editorial
1 sourceGSK has signed up to use Chai Discovery's protein-folding and design models, after testing designs from the San Francisco company in its own laboratories. The agreement was disclosed on 9 October 2026 1.
What GSK tested
Chai said its models produced designs against GSK's targets "zero-shot without target-specific training", meaning the models were not tuned on data about those particular targets first 1. GSK then ran the designs through its internal wet-lab testing and found binders to every target it tested 1.
Christopher Austin, GSK's senior vice president of R&D technologies, said the company "evaluated their models across a panel of diverse targets and saw designs with strong binding affinities" 1. He presented the deal as an addition to GSK's in-house work: "Their technology complements our own internal models that we continuously retrain against our own wet-lab data, all helping to enable us to accelerate the discovery of potential new medicines." 1
GSK joins a client list that, this year alone, has grown to include Bristol Myers Squibb, Eli Lilly, Novartis and Pfizer, and Chai has also raised a $400 million series C round 1. In preprint papers, Chai has linked its second model, Chai-2, to a 16% hit rate in fully de novo antibody design and shown that Chai-2 could design antibodies against six GPCRs 1. Its newest model, Chai-3, was built to reach high target success rates and binding affinities, including on difficult targets 1.
What it means for the market
GSK is the fifth large drugmaker this year to strike a pact with Chai, so competing pharma groups are now drawing on the same external design models 1. For pharma R&D leaders, GSK's approach is a hybrid one: Austin described Chai's models as sitting alongside GSK's own, which it keeps retraining on its proprietary lab data 1.
The agreement also fits a wider GSK strategy. Chief executive Luke Miels told journalists in May that the "number one priority for the usage of AI is the innovation dimension" 1. Since then GSK has agreed a $110 million deal with AI-focused biotech Relation centred on "generating large-scale human cellular perturbation data and deploying them into models" 1.
What remains unknown is the commercial shape of the arrangement. The disclosure gave no financial terms, no count of the targets GSK tested and no therapeutic areas 1.
Caveats
The evidence so far is preclinical. GSK's binder results come from its own internal testing, and Chai's hit-rate figures come from its preprints 1. Drug development timelines are long, and the promise of Chai's technology has not yet been borne out by clinical validation for any of its partners 1.
References
This briefing summarises publicly available research and reporting for information only. It is not medical, investment or legal advice. Follow the references to the primary sources.
