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Novo Expands AI Push With Anthropic Deal to Accelerate Drug Discovery
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Key Takeaways
Novo will use Anthropic's models and Claude Science across selected R&D workflows.
The collaboration targets biological reasoning and complex scientific challenges identified by Novo.
Novo's Anthropic deal builds on AI partnerships with OpenAI and AWS to expand its AI ecosystem.
Novo (NVO - Free Report) is expanding its artificial intelligence (AI) capabilities through a new collaboration with Anthropic to accelerate drug discovery and development of new medicines.
Under the agreement, Novo will use Anthropic’s models and Claude Science across selected research and development (R&D) workflows, while also using Anthropic’s frontier models to strengthen AI-driven software development. The deal adds to Novo’s growing network of technology partnerships as it seeks to integrate AI more deeply across its operations.
Rationale Behind NVO’s Latest Anthropic Deal
The collaboration will focus on drug discovery challenges identified by Novo’s scientists and computational teams. NVO and Anthropic will develop targeted solutions for scientific problems and workflows involving biological reasoning, with Claude Science initially being tested in selected R&D applications. This could help researchers process complex scientific information and address computationally intensive tasks more efficiently.
Year to date, Novo shares have lost 18% against the industry’s 10.9% growth.
Image Source: Zacks Investment Research
The partnership is also expected to support productivity across the drug development process. Greater use of AI in research could help Novo analyze datasets, evaluate scientific hypotheses and streamline certain workflows, potentially shortening the time from research to marketed product. The companies have incorporated data governance and human oversight into the collaboration, supporting AI usage within Novo’s ethical and compliance framework.
Over the long run, successful deployment could allow Novo to extend AI beyond individual research applications and build reusable capabilities across its R&D organization. Anthropic’s models will also support AI-driven software development, which could help Novo scale internal AI tools and automate portions of technology development. A broader AI infrastructure may become increasingly valuable as pharmaceutical research involves larger datasets, more complex biological questions and a need for faster experimentation.
The Anthropic deal is part of a wider AI strategy. In April 2026, Novo entered a strategic partnership with OpenAI to apply advanced AI capabilities across drug discovery, manufacturing, supply chain, distribution and commercial operations. In August, NVO partnered with Amazon Web Services (“AWS”), naming AWS its preferred cloud provider and strategic AI partner and establishing a London co-innovation hub focused on drug discovery.
Together, these agreements provide access to frontier AI models, cloud infrastructure and specialized technology expertise, suggesting that Novo is seeking to establish an integrated AI ecosystem that can support scientific research as well as the broader drug development and commercialization chain.
Over the past 60 days, estimates for Precigen’s 2026 bottom line have improved from a loss of 2 cents to earnings per share of 25 cents. Over the same period, earnings estimates for 2027 have risen from 25 cents to 86 cents. PGEN shares have increased 67.5% year to date.
Precigen’s earnings beat estimates in three of the trailing four quarters and missed in the remaining one, with the average surprise being 108.96%.
Over the past 60 days, estimates for AC Immune’s 2026 loss per share have narrowed from 84 cents to 60 cents. Over the same period, earnings estimates for 2027 remained unchanged at 17 cents. ACIU shares have lost 14.7% year to date.
AC Immune’s earnings beat estimates in each of the trailing four quarters, with the average surprise being 33.25%.
Over the past 60 days, loss per share estimates for Aldeyra Therapeutics have narrowed from 43 cents to 39 cents for 2026. Over the same period, estimates for 2027 loss per share have narrowed from 22 cents to 16 cents. ALDX shares have plunged 73.4% year to date.
Aldeyra Therapeutics’ earnings beat estimates in each of the trailing four quarters, delivering an average surprise of 29.25%.
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Novo Expands AI Push With Anthropic Deal to Accelerate Drug Discovery
Key Takeaways
Novo (NVO - Free Report) is expanding its artificial intelligence (AI) capabilities through a new collaboration with Anthropic to accelerate drug discovery and development of new medicines.
Under the agreement, Novo will use Anthropic’s models and Claude Science across selected research and development (R&D) workflows, while also using Anthropic’s frontier models to strengthen AI-driven software development. The deal adds to Novo’s growing network of technology partnerships as it seeks to integrate AI more deeply across its operations.
Rationale Behind NVO’s Latest Anthropic Deal
The collaboration will focus on drug discovery challenges identified by Novo’s scientists and computational teams. NVO and Anthropic will develop targeted solutions for scientific problems and workflows involving biological reasoning, with Claude Science initially being tested in selected R&D applications. This could help researchers process complex scientific information and address computationally intensive tasks more efficiently.
Year to date, Novo shares have lost 18% against the industry’s 10.9% growth.
Image Source: Zacks Investment Research
The partnership is also expected to support productivity across the drug development process. Greater use of AI in research could help Novo analyze datasets, evaluate scientific hypotheses and streamline certain workflows, potentially shortening the time from research to marketed product. The companies have incorporated data governance and human oversight into the collaboration, supporting AI usage within Novo’s ethical and compliance framework.
Over the long run, successful deployment could allow Novo to extend AI beyond individual research applications and build reusable capabilities across its R&D organization. Anthropic’s models will also support AI-driven software development, which could help Novo scale internal AI tools and automate portions of technology development. A broader AI infrastructure may become increasingly valuable as pharmaceutical research involves larger datasets, more complex biological questions and a need for faster experimentation.
The Anthropic deal is part of a wider AI strategy. In April 2026, Novo entered a strategic partnership with OpenAI to apply advanced AI capabilities across drug discovery, manufacturing, supply chain, distribution and commercial operations. In August, NVO partnered with Amazon Web Services (“AWS”), naming AWS its preferred cloud provider and strategic AI partner and establishing a London co-innovation hub focused on drug discovery.
Together, these agreements provide access to frontier AI models, cloud infrastructure and specialized technology expertise, suggesting that Novo is seeking to establish an integrated AI ecosystem that can support scientific research as well as the broader drug development and commercialization chain.
Novo Nordisk A/S Price and Consensus
Novo Nordisk A/S price-consensus-chart | Novo Nordisk A/S Quote
NVO’s Zacks Rank and Stocks to Consider
Novo currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the biotech sector are Precigen (PGEN - Free Report) , currently sporting a Zacks Rank #1 (Strong Buy), and AC Immune (ACIU - Free Report) and Aldeyra Therapeutics (ALDX - Free Report) , carrying a Zacks Rank #2 (Buy) each. You can see the complete list of today’s Zacks #1 Rank stocks here.
Over the past 60 days, estimates for Precigen’s 2026 bottom line have improved from a loss of 2 cents to earnings per share of 25 cents. Over the same period, earnings estimates for 2027 have risen from 25 cents to 86 cents. PGEN shares have increased 67.5% year to date.
Precigen’s earnings beat estimates in three of the trailing four quarters and missed in the remaining one, with the average surprise being 108.96%.
Over the past 60 days, estimates for AC Immune’s 2026 loss per share have narrowed from 84 cents to 60 cents. Over the same period, earnings estimates for 2027 remained unchanged at 17 cents. ACIU shares have lost 14.7% year to date.
AC Immune’s earnings beat estimates in each of the trailing four quarters, with the average surprise being 33.25%.
Over the past 60 days, loss per share estimates for Aldeyra Therapeutics have narrowed from 43 cents to 39 cents for 2026. Over the same period, estimates for 2027 loss per share have narrowed from 22 cents to 16 cents. ALDX shares have plunged 73.4% year to date.
Aldeyra Therapeutics’ earnings beat estimates in each of the trailing four quarters, delivering an average surprise of 29.25%.