In a drug made for one patient, the AI is the product

AI in drug development mostly finds better candidates, which barely changes the cost of a drug, because most of that cost goes on trials.

In medicines made for one patient, the trials, the approval and the manufacturing are shared across a platform, while the design has to be redone for each patient. That design work is mostly prediction, which AI suits, so the software sets the cost of each patient and the margin.

The FDA's draft rules from February 2026 make such a business possible for the first time. The bet is that a platform gets cheaper with every patient it learns from.