SandboxAQ CEO on Nvidia deal: Creates screening tool to help drug developers identify candidates
Speakers
Jack Hidary
— CEO, SandboxAQ
Summary
SandboxAQ CEO Jack Hidary announces a partnership with Nvidia to launch an AI-powered virtual screening tool that helps drug developers identify candidates targeting GPCR proteins, dramatically cutting discovery time. He highlights the transformative potential of physics-based AI in biotech and healthcare, and also discusses SandboxAQ's $500M Chips Act award for material science in semiconductor production.
- SandboxAQ and Nvidia partner on a drug discovery screening tool focused on GPCR targets.
- The AI platform reduces candidate screening from years/decades to weeks/months.
- Biotech and healthcare are seen as a massive, high-impact sector for AI-driven innovation.
- Eli Lilly is cited as an early user of such AI tools.
- SandboxAQ also received a $500M Chips Act award for semiconductor material science.
- CEO emphasizes physics-based AI beyond language models for real-world problems.
Ideas
AI accelerates drug discovery, bullish for biotech.
AI-driven physics-based models (Nvidia BioNeMo + SandboxAQ AQ state) enable virtual screening of GPCR-targeting drug candidates, cutting discovery time from years/decades to weeks/months and improving success rates. This breakthrough transforms drug discovery, making biotech and healthcare a massive addressable sector with strong tailwinds as drug companies, biotech firms, and researchers adopt these tools.
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This CNBC video, published June 23, 2026, features Jack Hidary discussing XBI. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: Jack Hidary · Tickers: XBI