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At the annual Decoding Bio summit, I sat down with Brad Loncar of BiotechTV to discuss how we at Bessemer Venture Partners are thinking about where value accrues for AI in biotech.
The short answer: Ultimate value accrues at the therapeutic level.
Longer answer: If AI improves drug discovery along any axis (speed, efficiency, cost, new biology, novel chemistry), and becomes a near-ubiquitous tool in the discovery process, value will accrue up the stack. Vertical integration of discovery and development will be essential to capture this value, and the greatest moats will (still) be built in clinical development – trial design, biomarker identification, indication selection, and raw execution.
One of the challenges investing in an AI biotech company or a traditional biotech company is really understanding the strength of the platform as that relates to translating into programs that are compelling. And so we spent a lot of our time either assessing the case studies from those platforms to say, yes, this molecule was only made possible as a function of some pee, either chemistry unlock, biology unlock or AI unlock is we're increasingly seeing and in addition. Do you think this team has hired such that they are able to identify the clinical indications that are most compelling for this given molecule, AI or not? Again, we think that the value will accrue at the therapeutic program level. And so if you believe in that world where AI is accelerating discovery and is making discovery more efficient and is unlocking new opportunities for discovery, then you also have to believe in the world where value accrues up. The staff and the companies that are going to differentiate, AI or not, are still going to be the companies. That bring on the brilliant development executionist folks who have tremendous experience in elegance, clinical trial design, drug hunters with the savviness to know what is a great starting indication versus what is the flagship that you might pursue down the line. And so all of that is still essential.
Great comments Morgan Cheatham on biotech and molecular discovery that can also be applied to health tech companies with a new biometric discovery. The gem questions will always apply- Can you mine it, clean it, cut it, polish it, and pair it in something that everyone wants to wear?
SandboxAQ’s Director of Drug Discovery will present how to combine Molecular Simulations with AI Solutions to Maximize the Probability of Success & Speed
We're excited to join #pharma, #academia, and industry leaders at the 2024 Workshop on Free Energy Methods in Drug Design! Find out where you can hear from SandboxAQ team members at the event:
💡 5/14, 8:55am (CET) - Combining Molecular Simulations with AI Solutions to Maximize the Probability of Success & Speed of Drug Discovery - Andrea Bortolato will discuss building and testing synthetic data using quantum-inspired algorithms paired with #AI
💡 Poster presentation - Unraveling the Puzzle: Linking Functional Activity to Binding Affinities in Complex Biological Systems with Sheenam Khuttan
👉 https://bit.ly/4bgr86o#DrugDiscovery#Alchemy2024
We're excited to join #pharma, #academia, and industry leaders at the 2024 Workshop on Free Energy Methods in Drug Design! Find out where you can hear from SandboxAQ team members at the event:
💡 5/14, 8:55am (CET) - Combining Molecular Simulations with AI Solutions to Maximize the Probability of Success & Speed of Drug Discovery - Andrea Bortolato will discuss building and testing synthetic data using quantum-inspired algorithms paired with #AI
💡 Poster presentation - Unraveling the Puzzle: Linking Functional Activity to Binding Affinities in Complex Biological Systems with Sheenam Khuttan
👉 https://bit.ly/4bgr86o#DrugDiscovery#Alchemy2024
Is your preclinical research facing bottlenecks? Discover how ai4bio’s software sharpens data precision and speeds up research outcomes.
🔍 Featured Products:
- AI-driven data analysis tools
- Automated Lab Reporting Systems
- Predictive Analytics for advanced biomarker discovery
Interested in how these solutions can fit into your lab operations?
👉 Reach out to us at info@ai4bio.com for a deep dive into our tailored AI innovations for biology.
#AI#Biotechnology#LabAutomation#PreclinicalResearch#MachineLearning#DataAnalysis
$20M seed round for "antibody cages"? The latest Baker Lab spinout is either brilliantly simple or simply brilliant.
While everyone's obsessing over AI/ML drug discovery platforms, Archon Biosciences's taken a refreshingly mechanistic approach: stick a dozen antibodies in a protein dodecahedron and watch binding probability soar. It's the kind of solution that makes you think "why didn't we try this before?"
But here's what's fascinating - they're not just throwing more antibodies at the problem. They're engineering precise spatial arrangements through computational design. This could be a game-changer for those "undruggable" targets where we understand the biology but can't achieve sufficient target engagement.
Feels like we're watching the evolution from "spray and pray" to "cage and engage" in real time.
#ProteinDesign#DrugDiscovery#BakerLab
I’ve just made my first stock investment, guided by our cutting-edge work at Gordion!
Our Machine Learning platform, which typically helps pharma companies evaluate drug targets and identify likely responders, has an interesting unforeseen benefit: it can predict the outcomes of existing clinical trials. By training on trials with known outcomes, we’ve noticed a clear pattern - successful trials have dramatically high cohort-specific drug target essentiality, while failed ones do not. One standout example is trial NCT06005974, initiated for MEK inhibitor - congratulations Recursion.
Inspired by these results, I decided to “put my money where my mouth is” and invest based on our technology predictions. Over the coming months, we’ll be collecting data from the outcomes of these predictions - the closest we can get to bringing our program to the clinic.
Stay tuned for updates as we embark on this unexpected journey! 🚀
#InvestmentJourney#MachineLearning#ClinicalTrials#Biotech#AI
Sharing Ideas & Thought Leadership Content at Knowledge Based Conferences for Membership Associations in the Health, Technology, Government and Education Sectors. Chief Executive Officer of WebsEdge.
Trying to understand the building blocks of life?
In the latest episode of the Agents of Tech podcast, we dive into the groundbreaking advancements of AlphaFold, the AI that’s reshaping our understanding of protein structures.
Just before John Jumper, Demis Hassabis, and the team at Google DeepMind were awarded the 2024 Nobel Prize in Chemistry, we explored how AlphaFold is accelerating drug discovery and revolutionizing biology. We were joined by Dr. Luke Yates, who highlighted how AI has slashed the time and cost of understanding protein structures—something that used to take months of painstaking lab work.
Professor Kyle Rohde discussed how AI is opening new doors in the search for antibiotics to combat diseases like tuberculosis, even predicting compounds that could be life-saving treatments.
This episode shines a light on how AI is not just changing the game in medicine, but also offering hope for future breakthroughs in tackling some of the world’s toughest health challenges. Tune in to learn more about the future of science and technology!
https://lnkd.in/ebaUyAVk#AIInScience#NobelPrize2024#AlphaFold#Biotech#DrugDiscovery#ScienceInnovation#TechForGood#ArtificialIntelligence#MedicalBreakthroughs#AgentsOfTech#FutureOfMedicine
News From The Environment + Company News | Nobel Tech in Action | Revolutionizing Our Approach to Drug Discovery 💊
The 2024 Nobel Prize in Chemistry honors breakthroughs in protein folding by David Baker, Demis Hassabis and John Jumper, a technology we also utilize at aimed analytics for advancing drug discovery. This recognition underscores the immense potential of AI in unveiling biological secrets and enhancing healthcare solutions.
Highlights:
- Nobel-winning AI technology is revolutionizing how we understand and utilize proteins.
- aimed analytics harnesses this power, opening new possibilities in medicine.
➡️ Read more in our blog!
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Infographic: own creation 📷
#ISSCR2024 was full of promise and innovation! ✨
There was a huge amount of research and clinical development on display, especially in the #iPSC space 🧫. We've distilled all of this down into a couple of trends and innovations worth following, here are our two overarching trends to watch:
1. Single Cell Technologies, Molecular Insights, and Predictive AI tools
2. Complex 3D models, and Best Practices on Drug Screening Platforms for Inclusive Therapeutic Developments
Did you attend? What were your thoughts?
#ISSCR24#stemcellresearch#celltherapy#sciencemeetsai
Heb 10:23 | Clinician, Technologist, & Educator | Elevating Healthcare
2moGreat comments Morgan Cheatham on biotech and molecular discovery that can also be applied to health tech companies with a new biometric discovery. The gem questions will always apply- Can you mine it, clean it, cut it, polish it, and pair it in something that everyone wants to wear?