Tag: drug discovery

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in Cardiometabolic

Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice, not medical advice. The 30-second version What. Lipoprotein(a), or Lp(a), is a largely genetically fixed particle that Mendelian randomization (MR) has established as a causal axis of residual cardiovascular risk — the part…

Making the molecule — the real rate-limiting step behind the GLP-1 headline is manufacturing physics, not efficacy

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in Cardiometabolic

Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice, not medical advice. The 30-second version What. The headline for the GLP-1 class is efficacy (about −20% weight, about −20% cardiovascular events). But the real rate-limiting step for population-level access is manufacturing physics:…

Function — where AI protein design actually ships binding, catalysis and neutralization, and where it still fails. A ladder: binders on top, enzymes in the middle, antibodies at the bottom

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Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice, not medical advice. All success-rate, affinity and kcat/KM figures are attributed to the primary paper (Nature/Science) or company IR, with the media tier noted inline. Reported success rates are relative to the candidates…

The AI protein-design landscape — structure prediction is near-solved at the headline, but generative de novo design’s real bottleneck is the in-silico-metric-to-wet-lab-function gap

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Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice, not medical advice. All success-rate, hit-rate and efficiency figures are attributed to the reporting paper or company; some are company blogs or preprints rather than peer-reviewed data (noted inline). In-silico design metrics (pLDDT,…

Structure-based and generative drug design in the clinic: elegant molecules, but whose efficacy?

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Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice. The 30-second version What. Structure-based and generative design engines (Insilico’s Chemistry42, Isomorphic’s IsoDDE, Schrödinger’s FEP+, Relay’s motion-based platform) have demonstrably done one thing: designed and optimized molecules well enough to enter the clinic,…

Recursion and Exscientia: the phenotypic engine can discover, but the clinic has not confirmed it

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Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice. The 30-second version What. Recursion’s phenotypic engine (Recursion OS, a phenomics data universe of more than 25 petabytes) has demonstrated a real capability: to surface candidates from cellular phenotypes without knowing the target…

The landscape of AI drug-discovery platforms: the design is proven, but is the clinic?

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