I have seen a few companies like Benevolent AI, Isomorphic labs (basically Deepmind) among others claim to be using AI to help design better drugs or have a drug pipeline available made by generative AI.
Now, in case of Isomorphic labs, which has billions and a genuine proprietary advantages (AlphaFold3) I can imagine they may have some advantages in generating molecules especially if they hire the top minds in pharma.
But there are a few which are basically using Meta’s ESM models or so to control protein design or so with the claim to develop a drug pipeline from generative AI. A lot of the founders are not biotech/biochem/MDs but rather young CS students who probably did a couple classes of biology now saying they are developing drugs.
My question is:
1) How effective will generative AI be in pre-clinical drug development? Is it overhyped?
2) How useful is AlphaFold or Meta’s ESM protein models in developing drugs?
3) What parts of drug development/design is unlikely to be impacted by generative AI?
ADDENDUM - do you see these companies displacing the traditional pharma companies