If you believe that computation will help companies get better at developing new drugs, then what specific kind of computation and software should you invest in? Quantum chemistry simulations? Molecular dynamics simulations? Generative AI models? Harry's guests this week, Garegin Papaoian and Michael Antonov, lead a company called Deep Origin that's taking an all-of-the-above approach. The company’s philosophy is that physics-based modeling by itself won’t be enough to build a powerful drug discovery engine. But neither will generative AI, which requires more training data than lab scientists will ever be able to provide. They think the only reasonable approach today is to combine the two, and use both physics and AI to try to get better at predicting which molecules could become effective drugs. It’s important stuff, because if Deep Origin is right, then a lot of other more specialized biotech and techbio startups could be going down the wrong path.
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