Small Molecules

topic on 4 shows · 8 statements across 6 episodes

Latent Space WTF is with Nikhil Kamath the a16z Podcast TBPN

8 statements about Small Molecules, every show

Edunov: Small molecules can be modeled with physics to generate training data
“In small molecular space, you can actually model your small molecules with physics. You can model their behavior, and that allows you to create more data that you can train model on. Something which is not necessarily possible in protein to protein.”
Sergei Yudinov Jun 30, 2026 ▶ 15:50 🔬 "The Most Innovative Diffusion Research Is Happening in Drug Discovery, Not Image Generation"
LATENT SPACE Assertion Supported
Feinberg: Small molecules make up 65% of FDA-approved drugs
“Small molecules are still 65% of FDA approved drugs, so we're talking about the biggest part of the pie.”
Evan Feinberg Jun 30, 2026 ▶ 23:35 🔬 "The Most Innovative Diffusion Research Is Happening in Drug Discovery, Not Image Generation"
WTF Assertion Supported
Prasad: Global drug development pipeline is shifting from small molecules to biologics
“Pipeline used to be largely small molecules. It's now shifting to large molecules in biologics and peptides, and also another class of compounds called oligonucleotides.”
G. V. Prasad Jun 17, 2026 ▶ 2:09:27 Two Pharma Giants Who'd Never Met | Mankind & Dr. Reddy's | WTF is Pharma? · Nikhil Kamath
WTF Assertion Partly supported
Prasad: Novel biologics require lower capital intensity to develop than small molecules
“You can also generate novel biologics at a relatively lower intensity of cost than small molecules. It's easier to develop.”
G. V. Prasad Jun 17, 2026 ▶ 2:12:17 Two Pharma Giants Who'd Never Met | Mankind & Dr. Reddy's | WTF is Pharma? · Nikhil Kamath
TBPN Opinion
Shkreli: Pharma avoids peptides as the worst of both worlds
“And in fact, in pharma, you try to avoid peptides because of their inherent weaknesses. You go for small molecules or Really large molecules like antibodies. Peptides are sort of the worst of both worlds.”
Martin Shkreli Mar 23, 2026 ▶ 3:35 The Great Peptide Debate with Martin Shkreli & Max Marchione
Alternating Atomic and Token-Level Modeling Enabled AlphaFold 3 Small Molecules
“The other part, I think that's enough for three is sort of this moving away from modeling just at the amino acid level to actually sort of having the model sort of alternate between you know, sort of atomic resolution modeling and then more like it's got token…”
Jeremy Wohlwend Feb 12, 2026 ▶ 29:20 🔬Generating Molecules, Not Just Models
a16z Assertion Not checkable as stated
Bowen Liu: Small Molecules Currently Lack Self-Supervised Learning Frameworks
“Because like with protein sequences and biological sequences, like you can actually do self-supervised learning, right? Because there is this like complicated generative process with like evolutionary pressure that you can learn from. There's no equivalent for…”
Bowen Liu Oct 3, 2024 ▶ 18:05 AI at the Intersection of Bio | Vijay Pande, Surya Ganguli & Bowen Liu
a16z Prediction Didn’t hold up
Fortney: Small molecule longevity drugs will likely emerge first
“I guess I'm expecting small molecules to come first because that's what pharma is used to. You know, that's what the, we have all the models to make that work. And the space of chemicals has been so unexplored. So I think there are going to be other repomycins…”
Kristen Fortney Jan 2, 2019 ▶ 24:19 a16z Podcast | The Science Of Extending Life

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