Sep 24, 2021 · 26m · american-optimist

Discovering Life-Saving Drugs from Fungi! · Joe Lonsdale

Maureen Hillenmeyer · 14m spoken Joe Lonsdale · 9m spoken
0:00 / 0:00
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In this episode of American Optimist, host Joe Lonsdale interviews Hexagon Bio founder and CEO Maureen Hillenmeyer about leveraging genomic sequencing, machine learning, and synthetic biology to discover novel life-saving therapeutics from wild fungal genomes.

How this conversation actually went

Every chapter scored 0–10 on four independent dynamics. Hover any point for the reasoning behind the score. Joe holds 38.9% of the talking time here. How this is scored →

Joe as informed peer 5.2 Guest teaching 3.5 Guest disagreement 0.6 Joe pushing back 0.2
05100:0010:0020:000:21–2:59 · Joe as informed peer 6/10 Introducing Maureen Hillenmeyer and Natural Products Joe demonstrates solid foundational biology knowledge by drawing explicit parallels between natural fungal chemical warfare and CRISPR bacterial defense mechanisms against viruses.2:59–5:09 · Joe as informed peer 5/10 Unlocking Unsequenced Fungal Genomes Joe accurately quotes wild fungal biodiversity figures, and Maureen explains how historical 'grind and find' dirt extraction has given way to high-throughput genomic sequencing.5:09–7:10 · Joe as informed peer 5/10 Hexagon's Toxin-Antitoxin Discovery Platform Maureen educates Joe on Hexagon's core discovery mechanism of identifying toxin-antitoxin gene pairs in fungal DNA, correcting his disease scope to anti-infectives and oncology.7:10–10:27 · Joe as informed peer 6/10 Heterologous Expression via Baker's Yeast Joe demonstrates knowledge of computational biology needs and Palantir alumni skillsets while asking how yeast fermentation is used to express fungal gene clusters.10:27–12:57 · Joe as informed peer 5/10 Target Prediction and Standardized Regulatory Pathways Joe and Maureen discuss standard FDA preclinical pipelines, with Maureen clarifying that Hexagon innovates on discovery rather than altering regulatory or vivarium protocols.12:57–15:38 · Joe as informed peer 6/10 Clinical Development Timelines and Precision Medicine Joe details the stark capital disparity between academic grants ($5M) and venture rounds ($50M+), prompting Maureen to explain why venture-backed companies can scale faster.15:38–19:01 · Joe as informed peer 5/10 Incentives and Cultural Differences in Research When Joe speculates about cultural factors limiting female investors, Maureen gently counters by clarifying that she actually sees strong and growing representation among biotech VCs.19:01–21:03 · Joe as informed peer 4/10 The Threat of Antifungal and Antibiotic Resistance Maureen categorizes the three classes of anti-infectives and clarifies the severe clinical threat of systemic fungal infections in immunocompromised patients compared to superficial cosmetic ailments.21:03–23:49 · Joe as informed peer 5/10 Fixing Broken Incentives for Anti-Infective Drugs Joe assumes Hexagon is developing antibiotics due to mission alignment, but Maureen clearly corrects him that market incentives are broken, making antibiotic development commercially unviable without government intervention.23:49–26:00 · Joe as informed peer 5/10 American Optimism in the Biology Era Joe and Maureen share mutual optimism about the 'biology decade', emphasizing how modern biology has transformed into an analytical data science discipline requiring programming skills.0:21–2:59 · Guest teaching 3/10 Introducing Maureen Hillenmeyer and Natural Products Joe demonstrates solid foundational biology knowledge by drawing explicit parallels between natural fungal chemical warfare and CRISPR bacterial defense mechanisms against viruses.2:59–5:09 · Guest teaching 4/10 Unlocking Unsequenced Fungal Genomes Joe accurately quotes wild fungal biodiversity figures, and Maureen explains how historical 'grind and find' dirt extraction has given way to high-throughput genomic sequencing.5:09–7:10 · Guest teaching 5/10 Hexagon's Toxin-Antitoxin Discovery Platform Maureen educates Joe on Hexagon's core discovery mechanism of identifying toxin-antitoxin gene pairs in fungal DNA, correcting his disease scope to anti-infectives and oncology.7:10–10:27 · Guest teaching 3/10 Heterologous Expression via Baker's Yeast Joe demonstrates knowledge of computational biology needs and Palantir alumni skillsets while asking how yeast fermentation is used to express fungal gene clusters.10:27–12:57 · Guest teaching 3/10 Target Prediction and Standardized Regulatory Pathways Joe and Maureen discuss standard FDA preclinical pipelines, with Maureen clarifying that Hexagon innovates on discovery rather than altering regulatory or vivarium protocols.12:57–15:38 · Guest teaching 2/10 Clinical Development Timelines and Precision Medicine Joe details the stark capital disparity between academic grants ($5M) and venture rounds ($50M+), prompting Maureen to explain why venture-backed companies can scale faster.15:38–19:01 · Guest teaching 3/10 Incentives and Cultural Differences in Research When Joe speculates about cultural factors limiting female investors, Maureen gently counters by clarifying that she actually sees strong and growing representation among biotech VCs.19:01–21:03 · Guest teaching 5/10 The Threat of Antifungal and Antibiotic Resistance Maureen categorizes the three classes of anti-infectives and clarifies the severe clinical threat of systemic fungal infections in immunocompromised patients compared to superficial cosmetic ailments.21:03–23:49 · Guest teaching 5/10 Fixing Broken Incentives for Anti-Infective Drugs Joe assumes Hexagon is developing antibiotics due to mission alignment, but Maureen clearly corrects him that market incentives are broken, making antibiotic development commercially unviable without government intervention.23:49–26:00 · Guest teaching 2/10 American Optimism in the Biology Era Joe and Maureen share mutual optimism about the 'biology decade', emphasizing how modern biology has transformed into an analytical data science discipline requiring programming skills.0:21–2:59 · Guest disagreement 0/10 Introducing Maureen Hillenmeyer and Natural Products Joe demonstrates solid foundational biology knowledge by drawing explicit parallels between natural fungal chemical warfare and CRISPR bacterial defense mechanisms against viruses.2:59–5:09 · Guest disagreement 0/10 Unlocking Unsequenced Fungal Genomes Joe accurately quotes wild fungal biodiversity figures, and Maureen explains how historical 'grind and find' dirt extraction has given way to high-throughput genomic sequencing.5:09–7:10 · Guest disagreement 1/10 Hexagon's Toxin-Antitoxin Discovery Platform Maureen educates Joe on Hexagon's core discovery mechanism of identifying toxin-antitoxin gene pairs in fungal DNA, correcting his disease scope to anti-infectives and oncology.7:10–10:27 · Guest disagreement 0/10 Heterologous Expression via Baker's Yeast Joe demonstrates knowledge of computational biology needs and Palantir alumni skillsets while asking how yeast fermentation is used to express fungal gene clusters.10:27–12:57 · Guest disagreement 0/10 Target Prediction and Standardized Regulatory Pathways Joe and Maureen discuss standard FDA preclinical pipelines, with Maureen clarifying that Hexagon innovates on discovery rather than altering regulatory or vivarium protocols.12:57–15:38 · Guest disagreement 0/10 Clinical Development Timelines and Precision Medicine Joe details the stark capital disparity between academic grants ($5M) and venture rounds ($50M+), prompting Maureen to explain why venture-backed companies can scale faster.15:38–19:01 · Guest disagreement 2/10 Incentives and Cultural Differences in Research When Joe speculates about cultural factors limiting female investors, Maureen gently counters by clarifying that she actually sees strong and growing representation among biotech VCs.19:01–21:03 · Guest disagreement 1/10 The Threat of Antifungal and Antibiotic Resistance Maureen categorizes the three classes of anti-infectives and clarifies the severe clinical threat of systemic fungal infections in immunocompromised patients compared to superficial cosmetic ailments.21:03–23:49 · Guest disagreement 2/10 Fixing Broken Incentives for Anti-Infective Drugs Joe assumes Hexagon is developing antibiotics due to mission alignment, but Maureen clearly corrects him that market incentives are broken, making antibiotic development commercially unviable without government intervention.23:49–26:00 · Guest disagreement 0/10 American Optimism in the Biology Era Joe and Maureen share mutual optimism about the 'biology decade', emphasizing how modern biology has transformed into an analytical data science discipline requiring programming skills.0:21–2:59 · Joe pushing back 0/10 Introducing Maureen Hillenmeyer and Natural Products Joe demonstrates solid foundational biology knowledge by drawing explicit parallels between natural fungal chemical warfare and CRISPR bacterial defense mechanisms against viruses.2:59–5:09 · Joe pushing back 0/10 Unlocking Unsequenced Fungal Genomes Joe accurately quotes wild fungal biodiversity figures, and Maureen explains how historical 'grind and find' dirt extraction has given way to high-throughput genomic sequencing.5:09–7:10 · Joe pushing back 0/10 Hexagon's Toxin-Antitoxin Discovery Platform Maureen educates Joe on Hexagon's core discovery mechanism of identifying toxin-antitoxin gene pairs in fungal DNA, correcting his disease scope to anti-infectives and oncology.7:10–10:27 · Joe pushing back 0/10 Heterologous Expression via Baker's Yeast Joe demonstrates knowledge of computational biology needs and Palantir alumni skillsets while asking how yeast fermentation is used to express fungal gene clusters.10:27–12:57 · Joe pushing back 0/10 Target Prediction and Standardized Regulatory Pathways Joe and Maureen discuss standard FDA preclinical pipelines, with Maureen clarifying that Hexagon innovates on discovery rather than altering regulatory or vivarium protocols.12:57–15:38 · Joe pushing back 0/10 Clinical Development Timelines and Precision Medicine Joe details the stark capital disparity between academic grants ($5M) and venture rounds ($50M+), prompting Maureen to explain why venture-backed companies can scale faster.15:38–19:01 · Joe pushing back 1/10 Incentives and Cultural Differences in Research When Joe speculates about cultural factors limiting female investors, Maureen gently counters by clarifying that she actually sees strong and growing representation among biotech VCs.19:01–21:03 · Joe pushing back 0/10 The Threat of Antifungal and Antibiotic Resistance Maureen categorizes the three classes of anti-infectives and clarifies the severe clinical threat of systemic fungal infections in immunocompromised patients compared to superficial cosmetic ailments.21:03–23:49 · Joe pushing back 1/10 Fixing Broken Incentives for Anti-Infective Drugs Joe assumes Hexagon is developing antibiotics due to mission alignment, but Maureen clearly corrects him that market incentives are broken, making antibiotic development commercially unviable without government intervention.23:49–26:00 · Joe pushing back 0/10 American Optimism in the Biology Era Joe and Maureen share mutual optimism about the 'biology decade', emphasizing how modern biology has transformed into an analytical data science discipline requiring programming skills.

speaking balance: gold is Joe, purple is the guest (3 minute bins)

0:00 · Joe 35.8% · guest 64.2%0:00 · Joe 35.8% · guest 64.2%3:00 · Joe 29.7% · guest 70.3%3:00 · Joe 29.7% · guest 70.3%6:00 · Joe 34.9% · guest 65.1%6:00 · Joe 34.9% · guest 65.1%9:00 · Joe 43.8% · guest 56.2%9:00 · Joe 43.8% · guest 56.2%12:00 · Joe 34.2% · guest 65.8%12:00 · Joe 34.2% · guest 65.8%15:00 · Joe 36.7% · guest 63.3%15:00 · Joe 36.7% · guest 63.3%18:00 · Joe 48.4% · guest 51.6%18:00 · Joe 48.4% · guest 51.6%21:00 · Joe 49.4% · guest 50.6%21:00 · Joe 49.4% · guest 50.6%24:00 · Joe 36.4% · guest 63.6%24:00 · Joe 36.4% · guest 63.6%
Sharpest disagreement ▶ 22:25 Blunt rejection of host assumption on antibacterial research

Maureen flatly shuts down Joe's premise that Hexagon must be working on antibiotics out of mission-driven goodwill, firmly stating they do not touch it because the commercial market is completely broken.

Hardest push from Joe ▶ 18:29 Pushback on gender dynamics in venture capital

Joe pushes on why more women don't transition from founding to investing, asking if cultural interest is a factor, prompting Maureen to politely push back that biotech venture already has strong female representation.

Biggest teaching moment ▶ 19:21 Taxonomy of anti-infectives versus oncology

Maureen breaks down biological classifications for Joe, clarifying that anti-infectives target viruses, bacteria, and external fungi, whereas cancer is the body's own cellular machinery gone wrong.

Joe holds their own ▶ 2:08 Joe connects natural warfare to CRISPR mechanisms

Joe displays sharp domain synthesis by linking Fleming's fungal defense mechanisms directly to how bacteria evolved CRISPR to snip and remember viral threats.

the scores for every segment, with the reasoning behind each
ChapterTopicJoe as informed peerGuest teachingGuest disagreementJoe pushing backWhy
Introducing Maureen Hillenmeyer and Natural Products 6300 Joe demonstrates solid foundational biology knowledge by drawing explicit parallels between natural fungal chemical warfare and CRISPR bacterial defense mechanisms against viruses.
Unlocking Unsequenced Fungal Genomes 5400 Joe accurately quotes wild fungal biodiversity figures, and Maureen explains how historical 'grind and find' dirt extraction has given way to high-throughput genomic sequencing.
Hexagon's Toxin-Antitoxin Discovery Platform 5510 Maureen educates Joe on Hexagon's core discovery mechanism of identifying toxin-antitoxin gene pairs in fungal DNA, correcting his disease scope to anti-infectives and oncology.
Heterologous Expression via Baker's Yeast 6300 Joe demonstrates knowledge of computational biology needs and Palantir alumni skillsets while asking how yeast fermentation is used to express fungal gene clusters.
Target Prediction and Standardized Regulatory Pathways 5300 Joe and Maureen discuss standard FDA preclinical pipelines, with Maureen clarifying that Hexagon innovates on discovery rather than altering regulatory or vivarium protocols.
Clinical Development Timelines and Precision Medicine 6200 Joe details the stark capital disparity between academic grants ($5M) and venture rounds ($50M+), prompting Maureen to explain why venture-backed companies can scale faster.
Incentives and Cultural Differences in Research 5321 When Joe speculates about cultural factors limiting female investors, Maureen gently counters by clarifying that she actually sees strong and growing representation among biotech VCs.
The Threat of Antifungal and Antibiotic Resistance 4510 Maureen categorizes the three classes of anti-infectives and clarifies the severe clinical threat of systemic fungal infections in immunocompromised patients compared to superficial cosmetic ailments.
Fixing Broken Incentives for Anti-Infective Drugs 5521 Joe assumes Hexagon is developing antibiotics due to mission alignment, but Maureen clearly corrects him that market incentives are broken, making antibiotic development commercially unviable without government intervention.
American Optimism in the Biology Era 5200 Joe and Maureen share mutual optimism about the 'biology decade', emphasizing how modern biology has transformed into an analytical data science discipline requiring programming skills.

Statements from this episode (18)

Assertion Supported
Hillenmeyer: About three-quarters of historical antibiotics come from natural sources
“About three-quarters of all antibiotics over history, were found from natural sources.”
Maureen Hillenmeyer Sep 24, 2021 ▶ 1:49
Assertion Supported
Hillenmeyer: Fungi and humans are surprisingly closely related evolutionary relatives
“Compared to bacteria. There's the tree of life. There's bacteria, viruses way over here. Fungi and humans are actually pretty closely related, surprisingly.”
Maureen Hillenmeyer Sep 24, 2021 ▶ 2:36
Insight
Lonsdale: Fungal defense compounds can likely target most mechanisms in human cells
“And so there's like thousands of types of things inside of fungi, and a lot of those echo the things and types of our cells, and so because they learn to fight each other in different ways, they can probably target most things in our cells as well.”
Joe Lonsdale Sep 24, 2021 ▶ 2:51
Assertion Supported
Hillenmeyer: Fungi share about 6,000 genes with humans
“So humans have about 20,000 genes we know now from the Human Genome Project. Fungi have about 6000 that are the same in humans, are very similar.”
Maureen Hillenmeyer Sep 24, 2021 ▶ 3:01
Assertion Partly supported
Hillenmeyer: Only 0.1% of estimated fungal species have been sequenced
“So scientists estimate there's about five million species of fungi on the planet, and only 5000 have been sequenced.”
Maureen Hillenmeyer Sep 24, 2021 ▶ 3:27
Assertion Supported
Hillenmeyer: Big pharma paid bonuses to employees for vacation dirt samples
“People at big pharma companies in past decades would be paid little bonuses to bring back dirt from their vacations to do this kind of grind and find search.”
Maureen Hillenmeyer Sep 24, 2021 ▶ 4:45
Assertion Partly supported
Hillenmeyer: Lipitor originated from fungal compounds
“That's a blockbuster hundred billion dollar cholesterol drug Lipitor originally found in a fungus because cholesterol is essential.”
Maureen Hillenmeyer Sep 24, 2021 ▶ 5:42
Assertion Supported
Hillenmeyer: Fungi mutated their own pathways to survive producing statins
“So this fungus that evolved the statin originally had to protect itself by mutating its own cholesterol, and we can see that in the DNA sequence, so we call it a toxin-antitoxin pair.”
Maureen Hillenmeyer Sep 24, 2021 ▶ 5:55
Assertion Partly supported
Hillenmeyer: 99.9% of wild fungi cannot be cultured in laboratories
“So most of these fungi won't grow well in laboratories. That's part of why only the .1% has really been worked on. The 99.9% don't really grow well in the lab.”
Maureen Hillenmeyer Sep 24, 2021 ▶ 7:15
Assertion Supported
Hillenmeyer: Roughly 10 fungal genes typically encode a drug compound
“It's usually about 10 genes encodes one drug.”
Maureen Hillenmeyer Sep 24, 2021 ▶ 7:34
Assertion Supported
Hexagon Bio rediscovered statins and existing drugs using its platform
“So we, for example, rediscovered the statins and some of these existing drugs.”
Maureen Hillenmeyer Sep 24, 2021 ▶ 8:10
Insight
Hillenmeyer: Genomic data scale enables quant-style search focusing
“As we're getting more genomes and more data it's kind of like the quant effect on wall street effect on wall street. We can start to really see which genomes are going to be useful and which ones are not and focus the search.”
Maureen Hillenmeyer Sep 24, 2021 ▶ 10:04
Disclosure
Hillenmeyer: Hexagon Bio discovered fungal compounds targeting cardiovascular pathways
“So we've seen we rediscovered the statins themselves, as I mentioned, we've seen other drugs evolving in that same kind of cholesterol pathway. And we also see other totally unrelated chemicals in unrelated pathways that could also have an effect on cardiovasc…”
Maureen Hillenmeyer Sep 24, 2021 ▶ 10:57
Disclosure
Hillenmeyer: Hexagon Bio Has Raised Over $50 Million
“Yeah, we've raised over fifty million.”
Maureen Hillenmeyer Sep 24, 2021 ▶ 15:05
Insight
Hillenmeyer: Academia's credit-based incentives drive competition and misalignment versus industry
“The currency in industry is, is money or financial, and the currency in academia is credit. And it just leads to interesting incentives. There's a lot of competition. People aren't kind of rowing the same direction all the time. You're trying to take credit ma…”
Maureen Hillenmeyer Sep 24, 2021 ▶ 15:48
Opinion
Hillenmeyer: Female investor representation in biotech is strong and growing
“I actually see a lot of women investors on the biotech side. I think less on the tech side, but I think the numbers are great and growing.”
Maureen Hillenmeyer Sep 24, 2021 ▶ 18:48
Opinion
Hillenmeyer: The antibacterial drug market is broken
“The antibacterial problem is different. Sadly, the market there is just It's broken. Companies know this, the government knows this.”
Maureen Hillenmeyer Sep 24, 2021 ▶ 20:56
Prediction Not checkable as stated
Hillenmeyer: Drug-resistant bacteria will hit as a massive wave
“The problem is this growing drug resistance in bacteria, they're just swapping these drug resistance genes left and right. It's really scary, and it, it'll, it'll be a massive wave that'll hit us. We just don't quite know when, and investors don't know when th…”
Maureen Hillenmeyer Sep 24, 2021 ▶ 21:39
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