drug discovery

4 statements across 1 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jun 30, 2026 by Evan Feinberg · across every show →

Everything said about drug discovery, oldest first

Jun 30, 2026 positive
Opinion
Feinberg: Drug discovery and design is AI's highest-leverage application in healthcare
“Our contention is that the highest leverage application of artificial intelligence Is the drug discovery and drug design process.”
Evan Feinberg Jun 30, 2026 ▶ 27:36 🔬 "The Most Innovative Diffusion Research Is Happening in Drug Discovery, Not Image Generation"
Jun 30, 2026 neutral
Insight
Edunov: Predicting ADMET properties is as critical as protein structure prediction
“Predicting all of those properties is also just as important as, or maybe even more important than predicting the crystal structure itself.”
Sergei Yudinov Jun 30, 2026 ▶ 37:45 🔬 "The Most Innovative Diffusion Research Is Happening in Drug Discovery, Not Image Generation"
Jun 30, 2026 negative
Insight
Feinberg: High-throughput screening exhibits a shockingly low R-squared to actual synthesis
“The reality is that the translation of high throughput screens, whether it's Dell, DNA encoded libraries, or more traditional screens, the R-squared of those predictions to, like, the actual business of resynthesizing a molecule de novo and doing a Low through…”
Evan Feinberg Jun 30, 2026 ▶ 1:18:36 🔬 "The Most Innovative Diffusion Research Is Happening in Drug Discovery, Not Image Generation"
Jun 30, 2026 neutral
Insight
Feinberg: Drug candidates must pass over 30 distinct assay properties
“I would say there's over 30 or so assays, each of which you could imagine if you're a neural net person, like a multitask neural network or multi-head, it's got to predict over 30, you know, three dozen-ish properties, each of which, if it's in the wrong range…”
Evan Feinberg Jun 30, 2026 ▶ 1:00:36 🔬 "The Most Innovative Diffusion Research Is Happening in Drug Discovery, Not Image Generation"
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