Episode summary

How Artificial Intelligence is Changing Biotech & Drug Discovery

The Acquirers Podcast · · Hosts: Jake Taylor, Tobias Carlisle

How Artificial Intelligence is Changing Biotech & Drug Discovery – The Acquirers Podcast

Summary

AI is already making parts of biotech and drug discovery more efficient, but the guest argues it has not yet solved the hardest problem: improving biology. The clearest gains are earlier in the pipeline, where AI can help design molecules faster and shorten the time from idea to a development candidate, with some companies reportedly reaching that stage in about 17 months.

The guest says AI has also improved productivity in moving from phase one to phase two and may be lifting success rates there, but the phase two to phase three transition has not improved. That matters because phase two is where companies get the first real proof that a drug is changing disease outcomes, so faster molecule design does not automatically translate into better clinical results.

The guest points to patient enrollment and patient selection as a more immediate win for AI, since a large share of phase two and phase three halts come from trial recruitment problems. But the guest is skeptical that AI alone can compress long clinical trials enough to transform timelines, noting that even an Alzheimer's prevention trial lasting three and a half years cannot be reduced to three weeks.

Key takeaways

  • The guest thinks AI is helping biotech most at the molecule-design and early-development stages, not yet at the biology stage.
  • The guest says some companies can now get from idea to a development candidate in about 17 months.
  • The guest says phase one to phase two success rates appear to have improved with AI, but phase two to phase three has not.
  • The guest argues patient enrollment and selection is a real use case because many phase two and phase three trial halts come from recruitment failures.
  • The guest doubts AI alone can dramatically shorten long clinical trials, especially late-stage studies like an Alzheimer's prevention trial.

Notable quotes

“these companies can do it in 17 months and be ready to start you know moving towards a clinical trial”

— A speaker on The Acquirers Podcast at 2:00

“What we've also seen is um is productivity gr gains at the phase one phase two side”

— A speaker on The Acquirers Podcast at 2:10

“there's nothing that AI can do to shrink like an Alzheimer's prevention trial that would take three and a half years to run to 3 weeks”

— A speaker on The Acquirers Podcast at 6:58

Topics

  • artificial intelligence
  • biotech
  • drug discovery
  • value investing
  • market crashes

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Watch “How Artificial Intelligence is Changing Biotech & Drug Discovery” on YouTube

Summary, takeaways and quote selection by Octagon. Quotes are short excerpts; the full conversation is in the episode.

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The Acquirers Podcast, this episode and its artwork belong to Tobias Carlisle. Octagon is not affiliated with the show; this page is an independent summary.