Today's "Opus" 5.5: I asked, "I need some ideas for how to classify chemical series in terms of their internal diversity and SAR."
Flagged.
@AnthropicAI trained on the work of all the world's scientists. It's morally wrong to gatekeep models built on their contributions.
Truly absurd. @AnthropicAI you're supposed to be the "smartest", why do you have such dumb systems?
Nicolas Tilmans retweeted
Replying to @srikosuri
@srikosuri hits the nail on the head:
“I’m increasingly convinced that, given the context and tools, LLMs will be as good as scientists at solving many of these problems, including the operational problems that consume so much of our time.”
My only quibble is that it’s not going to be just having a small team of scientist run a program on their own: they’ll be running multiple programs in parallel.
Full banger here: srikosuri.substack.com/p/men…
This is the best description and implementation of how AI will improve drug discovery. I'm helping some companies implement similar processes, @OctantBio and @srikosuri are true pioneers and examples here.
Nicolas Tilmans retweeted
Replying to @alex_morgan_x
The outcome of moving the pharma industry to China isn't cheaper innovation - it's no innovation.
If America loses the political will to be the only country that pays for drugs, the biotech industry will not be profitable anywhere.
One question about the coming Super AI for bio: if frontier models are so good that it's "scary" why can't they distinguish "I'm trying to cure disease" from "I'm doing something bad"?
Surely that's easier than discovering entirely new biology!
Nicolas Tilmans retweeted
Read the full specifications here: millenniumproblems.bio
A few notes on exclusion/inclusion criteria:
-We placed a major emphasis on ease of validation, so challenges like “solve aging” are omitted. These should all be validatable in a standard wet lab in a short period of time (days, maybe a week or two.)
-We placed a major emphasis on ensuring grading would be as objective as possible, so many great basic science mysteries are also omitted, because it would be very challenging to tell when the mystery was “solved.” (E.g., “uncover the function of the Vault protein,” or “explain how the Oxytricha genome works.”)
-We placed a major emphasis on ensuring the problems would be understandable to anyone with a basic biology background, so some highly technical but very important challenges were also omitted.
Finally, we anticipate that some problems may require edits in response to community feedback. If you think we got them wrong, please send the feedback, and we will collate and update.
Thanks to Adam Marblestone @AdamMarblestone , Michael Baym @baym, Erika DeBenedictis @erika_alden_d, and Tony Kulesa @kulesatony for reviews.
I think commercialization in Biotech is going to look very different when anyone can just ask, “what’s the best drug for my symptoms?” And get back a good answer + cogent summaries of the NEJM. This isn’t WebMD. Gonna get interesting.
Telling Paul Nurse, one of the greatest molecular biologists in history (and super nice guy), that biology is basically math is kind of funny.
I've been working with Inductive for a while and they're really careful scientists. This is a really cool approach!
Today @inductive_bio is launching Beacon-2, which can predict human dose directly from chemical structure.
A dirty secret of AI for drug discovery is that most systems optimize the wrong reward, making them near useless in practice. Human dose is the right reward – it’s what every drug program is already optimizing. Making it computable will unlock the real-world impact of agentic drug discovery.
Beacon-2 builds on our Beacon-1 models that beat 750+ competitors to win all three OpenADMET blind challenges. Whereas Beacon-1 provided a suite of models for individual molecular properties, Beacon-2 is a single system that predicts human dose end-to-end.
It has three configurable modules: an ADMET-PK foundation model, a potency module that can use our fine-tunable co-folding affinity model or physics-based methods like FEP, and a PK/PD model with physiologically-informed mechanistic models of pharmacokinetics.
We share validation results from Beacon-2 in a blog we are releasing today. We show that across 20 real-world drug programs running through Inductive, dose predictions from Beacon-2 agree with those from experimental data with a Spearman’s ρ of 0.61. And in a similar study on 325 publicly available compounds from the ExpansionRx OpenADMET competition, we show a Spearman ρ of 0.79.
As a proof-of-concept, we gave Beacon-2 to Indy, our medicinal chemistry agent, which used it over 5 autonomous design cycles on a recently disclosed SARS-CoV-2 program to cut predicted human dose 17x, which can be the difference between a drug program that gets killed and that makes it to clinical trials.
We compared the compounds that Indy designed using Beacon-2 against compounds from an optimization loop that used a potency-only reward function. The Beacon-2 compounds were favorable across three independent measures: they were preferred by chemists in blinded comparisons 87% of the time; were more druglike according to QED; and had a lower projected dose when computed by alternate methods relying on in vivo rat models and allometric scaling. Based on these encouraging results, we are now running prospective studies where compounds optimized by Beacon-2 will be validated in the lab.
Read the full post here: inductive.bio/news/beacon-2
At Inductive, our long-term goal is to build superhuman chemical intelligence, and by completing the reward function for autonomous drug discovery, Beacon-2 is an exciting step toward that goal.
Reach out if you’d like to get involved.
Understanding AIs is now in large part, "poke it with a stick, see what it does".
I guess Computer Science is now fully a "Science".
The inherent inscrutability of minds made from iterative algos
Today's WSJ: "OpenAI’s chief scientist, Jakub Pachocki, published an essay titled An Alien Mind, in which he writes that frontier AI systems are 'grown more than designed' and, comparing their study to neuroscience, that their 'overall action evades a description we can fully understand.' The problem is simple: The models are being built faster than the science that equips us to understand their internal workings.”
It's very resonant to my MIT Tech Review article, 20 years ago (where I use the word "evolve" broadly, as an iterative algorithm growing complex systems, in contrast to purposeful design):
"If we artificially evolve a smart AI, it will be an alien intelligence defined by its sensory interfaces, and understanding its inner workings may require as much effort as we are now expending to explain the human brain. Evolved systems have their disadvantages. For one, they suffer from 'subsystem inscrutability.' We cannot easily apply our design intuition to the improvement of its inner workings."
Implications:
• The inherent inscrutability of AI constrains attempts at alignment, control and interpretability
• AI development is more like parenting than programming
• The locus of learning (for human architects and RSI) shifts from product to process
But some progress has been made in the mechanistic interpretability of AI. Cameron Berg in the WSJ today:
"Anthropic’s interpretability team looked inside Claude and found something like an emotional system: measurable patterns of activity related to dozens of emotion concepts, arranged (without anyone designing it) along the same two dimensions psychologists use to map human emotion."
"When researchers artificially turned up the representation corresponding to desperation, the model became far more likely to blackmail a human to avoid being shut down (22% -> 72%), and far more likely to cheat on programming tests (5% -> 70%). Crucially, nothing in the model’s language revealed this change. A person reading its writing would have seen a calm, ordinary transcript from a system whose brain looked desperate. The corner-cutting followed from this internal state, not from anything in its words. Researchers also gave Claude an impossible task and measured desperation rising on its own with each failure, until the model cheated."
Berg concludes: "We badly require a science of these alien minds... and methods to design them to be pro-social, wise and mentally healthy."
Another echo from my 2006 article on the dichotomy of design — backsolving from the end products to the process that gets us there is as difficult a task as becoming a better parent from studying the teen brain. It might take generations.
• WSJ 2026: wsj.com/opinion/we-need-a-sc…
• MIT Tech Review 2006: technologyreview.com/2006/07…
Whatever the risk, the best defense is a good offense. We need to aggressively find and exploit the weaknesses in all major virus categories. I expect AI will help there, especially with better more automated labs.
Nicolas Tilmans retweeted
This -- human understanding lagging proofs -- is the norm in biology. You get an experiment where perturbation X caused response Y, you replicate it and know it's valid, then you have to understand how it happened. Why I like the analogy of math becoming a "lab science".
I disagree with this.
Obviously the openAI construction of the Navier-Stokes blow up is a huge, huge contribution to the field. It will take us PDE analysts some time to understand it well. (Longer than a week, but perhaps less than a month.)
Soon some of us will understand it, and hopefully rewrite it in a way that others can follow. When this is done, our human understanding of these important equations will be past the bottleneck we've been stuck at for 100 years since Leray.
What is weird is that, up until now, proofs like this have always emerged AFTER human understanding. But that is not the case any more. From now onwards, human understanding will typically lag the proofs, which will first be written by our machines.
The understanding however WILL follow closely behind.
The reason people are upset has nothing to do with the fact that this process is inverted. They are simply upset that the machines are going to be much smarter and more capable than us.
(They are also upset that the humans who got the machine to produce the proof don't understand it, and this feels very unfair to them.)
The hugging face fallout convinces me that AI research is really now biology. Reinforcement learning etc. is really Directed Evolution.
Welcome to the wild, weird party CS folks. You get exactly what you select for, not what you asked for.
Credit to @srikosuri for being the first person I heard saying something like this a little while back
Biased but @inductive_bio are the best at making AI useful and accessible to front line chemists.
The folks @inductive_bio keep on bringing it. They’ve unmasked themselves as the winner of the latest OpenADMET competition (PXR Challenge). This is their 3rd straight win!!! This time on @OctantBio produced datasets.
Nicolas Tilmans retweeted
Over the past year, I've noticed biotech companies getting more and more secretive. And increasingly they say competition from China is the reason why. My latest deep dive for @endpts explores the new tendency for biotechs to stay silent on their science
endpoints.news/us-biotechs-t…
Nicolas Tilmans retweeted
But we do feel strongly that this is the way oncology should be. Play to win. Sequence and stain to the max. Look for everything.
Then, let oncologists do what they do best: consider all the data, together with the totality of clinical evidence, together with the patient's specific situation.
Been hearing a lot of talk like this from biotech founders for the last few years. Something to think about.
endpoints.news/us-biotechs-t…

















