The lack of comparable developability data is a major bottleneck. Natural Antibody's CEO suggests a 'walk before you can run' approach: instead of accounting for all variables, the industry should create a foundational dataset under a single condition. This focused dataset has proven transferable predictive power.

While AI models are effective for developability properties like stability, they fall short on predicting function. Sanofi's Norbert Furtman notes that generalized affinity prediction is a 'holy grail' problem, and predicting interference with a biological pathway is even harder, as function is not solely explained by structure.

To evolve AI from pattern matching to understanding physics for protein engineering, structural data is insufficient. Models need physical parameters like Gibbs free energy (delta-G), obtainable from affinity measurements, to become truly predictive and transformative for therapeutic development.

The bottleneck for AI in drug discovery is not the algorithm but the lack of high-quality, large-scale biological data. New platforms are needed to generate this necessary "substrate" for AI models to learn from, challenging the narrative that better models alone are the solution.

Unlike purely in-silico companies, Metaphor's platform starts with high-throughput wet lab experiments to generate massive datasets on receptor interactions in living systems. This real-world data is crucial for training their AI to design functionally active antibodies.

Despite the buzz, a clinical development expert cautions that AI's impact in drug development is limited. The primary bottleneck isn't the algorithms but the lack of sufficient, high-quality human biological data that can be translated into reliable predictions, as animal models often fail to provide it.

The progress of AI in predicting cancer treatment is stalled not by algorithms, but by the data used to train them. Relying solely on static genetic data is insufficient. The critical missing piece is functional, contextual data showing how patient cells actually respond to drugs.

The bottleneck for AI in drug development isn't the sophistication of the models but the absence of large-scale, high-quality biological data sets. Without comprehensive data on how drugs interact within complex human systems, even the best AI models cannot make accurate predictions.

Building biologically relevant AI is not a one-off process. It demands a continuous "lab in the loop" system where wet lab experiments generate proprietary data to train models, whose outputs are then physically tested in the lab. This iterative feedback cycle constantly refines the model's predictive accuracy.