Traditional science failed to create equations for complex biological systems because biology is too "bespoke." AI succeeds by discerning patterns from vast datasets, effectively serving as the "language" for modeling biology, much like mathematics is the language of physics.
The immediate goal for AI in drug design is finding initial "hits" for difficult targets. The true endgame, however, is to train models on manufacturability data—like solubility and stability—so they can generate molecules that are already optimized, drastically compressing the development timeline.
The transition to an engineering discipline in drug discovery, analogous to aeronautics, means using powerful in silico models to get much closer to a final product before physical testing. This reduces reliance on iterative, expensive, and time-consuming wet lab experiments.
Today's AI-first drug companies must bridge the gap between separate AI and biology experts. The future competitive advantage will belong to a new generation of scientists who are trained from the start to be fluent in both disciplines, eliminating the "accent" of learning one as a second language.
AI models trained on descriptive data (e.g., RNA-seq) can classify cell states but fail to predict how to transition a diseased cell to a healthy one. True progress requires generating massive "causal" datasets that show the effects of specific genetic perturbations.
Instead of applying AI to optimize existing processes for known targets, Zara strategically focuses its powerful models on historically "undruggable" targets like multi-pass membrane proteins. This approach creates a strong competitive moat and showcases the technology's unique potential.
Despite major scientific advances, the key metrics of drug R&D—a ~13-year timeline, 90-95% clinical failure rate, and billion-dollar costs—have remained unchanged for two decades. This profound lack of productivity improvement creates the urgent need for a systematic, AI-driven overhaul.