Scaling Biotech
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Openfold3 and the AISB - Is federated the new open source?
A few weeks ago, I wrote about Eli Lilly using federated learning to share an internal foundation model with biotech partners. But I may have found an…
Oct 22
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Jesse Johnson
1
Introducing the Pharma AI Solutions Library
After months of deliberation, brainstorming and cryptic LinkedIn posts, I’m finally ready to formally announce a project I’m calling the Pharma AI…
Oct 15
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Jesse Johnson
1
Variational AI avoids the pipeline trap (with some help from Merck)
A few weeks ago, Variational AI announced a collaboration with Merck on a couple of small molecule programs.
Oct 8
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Jesse Johnson
2
Can you use data without having it? (Yes.)
Almost all of the pharma leaders I’ve talked to about how they identify and evaluate AI partners have, at some point in the conversation, lamented how…
Oct 1
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Jesse Johnson
September 2025
Eli Lilly flips the (foundation model) script
At a first glance, Eli Lilly’s recent announcement of a platform hosting foundation models trained on over $1 billion worth of internal data, doesn’t…
Sep 24
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Jesse Johnson
7
Build vs Buy in the Age of Vibe Coding
My post last week about Tahoe Therapeutics’ unusual business model got me thinking about moats again - what makes a product or a service hard for…
Sep 17
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Jesse Johnson
2
Are one-customer data startups the new techbios?
Last week, I speculated that platform-style innovation in AI for drug discovery will increasingly shift towards pharma partnerships with more…
Sep 10
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Jesse Johnson
2
Pharma Partnerships are the Future of AI for Drug Discovery
When I started working in drug discovery back in 2018, it seemed like the most interesting work was happening at platform biotech startups.
Sep 3
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Jesse Johnson
5
June 2025
Summer Vacation
I’m going to take a break from posting from now through August.
Jun 25
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Jesse Johnson
2
The first "AI Scientist" won't be a chat bot
I’ve been wanting to write about the interesting work that FutureHouse has been doing on reasoning models for biology, but I’m torn about how to frame…
Jun 18
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Jesse Johnson
3
Did a foundation model just solve virtual small molecule screening?
Last week, a team of researchers at MIT, with support from Recursion, published a new foundation model called Boltz-2 that a lot of people are very…
Jun 11
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Jesse Johnson
8
Can AI solve drug repurposing?
Nature Medicine recently published an article called A foundation model for clinician-centered drug repurposing that caught my attention because its use…
Jun 4
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Jesse Johnson
1
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