"Patience is a Super Power" - "The Money is in the waiting"
Showing posts with label molecules. Show all posts
Showing posts with label molecules. Show all posts

Friday, June 21, 2024

Pfizer is actively using artificial intelligence (AI) and machine learning (ML) to enhance its drug development processes.

  

Pfizer has integrated AI in various stages of drug discovery and development to accelerate research and improve precision.

One of the significant AI-driven initiatives by Pfizer includes a collaboration with the Research Center for Molecular Medicine of the Austrian Academy of Sciences (CeMM). This partnership has resulted in an AI and ML platform that measures how small molecules bind to human proteins, which helps identify new drug candidates more efficiently. The platform has created a catalog of interactions that can be used for further drug development efforts​ (Fierce Biotech)​.

Additionally, Pfizer has extended its collaboration with CytoReason, an Israeli startup specializing in AI-powered disease models. This partnership, renewed with a $110 million investment, aims to develop high-resolution models of various diseases to support Pfizer's research across over 20 disease areas. CytoReason’s technology helps simulate individual diseases and identify effective treatments, potentially speeding up clinical trials and reducing costs​ (Fierce Biotech)​​​.

Pfizer is also leveraging AI to improve patient stratification and target prioritization in therapeutic areas such as oncology, internal medicine, and immunology. By analyzing large datasets, including biomarker and next-generation sequencing data, Pfizer aims to better understand disease subtypes and enhance the design and success rates of its clinical trials​ (BioSpace)​.

Current Stock Performance and Forecasts

  1. Stock Ratings and Price Targets:

    • The consensus rating for Pfizer (PFE) is "Buy," with an average price target of around $35.86, suggesting a potential upside of about 29% from its current price​ (MarketBeat)​. However, other sources suggest a slightly higher average price target of $40.54​ (Benzinga)​.
    • Specific targets from analysts vary, with some setting a high target of $50 and a low of $27​ (MarketBeat)​​ (Benzinga)​. (Note: Today's price is closer to $13)
  2. Challenges:

    • Pfizer's stock price has significantly dropped from its pandemic highs due to declining demand for COVID-19 vaccines and legal challenges related to its vaccine claims​ (Stock Analysis)​.
    • Recent setbacks include a failed gene therapy trial and discontinuation of a weight-loss drug due to side effects, which have contributed to the stock's decline​ (InvestorPlace)​.

Potential Positives

  1. Robust Product Pipeline:

    • Despite setbacks, Pfizer's pipeline remains strong with 110 assets in development and plans to add significant revenue through new drugs and acquisitions, such as the $43 billion Seagen deal expected to contribute at least $3 billion annually​ (InvestorPlace)​.
  2. Financial Stability:

    • Pfizer maintains substantial liquidity with $44 billion in cash, which provides a buffer against future uncertainties and supports ongoing investments in new product development​ (InvestorPlace)​.
    • The company is focusing on high-potential markets such as obesity, where it aims to introduce new treatments despite previous challenges​ (InvestorPlace)​.
  3. Dividends:

    • Pfizer continues to offer an attractive dividend yield of around 5.84%, which is appealing to income-focused investors​ (InvestorPlace)​.

Pfizer is actively using artificial intelligence (AI) and machine learning (ML) to enhance its drug development processes. The company has integrated AI in various stages of drug discovery and development to accelerate research and improve precision.

The largest shareholders of Pfizer include a mix of institutional investors and mutual funds. As of the latest available data, the top shareholders are typically large financial institutions and investment firms. Here are some of the largest shareholders:

  1. The Vanguard Group, Inc.
  2. BlackRock, Inc.
  3. State Street Corporation
  4. Wellington Management Group LLP
  5. Geode Capital Management, LLC

These entities often hold significant shares due to their extensive portfolios and investment strategies focused on large, stable companies like Pfizer. Specific ownership percentages can fluctuate due to trading activities, so for the most accurate and up-to-date information, checking recent filings with the Securities and Exchange Commission (SEC), such as 13F filings, would be advisable.

Overall, Pfizer’s integration of AI and ML is helping to streamline drug discovery, optimize clinical trials, and develop more effective treatments for various conditions, positioning the company at the forefront of pharmaceutical innovation​ (Pfizer Investor Insights)​​ (Fierce Biotech)​​​.

Promising cancer treatments in it's pipeline coupled with a healthy financial book and future royalties positions Xencor for success!


Sunday, May 12, 2024

Recursion Pharmaceuticals is at the forefront of AI-driven drug discovery!

 Recursion Pharmaceuticals has caught the attention of major pharmaceutical companies due to its innovative approach to drug discovery. More recently, nVidia bought $70 Million of shares in $RXRX



Here’s why it’s worth knowing about:

  1. AI-Driven Drug Discovery:

    Recursion collaborates with major biopharma companies to reduce research and development (R&D) costs and timelines. It employs AI-enabled methods to identify promising biological targets and molecules. By using digital chemistry and machine learning, Recursion calculates potential drug development targets efficiently.

  2. Massive Data Repository:

    Recursion maintains an extensive database with over 3.1 trillion relationships between chemical and biological components. This data helps identify potential drug targets and streamline the drug discovery process.

  3. Recent Acquisitions:

    Recursion recently acquired AI-related biotechs, Cyclica and Valence, which will enhance its drug discovery capabilities. These acquisitions aim to make Recursion even more effective at identifying drug targets and collaborating with pharmaceutical companies1.

  4. Existing Collaborations:

     As we pointed out, powerful players like Roche and Bayer are already among Recursion’s patrons. Collaborating with Recursion allows these companies to leverage AI-driven approaches for drug discovery2.

  5. Rare Disease Pipeline:

    Recursion also has its own development pipeline, including three programs in phase 2 clinical trials for rare diseases. For example, one program targets neurofibromatosis type 2, a condition affecting only 33,000 people worldwide. These pipeline projects could significantly boost Recursion’s revenue in the long term

  6. Recursion Pharmaceuticals (RXRX on the Nasdaq)
  7. offers a unique blend of AI-driven drug discovery, a vast data repository, and promising collaborations, making it an attractive partner for big pharmaceutical companies


Recursion Pharmaceuticals collaborates with NVIDIA to accelerate drug discovery using AI technology. Their newest supercomputer, BioHive-2, powered by 504 NVIDIA H100 Tensor Core GPUs, delivers 2 exaflops of AI performance—nearly 5x faster than their previous system.


Latest news:


Recursion ($RXRX)


Has developed an impressive artificial intelligence system called BioHive-2, which is powered by NVIDIA AI.  


 This supercomputer is specifically designed to accelerate drug discovery in the field of biology.

 

Let me share some details about it:

  1. BioHive-2: Recursion’s BioHive-2 is the largest system in the pharmaceutical industry. It’s located at Recursion’s headquarters in Salt Lake City.

    This supercomputer ranks No. 35 on the latest TOP500 list of the world’s fastest supercomputers. 

  2. It’s a significant improvement over its predecessor, BioHive-1, and delivers an impressive 2 exaflops of AI performance1.

  3. AI in Drug Discovery: Recursion uses AI models on BioHive-2 to accelerate drug discovery. The field of biology is incredibly complex, and finding new drug candidates often involves years of wet-lab experiments.

    Recursion’s scientists can now run over 2 million experiments per week

  4. With AI assistance, they can focus on the most promising areas, significantly reducing the need for extensive wet lab work. The goal is to achieve 80% of the value with only 40% of the experiments, thanks to AI-guided decision-making.

  5. Massive Biological Dataset: Recursion collaborates with biopharma companies like Bayer AG, Roche, and Genentech. Over time, they’ve built a 50-petabyte database containing biological, chemical, and patient data. 

  6. This vast dataset fuels powerful AI models that accelerate drug discovery. In fact, Recursion believes it’s one of the largest biological datasets globally, intentionally spanning both biology and chemistry.

  7. Phenom Models: Using BioHive-1, Recursion developed a family of foundation models called Phenom. These models transform microscopic cellular images into meaningful representations for understanding underlying biology. 

  8. Phenom-Beta, a member of this family, is now available as a cloud API and the first third-party model on NVIDIA BioNeMo, a generative AI platform for drug discovery1.

In summary, Recursion’s AI-driven approach is revolutionizing drug discovery by leveraging massive datasets, powerful AI models, and BioHive-2’s computational prowess. 

Their work has the potential to transform our understanding of biology and improve patients’ lives through better drug treatments


Disclosure: we are long $RXRX


"The rapid and complete resolution of aggressive MSS colorectal cancer tumors observed in this study is unprecedented in the field" says the author Dr. Kasi