WEBVTT - Faster, Cheaper Drugs with AI

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<v Speaker 1>Pushkin. Over the past few decades, it's become more and

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<v Speaker 1>more expensive to develop new drugs. It now costs over

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<v Speaker 1>a billion dollars on average to bring a new drug

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<v Speaker 1>to market in the United States, and of course drug

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<v Speaker 1>companies pass those high development costs onto us in the

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<v Speaker 1>form of higher drug prices. This has been going on

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<v Speaker 1>for so long that we have sort of gotten used

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<v Speaker 1>to it. But when you zoom out, it's strange because,

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<v Speaker 1>as I've said before on this show, and as I

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<v Speaker 1>will say again on this show, one of the main

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<v Speaker 1>things technology does is it makes things more efficient and

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<v Speaker 1>therefore cheaper. Over the past few centuries, we've seen technologies

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<v Speaker 1>make all kinds of things cheaper, everything from clothes to

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<v Speaker 1>food to TVs. So why hasn't new technology made drugs cheaper? Two.

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<v Speaker 1>I'm Jacob Goldstein and this is What's Your Problem, the

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<v Speaker 1>show where I talk to people who are trying to

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<v Speaker 1>make technological progress. My guest today is Alice Zang, co

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<v Speaker 1>founder and CEO of verge Genomics. Alice's problem is this,

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<v Speaker 1>how do you use artificial intelligence to drive down the

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<v Speaker 1>price of discovering and developing new drugs? Why is it

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<v Speaker 1>getting more expensive to develop drugs, despite the fact that

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<v Speaker 1>we have better technology to do it. Yeah. Absolutely. One

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<v Speaker 1>of the reasons is, you know, even though a lot

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<v Speaker 1>of the new technologies we've developed have made us better

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<v Speaker 1>at testing more drugs faster, but the fundamental problem is

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<v Speaker 1>that even if we can get a drug all the

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<v Speaker 1>way to clinical trials, which is the last step of

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<v Speaker 1>drug development, ninety percent of those drugs still fail. So

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<v Speaker 1>if you think about it, we're spending millions on each drug.

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<v Speaker 1>Of those drugs are failing at the last and most

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<v Speaker 1>expensive stage of drug development. And so really most of

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<v Speaker 1>that billion plus dollar figure you hear is due to

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<v Speaker 1>the cost of failure. Just to be clear, that figure

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<v Speaker 1>more than a billion dollars. It's you've got to include

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<v Speaker 1>the cost of all the drugs that don't work exactly,

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<v Speaker 1>the ones that do right exactly. So the ones that

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<v Speaker 1>do work have to pay for all the ones that fail.

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<v Speaker 1>That's the fundamental problem, exactly, And you're setting out to

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<v Speaker 1>fix that if you can. Absolutely, we think there's an

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<v Speaker 1>opportunity for AI to fundamentally shift really the failure rate,

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<v Speaker 1>and the most impactful time to do that really is

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<v Speaker 1>the failure in clinical trials. So can we predict before

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<v Speaker 1>we go in to these expensive clinical trials genes or

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<v Speaker 1>targets or drugs that are more likely to work in humans,

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<v Speaker 1>because even a ten percent decrease in that failure rate

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<v Speaker 1>could have massive I saw a number of up to

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<v Speaker 1>fifteen billion dollars annually in industry cost savings. You could

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<v Speaker 1>still be in a universe where most of the drugs

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<v Speaker 1>that go into clinical trials fail, but instead of ninety

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<v Speaker 1>percent of them failing, seventy percent of them fail, and

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<v Speaker 1>that would be a huge win. That would be a

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<v Speaker 1>huge efficiency gain. It would save a ton of money, absolutely,

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<v Speaker 1>And I think that's something that's underappreciated about AI and

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<v Speaker 1>really any technology, is that oftentimes people have this expectation

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<v Speaker 1>that this technology is going to absolutely transform a field overnight.

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<v Speaker 1>And I think what people don't appreciate is that most

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<v Speaker 1>of the time that doesn't happen. It's always step by

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<v Speaker 1>step incremental. But even a ten percent change would have

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<v Speaker 1>billions of dollars of cost savings and would be a

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<v Speaker 1>huge win for patients in the industry worldwide. I like

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<v Speaker 1>that frame, actually, I like that frame of maybe AI

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<v Speaker 1>can have drugs fail most of the time, but not

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<v Speaker 1>as much of the time as they fail. Now, like,

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<v Speaker 1>it seems very credible, It seems very plausible. Would you

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<v Speaker 1>put it that way? Yeah, it's all life is nothing

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<v Speaker 1>but a learning process, Yes, getting less bad at everything.

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<v Speaker 1>So I know you were studying to be a doctor

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<v Speaker 1>and a researcher not that long ago, a few years

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<v Speaker 1>ago before you started your company. Like, tell me how

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<v Speaker 1>you went from an mdphd program to starting the company. Well,

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<v Speaker 1>my PhD research was actually in using genomic analysis and

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<v Speaker 1>computational biology to analyze large scale data sets and find

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<v Speaker 1>new drugs that could improve drug development. And we found

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<v Speaker 1>that from our very first drug that was predicted from

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<v Speaker 1>our algorithms when we put it in mice after they've

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<v Speaker 1>been injured, help them walk and recover from that injury,

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<v Speaker 1>that nerve injury about four times faster than the leading standard.

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<v Speaker 1>And that was just the first drug that was predicted.

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<v Speaker 1>And I looked at this technology in this approach and

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<v Speaker 1>I thought, Wow, there's so much promise here. You know,

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<v Speaker 1>am I really going to just publish this and let

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<v Speaker 1>it sit on a bookshelf somewhere, or if I'm not

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<v Speaker 1>going to be the one to really develop this to patients,

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<v Speaker 1>you know who will, And when I looked out off

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<v Speaker 1>the field, I did not see a ton of biotech

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<v Speaker 1>or farmer companies that were truly computationally driven. Usually within

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<v Speaker 1>pharma companies they might bring in computational biologists to support.

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<v Speaker 1>There are scientists or their biologists, but there wasn't really

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<v Speaker 1>a genomics computationally driven company at that time. Now there

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<v Speaker 1>are many, but at the time there are very few.

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<v Speaker 1>And so I actually, you know, it wasn't a binary decision.

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<v Speaker 1>People always ask me, how did you make the courageous

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<v Speaker 1>decision to leap? It wasn't really like that. I think

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<v Speaker 1>what we did first is that we just took three

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<v Speaker 1>months three month leave of absence. We joined a program,

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<v Speaker 1>an incubator called a y combinator. We as you and

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<v Speaker 1>you and well me and my co founder Jason. And

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<v Speaker 1>the first question really was, you know, can we even

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<v Speaker 1>generate some data that validates that computational biology can predict

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<v Speaker 1>targets that work? And then when we saw some data,

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<v Speaker 1>the next question was can we even hire people that

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<v Speaker 1>want to come on? And the next question was can

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<v Speaker 1>we even raise money from people that will care? And

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<v Speaker 1>I think that is so such an important lesson because

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<v Speaker 1>I think people oftentimes get caught up in just the destination,

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<v Speaker 1>you know, is where I want to be? Is this

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<v Speaker 1>the career I want to have that they don't take

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<v Speaker 1>the first step, And really it's the first step that's

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<v Speaker 1>needed to actually get the data to even decide if

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<v Speaker 1>it's the appropriate track for you. And did you really

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<v Speaker 1>just keep thinking, well, this might not work, but let's

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<v Speaker 1>do the next thing. Were you in a place where

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<v Speaker 1>you could have gone back to the MD PhD program

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<v Speaker 1>for a while. Yeah. I took a leave of a

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<v Speaker 1>continuous leave of absence for probably over five years, probably

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<v Speaker 1>more than I should have, until the point where a

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<v Speaker 1>lot of my friends are like, are you really, are

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<v Speaker 1>you really gonna go back? And finally the medical school

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<v Speaker 1>is like, you're not really going to come back, let's

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<v Speaker 1>just terminate your leave of absence. But it was in

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<v Speaker 1>the first few years a really important safety net for

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<v Speaker 1>me that gave me the psychological safety to really take

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<v Speaker 1>a risk and really pursue a new idea that I

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<v Speaker 1>don't know if I would have otherwise. And I think

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<v Speaker 1>that's so important. I think for universities to provide is

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<v Speaker 1>that to recognize there can be more than one track

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<v Speaker 1>for people to do really excellent science and make an

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<v Speaker 1>impact more than just becoming a professor. And sometimes that

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<v Speaker 1>psychological safety is what's needed to help people find their

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<v Speaker 1>ultimate calling too. By the ways, so far, By the way,

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<v Speaker 1>what's a very brief definition of computational biology. It's really,

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<v Speaker 1>at the end of the day, in my view, just

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<v Speaker 1>the use of computers and data sets to understand and

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<v Speaker 1>biology better. By the way, what happened to that molecule

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<v Speaker 1>that you were testing in mice in grad school? That

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<v Speaker 1>seemed useful? I don't know. It's a good question. Actually,

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<v Speaker 1>I think the project was taken on by someone else,

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<v Speaker 1>but I'm not actually completely sure. So, Okay, you leave

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<v Speaker 1>grad school, you start a company you in fact now

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<v Speaker 1>have taken You have a bunch of molecules that you're

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<v Speaker 1>working on, and that seemed promising. But there's one that

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<v Speaker 1>is in clinical trials now right to treat als Luke

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<v Speaker 1>Gary's disease, a terrible disease that is very poorly treated.

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<v Speaker 1>And I thought that we could talk about the story

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<v Speaker 1>of that molecule of that drug as a way to

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<v Speaker 1>understand the way your company works. Can you just sort

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<v Speaker 1>of take me through the life of that drug? So far? Yeah, absolutely.

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<v Speaker 1>I'll start off just by talking about als and why

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<v Speaker 1>it's been so hard to discover the right therapy, and

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<v Speaker 1>then you know why how we did that differently. So,

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<v Speaker 1>as you might know, LS Luke Garrig's disease is a

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<v Speaker 1>really horrible disease. What happens is that these neurons called

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<v Speaker 1>motor neurons start dying, and most patients experience paralysis and

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<v Speaker 1>then death, usually within three to five years of diagnosis.

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<v Speaker 1>A very fast progressing disease, and there really aren't any

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<v Speaker 1>meaningfully effective treatments that really slow or stop the disease today.

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<v Speaker 1>So a very horrible disease with a horrible prognosis and

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<v Speaker 1>no available treatments, and why it's been so hard I

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<v Speaker 1>think to discover really effective treatments is really just the

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<v Speaker 1>complexity of the disease, and really any disease of the brain,

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<v Speaker 1>the brain is the most complex organ in the body.

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<v Speaker 1>So you end up having a lot of drugs brought

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<v Speaker 1>into clinical trials that worked in mice. I always like

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<v Speaker 1>to say we've cured LS or can There are many

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<v Speaker 1>diseases in mice a thousand times, but none of them

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<v Speaker 1>have really worked in humans. So what we did differently

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<v Speaker 1>was we started from day one by collecting data from

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<v Speaker 1>over a thousand ALS patients as well as controls, and specifically,

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<v Speaker 1>we collected samples of brain tissue as well as spinal

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<v Speaker 1>cords from these patients that actually passed away from ALS.

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<v Speaker 1>So you got samples from a thousand patients who had

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<v Speaker 1>died of ALS. How did you do that? So what

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<v Speaker 1>we've done over the last seven years is we've signed

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<v Speaker 1>partnerships with over twenty one different brain banks, hospitals, labs,

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<v Speaker 1>academic centers worldwide that collect these brain tissues. They're usually

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<v Speaker 1>donated from patients that have passed away from the disease

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<v Speaker 1>and whose families want to contribute to research. Could So

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<v Speaker 1>step one basically is get tissue samples from real patients.

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<v Speaker 1>And you said controls as well, right, So tissue samples

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<v Speaker 1>from healthy people as well, so that you can use

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<v Speaker 1>them as a basis of comparison. You have the samples, Now,

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<v Speaker 1>what's step two? So step two is that we put

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<v Speaker 1>an enormous amount of effort into quality controlling these, So

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<v Speaker 1>that's a big underappreciated step. They can be very noisy samples.

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<v Speaker 1>And then step three is that we sequence them, so

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<v Speaker 1>we profile, what is the expression of all twenty thousand

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<v Speaker 1>genes in the genome, and we also sometimes do DNA sequencing,

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<v Speaker 1>we look at genetic mutations. We also have a clinical

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<v Speaker 1>information about that patient, how long did they have the disease,

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<v Speaker 1>when did they die? And that makes for a very rich,

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<v Speaker 1>multidimensional data set, and that gives us essentially a global

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<v Speaker 1>snapshot of what happened in that patient. H okay, and

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<v Speaker 1>you and presumably the sequencing that you're doing on the

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<v Speaker 1>patient's tissue samples, you're doing the same sequencing on the controls,

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<v Speaker 1>the samples from healthy people. So now you have this

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<v Speaker 1>very large data set. What's the next step. So then

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<v Speaker 1>you have this snapshot of what happened, and the tricky

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<v Speaker 1>part is to figure out what caused it. I often

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<v Speaker 1>liken it to a plane has crashed, right, You're looking

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<v Speaker 1>through the rubble and you want to figure out how

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<v Speaker 1>the plane crashed and how that information can be used

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<v Speaker 1>to prevent further planes from crashing. So that's when our

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<v Speaker 1>software engineers and data scientists as well as machine learning

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<v Speaker 1>scientists come in and we have algorithms essentially to integrate

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<v Speaker 1>multiple data types all the way from the RNA, so

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<v Speaker 1>how the genes were expressed to genetic mutations to essentially

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<v Speaker 1>create a map of disease biology, and within the map

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<v Speaker 1>our networks of genes that are all interconnected that we

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<v Speaker 1>believe cause disease. And so I like to think about

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<v Speaker 1>it like when you're looking through a plane crash the rubble,

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<v Speaker 1>you want to find the black box, which I'll help

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<v Speaker 1>you figure out the cause of the disease. And by

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<v Speaker 1>having all the information, we essentially locate the black boxes

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<v Speaker 1>of disease, the targets that are really at the center

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<v Speaker 1>of those networks, and then we design drugs against those

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<v Speaker 1>targets that we believe can reverse disease. It seems like

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<v Speaker 1>differentiating between correlation and causality in this particular setting would

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<v Speaker 1>be really hard, right, Like to use the plane metaphor,

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<v Speaker 1>if you had a bunch of planes that crash and

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<v Speaker 1>a bunch that hadn't crashed, you might say, oh, like

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<v Speaker 1>the wings were off all the ones that crashed, and

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<v Speaker 1>that's why they crashed. But actually the wings came off

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<v Speaker 1>because they crashed, right, and it was something else that

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<v Speaker 1>caused the crash. I feel like that would be I mean,

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<v Speaker 1>an obvious problem. Yeah, that might be hard. To solve Absolutely,

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<v Speaker 1>you hit the nail on the head, and actually the

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<v Speaker 1>plane metaphor is a really great one here. For one

0:13:53.796 --> 0:13:57.036
<v Speaker 1>of the biggest challenges with looking at tissue from a

0:13:57.036 --> 0:13:59.956
<v Speaker 1>patient that already died is that you're getting the crash right.

0:13:59.956 --> 0:14:03.676
<v Speaker 1>You're not seeing video of before the crash. You're really

0:14:03.716 --> 0:14:06.396
<v Speaker 1>getting the crash. And the challenge is how do you

0:14:06.436 --> 0:14:09.836
<v Speaker 1>figure what caused the crash versus as well was just

0:14:10.156 --> 0:14:14.436
<v Speaker 1>the effect of the crash, like a burned wing, etc.

0:14:15.116 --> 0:14:18.196
<v Speaker 1>And one of the ways we do that is we

0:14:18.396 --> 0:14:21.436
<v Speaker 1>combine different data types. So we found that looking at

0:14:21.476 --> 0:14:24.996
<v Speaker 1>one type of data, for example, just RNA data is

0:14:25.036 --> 0:14:28.516
<v Speaker 1>in particularly helpful, but it's actually looking at where do

0:14:28.556 --> 0:14:31.596
<v Speaker 1>you get convergence signal that pulls through multiple types of

0:14:31.676 --> 0:14:35.836
<v Speaker 1>data to start revealing more compelling signal. So as an example,

0:14:35.956 --> 0:14:38.916
<v Speaker 1>we look at genetic data as well. So genetic data

0:14:39.036 --> 0:14:42.476
<v Speaker 1>is useful for looking at cause versus effect because it

0:14:42.476 --> 0:14:46.036
<v Speaker 1>contains information about genetic mutations that you were born with

0:14:46.116 --> 0:14:50.196
<v Speaker 1>as a baby that then lead to increased risk later

0:14:50.276 --> 0:14:52.676
<v Speaker 1>in life for a disease. And that's kind of nature's

0:14:53.116 --> 0:14:56.636
<v Speaker 1>human experiment for really cause and effect. And when we

0:14:56.796 --> 0:15:00.556
<v Speaker 1>layer that on that information on with the RNA data.

0:15:00.756 --> 0:15:03.636
<v Speaker 1>It actually gives us information about how the genetic drivers

0:15:03.676 --> 0:15:07.556
<v Speaker 1>are acting in these functional pathways, which is a big

0:15:07.596 --> 0:15:10.236
<v Speaker 1>issue actually with just looking at genetic data on its own.

0:15:10.476 --> 0:15:11.836
<v Speaker 1>So I wish I had a better I wish I

0:15:11.836 --> 0:15:13.436
<v Speaker 1>had a way to actually string that through to the

0:15:13.476 --> 0:15:18.876
<v Speaker 1>plane metaphor. But and there's a time for leaving metaphors behind.

0:15:20.676 --> 0:15:24.676
<v Speaker 1>Your company uses AI in drug discovery. I appreciate in

0:15:24.676 --> 0:15:27.556
<v Speaker 1>a certain way that you haven't said AI yet, but

0:15:27.716 --> 0:15:29.876
<v Speaker 1>also I don't want to not talk about it. I

0:15:29.876 --> 0:15:32.316
<v Speaker 1>mean in the sort of figuring out what's going on

0:15:32.356 --> 0:15:35.996
<v Speaker 1>in this step? Is that well, is that the first

0:15:36.036 --> 0:15:38.396
<v Speaker 1>instance in this process where you're using AI? Is it?

0:15:38.396 --> 0:15:41.556
<v Speaker 1>We're talking about that here? Yeah, I mean, I think

0:15:41.556 --> 0:15:45.076
<v Speaker 1>AI is a really broad term for any kind of

0:15:45.196 --> 0:15:48.836
<v Speaker 1>process where the computer is learning from something. So there

0:15:48.876 --> 0:15:53.036
<v Speaker 1>are all sorts of applications of AI in this entire process,

0:15:53.076 --> 0:15:56.836
<v Speaker 1>for example, how we're integrating the data sets together, how

0:15:56.836 --> 0:16:03.316
<v Speaker 1>we're inferring what are the central nodes or the key targets.

0:16:04.036 --> 0:16:07.276
<v Speaker 1>I would say the most classical use of A on

0:16:07.356 --> 0:16:09.476
<v Speaker 1>the way that most people think of it is then

0:16:09.516 --> 0:16:11.836
<v Speaker 1>once we have this network of say one hundred genes,

0:16:12.276 --> 0:16:15.156
<v Speaker 1>how do we actually find what the cause is? How

0:16:15.196 --> 0:16:18.356
<v Speaker 1>do we find what is the hub or the right

0:16:18.396 --> 0:16:21.996
<v Speaker 1>target to hit to turn off or on all hundred

0:16:22.036 --> 0:16:24.556
<v Speaker 1>of those genes. And that's where machine learning and AI

0:16:24.756 --> 0:16:31.876
<v Speaker 1>comes in handy. In a minute, Alice explains how this

0:16:31.956 --> 0:16:35.596
<v Speaker 1>actually works in the case of the ALS drug verges

0:16:35.676 --> 0:16:46.436
<v Speaker 1>working on. Now now back to the show. So okay,

0:16:46.476 --> 0:16:49.076
<v Speaker 1>Alice and her colleagues at Verge have collected all these

0:16:49.116 --> 0:16:52.876
<v Speaker 1>tissue samples from ALS patients. They've used the samples to

0:16:52.916 --> 0:16:56.716
<v Speaker 1>generate this huge data set that shows genetic variation and

0:16:56.876 --> 0:17:00.036
<v Speaker 1>changes in how genes are expressed, along with lots of

0:17:00.076 --> 0:17:03.876
<v Speaker 1>clinical data about the patients, and then they build these

0:17:03.876 --> 0:17:07.956
<v Speaker 1>basically these AI models to try to figure out where

0:17:08.156 --> 0:17:12.276
<v Speaker 1>in this complicated biological process that's happening in this disease,

0:17:12.636 --> 0:17:16.276
<v Speaker 1>where they should try to intervene with a drug, Basically

0:17:16.316 --> 0:17:19.396
<v Speaker 1>where they should try and target a drug. I think

0:17:19.396 --> 0:17:22.356
<v Speaker 1>of this oftentimes, like if you think of a map

0:17:22.356 --> 0:17:24.596
<v Speaker 1>of all the airports in the US, you want to

0:17:24.596 --> 0:17:29.156
<v Speaker 1>figure out how to go after the hubs like Chicago

0:17:29.316 --> 0:17:32.316
<v Speaker 1>or New York. You don't want to go an airport

0:17:32.356 --> 0:17:34.556
<v Speaker 1>in Kansas or I will wouldn't be very effective at

0:17:34.596 --> 0:17:38.796
<v Speaker 1>stopping airplane travel in the country. So there's a lot

0:17:38.836 --> 0:17:42.476
<v Speaker 1>of different pieces of information that we collect to then

0:17:42.716 --> 0:17:45.156
<v Speaker 1>infer what are the best genes that are not only

0:17:45.276 --> 0:17:49.196
<v Speaker 1>central within this network, but also there's independent evidence of

0:17:49.436 --> 0:17:54.276
<v Speaker 1>a disease causal effect or a relationship to disease. And

0:17:54.356 --> 0:17:59.836
<v Speaker 1>so you do all that in this instance, and what

0:17:59.916 --> 0:18:03.076
<v Speaker 1>do you figure out? So what the algorithms spit out

0:18:03.076 --> 0:18:06.236
<v Speaker 1>is essentially a ranked list of targets, all right, So

0:18:06.276 --> 0:18:08.596
<v Speaker 1>these are ranked list of targets that are predicted if

0:18:08.596 --> 0:18:12.996
<v Speaker 1>we could dry them, would restore that network back to

0:18:13.116 --> 0:18:18.156
<v Speaker 1>levels of healthy people and potentially slow or stop the disease.

0:18:19.156 --> 0:18:20.916
<v Speaker 1>And then what we do is we take those targets

0:18:20.916 --> 0:18:23.396
<v Speaker 1>and we start testing them in the lab, all right,

0:18:23.436 --> 0:18:25.356
<v Speaker 1>So we actually what is kind of cool about the

0:18:25.396 --> 0:18:27.556
<v Speaker 1>platform is we get all these targets from human brain

0:18:27.596 --> 0:18:30.716
<v Speaker 1>tissue and we also can test them in human brain

0:18:30.796 --> 0:18:34.156
<v Speaker 1>cells in the lab. So you get a list it's

0:18:34.196 --> 0:18:37.436
<v Speaker 1>basically genes to target. You either it says upregulate or

0:18:37.676 --> 0:18:40.156
<v Speaker 1>make this gene express more or make this gene express less.

0:18:40.236 --> 0:18:44.236
<v Speaker 1>Is that basically what the AI is out putting exactly, Like,

0:18:44.836 --> 0:18:47.916
<v Speaker 1>so how long in the instance of this ALS drug.

0:18:47.916 --> 0:18:50.636
<v Speaker 1>How long was the list? More or less, our initial

0:18:50.676 --> 0:18:55.716
<v Speaker 1>set of targets was twenty two high confidence targets, and

0:18:55.756 --> 0:18:59.916
<v Speaker 1>then we actually then generated another chut choosing updated data

0:19:00.076 --> 0:19:03.916
<v Speaker 1>of about thirty more targets as well. And what was

0:19:04.036 --> 0:19:07.396
<v Speaker 1>really striking when we tested these targets is that when

0:19:07.436 --> 0:19:10.596
<v Speaker 1>we tested them in the lab, we found that on

0:19:10.836 --> 0:19:14.716
<v Speaker 1>average over sixty percent of them, though more recently actually

0:19:14.756 --> 0:19:17.756
<v Speaker 1>around eighty percent of them actually validated in the lab,

0:19:17.836 --> 0:19:22.036
<v Speaker 1>so they actually protected ALS patient cells from dying, which

0:19:22.076 --> 0:19:25.356
<v Speaker 1>is very high. So we're really excited that we're actually

0:19:25.356 --> 0:19:29.556
<v Speaker 1>seeing very robust validation of the computational predictions, at least

0:19:29.596 --> 0:19:33.596
<v Speaker 1>in the lab. Okay, so you have this list, you're

0:19:33.636 --> 0:19:37.436
<v Speaker 1>testing it, something like half of them seem promising, you said,

0:19:37.436 --> 0:19:41.996
<v Speaker 1>sixty percent seem promising. What happens next? Okay, So what

0:19:42.036 --> 0:19:44.796
<v Speaker 1>happens next is that we so we test them in

0:19:44.836 --> 0:19:48.796
<v Speaker 1>these human brain cells. We understand the mechanism. One of

0:19:48.836 --> 0:19:52.116
<v Speaker 1>the really interesting findings from this ALS program and specific

0:19:52.356 --> 0:19:54.236
<v Speaker 1>is that when we looked at the network that we

0:19:54.316 --> 0:19:57.596
<v Speaker 1>found in these patient spinal cords, we found a new

0:19:57.636 --> 0:20:02.276
<v Speaker 1>cause of disease that was previously unknown so most of

0:20:02.316 --> 0:20:04.836
<v Speaker 1>the hypotheses in ALS, where many of them to date,

0:20:04.876 --> 0:20:08.556
<v Speaker 1>have really been focused around these protein aggregates, these clumps

0:20:08.556 --> 0:20:11.316
<v Speaker 1>of proteins that we can easily observe by ie that

0:20:11.396 --> 0:20:13.636
<v Speaker 1>you see in ALS patients. Right, A lot of them

0:20:13.636 --> 0:20:17.716
<v Speaker 1>are observational hypotheses. But what we found by looking at

0:20:17.716 --> 0:20:21.036
<v Speaker 1>a deeper cut of the data is actually, at baseline,

0:20:21.716 --> 0:20:25.716
<v Speaker 1>most of these patients actually had a baseline dysfunction in

0:20:25.756 --> 0:20:28.556
<v Speaker 1>their life csomal pathway, which I like to call the

0:20:28.596 --> 0:20:32.436
<v Speaker 1>garbage disposal pathway. It's what is critical to clear out

0:20:32.556 --> 0:20:36.596
<v Speaker 1>junk from the cell. And because patients were at baseline

0:20:36.796 --> 0:20:40.156
<v Speaker 1>vulnerable to these toxic insults, it wasn't so much the

0:20:40.196 --> 0:20:42.876
<v Speaker 1>protein clumps that were directly causing it. It was because

0:20:42.916 --> 0:20:47.076
<v Speaker 1>they're already vulnerable to these clumps of proteins that their

0:20:47.076 --> 0:20:51.476
<v Speaker 1>cells started dying. And is the idea that the gene

0:20:51.476 --> 0:20:57.196
<v Speaker 1>you're targeting is causing the cell's garbage disposal to not work, right,

0:20:57.236 --> 0:20:59.476
<v Speaker 1>Like you're trying to fix the garbage disposal by targeting

0:20:59.476 --> 0:21:04.516
<v Speaker 1>this particular gene. Yeah, it's a central regulator of that pathway.

0:21:04.796 --> 0:21:06.756
<v Speaker 1>And it was also a target that was ranked I

0:21:06.836 --> 0:21:08.516
<v Speaker 1>think it was ranked number one or number two on

0:21:08.556 --> 0:21:12.756
<v Speaker 1>the list. So just to be clear, how how do

0:21:12.836 --> 0:21:16.916
<v Speaker 1>you get from you know, so you have fifty or

0:21:16.956 --> 0:21:21.476
<v Speaker 1>so things to test, fifty or so targets, something like

0:21:23.476 --> 0:21:26.716
<v Speaker 1>thirty of them seem promising. How do you decide which

0:21:26.716 --> 0:21:30.956
<v Speaker 1>of those thirty to proceed with? Yeah, so that's a

0:21:30.996 --> 0:21:33.236
<v Speaker 1>great question. We get asked that a lot. I think

0:21:33.316 --> 0:21:36.556
<v Speaker 1>at that point it's a strategic decision. Right, you were

0:21:36.596 --> 0:21:39.796
<v Speaker 1>a startup, Right, we have to be able to develop

0:21:39.836 --> 0:21:43.436
<v Speaker 1>things quickly and capital efficiently. So we were lucky in

0:21:43.476 --> 0:21:47.036
<v Speaker 1>that sense that one of the top targets was also

0:21:47.036 --> 0:21:51.076
<v Speaker 1>a target that already had where the path to developing

0:21:51.116 --> 0:21:54.796
<v Speaker 1>a drug was relatively smooth, A lot was known about

0:21:54.796 --> 0:21:57.876
<v Speaker 1>that target. We could start doing chemistry and designing molecules

0:21:57.916 --> 0:22:01.956
<v Speaker 1>relatively easily, and the target itself had actually been tested

0:22:02.356 --> 0:22:07.476
<v Speaker 1>in the clinic for other diseases, not als, but things

0:22:07.516 --> 0:22:10.716
<v Speaker 1>like Crohn's disease and surrounds, so we did know there

0:22:10.796 --> 0:22:15.596
<v Speaker 1>was some safety data around hitting that target. We do

0:22:15.676 --> 0:22:20.036
<v Speaker 1>then for targets where we can't develop all of the targets, right,

0:22:20.076 --> 0:22:23.196
<v Speaker 1>we can only take focused bets for targets where there's

0:22:23.236 --> 0:22:25.916
<v Speaker 1>a bit more technical risk, Right, It might be a

0:22:25.916 --> 0:22:28.996
<v Speaker 1>bit more exotic. People don't really understand how it works.

0:22:29.876 --> 0:22:33.156
<v Speaker 1>There's not a lot of tools out there to really

0:22:33.196 --> 0:22:37.276
<v Speaker 1>develop drugs against it. That's where we might partner with

0:22:37.316 --> 0:22:41.916
<v Speaker 1>a pharma company to develop those targets. And we have

0:22:42.236 --> 0:22:45.156
<v Speaker 1>such a collaboration with Eli Lily where we developed our

0:22:45.196 --> 0:22:48.676
<v Speaker 1>als target, but actually Lily has the opportunity to essentially

0:22:48.756 --> 0:22:53.636
<v Speaker 1>take you targets number three through twenty two plus and

0:22:53.796 --> 0:22:57.076
<v Speaker 1>choose four of them to develop themselves. Oh interesting. So

0:22:57.156 --> 0:23:00.316
<v Speaker 1>in that way, you're essentially laying off the risk to

0:23:00.396 --> 0:23:03.396
<v Speaker 1>this giant pharma company that can afford to make more bets.

0:23:04.236 --> 0:23:07.756
<v Speaker 1>I'd say we're distributing the risk and we're allowing us

0:23:07.756 --> 0:23:12.236
<v Speaker 1>to really capitalize on the entire opportunity all of the targets,

0:23:12.276 --> 0:23:15.236
<v Speaker 1>because it's impossible for any small startup to do, you know,

0:23:15.436 --> 0:23:18.676
<v Speaker 1>thirty different programs. And it's actually in line with what

0:23:18.796 --> 0:23:20.596
<v Speaker 1>a lot of pharma companies are looking for. A lot

0:23:20.636 --> 0:23:23.916
<v Speaker 1>of pharma companies are looking for. What is that novel

0:23:24.116 --> 0:23:26.396
<v Speaker 1>target that no one else is working on that's kind

0:23:26.436 --> 0:23:29.636
<v Speaker 1>of unexpected, Where if we could really get a competitive

0:23:29.716 --> 0:23:32.356
<v Speaker 1>edge in here, this would be really meaningful for a

0:23:32.436 --> 0:23:37.836
<v Speaker 1>position within within drug development in the next ten years. Well,

0:23:37.876 --> 0:23:42.636
<v Speaker 1>and I mean it also seems compelling because even though

0:23:43.156 --> 0:23:46.116
<v Speaker 1>this seems like a more promising way to do drug development,

0:23:46.596 --> 0:23:51.596
<v Speaker 1>drug development is hard enough that anyone candidate drug is

0:23:51.636 --> 0:23:55.396
<v Speaker 1>probably not going to work, right. Yeah, An any biotechniqus

0:23:55.396 --> 0:23:57.316
<v Speaker 1>to be able to have a pipeline and the ability

0:23:57.316 --> 0:24:00.956
<v Speaker 1>to withstand I think some failures because I think it's

0:24:01.036 --> 0:24:03.796
<v Speaker 1>unrealistic to expect one hundred percent of what you try

0:24:03.836 --> 0:24:07.876
<v Speaker 1>will work. But that doesn't reflect on the technology itself,

0:24:08.556 --> 0:24:11.516
<v Speaker 1>and that can be something unfortunate in biotech, where you know,

0:24:11.516 --> 0:24:16.116
<v Speaker 1>if the first thing fails, everyone's all can be. It

0:24:16.156 --> 0:24:18.876
<v Speaker 1>can be tempted to say, oh, the technology didn't work,

0:24:18.916 --> 0:24:21.676
<v Speaker 1>but in reality, you think about how many different drugs

0:24:21.716 --> 0:24:24.516
<v Speaker 1>that pharmac companies test all the time. Right, So I

0:24:24.556 --> 0:24:28.556
<v Speaker 1>think really promising technologies need to be afforded that runway

0:24:28.596 --> 0:24:31.196
<v Speaker 1>and that ability to really take multiple shots on goal

0:24:31.276 --> 0:24:32.996
<v Speaker 1>before you can get the end to really see if

0:24:33.036 --> 0:24:36.876
<v Speaker 1>it's working. Right. Well, I mean, if nine of traditionally

0:24:36.876 --> 0:24:41.036
<v Speaker 1>developed drugs fail once they get to clinical trials, you

0:24:41.076 --> 0:24:44.116
<v Speaker 1>could be way better but still likely to fail on

0:24:44.196 --> 0:24:48.356
<v Speaker 1>anyone drug. Yeah, Yeah, even a fifty percent would be huge, right,

0:24:48.356 --> 0:24:51.076
<v Speaker 1>but still that means one out of two drugs will fail.

0:24:54.876 --> 0:24:57.596
<v Speaker 1>Relative to the world we live in now, a world

0:24:57.636 --> 0:25:00.676
<v Speaker 1>where one out of two drugs fail could be a

0:25:00.676 --> 0:25:04.916
<v Speaker 1>world where we get more new drugs for less money.

0:25:05.596 --> 0:25:08.836
<v Speaker 1>In a minute, the Lightning Round including the worst thing

0:25:09.116 --> 0:25:12.236
<v Speaker 1>out being named to the Forbes thirty Under thirty, and

0:25:12.396 --> 0:25:15.836
<v Speaker 1>the best thing about accepting that your company might sail.

0:25:22.036 --> 0:25:24.156
<v Speaker 1>That's the end of the ads. Now we're going back

0:25:24.156 --> 0:25:27.476
<v Speaker 1>to the show. Let's let's close with the Lightning Round.

0:25:28.876 --> 0:25:32.396
<v Speaker 1>You personally interviewed over a thousand people when you were

0:25:32.396 --> 0:25:36.996
<v Speaker 1>starting your company, as I understand it, which seems very intense.

0:25:37.476 --> 0:25:39.716
<v Speaker 1>And I'm sure as if there's anything in your life

0:25:39.796 --> 0:25:43.396
<v Speaker 1>outside of work where you've been that intense. Oh, everything

0:25:44.356 --> 0:25:48.076
<v Speaker 1>that is a core to my being. If you ask

0:25:48.156 --> 0:25:51.476
<v Speaker 1>my spouse, you would say any new game that we

0:25:51.516 --> 0:25:54.436
<v Speaker 1>start playing. And I'm very competitive and it's just part

0:25:54.476 --> 0:25:56.516
<v Speaker 1>of my being. I iterate, I get a lot of

0:25:56.516 --> 0:25:58.636
<v Speaker 1>reps in He always likes to make fun of me

0:25:58.716 --> 0:26:02.036
<v Speaker 1>that I have an AI in my head. I'm constantly

0:26:02.156 --> 0:26:06.076
<v Speaker 1>learning and improving the model until eventually I become a

0:26:07.196 --> 0:26:10.476
<v Speaker 1>lean mean. We've been saying a lot of Katan recently,

0:26:10.916 --> 0:26:13.196
<v Speaker 1>and I think if we him fifteen times in a row,

0:26:14.036 --> 0:26:18.516
<v Speaker 1>So yeah, I am very intense and thorough in my life.

0:26:20.756 --> 0:26:26.876
<v Speaker 1>Is chat GPT overrated or underrated? Both? Actually? I think

0:26:26.916 --> 0:26:30.756
<v Speaker 1>it's both over and underrated. It's overrated for some applications

0:26:30.796 --> 0:26:34.396
<v Speaker 1>and underrated for others. I think it's overrated for things

0:26:34.436 --> 0:26:38.836
<v Speaker 1>where there aren't a lot of information available already on

0:26:38.876 --> 0:26:43.436
<v Speaker 1>that thing. I think it's underrated for applications at coding,

0:26:43.436 --> 0:26:45.756
<v Speaker 1>where there's already a large body of literature out there.

0:26:45.796 --> 0:26:48.716
<v Speaker 1>So it's really good at replicating things that exist, less

0:26:48.756 --> 0:26:53.556
<v Speaker 1>good at discovering new things that don't exist. I read

0:26:53.596 --> 0:26:56.236
<v Speaker 1>an interview where you said one of the things you've

0:26:56.316 --> 0:26:59.476
<v Speaker 1>learned as in running your company is you learn to

0:26:59.516 --> 0:27:02.076
<v Speaker 1>be okay with your company dying with your company not

0:27:02.236 --> 0:27:05.556
<v Speaker 1>making it, which I found like very surprising and interesting.

0:27:05.596 --> 0:27:08.836
<v Speaker 1>Can you just tell me a little bit about that. Yeah,

0:27:08.916 --> 0:27:11.276
<v Speaker 1>I mean, I think it gets to really the core

0:27:11.516 --> 0:27:13.916
<v Speaker 1>of how we drive our culture, which is I think

0:27:13.996 --> 0:27:17.436
<v Speaker 1>that soul for so long companies have been driven through

0:27:17.516 --> 0:27:20.796
<v Speaker 1>fear and bravado of you know, we're crushing it, We're

0:27:20.956 --> 0:27:23.036
<v Speaker 1>pounding on our talking about how we're crushing it, and

0:27:23.156 --> 0:27:27.236
<v Speaker 1>less about emotional vulnerably and introspection and self awareness, and

0:27:27.476 --> 0:27:30.796
<v Speaker 1>ultimately I found the thing that really transformed my leadership

0:27:30.836 --> 0:27:34.956
<v Speaker 1>style was learning what I had grips over of where

0:27:34.996 --> 0:27:37.756
<v Speaker 1>I was really attached to outcomes, And ultimately, I think

0:27:37.796 --> 0:27:41.076
<v Speaker 1>for all CEOs, a lot of that is tying meaning

0:27:41.476 --> 0:27:43.676
<v Speaker 1>to what happens with the company. If the company fails,

0:27:43.756 --> 0:27:46.956
<v Speaker 1>this means something about me as a person, and I

0:27:46.996 --> 0:27:50.756
<v Speaker 1>think that stifles a ton of innovation and curiosity and

0:27:50.836 --> 0:27:54.196
<v Speaker 1>tends to drive those cultures of fear. So ultimately, the thing,

0:27:54.236 --> 0:27:57.356
<v Speaker 1>for example, that got me to stop micromanaging was really

0:27:57.396 --> 0:28:00.556
<v Speaker 1>being okay with the company dying, because ultimately, what is

0:28:00.596 --> 0:28:03.916
<v Speaker 1>micromanaging if not just fear right or fear or control.

0:28:04.396 --> 0:28:06.076
<v Speaker 1>And once you let go of that fear and you

0:28:06.116 --> 0:28:08.636
<v Speaker 1>recognize you're just open to learning. You can still really

0:28:08.676 --> 0:28:10.876
<v Speaker 1>want the company to succeed, and you can be passionate

0:28:10.876 --> 0:28:14.876
<v Speaker 1>about it, but you're no longer thinking, oh, I'm screwed,

0:28:15.196 --> 0:28:17.956
<v Speaker 1>or like I'm a failure if this fails, and that

0:28:18.036 --> 0:28:22.156
<v Speaker 1>just opens a whole new level of levity and lightness. Nice.

0:28:23.156 --> 0:28:25.676
<v Speaker 1>What's the worst thing about being named to the Forbes

0:28:25.716 --> 0:28:31.316
<v Speaker 1>thirty Under thirty list? I think they did a photo

0:28:31.316 --> 0:28:35.316
<v Speaker 1>shoot where there was a there was a very revealing

0:28:35.356 --> 0:28:37.476
<v Speaker 1>split on the dress, and I still get constantly made

0:28:37.476 --> 0:28:43.036
<v Speaker 1>fun of by my close friends for that. What's one

0:28:43.076 --> 0:28:46.236
<v Speaker 1>example of a thing that went wrong as you were

0:28:46.316 --> 0:28:50.316
<v Speaker 1>building the company? Something bad that happened? Oh so many things.

0:28:50.356 --> 0:28:51.996
<v Speaker 1>We had a whole period where there was a ton

0:28:52.036 --> 0:28:55.756
<v Speaker 1>of attrition and people leaving, and you know, the first

0:28:55.796 --> 0:28:59.276
<v Speaker 1>time that happens to a founder can I took it personally,

0:28:59.316 --> 0:29:02.236
<v Speaker 1>It's like someone leaving your baby, and you wonder why.

0:29:02.916 --> 0:29:05.836
<v Speaker 1>That was actually a huge growth moment for me because

0:29:05.996 --> 0:29:09.596
<v Speaker 1>I was for so long trying to put for the

0:29:09.716 --> 0:29:12.636
<v Speaker 1>strong face. If it's okay, it's okay. And finally, at

0:29:12.676 --> 0:29:14.556
<v Speaker 1>the end of like a month of this, I just

0:29:14.596 --> 0:29:16.596
<v Speaker 1>sat in front of the company at an all hands

0:29:16.676 --> 0:29:18.796
<v Speaker 1>and I honestly I just broke down in tears. I said,

0:29:19.836 --> 0:29:23.116
<v Speaker 1>I feel like I failed you guys. You know I'm

0:29:23.116 --> 0:29:25.556
<v Speaker 1>still grieving this. I really don't know what to do.

0:29:25.876 --> 0:29:29.076
<v Speaker 1>And it was paradoxically in that moment, most of the

0:29:29.116 --> 0:29:31.396
<v Speaker 1>team really rose up to the occasion and I found

0:29:31.436 --> 0:29:33.436
<v Speaker 1>support in ways I didn't even know where possible from

0:29:33.436 --> 0:29:42.476
<v Speaker 1>the team. Alice saying, is the CEO and co founder

0:29:42.556 --> 0:29:47.596
<v Speaker 1>of verge Genomics. Today's show was produced by Edith Russolo.

0:29:47.876 --> 0:29:50.876
<v Speaker 1>It was edited by Sarah Nix and Lydia Geancott and

0:29:51.036 --> 0:29:55.876
<v Speaker 1>engineered by Amanda ka Wong. You're always looking for more

0:29:56.036 --> 0:29:58.276
<v Speaker 1>guests for the show. If there's someone out there working

0:29:58.276 --> 0:30:01.876
<v Speaker 1>on an interesting technical problem with big stakes, tell us

0:30:01.876 --> 0:30:06.196
<v Speaker 1>about that person. You can email us at problem at

0:30:06.236 --> 0:30:09.556
<v Speaker 1>Pushkin dot fm, or you can find me on Twitter

0:30:09.716 --> 0:30:12.716
<v Speaker 1>at Jacob Goldstein. I'm Jacob Goldstein and we'll be back

0:30:12.756 --> 0:30:22.276
<v Speaker 1>next week with another episode of What's Your Problem.