Max Jaderberg on why drug discovery must get out of the real world
Max Jaderberg argues drug discovery stalled because it is still an empirical, real-world trial-and-error process — and the fix is building simulation models accurate enough that candidates are designed and iterated on a computer, leaving the lab only to validate.
Every Metric Got Worse as Knowledge Exploded
<strong>Every metric got worse while approvals stayed flat</strong> — cost per drug rose from a few hundred million to ~$1.5B and timelines from 8–9 to 15 years, even as scientific papers multiplied 10–20×.
it's crazy to see just how it keeps getting harder and harder to make new medicines, more and more expensive, longer and longer.
We Didn't Know How Aspirin Worked
<strong>Medicine has always been empirical</strong> — we adopted drugs like aspirin and paracetamol without knowing how they worked, and much of the industry still designs by making and testing molecules in the real world.
aspirin we didn't know how it worked. Paracetamol we didn't know how it worked.
Get Out of the Real World
<strong>The north star is to move drug discovery onto a computer</strong>, using the real world only to validate a finished candidate — not to learn and iterate.
We still need to go into the real world to validate because we're coming up with novel, you know, scientific hypotheses and we want to test them out in people at the end of the day.
Experimental Accuracy Is the Dotted Line
<strong>Experimental accuracy is the bar</strong>: once a simulation model is as accurate as a real experiment, you no longer need to run the experiment.
to get to a point where it's experimental accuracy. At that point, you don't need to go into the real world.
Drugs Really Fail in the Clinic
<strong>Drugs really fail in the clinic</strong> — toxicity can stay invisible until a candidate reaches real patients, long after the cheaper early work is done.
Where things really fail is in the clinic because we never could see the problems until we get to the point where we put these drugs in patients and we say, "Oh no, like there's toxicity that we didn't account for."
A Rat Is 30% Predictive
<strong>Animal toxicity testing is only ~30% predictive</strong> of human clinical tox — a 50–70-year regulatory proxy Jaderberg says an ML team would reject on sight.
a rat isn't actually a human. It's not actually very predictive.
Exquisite Molecules, Then Cocktails
<strong>Imprecise molecules are hard to combine safely</strong>, which limits cocktails — so precise design is the key to modulating a whole pathway at once.
it's actually because we're not great at engineering exquisite molecules and medicines that means that we can't combine them together in a safe way for patients.