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「AI Publisher of the year-end report” Citrini had Claude research scorpion venom to seek new investment opportunities

Beating AI breaking news, this year February, Citrini Research published “2028 Global Intelligence Crisis,” envisioning AI massively replacing white-collar workers and triggering an economic recession, which once roiled Wall Street. Recently, this investment research firm partnered with Anthropic to have Claude attempt to design scorpion antivenom proteins.

Citrini began seeking June from AI infrastructure this year, focusing on the long-depressed life sciences sector. However, experts are sharply divided over the prospects of AI pharmaceuticals, and 5 researchers with no drug development experience decided to verify it themselves. They chose scorpion venom because its toxin structure is relatively clear, making experiments easier to conduct. Moreover, traditional antivenom serum requires injecting horses with venom and then extracting antibodies, making the production process cumbersome and costly.

The team obtained Anthropic’s not-yet-public research model. With researchers’ assistance, Claude spent 64 hours generating approximately 320000 protein designs and selected 180 candidates. It then used Claude to add 31 more, which were sent to two laboratories for testing. Ultimately, 17 proteins were able to bind to the target scorpion venom, but none could bind multiple toxins simultaneously, and it has not yet been verified whether they can actually neutralize the venom.

What truly interested Citrini was the follow-up experiment.AI completed the designs in just a few days, while laboratory validation took nearly 2 months. Computing costs were approximately 50000 USD, borne by Anthropic; the laboratory bill, meanwhile, was close to 150000 USD.

Citrini thereby identified a new investment opportunity. As AI accelerates drug design, more candidate molecules may need to be sent to laboratories for synthesis, testing, and validation. These tasks cannot be completed by computers alone; they also require expensive equipment, reagents, and specialized personnel.

Therefore, Citrini is not only focused on companies using AI to develop drugs, but also favors Charles River, Revvity, and Tecan, which provide pharmaceutical companies with outsourced laboratory services, testing equipment, and automation tools.

Original link https://m.theblockbeats.info/flash/373240