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Research perspective

Drug Target Identification

From disease association to a target hypothesis: how genetics, functional experiments and computational models contribute different kinds of evidence.

BioMate Research · Research snapshot: 17 August 2026 · Presentation revised: 9 October 2026

A guide to the field

Target prioritization and translational research

Establish causality

Genetic association helps prioritize a locus; gene mapping and direction of effect determine the target hypothesis.

Resolve biological context

Cell type, tissue, pathway and perturbation evidence help explain where a target acts.

Assess actionability

Modality, structure and safety evidence shape which hypotheses deserve experimental follow-up.

How the approaches connect

  1. 01

    Human evidence

    Genetics and disease associations

  2. 02

    Biological mechanism

    Cell context and perturbation

  3. 03

    Target hypothesis

    Direction, modality and safety

Complementary evidence supports a target hypothesis. An association alone does not establish a therapeutic mechanism.

The one-sentence thesis that organizes the whole field. Drug mechanisms with human genetic support succeed in the clinic at ~2–2.6× the base rate — the single best-quantified predictor of clinical success — so every method below is ultimately a strategy to do two things well: name the causal gene, and pin the direction of effect (gain-of-function disease → inhibitor; loss-of-function-protective → inhibitor; loss-of-function disease → activator/replacement). Everything that credentials a target against human genetics is ascendant; everything that cannot is treated as hypothesis-generating.


Human Genetics & Functional Genomics

The most direct and most clinically-validated route: use natural human variation and deliberate genetic perturbation to name a gene and its direction.

The organizing evidence: genetic support ≈ 2–2.6× approval success

  • Nelson et al. 2015 (Nat Genet 47:856, 10.1038/ng.3314) — the proportion of drug mechanisms with direct genetic support rises across the pipeline from 2.0% (preclinical) → 8.2% (approved); genetically-supported targets are ~2× more likely to be approved. Method: mapped OMIM + GWAS gene–disease pairs onto drug target–indication pairs by MeSH similarity.
  • King, Davis & Degner 2019 (PLoS Genet 15:e1008489, 10.1371/journal.pgen.1008489) — independent replication; confirms the ~2× effect from Phase I to approval.
  • Minikel et al. 2024 (Nature 629:624, 10.1038/s41586-024-07316-0, PMID 38632401) — current state of the art: relative success 2.6×; the effect grows with confidence in the causal gene, varies by therapy area/phase, but is largely independent of effect size, allele frequency, and year of discovery. Conclusion: the field is "far from peak genetic insight."

This is why "which gene is causal, and how sure am I" — the output of L2G/coloc/MR/burden below — is the currency of modern target discovery.

GWAS → gene mapping (the core problem)

How the method works

A GWAS returns an associated locus (an LD block of correlated SNPs), not a target. ~90% of trait-associated variants are non-coding, acting through cis-regulatory DNA to change expression, not protein sequence (Maurano et al. 2012, Science 337:1190, 10.1126/science.1222794). Two hard sub-problems: fine-mapping (LD means the lead SNP is rarely causal → statistical fine-mapping with SuSiE/FINEMAP/CAVIAR reduces a locus to a credible set with posterior inclusion probabilities) and the nearest-gene problem (enhancers skip nearby genes, act over >1 Mb, hit multiple genes, are cell-type-specific — distance is a prior, not proof). Closing the gap requires integrating distance + coding consequence (VEP) + molecular-QTL colocalization + chromatin contact + causal-direction (MR). Reviewed in Cano-Gamez & Trynka 2020 (Front Genet 11:424, 10.3389/fgene.2020.00424).

Limits. Causal-variant resolution is LD-bound; regulatory effects are context-specific; QTL catalogs miss the right cell state; no single evidence line is decisive.

Locus-to-Gene (L2G) — ML prioritization

Paper. Mountjoy et al. 2021, Nat Genet 53:1527, 10.1038/s41588-021-00945-5. (Correction: the actual title is "An open approach to systematically prioritize causal variants and genes at all published human GWAS trait-associated loci," not the commonly-miscited "annotating and prioritizing… at scale" string.)

How the method works

A gradient-boosting classifier scores each gene near a fine-mapped credible set for probability of being the causal effector → an L2G score 0–1. Features (weighted by variant posterior probability): TSS distance (absolute + relative to neighbors), molecular-QTL colocalization (eQTL/pQTL/sQTL summarized as CLPP/H4), VEP consequence severity, enhancer–promoter chromatin contact, local gene density, credible-set confidence. Trained on gold-standard positives (curated causal loci + ChEMBL Phase III/IV drug targets + high-confidence ClinVar/UniProt/Gene2Phenotype/PanelApp/ClinGen). Now runs in the open-source Gentropy pipeline with Shapley values exposed per prediction.

Strengths/limits. Recovers held-out ChEMBL Ph III/IV targets; genome-scale, calibrated, open. But only as good as its QTL/chromatin inputs (tissue gaps), trained on known biology (may under-rank novel mechanisms), and distance remains a dominant feature (inherits nearest-gene bias where functional data are sparse).

Colocalization (eQTL/pQTL coloc) and SMR

  • coloc — Giambartolomei et al. 2014, PLoS Genet 10:e1004383, 10.1371/journal.pgen.1004383. Bayesian test over 5 hypotheses; PP.H4 = one shared causal variant drives both the GWAS signal and a molecular QTL (the effector-gene nomination); PP.H3 = two distinct LD variants (the false positive it guards against). pQTL coloc is one step closer to the druggable entity than eQTL; cis-pQTLs are strongest.
  • SMR + HEIDI — Zhu et al. 2016, Nat Genet 48:481, 10.1038/ng.3538. Treats the top eQTL as an MR instrument for expression→trait; HEIDI separates a single shared causal variant (causality) from linkage. Prioritized e.g. TRAF1/ANKRD55 (RA), SNX19/NMRAL1 (schizophrenia).

Tools/DBs. coloc, SMR/HEIDI; GTEx & eQTLGen (eQTL); deCODE / UKB-Olink / SomaScan (pQTL); embedded as L2G features in Open Targets. Limits: classic coloc assumes one causal variant per locus (fixed by SuSiE-coloc/conditioning); needs large QTL samples in the right tissue; gives a shared variant but not causal direction (MR adds that).

Mendelian Randomization (drug-target / cis-MR)

Framework. Schmidt et al. 2020, Nat Commun 11:3255, 10.1038/s41467-020-16969-0; practical guide Gill, Burgess et al. 2021, Wellcome Open Res 6:16, 10.12688/wellcomeopenres.16544.2.

How the method works

Germline variants randomized at conception act as instrumental variables for an exposure (protein/expression level) — a natural experiment that can reduce reverse causation and some confounding, subject to instrumental-variable assumptions. Drug-target cis-MR instruments the exposure with variants in/near the target's gene, so the genetic perturbation can inform a hypothesis about modulating that protein and the direction + magnitude of the disease effect (potential efficacy and on-target safety) before a trial. Cis restriction anchors the no-horizontal-pleiotropy assumption.

Canonical proofs. PCSK9/HMGCR (cis-LDL-lowering variants → lower CHD, mirroring statins & anti-PCSK9 mAbs; foundation Cohen et al. 2006, NEJM 354:1264, 10.1056/NEJMoa054013 — PCSK9 LoF → ~88% CHD reduction; MR also flagged the on-target T2D liability); IL6R (Asp358Ala mimics tocilizumab; IL6R MR Consortium 2012, Lancet 379:1214, 10.1016/S0140-6736(12)60110-X); IL23R (protective LoF R381Q validated ustekinumab; Di Meglio et al. 2011, PLoS ONE 6:e17160, 10.1371/journal.pone.0017160).

Limits. Three IV assumptions; horizontal pleiotropy is the main threat (cis reduces but doesn't eliminate; run coloc alongside); estimates a lifelong average effect (≠ a drug's dose/timing).

Rare-variant burden / exome association (names the gene directly)

How the method works

Single rare variants are too infrequent for GWAS; gene-based tests collapse all rare variants in a gene into one unit, naming the gene = the target: burden/collapsing (CMC), variance-component SKAT, and the data-driven optimal mixture SKAT-O. LoF variants = "natural knockouts" — a lifelong human analog of pharmacological inhibition; if LoF carriers show a desirable phenotype, inhibition is a hypothesis supported by human genetics: PCSK9 (low LDL, CAD protection), ANGPTL3 (familial hypolipidemia → evinacumab, 10.1056/NEJMoa2004215), SLC30A8 (LoF protects from T2D → direction is inhibition).

Strengths/limits. Names the gene + gives direction + a human tolerability read in one shot; needs 100k+ exomes; the "qualifying variant" definition (LoF-only vs +missense) strongly drives results; loses power under mixed-direction effects.

Mendelian disease genes (OMIM)

How the method works

A gene that causes a monogenic disease proves perturbing it moves human physiology. Match the direction (GoF disease → inhibitor; LoF → activator/replacement; dominant-negative → caution). An allelic series (mild→severe variants → graded phenotypes) is a human dose-response curve. OMIM: Amberger et al. 2019, NAR 10.1093/nar/gky1151; direction-of-effect systematized in npj Drug Discovery 2025 (10.1038/s44386-025-00027-0). Limits: monogenic biology may not translate to common-disease dosing.

The substrate & integration layer (biobanks + platforms)

Biobanks:

Biobank Scale Value for target ID
UK Biobank ~500k; 454,787 exomes (Backman 2021, 10.1038/s41586-021-04103-z); ~490k WGS deep phenotyping + EHR; substrate for Genebass/AZ PheWAS
FinnGen ~520k (DF12); 224,737 in Nature 2023 (Kurki 2023, 10.1038/s41586-022-05473-8) founder/bottleneck population → deleterious alleles enriched → rare-variant power
Regeneron/Geisinger (DiscovEHR/MyCode) 50,726 exomes (2016); ~355k consented exome + linked EHR; PCSK9-lowering heritage
All of Us 245,388 WGS (2024, 10.1038/s41586-023-06957-x); goal ≥1M diversity (77% under-represented) → cross-ancestry replication

Exome/phenome portals. Genebass (Karczewski et al. 2022, Cell Genomics 10.1016/j.xgen.2022.100168, PMID 36778668) — SAIGE-GENE across 4,529 phenotypes × 394,841 UKB exomes; AZ PheWAS Portal (Wang et al. 2021, Nature 10.1038/s41586-021-03855-y) — collapsing analysis, 281,104 exomes, 1,703 gene–phenotype hits (median OR 12.4), 83% invisible to single-variant tests (the headline argument for gene-based tests).

Integration layer. Open Targets Platform aggregates GWAS + rare-variant + Mendelian + functional + literature into scored target–disease associations (Ochoa 2023 NAR 10.1093/nar/gkac1046; 2025 update 10.1093/nar/gkae1064). Key 2024 change: Open Targets Genetics was deprecated and merged into the unified Platform, which now natively carries GWAS credible sets, the L2G model, direction-of-effect, PROTACtability, and AlphaFold structures. GWAS Catalog (Sollis 2023 NAR 10.1093/nar/gkac1010) feeds L2G/coloc; PheWAS inverts GWAS (fix a gene, scan all phenotypes) to reveal pleiotropy = on-target side-effect prediction.

Functional genomics — perturbation screens (deliberate genetic KO/KD/activation)

  • Genome-wide CRISPR-KO — pooled sgRNA library into Cas9+ cells; dropout = essential/required, enrichment = resistance. Foundational: Shalem 2014 (Science 343:84, 10.1126/science.1247005, GeCKO); Wang 2014 (Science 343:80, 10.1126/science.1246981); sgRNA design Doench 2016 Rule Set 2 (10.1038/nbt.3437); hit-calling MAGeCK, Li 2014 (10.1186/s13059-014-0554-4). Limit: cutting at high-copy loci causes a DNA-damage copy-number artifact (false essentiality), corrected by CERES/Chronos.
  • CRISPRi / CRISPRa — catalytically-dead dCas9; dCas9-KRAB (tunable knockdown, models drug inhibition better than a full null and avoids the cutting artifact), dCas9-activators (uniquely nominate gain-of-function/overexpression targets). Qi 2013 (10.1016/j.cell.2013.02.022); Gilbert 2014 (10.1016/j.cell.2014.09.029); Horlbeck 2016 (eLife, 10.7554/eLife.19760).
  • Perturb-seq — CRISPR perturbation with single-cell-transcriptome readout: turns "does KO kill?" into "what pathway is this gene in?" Dixit 2016 (10.1016/j.cell.2016.11.038); Adamson 2016 (10.1016/j.cell.2016.11.048); genome-scale Replogle 2022 (Cell 185:2559, 10.1016/j.cell.2022.05.013, PMID 35688146, >2.5M cells).
  • RNAi — the CRISPR predecessor; seed-region off-target silencing (Jackson 2003, 10.1038/nbt831) drove the field to CRISPR after 2014; legacy datasets remain minable.
  • In vivo CRISPR screens — capture microenvironment/immune selection; Manguso 2017 (Nature 547:413, 10.1038/nature23270) nominated PTPN2 as a checkpoint-immunotherapy target.
  • Base-/prime-editing screens (variant-to-function) — ask "what does this nucleotide do," classifying VUS and saturation-mutagenizing residues. Hanna 2021 (Cell 184:1064, 10.1016/j.cell.2021.01.012); benchmark Findlay 2018 BRCA1 saturation genome editing (Nature 562:217, 10.1038/s41586-018-0461-z).

Genetic-perturbation → target logic (turning screens into nominations)

  • DepMap / Project Achilles — genome-scale CRISPR-KO across 1,000+ cancer lines; each gene×line gets a gene-effect score. The nomination logic: pan-essential genes (ribosome/proteasome) are bad targets (toxic, no window); selective dependencies (essential only in a biomarker-defined subset) are the nominations. Defining paper Tsherniak 2017 (Cell 170:564, 10.1016/j.cell.2017.06.010); scoring CERES, Meyers 2017 (10.1038/ng.3984) → Chronos, Dempster 2021 (10.1186/s13059-021-02540-7). Sanger counterpart Project Score, Behan 2019 (Nature 568:511, 10.1038/s41586-019-1103-9). Toxicity logic formalized in Chang et al. 2020 (Cancer Cell 38:171, 10.1016/j.ccell.2020.12.017).
  • Synthetic lethality — drug the SL partner of an undruggable tumor loss → selective kill. PARP/BRCA is the validated paradigm: Bryant 2005 (10.1038/nature03443) + Farmer 2005 (10.1038/nature03445) → olaparib FDA-approved Dec 2014 with companion Dx. WRN–MSI: two screens ranked WRN the top dependency in MSI cancers (Chan 2019, Nature 568:551, 10.1038/s41586-019-1102-x; Behan 2019) → WRN inhibitors now clinical.
  • Dependency / co-dependency mapping — correlate a gene's dependency profile with genomic features (→ biomarker) or with another gene (→ paralog buffering): MAGOH/MAGOHB (Viswanathan 2018, 10.1038/s41588-018-0155-3), VPS4A/VPS4B (Neggers 2020, 10.1016/j.celrep.2020.108493) — exploiting collateral lethality from passenger deletions.
  • Cell-context specificity — oncogene addiction (Weinstein 2002, 10.1126/science.1073096; BCR-ABL→imatinib, BRAF-V600E→vemurafenib — highest-confidence class) and lineage dependency (Garraway & Sellers 2006, 10.1038/nrc1947; SOX10/MITF in melanoma).

Omics-Driven & Network / Systems-Biology Approaches

Nominate candidates from the molecular readouts of disease, then consolidate scattered hits into modules and mechanisms. Strongest when the output is credentialed against genetics (Part A).

Transcriptomics

  • Differential expression (DE) — negative-binomial GLMs with empirical-Bayes shrinkage: DESeq2 (10.1186/s13059-014-0550-8), edgeR (10.1093/bioinformatics/btp616), limma-voom (10.1186/gb-2014-15-2-r29). First-pass shortlist; limit: bulk DE averages over cell types, significance ≠ causal ≠ druggable, mRNA ≠ protein.
  • WGCNA / co-expression modules — soft-threshold → TOM → modules (eigengenes); targets via module–trait correlation, hub genes (kME), module preservation (Zsummary). Langfelder & Horvath 2008 (10.1186/1471-2105-9-559). Limit: correlation ≠ causation; composition-confounded.
  • Connectivity / reverse-signature (CMap & LINCS L1000) — a perturbagen whose signature anti-correlates with the disease signature is predicted to revert it (nominating drug + genetic MOA). Lamb 2006 (Science 10.1126/science.1132939); Subramanian 2017 (Cell 10.1016/j.cell.2017.10.049); query via Broad CLUE. Limit: cell-line ≠ disease tissue; correlational.
  • Master-regulator / driver activity (ARACNe · MARINa · VIPER) — infers a regulator's activity from its regulon's collective differential expression, surfacing drivers whose own mRNA is unchanged. ARACNe (10.1186/1471-2105-7-S1-S7); VIPER, Alvarez 2016 (Nat Genet 10.1038/ng.3593). Per-sample (VIPER/OncoTarget/OncoTreat) → patient-level prioritization.

Proteomics & other omics (closer to the druggable layer)

  • Mass-spec proteomics (DDA/DIA/TMT) — quantifies the actual druggable molecule; DIA (Orbitrap Astral/timsTOF + DIA-NN) is now the default, near-transcriptome depth. Limit: dynamic range; abundance ≠ activity.
  • Phosphoproteomics / kinase-activity inference — substrate-based inference (KSEA; Wiredja 2017 10.1093/bioinformatics/btx415; PhosX 2024) flags hyperactivated/bypass kinases.
  • Proteogenomics (CPTAC) — matched genomics + transcriptomics + (phospho)proteomics filters genomic hits for protein-level over-expression/hyperactivation; Savage et al. 2024 (Cell 187:4389, S0092-8674(24)00583-X, PMID 38917788) — the leading rigorous multi-omic nomination framework (beats transcript-only).
  • Chemoproteomics / target deconvolution (TPP-CETSA, ABPP) — identify the direct target of a small molecule in native proteomes: TPP (Savitski 2014, Science 346:1255784, 10.1126/science.1255784, PMID 25278616 — staurosporine engaged >50 kinases; ferrochelatase off-target explained vemurafenib phototoxicity); ABPP (Cravatt). The go-to for deconvolving phenotypic-screen hits, covalent ligands, PROTAC/molecular-glue programs.
  • Metabolomics — perturbed metabolite pools → responsible enzymes/transporters. Limit: metabolite→enzyme mapping is ambiguous.
  • Epigenomics (ATAC/ChIP/methylation; super-enhancers) — nominate epigenetic readers/writers/erasers (BRD4, EZH2) and super-enhancer-addicted oncogenes/master TFs (BET/BRD4 inhibitors).

Single-cell & spatial

  • Cell-type-specific target ID (scRNA-seq) — is a gene cell-type-specific in healthy tissue (cleaner target) and over-expressed in a disease cell type; doubles as a safety filter (expression in a vital cell type → predicted on-target toxicity). scRNA-supported genes enrich for clinical success (Open Targets scRNA framework).
  • Disease-associated cell states — a pathogenic state's up-regulated surface/secreted/TF genes become candidates; state abundance is a built-in PD marker (DAM → TREM2, now an active CNS target; Keren-Shaul 2017, [10.1016/j.cell.2017.05.018 / S0092-8674(17)30578-0]). Differential abundance via Milo (10.1038/s41587-021-01033-z).
  • Cell–cell interaction / ligand–receptor — CellPhoneDB, NicheNet (10.1038/s41592-019-0667-5, links sender ligands to receiver target genes → causal ranking), CellChat. Limit: co-expression ≠ physical binding; needs spatial confirmation.
  • Spatial transcriptomics — where a target is expressed, which niches form; validates L-R adjacency. Visium/Slide-seq (coverage) vs MERFISH/Xenium/CosMx (single-cell). Limit: resolution-vs-coverage tradeoff; correlative.

Multi-omics integration

Taxonomy: early (concatenate), intermediate/joint (shared latent space — dominant for target-ID), late. Core methods: MOFA/MOFA+ (Bayesian PCA-generalization; factors → drivers; Argelaguet 2018/2020, 10.15252/msb.20178124, 10.1186/s13059-020-02015-1); SNF (fuse patient-similarity networks; Wang 2014, Nat Methods 10.1038/nmeth.2810); iCluster/iClusterBayes (joint latent-variable with feature selection; Shen 2009, Mo 2018); MOGONET (per-omic GCNs + view-correlation; Wang 2021, 10.1038/s41467-021-23774-w). (These same methods recur in the stratification survey — there they define patient subtypes; here their sparse loadings/selected features name driver targets.)

Network & systems biology

  • PPI networks — disease proteins cluster in interactome neighborhoods; rank by degree/betweenness/centrality. STRING ([10.1093/nar/gkac1000-class], 2025 release adds regulation directionality), BioGRID, IntAct, HuRI. Limit: interactome is incomplete/study-biased (well-studied proteins look like hubs).
  • Network propagation / RWR — seed signal (GWAS/DE/mutation) diffuses over edges; genes near many seeds score high (HotNet2, DIAMOnD). Unifying review Cowen et al. 2017 (Nat Rev Genet 18:551, 10.1038/nrg.2017.38). Limit: inherits interactome bias; needs degree correction.
  • Key Driver Analysis (KDA) — overlay disease genes on data-driven networks; genes whose neighborhood is disease-enriched are candidate master regulators (Mergeomics; Shu 2016 10.1186/s12864-016-3198-9).
  • Pathway/GO enrichment (GSEA) — MOA context for candidates (Subramanian 2005, PNAS 10.1073/pnas.0506580102).
  • GRN inference (GENIE3 · SCENIC · VIPER) — reconstruct TF→target edges; single-cell SCENIC/VIPER shift target-ID to "which gene, in which cell state."
  • Network medicine (Barabási) — disease-module hypothesis + drug-target–module proximity for repurposing/nomination (Barabási 2011, 10.1038/nrg2918; Guney 2016, 10.1038/ncomms10331).

AI / Knowledge-Graph Methods & the Industry Platforms

How companies apply these methods, and how their reported programs differ in clinical maturity.

Method families (how AI/KG nominates targets)

  • Biomedical knowledge graphs — ingest genes/proteins/diseases/drugs/trials/literature as typed nodes+edges; query graph patterns + embeddings to surface mechanistic hypotheses. Operationalized by BenevolentAI (below).
  • Literature-based discovery / LLMs over text — mine publications/patents/trials for latent gene–disease links and novelty scoring (Insilico's NLP layer; emerging LLM agents).
  • Deep target-prediction & structure/druggability — protein language models (BioMap's xTrimoPGLM), AlphaFold-family structure prediction (Isomorphic), cofolding/pose models (Genesis Pearl, Iambic NeuralPLexer) — mostly target-adjacent (how to drug a chosen target), not de-novo target ID.
  • Phenomics / perturbation-at-scale — Recursion's image-based maps of biology; Cellarity's cell-state models; hypothesis-free gene–gene/gene–compound nomination.
  • Federated multi-omics — Owkin's TargetMATCH across hospital pathology+omics without pooling data.
  • Causal ML + functional genomics — Relation's "Lab-in-the-Loop" causal graph models validated by CRISPR.

Industry platforms and clinical maturity (August 2026)

Genuine target-ID engines: Insilico/PandaOmics, BenevolentAI, Recursion, Verge, Owkin, Relation, Cellarity, BioMap (partial). Molecule-design/structure companies that work known targets (not target-ID): Genesis, Iambic, Isomorphic, Nimbus.

Company True target-ID? What it really is Most-validated evidence Furthest clinical stage
Insilico / PandaOmics Yes multi-omics causal + literature NLP → target, + generative chemistry Novel target (TNIK) → peer-reviewed +Ph2 → Ph3 Phase 3
BenevolentAI Yes biomedical knowledge graph baricitinib COVID repurposing (NEJM/FDA EUA); AZ partner targets (repurposed drug)
Recursion (+Exscientia) Yes (phenomics) image-based maps of biology early REC-4881/REC-617 signals; 3 Ph2 discontinued 2025 Phase 1/2
BioMap Partial protein foundation models (xTrimoPGLM) Nature Methods 2025 (tech, no drug); Sanofi deal Preclinical
Cellarity Yes (cell-state) cell-state-transition models Science 2025 (hit-recovery benchmark); Novo deal; CLY-124 Ph1 Phase 1 (no efficacy)
Verge Yes (human tissue) human-CNS-tissue multi-omics PIKfyve→VRG50635 ALS; positive Ph1 safety Phase 1b
Valo Yes (claimed) end-to-end "Opal" human-data platform OPL-0401 Phase 2 FAILED (Dec 2024), shelved; SPAC collapsed 2021 (Ph2 miss)
Owkin Yes (federated) federated pathology+omics; diagnostics peer-reviewed + CE-IVD MSIntuit dx; no named clinical target Diagnostic (dx spun out to Waiv 2026)
Genesis No generative molecule design (GEMS) Pearl structure benchmark (preprint); no clinical asset none
Iambic No molecule design + structure ML NeuralPLexer (Nat Mach Intell 2024); IAM1363 Ph1 (HER2) Phase 1
Isomorphic No (structure-enabling) AlphaFold-based design AlphaFold 3 (Nature 2024); ~$3B Lilly/Novartis deals none (no dosed patients)
Relation Yes (causal ML) Lab-in-the-Loop causal + functional genomics GSK (2-stage) & Novartis deals; MORGAN FM Preclinical
Nimbus No (known targets) FEP+/Schrödinger structure-based design zasocitinib Ph3 head-to-head win (2026); Takeda $4B Phase 3

Interpreting company programs

  1. Insilico's TNIK/rentosertib is the only AI-nominated novel target with a positive peer-reviewed Phase 2 — and even there, FVC efficacy was a secondary endpoint in a small China-only trial (Nat Biotechnol 2024 10.1038/s41587-024-02143-0; Nat Med 2025 10.1038/s41591-025-03743-2, PMID 40461817); Phase 3 initiated Jul 2026.
  2. BioMap–BMS deal is unverifiable — the widely-cited "BMS AI-protein deal (~$400M, Dec 2024)" was with AI Proteins, Inc., a different company.
  3. "GS-100" is Grace Science's NGLY1 gene therapy, not Genesis Therapeutics' — Genesis has no named clinical asset.
  4. Verge's ALS co-development partner is Ferrer (Mar 2024), not Eli Lilly.
  5. Cellarity's lead is CLY-124 (DCN1 inhibitor, SCD; Ph1 dosed Jun 2025), not "CLTY-2003."
  6. Firsocostat IS the Nimbus/Gilead ACC molecule; Iambic "IAM-H1" is not a distinct program (a HER2 database entry, likely = IAM1363).

Clinical interpretation: Early clinical evidence should be distinguished from confirmatory efficacy and from validation of a target-discovery platform. Insilico's TNIK is the cleanest arc (novel target → +Ph2 → Ph3, pending the real Ph3 test); Nimbus's zasocitinib and Iambic's IAM1363 are the strongest clinical results but validate molecule design on established targets, not target discovery; Owkin's best evidence is a diagnostic; Recursion, despite the largest dataset, has no Phase-2 efficacy win from a self-nominated target. Platform-productivity claims across all companies remain [company-reported] pending mature clinical outcomes.


Building an integrated target-discovery strategy

Across all three parts the same meta-pattern recurs — no single method wins; the strongest programs chain them:

  1. Human genetics is the anchor (best single predictor of clinical success; ~2/3 of approvals genetically supported). Name the causal gene, pin the direction.
  2. Single-cell / spatial adds "which cell type / state" — now expected, not optional; doubles as a safety filter.
  3. Omics (transcript → protein → metabolite → epigenome) nominate candidates; protein/activity-level evidence (proteogenomics, VIPER, phospho, chemoproteomics) outranks transcript-only.
  4. Networks add mechanism/context (propagation, KDA, module proximity) and turn scattered hits into modules + repurposing hypotheses.
  5. Perturbation (CRISPR screens, Perturb-seq, DepMap, TPP-CETSA) converts markers into tested dependencies and deconvolves direct targets.
  6. Direction-of-effect + modality + structure (Open Targets, AlphaFold, PROTACtability) decide what is actually actionable.

Integration platforms — Open Targets above all — rather than any single method are what practitioners actually deploy. AI/KG platforms are a fast-moving frontier that so far augments, not replaces, this genetics-anchored pipeline; the evidence reviewed here is that topology narrows the list, but genetics + structure + modality decide what's actionable — and clinical evidence for each target and molecule must be assessed separately.


Interpreting the evidence

Industry-reported productivity metrics and early clinical signals represent different levels of evidence. A successful molecule against an established target does not, by itself, validate a target-discovery method. Company programs and clinical stages are described as of August 2026.

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