In this episode, ARK’s Cathie Wood and Brett Winton sit down with Sean McClain, Founder and CEO of AbSci, to explore how generative AI is reshaping drug discovery, development timelines, and clinical costs. Sean walks through real-world examples of AI-designed antibodies—such as AbSci’s breakthrough HIV antibody and a regenerative treatment for hair loss—and explains how these platforms are helping unlock previously “undruggable” biology.
They discuss AbSci’s Phase 2-ready hair growth antibody (BS201), the company’s partnerships with Caltech and AMD, and why the FDA’s evolving embrace of AI could accelerate the end of animal testing. The conversation closes with a forward-looking discussion on the role of regenerative medicine in longevity—and why AI drug discovery might just pull biotech out of its multi-year bear market.
Key Points From This Episode:
- (00:00:00) How AbSci uses generative AI to design antibodies from scratch
- (00:02:42) HIV, ion channels, and the promise of targeting "undruggable" biology
- (00:06:28) AbSci’s BS201 drug for hair regrowth: mechanism, speed, and cost advantages
- (00:13:20) Clinical timeline: From concept to Phase 2 readout in 3.5 years
- (00:15:34) Bringing costs down: $100–150M vs. the industry average of $2.4B
- (00:17:36) Why AI enables “keys designed for specific locks” in drug targeting
- (00:22:58) What AbSci’s models are trained on—and how prompts work in drug inference
- (00:25:32) The future of clinical testing: AI replacing animal models
- (00:36:43) Sarcopenia, strength loss, and regenerative approaches to aging
- (00:48:10) BS201 as a long-acting pulse therapy—and how it compares to transplants
