That's all true, but they don't mention the relative costs of those different tasks, or how AI helps them.
Optimizing molecular properties of a lead is important, but ultimately not a huge source of costs. In any case, LLMs probably have as much chance of predicting outcomes as anyone else (i.e. very small).
Manufacturing is somewhat expensive, but most of the cost sits in actually creating a production process, which is not a thing LLMs can do.
Clinical trials are where most of the costs lie, but unless you can create a magical classifier that can tell me if my drug will make it past phase 3, you're not significantly bending the cost curve.
My reading of the hypothesis is this, interested in your thoughts:
> unless you can create a magical classifier
A generator could concentrate on pockets while remaining unable to judge most drugs. And LLM RLVR a) works well, and b) is black box optimisation and so is suited since it doesn't need system identification (which you can't do for complex biological systems). So the hypothesis is that, yes making a classifier is very very hard, but you could through some (lots?) initial interactive data, end up with our generator outputting with high probability drugs-that-end-up-passing-trials-with-probability-p. Whether these drugs thus generated are drugs we care about (i.e, whether `p` is good enough) and whether the whole pocket it generates in is large enough, and how jagged this behaviour is (i.e distribution of `p` across taxonomies of drugs), are the few questions we want answered.
Calling these "machines" LLMs seems to sell the process short. Using the same style of attention in a different domain is very valuable. An LLM wasn't what created a video of a panda on the moon. I am not remotely an expert, just a software person with a lot of interest over the years.