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AI for Biology & Drug Discovery 2026 Complete Guide — AlphaFold 3, RoseTTAFold, ESM Atlas, Boltz, Chai-1, RFdiffusion, Isomorphic Labs, Recursion, Insilico Deep Dive

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Prologue — What the 2024 Nobel Prize in Chemistry Means

On October 9, 2024, the Royal Swedish Academy of Sciences announced the Chemistry laureates: David Baker (University of Washington), Demis Hassabis (CEO of DeepMind), and John Jumper (Senior Director, DeepMind). Half the prize went to Baker for de novo protein design, the other half to Hassabis and Jumper for AlphaFold 2 and protein structure prediction.

This was more than academic recognition. It was the official declaration that AI had solved a 50-year-old biology problem (the protein folding problem), and at the same time a signal that the companies industrializing that AI — DeepMind, Isomorphic Labs, Generate:Biomedicines, Recursion, Insilico Medicine, and others — were redrawing the future of drug discovery.

"Protein structure prediction is dead. The real game starts now." — wrote a molecular biologist on X right after the prize announcement. AlphaFold 2 solved static structure prediction; the next step is dynamic interactions, drug binding, and new protein design. And as of 2026, all of these are exploding simultaneously.

What this guide covers:

  1. The map of AI biology — the camps of 2026
  2. History of protein structure prediction — Anfinsen to AlphaFold
  3. AlphaFold 2, 3, and Server — the DeepMind line
  4. The RoseTTAFold family — Baker Lab's answer
  5. ESM-2, ESM-3, ESM Atlas — from Meta to EvolutionaryScale
  6. Boltz-1, Boltz-2 — MIT's open reproduction
  7. Chai-1, Protenix — the new entrants
  8. ColabFold, OmegaFold — the accessibility revolution
  9. RFdiffusion + ProteinMPNN — a new paradigm for protein design
  10. Antibody design — AbDesign, IgFold, Absci
  11. Small molecules and docking — MolMIM, DiffDock, NeuralPLexer
  12. Isomorphic Labs — DeepMind's drug discovery subsidiary
  13. Recursion Pharmaceuticals + Exscientia merger
  14. Insilico Medicine — pioneer of generative AI drug discovery
  15. Schrödinger, Atomwise, BenevolentAI, Cradle
  16. Genomics AI — DeepVariant, Enformer, Geneformer, scGPT
  17. Cell imaging AI — Cell Painting, JUMP-CP, CellPose
  18. Clinical trial AI — Saama, Unlearn.ai
  19. Bio foundation models — BioGPT, GeneGPT, NACL
  20. Korean AI bio — Standigm, Deep Bio, Syntekabio
  21. Japanese AI bio — Preferred Networks, Elix, MOLCURE
  22. Datasets and benchmarks — PDB, UniProt, ChEMBL, AlphaFold DB
  23. Simulation infrastructure — GROMACS, AMBER, DESMOND
  24. Ethics and regulation — new safety standards
  25. References

1. The Map of AI Biology — Camps of 2026

As of May 2026, AI biology splits into roughly five camps.

1) The structure prediction camp Predicts 3D structure from a given protein sequence. AlphaFold 2/3, RoseTTAFold, ESMFold, Boltz, Chai-1, OmegaFold, ColabFold, and Protenix belong here. AlphaFold 3's 2024 launch — modeling not just proteins but DNA, RNA, ligands, and ions simultaneously — bumped the game up a level.

2) The protein design camp "Let's build proteins with the function we want from scratch." RFdiffusion, ProteinMPNN, ESM3 (its generative form), Chroma, and Genie are the main names. Baker Lab and Generate:Biomedicines are the twin pillars here.

3) The drug discovery company camp Companies that actually run clinical pipelines. Isomorphic Labs (Alphabet), Recursion (merged with Exscientia), Insilico Medicine, Schrödinger, Atomwise, BenevolentAI, Cradle, Absci, Generate:Biomedicines.

4) The genomics + single-cell camp Modeling DNA sequence, gene expression, and cell state. DeepVariant (variant calling), Enformer (expression prediction), Geneformer and scGPT (single-cell foundation models), AlphaMissense (variant effect prediction) are representative.

5) The imaging + phenotypic camp Reading drug effects directly from cell images. Recursion's "Maps" platform, the public JUMP-CP dataset, and analysis tools like CellPose and CellProfiler form the core.

These camps overlap. Recursion does imaging plus design plus drugs. EvolutionaryScale does prediction plus design with ESM3. So instead of asking "which camp is a company in," you should ask what problem each company is trying to solve.


2. History of Protein Structure Prediction — Anfinsen to AlphaFold

A short history first. Protein structure prediction was a 50-year-old problem.

1972: Christian Anfinsen receives the Nobel Prize in Chemistry. He experimentally proves the "Anfinsen dogma" — that a protein's three-dimensional structure is determined by its one-dimensional amino acid sequence. If true, in principle structure should be predictable from sequence alone.

1994 to 2020: CASP (Critical Assessment of protein Structure Prediction) runs every two years. Traditional methods — homology modeling, threading, fragment assembly, Rosetta — make incremental progress, but GDT-TS (accuracy metric) is stuck in the 60s to 70s.

CASP13, 2018: DeepMind's first AlphaFold 1 records a GDT-TS of 58.9, leaving the second-place group six points behind. Academia is stunned.

CASP14, December 2020: AlphaFold 2 scores GDT-TS 92.4 — essentially experimental accuracy (~95). CASP14 organizer John Moult declares the protein structure prediction problem "largely solved."

July 2021: AlphaFold 2 code and weights are released open source. The AlphaFold DB launches at the same time — first the human proteome (~20,000 proteins), then expanding to over 200 million predicted structures by 2022.

July 2021: David Baker's team announces RoseTTAFold. Same period as AlphaFold 2, similar accuracy. An attention-based three-track (sequence, distance, coordinates) architecture.

November 2022: Meta AI (FAIR) releases ESMFold and ESM Atlas. They predict over 600 million metagenomic protein structures and release them publicly. Without multiple sequence alignment (MSA), prediction runs through a language model only.

May 2024: AlphaFold 3 announced. Models not just proteins but DNA, RNA, small molecules (ligands), and ions simultaneously. The model is closed, however; access only via the AlphaFold Server web interface.

October 2024: Nobel Prize in Chemistry — half to David Baker, half to Demis Hassabis plus John Jumper.

May 2024 through 2025: MIT's Boltz-1, Chai Discovery's Chai-1, and ByteDance's Protenix sequentially release AlphaFold 3-class open models.

June 2025: EvolutionaryScale releases ESM-3. Generative model evolution (ESMFold = prediction, ESM-3 = prediction plus generation).

2026 today: Boltz-2 ships, AlphaFold 4 rumored, RFdiffusion All-Atom reaches clinical candidate compounds. And structure prediction itself is no longer a differentiator has become obvious.


3. AlphaFold 2, 3, and Server — The DeepMind Line

AlphaFold 2 (2021) architecture in essence.

AlphaFold 2 specializes in static structure prediction. Dynamic conformations, binding-state changes, and interactions with small molecules required separate tools.

AlphaFold 3 (2024) tackles those limits head on.

This closed policy provoked major debate. DeepMind's position was clear: the model is closed because Isomorphic Labs (a sister company) must use it commercially. In response, MIT, Chai Discovery, and ByteDance immediately started open reproductions, and within a year nearly equivalent open models were released.

AlphaFold Server launched May 2024. Anyone logs in with a Google account, enters a sequence, and gets a structure within 24 hours. Academic usage exploded. Caveats:

As of 2026 AlphaFold DB offers about 214 million structures for free. It has predictions for nearly every protein registered in UniProt, not just the human proteome.


4. The RoseTTAFold Family — Baker Lab's Answer

The David Baker lab at the University of Washington (Nobel laureate) is DeepMind's rival on both structure prediction and design. Their answer is the RoseTTAFold series.

RoseTTAFold (2021)

RoseTTAFold2 (2023)

RoseTTAFold All-Atom (RFAA, 2023)

RFdiffusion (2023, design)

RFdiffusion All-Atom (2024)

Baker Lab's value proposition is unambiguous: open, design, application. All models are released and design tools beyond raw prediction are bundled.


5. ESM-2, ESM-3, ESM Atlas — From Meta to EvolutionaryScale

The ESM (Evolutionary Scale Modeling) series was Meta AI's (formerly FAIR) protein language model project.

ESM-1, ESM-2 (2019-2022)

ESMFold (2022)

ESM Atlas (2022)

2024: Meta spins off the FAIR protein team. EvolutionaryScale becomes a separate company. Alex Rives (ESM lead author) is a co-founder.

ESM-3 (2024, EvolutionaryScale)

EvolutionaryScale showcased ESM-3 with an evolution-simulation experiment (esmGFP) that designed a new GFP variant by compressing roughly 500 million years of evolutionary trajectory.


6. Boltz-1, Boltz-2 — MIT's Open Reproduction

When AlphaFold 3 went closed, MIT's Regina Barzilay group and collaborators released Boltz-1 in May 2024.

Boltz-1 (2024)

Boltz-2 (2025)

Boltz's contribution is simple: "Can't use AlphaFold 3? Use Boltz-2." Free for internal R&D at pharma, academic research, and commercial applications alike.

Here's an example of invoking Boltz-2 from the command line.

# Install Boltz-2 (PyPI)
pip install boltz

# Prepare input FASTA
cat > target.fasta <<EOF
>protein|name=kinase
MKTLLLTLVVVTIVCLDLGYTEEEEYNEELEKKMEEILSKLEKK
EOF

# Predict structure for a single protein
boltz predict target.fasta --use_msa_server --out_dir results/

# Outputs — PDB and mmCIF appear inside results/predictions/target/

YAML input also supports protein-ligand complexes.

version: 1
sequences:
  - protein:
      id: A
      sequence: MKTLLLTLVVVTIVCLDLGYTEEEEYNEELEKKMEEILSKLEKK
  - ligand:
      id: B
      smiles: "CC(=O)OC1=CC=CC=C1C(=O)O"  # aspirin
properties:
  - affinity:
      binder: B

A single GPU (A100 80GB) handles medium-sized proteins in 1-5 minutes.


7. Chai-1, Protenix — The New Entrants

Chai Discovery is a startup that appeared in fall 2024, building AlphaFold 3-class models in house.

Chai-1 (2024)

Chai-1r (2025)

Protenix (ByteDance, 2024)

Thanks to these three models — Boltz, Chai, and Protenix — by spring 2025 there were effectively three open models at AlphaFold 3-class accuracy. DeepMind's closed policy paradoxically accelerated the open ecosystem.


8. ColabFold, OmegaFold — The Accessibility Revolution

AlphaFold 2 was released, but running it required expensive GPUs and enormous MSA databases (BFD, Uniref30, etc. — several TB). The thing that made it accessible to everyone is ColabFold.

ColabFold (2022)

OmegaFold (2022)

ColabFold's significance is democratization. Nobel-level technology running on a laptop. As of 2025 ColabFold is gradually integrating AlphaFold 3, Boltz-2, and Chai-1 as well.


9. RFdiffusion + ProteinMPNN — A New Paradigm for Protein Design

So far it has been about prediction. Now let's move to design.

Traditional protein design was attempted with physics-based simulation like Rosetta. Evaluate possible side-chain combinations and find low-energy structures. Slow, and hard to invent new protein folds.

RFdiffusion (Baker Lab, 2023) changed the game.

ProteinMPNN (Baker Lab, 2022)

The actual workflow of the RFdiffusion + ProteinMPNN pipeline:

  1. Choose a binding site on the target protein
  2. Use RFdiffusion to generate 10,000 backbones that could bind at that site
  3. Use ProteinMPNN to assign sequences to each backbone (8 per backbone)
  4. Refold those sequences with AlphaFold 2 to verify they match the backbones
  5. Express the top 100 in the wet lab and measure binding affinity

This pipeline put 10+ new binder proteins into preclinical or clinical stage in 2024 alone.

RFdiffusion All-Atom (2024) designs side chains and ligands together with the backbone in one shot. For example, you can design an enzyme that precisely fits around a drug molecule.


10. Antibody Design — AbDesign, IgFold, Absci

Antibodies are the most important biologic drug category (about $200 billion in 2024 revenue). So antibody design AI forms its own large market.

IgFold (Johns Hopkins, 2022)

ABodyBuilder (Oxford OPIG, 2024)

AbDesign / RFdiffusion-Ab (Baker Lab, 2024)

Absci (Nasdaq listed, 2021)

Generate:Biomedicines (spun off in 2022, $270M Series C in 2024)

The core KPIs for antibody design are affinity (binding affinity, Kd) and developability (aggregation, viscosity, immunogenicity). Optimizing both axes simultaneously is the challenge for AI.


11. Small Molecules + Docking — MolMIM, DiffDock, NeuralPLexer

The small molecule side has also moved fast under AI.

SMILES and SELFIES

Mol-BERT, ChemBERTa, MoLFormer (2020-2022)

MolMIM (NVIDIA, 2024)

DiffDock (MIT, 2023)

NeuralPLexer (2024, Caltech)

AlphaFold 3 + Boltz-2 + Chai-1 also predict small molecule binding in the end, so the docking field and the structure prediction field are practically merging.


12. Isomorphic Labs — DeepMind's Drug Discovery Subsidiary

Isomorphic Labs is Alphabet's drug discovery subsidiary, spun off in November 2021. Demis Hassabis is CEO concurrently with DeepMind.

Mission: "Re-imagining drug discovery through AI." AlphaFold is the basic tool for drug discovery.

Strategy:

Tech stack:

Closed policy: Isomorphic's existence is the reason AlphaFold 3 is closed. If AF3 had been open, every big pharma would have used it internally and Isomorphic's business model would have weakened.

2025 status: First IND-enabling candidates are imminent. Phase 1 entry targeted within 2026.


13. Recursion Pharmaceuticals + Exscientia Merger

Recursion (Nasdaq RXRX) is the Salt Lake City-based AI drug company. IPO in 2021.

Core tech:

January 2024: announces acquisition of Exscientia (about $700 million). Exscientia is a UK-based AI drug company strong in proprietary molecular design. The merger combines imaging plus molecular design in one company.

Pipeline:

Vision:


14. Insilico Medicine — Pioneer of Generative AI Drug Discovery

Insilico Medicine is an AI drug discovery company headquartered across Hong Kong, New York, and Shanghai. Founded in 2014. IPO underway in 2025 (Hong Kong exchange).

Core tech:

Hit:

Pipeline: 30+ programs, 7+ clinical assets.

2025 trends:

Insilico's value proposition is clear: "AI discovers, AI designs, humans validate." Cut time and cost in half.


15. Schrödinger, Atomwise, BenevolentAI, Cradle

Schrödinger (Nasdaq SDGR)

Atomwise

BenevolentAI (London Stock Exchange BAI)

Cradle

EvolutionaryScale (already covered in Section 5)


16. Genomics AI — DeepVariant, Enformer, Geneformer, scGPT

DNA, RNA, and gene expression are also large AI domains beyond proteins.

DeepVariant (Google, 2018)

Enformer (DeepMind + Calico, 2021)

AlphaMissense (DeepMind, 2023)

Geneformer (MIT Broad, 2023)

scGPT (University of Toronto + Wang Lab, 2023)

Universal Cell Embeddings (UCE) (Stanford, 2023)

These models learn from public datasets like GTEx, Tabula Sapiens, and the Human Cell Atlas.


17. Cell Imaging AI — Cell Painting, JUMP-CP, CellPose

Cell Painting is a phenotypic profiling technique based on fluorescent staining plus automated microscopy. After treating cells with a compound, you automatically capture fluorescent images in five channels and extract roughly 1,500 morphological features.

JUMP-CP (2023, Broad + big pharma consortium)

CellPose (Janelia, 2021)

CellProfiler (Broad)

Recursion Maps

The core of this field is a phenotype-first approach. Even when targets are unknown, you find compounds that normalize cell phenotype first.


18. Clinical Trial AI — Saama, Unlearn.ai

Beyond discovery, clinical trials are the costliest stage (average clinical cost about $1.9 billion). AI enters here too.

Saama Technologies

Unlearn.ai

TriNetX

Owkin (Paris)

The core value of clinical trial AI is time reduction. Cutting one year off a single clinical phase can save over $100 million.


19. Bio Foundation Models — BioGPT, GeneGPT, NACL

Natural language-side bio foundation models are equally active.

BioGPT (Microsoft, 2022)

GeneGPT (NCBI, 2023)

NACL biomedical Llamas (NIH NACL, 2024)

Med-PaLM (Google, 2022-2024)

Med-Gemini (Google, 2024)

The common challenge for these models is hallucination control. Because medical accuracy is tied directly to life, strong RAG and human verification are essential.


20. Korean AI Bio — Standigm, Deep Bio, Syntekabio

Korea's AI bio ecosystem is growing fast.

Standigm

Deep Bio

Syntekabio (Kosdaq listed)

JLK Inspection

Macrogen

Lunit

Investment trends: 2024 Korean AI bio investment totaled about 500 billion won. Small versus global benchmarks but government support (Ministry of Health and Welfare data projects) is active.


21. Japanese AI Bio — Preferred Networks, Elix, MOLCURE

Japan is equally aggressive on AI bio.

Preferred Networks

Elix Inc

MOLCURE

Healios

Spiber

Japan's strengths: chemistry plus precision engineering plus university research run deep, but the IPO market is weaker than in the U.S. Companies like PFN and Elix hint at the potential for globalization.


22. Datasets and Benchmarks — PDB, UniProt, ChEMBL, AlphaFold DB

The core datasets underpinning AI biology.

PDB (Protein Data Bank, 1971-)

UniProt

ChEMBL (EMBL-EBI)

AlphaFold DB

ESM Atlas

The Human Cell Atlas

JUMP-CP (see Section 17 above)

Open Targets (GSK + Sanofi + Bristol Myers Squibb + ...)

ClinicalTrials.gov + clinicaltrialsregister.eu

Data diversity and quality determine the ceiling of AI models. The biggest bottleneck as of 2026 is the shortage of wet-lab validation data.


23. Simulation Infrastructure — GROMACS, AMBER, DESMOND

AI predicts static structures well, but dynamic behavior is still where molecular dynamics (MD) leads.

GROMACS (Sweden KTH and others)

AMBER (UCSF + Rutgers and others)

NAMD (University of Illinois)

DESMOND (Schrödinger commercial)

OpenMM (Stanford)

ML potential rising:

On GPU infrastructure, NVIDIA H100/B100, AMD MI300, and Google TPU are all in use. Recursion's BioHive-2 is built on roughly 600 H100s.


24. Ethics and Regulation — New Safety Standards

The advance of AI biology equally raises misuse concerns.

Dual-use concerns:

Regulatory trends:

Open vs. closed:

Bio security evaluation:

As of 2026, the regulatory framework for this field is still forming. Cooperation between the AI safety community (MIRI, ARC, METR) and the bio safety community (NTI, Johns Hopkins CHS) is growing.


25. Closing — From 2026 to 2030

The 2024 Nobel Prize was academia's recognition of AI biology. As of 2026, the downstream effects are spreading into industry.

Expected trends (2026-2030):

  1. First FDA approval of an AI-discovered plus AI-designed drug — possible between 2027 and 2029. Insilico's INS018_055 is one of the leading candidates
  2. Cloud SaaS for protein design tools — an era where medicinal chemists use RFdiffusion like Excel
  3. Integrated foundation models for single-cell plus phenotype plus structure — the merging trajectory of Recursion Maps, ESM3, and Geneformer
  4. Personalized antibodies — therapeutics designed per patient antigen
  5. Big pharma plus AI company integration — likely more mergers like Recursion-Exscientia
  6. Stricter dual-use regulation — possible mandates for risk design detection filters

Right after the Nobel announcement, Demis Hassabis posted briefly on X. "This is just the beginning." The protein folding problem may be solved, but in the whole of biology AI has not even covered one percent. Dynamic behavior, cell-level simulation, tissue models, full-body models — the road ahead is long, and that road is the biggest science plus business opportunity of the next decade.


26. References

Key papers:

Databases and services:

Companies and official sites:

Nobel resources:

Foundational tools:

Closing. AI solved the protein folding problem, but biology lies beyond folding. Dynamic interactions, cell level, tissue level, human level — the truly hard problems all live beyond that boundary. So this field will be most exciting in the decade ahead. A glorious time for computer scientists, and the first time biologists have tools strong enough to match the questions. Good luck to both fields.

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