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Citrini Research backs life sciences stocks after Claude drug test
The firm designed 211 proteins with Claude for lab testing; 17 bound to scorpion toxins, but blocking effects are untested Citrini Research is backing life sciences stocks after using Anthropic's Claude to design proteins aimed at scorpion toxins, the firm said as it published a report on the
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Anthropic's Claude Targets Scorpion Venom
Anthropic's Claude Designed Hundreds Of Thousands Of Proteins In 64 Hours To Target Scorpion Venom Anthropic's Claude AI system designed hundreds of thousands of candidate proteins in 64 hours to target scorpion venom toxins, with 17 designs meeting the company's binding criteria in laboratory
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Anthropic's Claude AI model designed hundreds of thousands of protein candidates in just 64 hours to target scorpion venom toxins. Laboratory testing confirmed 17 designs successfully bound to their targets, though their ability to neutralize venom remains unproven. The experiment signals how AI-driven drug discovery could reshape pharmaceutical development.
Anthropic's Claude AI model designed hundreds of thousands of candidate proteins in 64 hours to target scorpion venom toxins, marking a significant demonstration of AI-driven drug discovery capabilities
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. The experiment, conducted with input from investment research firm Citrini Research and validated through laboratory testing by Adaptyv Bio and Twist Bioscience, focused on designing proteins known as minibinders that could attach to five toxins associated with scorpions in Mexico, Brazil, North Africa and the Middle East2
. Citrini Research budgeted $200,000 for the three-month project and worked with an internal Anthropic research model more advanced than the publicly released version1
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Source: Benzinga
In August, Citrini Research gave Claude AI a roughly 35-page prompt, which spawned more than 300 sub-agents to design the proteins
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. The system used structural information from the Protein Data Bank and AlphaFold's database to identify toxin regions involved in interactions with sodium channels, which help nerve cells transmit electrical signals2
. The initial campaign produced 180 designs, with four follow-up prompts growing the pool to 211 candidates sent for synthesis and testing1
. Of those 211 designs, 17 bound to their targets across four of the five toxins1
. Two designs, Cn2-B1 and Cn2-B2, bound with affinities in the low-nanomolar range, though an attempt to design one molecule that binds all five toxins failed1
.While the results demonstrate protein design capabilities, Anthropic cautioned that no experiment has tested whether the proteins stop the toxins from working
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. Binding to a toxin represents an important early milestone, but does not establish that a candidate can prevent the toxin from causing harm2
. External reviewer Timothy P. Jenkins noted that "designing credible binders against five toxins in parallel, in a matter of days, is a great showcase of the AI-driven paradigm shift we are seeing in therapeutic discovery"2
. Citrini Research emphasized that "a great deal of science remains before anyone could call the result a treatment"1
. Anthropic is releasing the sequences and experimental measurements for all 211 designs tested, allowing other researchers to build on the findings2
.Citrini Research is backing life sciences stocks following the experiment, with Charles River Laboratories, Revvity and Tecan Group among its top picks
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. Citrini analysts argued that growing use of AI virtual biologists should lift demand for "any company that sends them their first real-world invoice," calling Revvity "the compute of biotech"1
. The firm said it began looking outside AI infrastructure in early June and settled on life sciences and healthcare, describing the sector as "a secular story at cyclical lows" after being "a graveyard for returns" over the past five years1
. Prompting took place at Anthropic's offices because Citrini's request to bypass a biosecurity classifier required security measures it did not have1
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Anthropic focused on scorpion envenomation, which causes at least 1.2 million stings and more than 3,250 deaths annually
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. Children in regions with limited access to medical care face particular risks, while the high cost of developing new treatments and limited financial incentives create barriers to addressing the problem2
. Traditional antivenom production typically involves collecting venom, immunizing animals and purifying the resulting antibodies, a process Anthropic described as resource-intensive and slow2
. Computationally designed proteins could eventually be refined for greater stability and potency, potentially opening another route to developing treatments2
.Anthropic unveiled Claude Science in July, a workbench that connects to more than 60 scientific databases and uses a primary agent that can spawn specialized sub-agents
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. It runs on existing Claude models, including Opus 4.8, and Anthropic also started an internal drug discovery program1
. Novo Nordisk and Anthropic announced a collaboration in September on drug discovery problems identified by Novo's scientists, with Novo testing Claude Science for specific research and development workflows1
. Watch for additional pharmaceutical partnerships as companies seek to accelerate drug discovery timelines and reduce development costs through AI-powered protein design capabilities.Summarized by
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