Some field notes from the cutting edge of modern bioinformatics (CoFold Summit and Free Energy Workshop, both held recently in Barcelona, Spain). ALSO: several companies to watch in techbio space.

Everyone is talking about frontier AI models and agents. But the most interesting conversations I had in Barcelona earlier this month during two cutting-edge bioinformatics events pointed in a different direction.

I attended two events back-to-back: the Alchemistry Workshop on Free Energy Methods (May 4–6) and the inaugural CoFold Summit (May 6).

Attending both events in Barcelona together with Andre Hurtado, a full-stack AI drug discovery engineer — good company for navigating two packed bioinformatics events in just several days.

The first is the established annual conference for physics-based drug design, with participation and sponsorships from companies like Schrödinger, AstraZeneca, Cresset, OpenBioSim, etc. The second brought together the teams building deep learning co-folding models — Isomorphic Labs, Boltz, OpenFold, RoseTTAFold, SandboxAQ, and others. Same city, same week, overlapping audiences.

Frontier AI models alone won’t get you far in biology. We need to invest in physics-grounded tools and methods.

Anyway, speaking about free energy perturbation methods, they have become the industrial workhorse for binding affinity prediction, and GPU acceleration has moved them from supercomputers to everyday pharma workflows. But FEP needs good starting structures, and it struggles with structurally diverse compounds coming out of generative AI pipelines. On the co-folding side, models like Boltz-1x are making real progress on the chemical validity of predicted poses. But they still default to well-represented binding sites from training data and can’t reliably score what they generate. Allosteric pockets, novel targets, anything underrepresented, still a major challenge.

The pattern kept coming up in different sessions and hallway conversations.

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