VDP-118 [Assessment]: GERO - Machine Learning Platform for Age-Related Disease Targeting & Drug Discovery

One-liner: Creating therapeutics to slow down human aging and eliminate root causes of age-related diseases

Longevity Dealflow WG team

Senior reviewers: 1 scientist, 1 biotech manager, 1 biotech entrepreneur, 1 pharma consultant

Shepherd: Todd White

Other squad members: Eleanor Davies, Alex Dobrin

Sourced by: Alex Dobrin

Project Leads: Peter Fedichev, Alex Kadet

Summary:

GERO’s mission is to double human health- and lifespan within the current generation. To achieve that goal, the company trained a Large generative Model of human Health (LMH) on a large dataset of longitudinal, real-world medical histories. The model can predict future health outcomes similarly to how Large Language Models (LLMs) anticipate the next word in a sentence. However, unlike LLMs, GERO’s models are physics-based and fully interpretable, revealing the relationship between the aging process and diseases.

GERO’s research reveals that aging is a process governed by the accumulation of entropy (random, stochastic damage), and the laws of physics dictate that processes governed by entropy are technically irreversible. While numerous biotechs and academic labs are attempting to reverse the impacts of aging, GERO instead focuses on the one variable of aging that can be altered without violating the laws of physics: the speed of aging.

The company’s moonshot program is to identify the major druggable sources of this entropic damage and to develop clinically relevant therapeutics which will significantly slow down the aging process itself.

Background

Human aging, a multifaceted and intricate process, has been a focal point of scientific research for generations. GERO, with its pioneering approach, stands at the intersection of this research, offering a fresh perspective on understanding and addressing aging. The company has identified and quantified two distinct aging phenotypes in humans: Frailty (Late-life phenotype) and True Aging (Whole-life phenotype). By doing so, GERO's platform simplifies the complexities associated with aging, providing a clearer roadmap for interventions.

This approach allows for the development of targeted strategies that can address multiple age-associated conditions simultaneously. As the longevity market seeks innovative solutions to extend healthspan and counteract the effects of aging, GERO's contributions are both timely and relevant. Their platform, rooted in rigorous scientific research, offers a promising avenue for those aiming to mitigate the challenges posed by aging and age-related diseases.

Problem

Aging, an inherent process in humans, leads to diminished physiological and cognitive capacities which culminate in the onset of numerous chronic diseases, such as Alzheimer’s Disease, Parkinson’s Disease and osteoporosis. These diseases not only compromise the quality of life in later years, but also pose a strain on global healthcare systems.

There is a pressing need for innovative tools, particularly those leveraging artificial intelligence (AI) and machine learning (ML), to decode the complexities of aging, identify systemic causes, and pave the way for interventions that can mitigate or reverse age-related decline. While the influx of biological data from genomics, proteomics, and other disciplines provide invaluable insights into aging, there remains a pronounced gap in the tools equipped to fully exploit this data. Conventional analytical methods fall short in analyzing vast, multidimensional datasets. Moreover, all age-related diseases are interlinked via aging process which significantly constrains drug discovery against them. GERO’s model emphasizes the irreversible nature of aging while highlighting the reversible aspects of diseases, distinguishing the two phenomena.

Solution

GERO offers a platform that employs AI and ML to analyze the vast datasets from genomics, proteomics, and related disciplines. It connects the conventional approach of studying biology at a cellular level with a macroscopic perspective, examining organism-level phenotypes across the human lifespan.

By integrating real-world data-derived Large Model of Health (LHM) with rich molecular data (such as whole-exome sequencing), GERO has unveiled novel treatments for chronic age-related diseases both in-house and in collaborations with pharmaceutical companies.

Their strategy not only aims to decelerate the aging process but also targets the foundational causes of multiple diseases, presenting a comprehensive approach to age-related health issues. As an example, please see their announcement of research collaboration against fibrosis-related diseases with Pfizer.

To drive the multifold increase in clinical trial success against age-related diseases, GERO is dedicated to delivering therapeutics which will potentially; 1. Work regardless of patient age, 2. Target only reversible conditions, 3. Ensure that the effect can be obtained in a time frame of a clinical trial.

Opportunity

GERO’s mission is to ‘radically slow down human aging’. Their technology, is summarised into the following bullet points:

Innovative Approach: GERO's platform originates from the physics of complex systems and real-world human data. This unique combination allows for a more holistic understanding of aging and disease.

Targeted Interventions: GERO's platform identifies genetic pathways that need modification to address the root cause of multiple diseases simultaneously.

Overcoming Biases: GERO's hypothesis-free approach allows for the clustering of diseases with shared underlying biology, overcoming traditional scientific biases.

Drug Development: GERO has a robust drug development pipeline, with interventions targeting various disease clusters, including senescence, fibrotic diseases, and true aging.

Proven Results: Preliminary results, such as their immuno-senolytic asset, have shown significant improvements in lifespan and reduction of senescence markers in old mice.

Drug Development Pipeline:

Relevance to Longevity:

GERO's mission directly aligns with the goals of longevity research. By targeting the root causes of aging, GERO's interventions have the potential to extend healthspan, reduce the onset of age-related diseases, and improve overall quality of life.

Team

GERO’s multidisciplinary team has over 10+ years of experience in computationally-enabled small molecule discovery. Their collective expertise spans across the physics of complex systems to cutting-edge drug discovery methodologies.

Leadership

Peter Fedichev, PhD - Co-founder & CEO

Theoretical physicist, 10+ years in biotech, expert in aging research and drug design

Max Kholin - Co-founder & COO

15 years of C-level experience in biotech; background in law and finance

Alex Kadet - Chief Business Officer

Strategy & BD executive, 5+ years in biotech; background in management & consulting

Y. Melnichek - Executive Board Member

Serial AI entrepreneur with multiple exists, including acquisition by Google

A.L. Salzman, M.D - Drug Development Advisor

Founder of Inotek Pharmaceuticals, licensed technology to Genentech in a $600 million deal and successfully underwent an IPO

Slide deck

Slide Deck: link to deck https://docsend.com/view/rj7xi2c9fy7sm8u8

Financing and VitaDAO Funding Terms

GERO has reserved $100k for the VitaDAO community in its current fundraise to support their ongoing research and drug development efforts. These funds will be instrumental in advancing GERO's mission and bringing their revolutionary treatments to the forefront of medical science.

With this round of funding, their key milestones will be:

1. Validate the platform in in-vivo experiments in Pfizer’s hands and potentially extend the collaboration.

2. To get at least one more deal with another top-5 pharmaceutical company (active negotiations).

3. To obtain an in-vivo proof of concept that True Aging phenotype can be not only measured, but also modified with an intervention.

4. To raise $30M+ in the next financing round . This will enable the development of pipeline assets that build towards radically slowing down human aging.

Highlights

Gaining Science and Business traction: GERO has forged research collaborations with industry giants like Pfizer Inc., applying its machine learning technology platform to discover novel therapeutic targets directly within human data. This AI-driven approach addresses Pharma efficiency challenges, facilitating faster drug development, rapid identification of new indications, early pipeline diversification, and the discovery of innovative therapeutic modalities. GERO’s unique integration of physics and biotechnology opens doors for partnerships with leading pharmaceutical companies, research institutions, and tech powerhouses, amplifying its R&D capabilities.

Expansion into New Therapeutic Areas: While aging remains a central focus, GERO’s platform holds the potential to venture into other therapeutic areas, which can diversify the company's research portfolio and its potential revenue streams.

Global Market Reach: Addressing the universal complexities of aging, GERO stands on the cusp of a vast global market. Successful breakthroughs can position the company as a trailblazer in the longevity sector, with potential outreach for a worldwide audience.

Risks

Evolution of AI-driven Drug Discovery: The rapid pace of technological advancements in AI and biotech means that today's cutting-edge solutions might become obsolete tomorrow. Keeping up with these advancements and continuously updating their platform will be crucial.

Regulatory Challenges: Navigating the complex regulatory landscape for drug discovery and approval can be daunting. Delays or failures in obtaining necessary regulatory approvals can hinder the company's progress and market entry.

Data Privacy and Security: Handling vast amounts of personal and medical data comes with significant privacy concerns. Any breach or misuse of this data can lead to legal repercussions and damage the company's reputation.

Competition and Market Saturation: The AI-driven drug discovery space is becoming increasingly competitive. New entrants or breakthroughs by competitors can impact GERO's market share and potential profitability.

Conclusion:

GERO's innovative approach to human aging and chronic diseases presents a unique opportunity for VitaDAO to support pioneering research with the potential for significant societal impact. Currently, GERO is the only company that simultaneously demonstrates value for the pharmaceutical industry and commits to develop therapeutics producing multifold increase in human health- and lifespan. We urge the VitaDAO community to consider this proposal favourably and join us in our mission to revolutionise the future of human health.

Bibliography

1. AI Drug Development Investments Accelerated in 2020, https://www.prnewswire.com/news-releases/ai-drug-development-investments-accelerated-in-2020-301199021.html
2. Landscape overview Q1 2023, AI for Drug Discovery https://www.deep-pharma.tech/ai-in-dd-q1-2023-subscribe#:~:text=Dynamics%20of%20Investments%20in%20AI%20in%20Pharma&text=During%20the%20last%20nine%20years,Development%20companies%20was%20%249.66B
3. Link to slide deck, https://docsend.com/view/rj7xi2c9fy7sm8u8
4. Longevity Biotech Gero Entered a Research Collaboration with Pfizer to Discover Potential Targets for Fibrotic Diseases https://www.pfizer.com/news/press-release/press-release-detail/longevity-biotech-gero-entered-research-collaboration

Senior Review Digest - Quantitative

Below is the average scores out of 5 per category from 4 reviewers, who all recommended that the project should be advanced for community feedback.

Average Scores

• Novelty 4.3
• Feasibility 2.8
• Relevance 4.3
• Science Team 4
• Market Advantage 3
• IP Potential 2.5
• Conviction Score 3.1

Senior Review Digest - Qualitative

Review 1

GERO offers an interesting approach, but I would structure the funding for specific compounds and get a better deal. The valuation is too high for the current stage of development.

Review 2

The strongest aspect of the project is the PI, Peter Fedichev. In my mind, he is one of the smartest people in the longevity space. So I would bet on him to achieve any goal. The weakness is that there is no clear plan on what is the best strategy to commercialize or how their R&D platform develops novel chemical matter/IP/PreclinicalPackage for a classical drug discovery approach.

Review 3

In summary, weighing the upside potential, the pros and cons of this opportunity, I overall recommend funding this project. At this point, VitaDAO has not funded a physics-based ML platform trained on large and highly relevant data sets. Therefore, Gero complements the current portfolio. In addition, there have been remarkable exits in the drug related AI/ML field. Yet, my conviction score is lower compared to other opportunities that I have reviewed.

Review 4

For future rounds of investments, I would suggest they provide more data to back up their platform. Moreover, the compound for Batten's disease should be left out of investor materials or it should be clear that it was not found through this platform. Otherwise I do hope this project will turn out to be a success, as it is off to a great start with their current pharma partnerships and potential future ones.