The director · what to test next
Where the engine points next.
A frontier reasoner reads the whole proof ledger and decides the highest-leverage next moves — pivoting past conventional repurposing toward novel modalities (peptides, degraders, gene edits) against the targets the engine has already validated. Every call cites real evidence.
Nothing here runs on its own. Every decision cites the real capsules it's built on, and no compute is dispatched without a human and an explicit spend approval. Ideas that can't be tested structurally (gene edits, cell therapy, mRNA) are marked as needing a different kind of evidence — never given a verdict they can't have.
AKT1 is the one surviving synthetic-lethal co-dependency of PIK3CA-mutant lines (DepMap 24Q4; PIK3CB/MTOR/PDPK1/GLS/RNMT refuted). The AKT1 receptor is redock-verified (capivasertib 1.83Å). Next novel-modality bets: AKT1 degrader, E17K allele-selective.
The mutant-p110α degrader inavolisib ENGAGES the redock-verified canine PIK3CA ATP pocket (docking supports; engagement != degradation). Next: orthogonal cofolding, then ternary/E3 modeling. Grounded on a no-substitution canine target.
KDR is our most heavily validated axis: multiple small molecules co-fold cleanly into a stable, engageable KDR structure (lenvatinib cofolding iptm 0.98 / P(binder)=0.89, tivozanib P(binder)=0.85, axitinib P(binder)=0.86), and lenvatinib docks at -10.1 kcal/mol. That establishes a real, foldable pocket a constrained peptide can be cofolded against. A stapled peptide adds proteolytic stability and a larger interaction surface than the ATP-competitive TKIs already crowding this target, which is the frontier differentiator. Fits the cofolding lane directly.
The copanlisib warhead engages the canine PIK3CA pocket (lower pose confidence, honest). To advance: a CRBN/VHL ternary-complex lane + the full-PROTAC structure.
PIK3CA folds and engages ligands robustly in our runs: alpelisib docks -9.4 and co-folds at iptm 0.99 / P(binder)=0.91, inavolisib co-folds P(binder)=0.97, taselisib affinity_pred -2.47. That confirms a well-behaved structure a designed peptide can be cofolded into. A stapled peptide can reach the helical-domain surface (site of the E545K hotspot) that small molecules poorly address, making it a genuine frontier play against a validated driver. Cofolding lane.
Docking scores pocket engagement on a wild-type receptor only — not degradation and not mutant-selectivity. These are the honest next capabilities, not yet built.
We already have a covalent-modality foothold on this exact target: CNX-1351 (covalent PI3Kalpha, Cys862) docked -9.2/-9.6 kcal/mol with a supporting signal, and reversible binders alpelisib (-9.4) and inavolisib (-9.5) confirm the ATP pocket geometry the warhead must reach. A covalent binder converts that transient engagement into durable, sub-stoichiometric inhibition and can be tuned for mutant selectivity. Directly dockable, cheapest strong bet.
Two mutant-selective allosteric binders establish a druggable non-orthosteric surface on PIK3CA: STX-478 docked -7.3/-9.2 and RLY-2608 docked -9.5/-10.4, both supporting. That allosteric pocket is exactly where a molecular glue can nucleate a ternary complex to degrade only the oncogenic mutant, sparing wild-type p110alpha. Alpelisib's clean co-fold (P(binder)=0.91) anchors the receptor model for ternary cofolding. Testable via cofolding of the glue-bridged complex; higher-risk so priced/confidence accordingly.
ZSTK474 was explicitly logged as a PI3K-PROTAC warhead and docked into PIK3CA at -8.4/-8.8 kcal/mol (CNN pose 0.95), giving us a real, ledger-proven anchor for the target-binding half of a degrader. Alpelisib (-9.4) corroborates the pocket. Peptidic E3-recruiting linker turns engagement into catalytic degradation. The warhead-binding arm is directly dockable now.
Alpelisib is our strongest, most reproducible PIK3CA binder (docking -9.4, co-fold iptm 0.99 / P(binder)=0.91, still-standing across replicate candidates), making it an ideal, validated warhead to convert into a degrader. Inavolisib (-9.5) confirms the pocket tolerates diverse chemotypes for exit-vector placement. Degradation removes scaffold/kinase-independent p110alpha functions that occupancy inhibitors miss. Warhead conjugate is dockable now.
The KDR ATP pocket is validated by strong, supporting docks (cabozantinib -9.4/-11.2, lenvatinib -10.1, toceranib -7.2 with clean co-fold). Any of these gives a proven warhead for the target-binding arm of a peptide-PROTAC; the peptidic E3 recruiter converts inhibition into degradation of the receptor, a differentiated mechanism versus the many occupancy TKIs already tested here. Warhead arm is dockable now.
PRN1371 (a covalent kinase tool) only reached a neutral -6.6/-6.9 dock against KDR and is logged needs-more, so the covalent arm on this target is under-optimized rather than refuted. Meanwhile reversible binders axitinib (-11.4) and regorafenib (-11.5/-12.3) prove the pocket can be engaged very tightly, defining the affinity headroom a better covalent scaffold should recover before making the bond irreversible. Directly dockable, cheap re-attempt with a clear falsifiable bar.
The target itself is validated as the disease-relevant driver (alpelisib co-folds P(binder)=0.91; inavolisib P(binder)=0.97), and the mutant stratum is real in our cohort (PIK3CA-mutant n=5 vs WT n=9 in the omics crux). A base edit does not bind a pocket and cannot be docked or co-folded; it must be assessed by editable-window/PAM feasibility, bystander analysis, and delivery literature. Explicitly a non-structural evaluation, so no compute lane and confidence kept low.
KDR is a validated, engageable cell-surface receptor here (multiple supporting co-folds: toceranib P(binder)=0.73, cabozantinib 0.80, lenvatinib 0.89), and its surface localization is what makes it a CAR antigen. But a CAR recognizes an extracellular epitope through an scFv; there is no small-molecule pocket to dock or co-fold. Evaluation must be non-structural: antigen surface density, on-target/off-tumor vascular toxicity, and canine feasibility. No compute lane.
PIK3CA is a validated driver (alpelisib docks -9.4) and a recurrent hotspot mutation is the kind of shared neoantigen mRNA vaccines exploit. Critically, our own omics crux found the PIK3CA-mutant stratum trends more immunosuppressed (neutral, 0/7 significant), which is a real caveat this modality must confront, not a green light. A vaccine has no dockable structure; it requires MHC-binding prediction, immunopeptidome and TME evaluation. Non-structural, low confidence, no compute lane.
KDR is validated as an engageable surface receptor (lenvatinib co-fold P(binder)=0.89, tivozanib 0.85, toceranib 0.73), and receptor-mediated internalization is the mechanism an ADC needs. But the antibody arm and payload act through binding/internalization/linker chemistry, none of which is a small-molecule pocket to dock or co-fold. Evaluation is non-structural: internalization rate, payload/linker choice, endothelial toxicity. No compute lane.
The PIK3CA driver is validated by clean, still-standing engagement (alpelisib co-fold P(binder)=0.91, inavolisib 0.97), justifying a direct genetic correction. Prime editing offers precise reversion without the bystander limits of base editing, but like all gene edits it has no bindable structure to dock or co-fold; assessment is pegRNA/PBS design, editing efficiency and delivery. Non-structural, no compute lane, confidence low.
The PIK3CA-mutant subset is a real, defined stratum in our cohort (n=5 vs WT n=9 in the omics crux) and dactolisib confirms the pathway is engageable (co-fold P(binder)=0.92), but a synthetic-lethality play does not target PIK3CA itself; it targets an as-yet-unidentified partner gene whose structure is not in hand. Identifying that partner is an omics/dependency-map task, so it cannot be docked now. Once a partner is nominated it could enter the docking lane; today it is explicitly non-structural.
Docking was only neutral (-6.0/-6.2) and Boltz-2 co-folding refuted engagement (iptm 0.77, P(binder)=0.15). Verdict is ruled-out and it is a conventional small molecule, exactly the class we are pivoting away from. Retire it to free the lane for frontier bets.
Both lanes refuted engagement: docking -2.5 kcal/mol and co-folding iptm 0.25 / P(binder)=0.05. Verdict ruled-out; a trivial small molecule with no frontier value. Retire.
Despite a modest supporting dock (-7.4), co-folding refuted the interaction (iptm 0.90 but P(binder)=0.09, affinity_pred +1.44). Verdict ruled-out; conventional repurposing off-thesis. Retire.
Docking looked favorable (-9.7) but co-folding refuted it (iptm 0.87, P(binder)=0.08), a classic docking false-positive. Verdict ruled-out and conventional. Retire.
Docking supported (-8.1/-10.0) but co-folding strongly refuted (iptm 0.82, P(binder)=0.02). Verdict ruled-out; conventional repurposing. Retire.
Docking supported (-8.8/-9.0) but co-folding refuted engagement (iptm 0.89, P(binder)=0.02). Verdict ruled-out on the second target too; conventional. Retire.
Docking supported (-8.1) but co-folding refuted (iptm 0.95, P(binder)=0.14). Verdict ruled-out; conventional off-thesis. Retire.
Both lanes refuted: docking -4.2 and co-folding iptm 0.87 / P(binder)=0.25. Verdict ruled-out; a nutraceutical, off-thesis. Retire.
Both lanes refuted: docking -4.7 and co-folding iptm 0.58 / P(binder)=0.24. Verdict ruled-out; conventional. Retire.
Docking supported (-7.8) but co-folding refuted (iptm 0.93, P(binder)=0.14). Verdict ruled-out; natural-product repurposing, off-thesis. Retire.
Director pass director-driver-directed-2026-07-13 · 2026-07-13. Re-derivable: every decision points back to the exact capsules it reasoned from.