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12 Feb 2026 Latent Space 🔬Beyond AlphaFold: How Boltz is Open-Sourcing the Future of Drug Discovery

“One of the critical kind of, you know, beliefs that we had, you know, also when we started working on Boltz 1 was sort of like the structure prediction models are somewhat, you know, our field version of some foundation models, you know, learning about kind of how proteins and other molecules interact.”

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belief
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12 Feb 2026
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Latent Space

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…ke, you know, people figuring out like ways to, you know, hack the model to do something. They click peptides, like, you know, there’s, I don’t know if there’s any other interesting ones come to mind. One cool one, and this was, you know, something that initially was proposed as, you know, as a message in the Slack channel by Tim O’Donnell was basically, he was, you know, there are some cases, especially, for example, we discussed, you know, antibody-antigen interactions where the models don’t necessarily kind of get the right answer. What he noticed is that, you know, the models were somewhat stuck into predicting kind of the antibodies. And so he basically ran the experiments in this model, you can condition, basically, you can give hints. And so he basically gave, you know, random hints to the model, basically, okay, you should bind to this residue, you should bind to the first residue, or you should bind to the 11th residue, or you should bind to the 21st residue, you know, basically every 10 residues scanning the entire antigen. Residues are the... The amino acids. The amino acids, yeah. So the first amino acids. The 11 amino acids, and so on. So it’s sort of like doing a scan, and then, you know, conditioning the model to predict all of them, and then looking at the confidence of the model in each of those cases and taking the top. And so it’s sort of like a very somewhat crude way of doing kind of inference time search. But surprisingly, you know, for antibody-antigen prediction, it actually kind of helped quite a bit. And so there’s some, you know, interesting ideas that, you know, obviously, as kind of developing the model, you say kind of, you know, wow. This is why would the model, you know, be so dumb. But, you know, it’s very interesting. And that, you know, leads you to also kind of, you know, start thinking about, okay, how do I, can I do this, you know, not with this brute force, but, you know, in a smarter way. And so we’ve also done a lot of work on that direction. And that speaks to, like, the, you know, the power of scoring. We’re seeing that a lot. I’m sure we’ll talk about it more when we talk about BullsGen. But, you know, our ability to, like, take a structure and determine that that structure is, like... Good. You know, like, somewhat accurate. Whether that’s a single chain or, like, an interaction is a really powerful way of improving, you know, the models. Like, sort of like, you know, if you can sample a ton and you assume that, like, you know, if you sample enough, you’re likely to have, like, you know, the good structure. Then it really just becomes a ranking problem. And, you know, now we’re, you know, part of the inference time scaling that Gabby was talking about is very much that. It’s like, you know, the more we sample, the more we, like, you know, the ranking model. The ranking model ends up finding something it really likes. And so I think our ability to get better at ranking, I think, is also what’s going to enable sort of the next, you know, next big, big breakthroughs. Interesting. up finding something it really likes. And so I think our ability to get better at ranking, I think, is also what’s going to enable sort of the next, you know, next big, big breakthroughs. Interesting. But I guess there’s a, my understanding, there’s a diffusion model and you generate some stuff and then you, I guess, it’s just what you said, right? Then you rank it using a score and then you finally... And so, like, can you talk about those different parts? Yeah. So, first of all, like, the... One of the critical kind of, you know, beliefs that we had, you know, also when we started working on Boltz 1 was sort of like the structure prediction models are somewhat, you know, our field version of some foundation models, you know, learning about kind of how proteins and other molecules interact. And then we can leverage that learning to do all sorts of other things. And so with Boltz 2, we leverage that learning to do affinity predictions. So understanding kind of, you know, if I give you this protein, this molecule. How tightly is that interaction? For Boltz 1, what we did was taking kind of that kind of foundation models and then fine tune it to predict kind of entire new proteins. And so the way basically that that works is sort of like instead of for the protein that you’re designing, instead of fitting in an actual sequence, you fit in a set of blank tokens. And you train the models to, you know, predict both the structure of kind of that protein. The structure also, what the different amino acids of that proteins are. And so basically the way that Boltz 1 operates is that you feed a target protein that you may want to kind of bind to or, you know, another DNA, RNA. And then you feed the high level kind of design specification of, you know, what you want your new protein to be. For example, it could be like an antibody with a particular framework. It could be a peptide. It could be many other things. And that’s with natural language or? And that’s, you know, basically, you know, prompting. And we have kind of this sort of like spec that you specify. And, you know, you feed kind of this spec to the model. And then the model translates this into, you know, a set of, you know, tokens, a set of conditioning to the model, a set of, you know, blank tokens. And then, you know, basically the codes as part of the diffusion models, the codes. It’s a new structure and a new sequence for your protein. And, you know, basically, then we take that. And as Jeremy was saying, we are trying to score it and, you know, how good of a binder it is to that original target. You’re using basically Boltz to predict the folding and the affinity to that molecule. So and then that kind of gives you a score? Exactly. ou know, how good of a binder it is to that original target. You’re using basically Boltz to predict the folding and the affinity to that molecule. So and then that kind of gives you a score? Exactly. So you use this model to predict the folding. And then you do two things. One is that you predict the structure and with something like Boltz2, and then you basically compare that structure with what the model predicted, what Boltz2 predicted. And this is sort of like in the field called consistency. It’s basically you want to make sure that, you know, the structure that you’re predicting is actually what you’re trying to design. And that gives you a much better confidence that, you know, that’s a good design. And so that’s the first filtering. And the second filtering that we did as part of kind of the Boltz2 pipeline that was released is that we look at the confidence that the model has in the structure. Now, unfortunately, kind of going to your question of, you know, predicting affinity, unfortunately, confidence is not a very good predictor of affinity. And so one of the things that we’ve actually done a ton of progress, you know, since we released Boltz2. And kind of we have some new results that we are going to kind of announce soon is kind of, you know, the ability to get much better hit rates when instead of, you know, trying to rely on confidence of the model, we are actually directly trying to predict the affinity of that interaction. Okay. Just backing up a minute. So your diffusion model actually predicts not only the protein sequence, but also the folding of it. Exactly. And actually, you can... One of the big different things that we did compared to other models in the space, and, you know, there were some papers that had already kind of done this before, but we really scaled it up was, you know, basically somewhat merging kind of the structure prediction and the sequence prediction into almost the same task. And so the way that Boltz2 works is that you are basically the only thing that you’re doing is predicting the structure. So the only sort of... Supervision is we give you a supervision on the structure, but because the structure is atomic and, you know, the different amino acids have a different atomic composition, basically from the way that you place the atoms, we also understand not only kind of the structure that you wanted, but also the identity of the amino acid that, you know, the models believed was there. And so we’ve basically, instead of, you know, having these two supervision signals, you know, one discrete, one continuous. That somewhat, you know, don’t interact well together. We sort of like build kind of like an encoding of, you know, sequences in structures that allows us to basically use exactly the same supervision signal that we were using to Boltz2 that, you know, you know, largely similar to what AlphaVol3 proposed, which is very scalable. And we can use that to design new proteins. Oh, interesting. Maybe a quick shout out to Hannes Stark on our team who like did all this work. Yeah.…

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