21 September 2026

Design vs randomness in lead optimization across a frustrated landscape

The goal of lead optimization is to improve the properties of a molecule such that it can become a drug or a chemical probe. Early in a program, particularly one based on fragments, the focus is often potency, but eventually drug metabolism and pharmacokinetics (DMPK) parameters become important. I always enjoy reading optimization stories and seeing clever use of design principles. But how effective is the design process? Or, to put it another way, how often are improvements just luck? This is the subject of an open-access paper just published in Nature by Bryan Roth, James Fraser, Brian Shoichet, and collaborators at University of California San Franciso, University of North Carolina Chapel Hill, and several other institutes.
 
The goal was to create a “random background” against which to compare directed efforts. To do so, the researchers chose six protein targets with which they had experience: the GPCRs α2AAR, µOR, and CB2; the transporter SERT; and the soluble enzymes AmpC and Mac1. For each protein, they then chose one to six  ligands, 18 total, with IC50, KI, or EC50 values ranging from 1 nM to 43 µM. These ‘parent ligands’ were then analyzed systematically to see how they could be modified one atom at a time by adding a methyl group, a halogen, or a phenol, or replacing an aromatic ring carbon with a nitrogen. A decade ago, we wrote about the importance of synthetic tractability, and this was a key consideration here. Ultimately the researchers made 257 molecules, with each parent giving rise to between 5 and 31 analogs. These analogs were then tested in a variety of assays.
 
Breaking things is usually easier than improving them, and that turned out to be the case here: 30% of changes caused a drop in activity of at least ten-fold. Perhaps more surprisingly, 29 of the 257 analogs (11.3%) had at least ten-fold better activity than the parent molecules. Such increases were widespread: only one target (AmpC) did not see a ten-fold increase, and 10 of the 18 parent molecules had more potent analogs. In other words, the odds of improvement for any given chemical series were better than even, even without using any structural insights from the protein.
 
This latest work stands in good company. Back in 2012 we highlighted an analysis of the effects of methyl substituents across thousands of examples covering more than 100 proteins. That work came to similar conclusions, with ten-fold improvements in 8% of cases. A more recent paper looked at 633 published examples where added chlorine atoms improved activity by at least ten-fold. This latest Nature paper finds methyl substituents to be slightly more likely to give ten-fold improvements than chlorine atoms, while adding fluorine was much less likely to yield such improvements, and swapping an aromatic carbon for a nitrogen never did.
 
One might assume that gaining potency by adding a methyl group or a chlorine atom is due solely to increased lipophilicity, but this did not seem to be the case as assessed by calculating LipE/LLE values.
 
Weaker ligands were slightly more likely to be improved by making random changes, which makes sense if you consider that a more potent molecule is likely to be highly complementary to its binding site. Similarly, larger pockets were more likely to see ligand activity improve with random changes.
 
The researchers crystallographically characterized 22 analogs of varying affinities derived from three parent ligands against the protein Mac1 to look for general lessons. Although the analyses proved interesting, “many of the effects of the small perturbation analogs could be explained post hoc from their structures; however, fewer were easily anticipated.”
 
Of course, as noted above, affinity is just one component of a chemical probe, let alone a drug, so the researchers also assessed several in vitro DMPK parameters: microsome stability, plasma stability, plasma protein binding, solubility, hERG inhibition, and membrane permeability. Similar to the activity measurements, some analogs had improvements in one or more properties, while others saw declines. Unfortunately, the analogs with improved potency often had decreased values for in vitro DMPK parameters; none of the 29 analogs with ten-fold improved potency had combined improvements for stability, permeability, and plasma protein binding. As the researchers ruefully conclude, “the changes in in vitro PK were, at best, orthogonal to affinity or potency fold change, and most were, if anything, anti-correlated with it.” This “frustrated landscape” is all too familiar to medicinal chemists.
 
Making and testing all these molecules took a tremendous amount of work (the paper lists over 30 authors), and the researchers naturally wondered whether computational methods would have saved them the effort. They used free energy perturbation (specifically FEP+, from Schrödinger) to calculate affinities and three additional programs to calculate in vitro DMPK parameters. Although the affinity correlations were strong, there was still considerable variation for individual compounds: of 34 analogs predicted to increase in binding energy by more than 1 kcal/mol (about five-fold), only 14 actually did so, while 8 showed decreased activity. Meanwhile, while plasma protein binding and permeability predictions correlated with experimental values, stability and solubility “were essential uncorrelated.”
 
As of now, computers are still no substitute for the good old-fashioned design, make, test cycle. This paper suggests that, in addition to careful design, it may also be worth introducing some randomness into your analogs, particularly when they are easy to make. Sound advice indeed.

2 comments:

Peter Kenny said...

I see this study, Dan, as something of a stamp-collecting exercise and not of great value from the perspective of drug discovery scientists working on specific projects. When performing matched molecular pair analysis one should examine both the mean value for ΔpIC50 and the corresponding standard deviation. A relatively high percentage of matched molecular pairs exhibiting increases in potency greater than tenfold might also reflect higher variance in the ΔpIC50 values. While the article lists Hajduk & Sauer (2008) Statistical analysis of the effects of common chemical substituents on ligand potency JMC 51:553-564 DOI: 10.1021/jm070838y as reference 16, the citation in the text (Using tenfold improvement between analogue and parent as a benchmark for substantial impact, 10% of analogues meet this standard in the ChEMBL database [16]) makes no sense whatsoever.

Dan Erlanson said...

Hi Pete,
Just to make sure I understand, are you arguing that some or most of the analogs with measured activity at least 10-fold better represent experimental error? If so, do the dose-response curves shown in Supplementary Figure 2 help ameliorate that concern?

As for stamp-collecting, I suppose you could say the same of the Protein Data Bank or Darwin's bird collection. Carefully curated collections can spur some powerful ideas.