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Hunt Globally: Deep Research AI Agents for Drug Asset Scouting in Investing, Business Development, and Search & Evaluation
arXiv:2602.15019v1 Announce Type: new
Abstract: Bio-pharmaceutical innovation has shifted: many new drug assets now originate outside the United States and are disclosed primarily via regional, non-English channels. Recent data suggests >85% of patent filings originate outside the U.S., with China accounting for nearly half of the global total; a growing share of scholarly output is also non-U.S. Industry estimates put China at ~30% of global drug development, spanning 1,200+ novel candidates. In this high-stakes environment, failing to surface "under-the-radar" assets creates multi-billion-dollar risk for investors and business development teams, making asset scouting a coverage-critical competition where speed and completeness drive value. Yet today's Deep Research AI agents still lag human experts in achieving high-recall discovery across heterogeneous, multilingual sources without hallucinations.
We propose a benchmarking methodology for drug asset scouting and a tuned, tree-based self-learning Bioptic Agent aimed at complete, non-hallucinated scouting. We construct a challenging completeness benchmark using a multilingual multi-agent pipeline: complex user queries paired with ground-truth assets that are largely outside U.S.-centric radar. To reflect real deal complexity, we collected screening queries from expert investors, BD, and VC professionals and used them as priors to conditionally generate benchmark queries. For grading, we use LLM-as-judge evaluation calibrated to expert opinions. We compare Bioptic Agent against Claude Opus 4.6, OpenAI GPT-5.2 Pro, Perplexity Deep Research, Gemini 3 Pro + Deep Research, and Exa Websets. Bioptic Agent achieves 79.7% F1 versus 56.2% (Claude Opus 4.6), 50.6% (Gemini 3 Pro + Deep Research), 46.6% (GPT-5.2 Pro), 44.2% (Perplexity Deep Research), and 26.9% (Exa Websets). Performance improves steeply with additional compute, supporting the view that more compute yields better results.
