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2026-10-22 11:35:43 CICC published a report stating that enthusiasm for AI for Science (AI4S) (AI-driven scientific research) continues to rise, with biopharmaceuticals being a core application scenario. The efficiency-enhancing capabilities of AI drug discovery are gradually emerging, while both platform capabilities and drug asset values are being validated simultaneously. Application boundaries continue to expand and R&D value is being progressively verified. The broker noted that AI has gradually penetrated areas including protein structure prediction, virtual screening, molecular design and lead optimization, which is expected to reduce experimental trial and error and shorten R&D cycles. Leading pipelines have entered mid- to late-stage clinical trials, providing more evidence for evaluating their R&D value. Capital and industry investment continue to increase, with tech giants expanding from computing power and biological foundation models to scientific research agents, while multinational pharmaceutical companies are accelerating the integration of internal data, experimental systems and pipeline projects with AI. However, insufficient high-quality causal data, difficulties in validating target mechanisms and lengthy synthesis testing processes still constrain the conversion of computational advantages into R&D outcomes. The key to establishing differentiated advantages for platforms lies in continuously generating proprietary experimental data, accelerating validation feedback and supporting subsequent model optimization through data accumulation. The broker recommended continued attention to three types of companies: first, companies relying on differentiated technology platforms that can effectively improve R&D efficiency; second, companies capable of continuously generating high-quality pipelines, with potential to achieve key clinical progress and external licensing opportunities; and third, companies with experimental feedback capabilities and automated experimental systems that can undertake rising validation demand. (ha/da)~ AASTOCKS Financial News Website: www.aastocks.com This article was automatically translated by AI, the Chinese version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation. | |