The Zhitong Finance App learned that China Merchants Securities released a research report saying that AI pharmaceuticals have already entered the clinical verification stage and are about to usher in an explosion of commercialization. At the current stage where AI is reconstructing the competitive pattern of traditional drug research and development, China's AIBioTech has achieved an early layout and is rapidly verifying commercial value; Chinese AI pharmaceutical companies have deployed early and stand out from the global AI pharmaceutical competition with the supporting advantages of the Chinese AI industry.
The main views of China Merchants Securities are as follows:
The AI pharmaceutical verification level continues to move upward, and commercialization prospects are initially emerging
Since 2024, the pace of development of AI pharmaceuticals has accelerated markedly, and the scale and volume of investment have increased markedly. MNC began to deploy its own AI platformization capabilities on a large scale, shifting from single-point cooperation to pipeline and platform cooperation. AI technology giants have entered drug research and development and launched an AI model for professional drug development based on the general model. The scale and opportunities of AIBioTech's cooperation have increased markedly, and it is favored by traditional pharmaceutical companies without a mature commercial pipeline. AI Pharmaceuticals has completed concept verification, officially entered the clinical verification stage, and commercialization prospects have initially emerged.
The AI pharmaceutical clinical pipeline is progressing rapidly, and key assets will be commercialized within three to five years
The bank's database included 94 AI drugs that have entered clinical trials, and analyzed their key assets. AI empowerment has greatly shortened the drug development cycle, increased drug compatibility and selectivity in the early screening design stage, and the overall quality of the clinical pipeline is excellent and progressing rapidly. The seven fastest progressing key assets have all entered/completed Phase III clinical trials, and will gradually be listed to realize their commercial value within the next three to five years. Pipelines with potential BIC and orphan drug certifications, such as InsiSilicon Smart's Rentosertib and Takeda Pharmaceuticals' zasocitinib, can fully reflect the current R&D capabilities and quality standards of AI pharmaceuticals, and are worth focusing on.
AI is reconstructing the competitive landscape of drug development, and China's AIBioTech relies on pipeline R&D cooperation and platform services to break through
In recent years, large-scale MNCs around the world have intensively laid out the AI pharmaceutical field. Through close cooperation with AI models and computing power giants such as OpenAI, Google, Anthropic, and Nvidia, they have built AI-driven drug research platforms, and used the closed loop of “AI model - computing power - dry and wet test data” development as a moat under a new competitive pattern to establish long-term technical barriers. China's AIBioTech has advantages in power infrastructure, computing power, and AI models for professional pharmaceutical research, and focuses on promoting self-developed pipelines, pipeline R&D cooperation, and platform licensing to accelerate the verification of R&D capabilities and commercial value of self-developed AI platforms. At the current stage where AI is reconstructing the competitive pattern of traditional drug research and development, China's AIBioTech has achieved an early layout and is rapidly verifying commercial value.
Focus on the company and future catalysis
Chinese AI pharmaceutical companies had an early layout and used the supporting advantages of the Chinese AI industry to stand out in the global AI pharmaceutical competition. Insilicon Intelligence: A pioneer in AI pharmaceuticals, empowering drug research and development with Pharma.ai, a self-developed end-to-end platform. Jingtai Technology: The platform's capabilities are extended to pharmaceutical research and development, chemicals and other fields to achieve commercial profits. Jietai Technology: Based on a self-developed AI nano-base model, it focuses on the drug targeted delivery technology circuit. BioSaitu: RenSuperWorkstation, a self-developed AI-driven antibody discovery platform, empowers pre-clinical CRO and biotechnology services. Baitu Biotech: Self-developed xTriMo V3, a large life science model, to support R&D in multiple fields. ViaBio: AIDD's integrated platform empowers one-stop CXO business. Chengdu Pioneer: Building an integrated AI-driven molecular optimization platform with the world's leading DEL library. Hongbo Pharmaceutical: Self-developed DiOrion platform, covering the entire process of early development of new drugs. Cathay Biotech: “AI+ Biofabrication” promotes the transformation of R&D models in the field of synthetic biology. Kingsley Biotech: AI-driven automated factories, large-scale production opens up the global market. Twist Bioscience: US DNA synthesis leader creates AI large-scale antibody discovery production service.
Risk warning: Risk of R&D falling short of expectations, risk of commercialization falling short of expectations, risk of data security risk, risk of changes in payment policies, risk of increased competition.