With the continuous advancement of AI technology and the enhancement of CRO companies' professional capabilities, it is expected that the drug development field will see more innovative breakthroughs in the future.
Intelligent Financial News App learned that Haitong International released a research report stating that the AI pharmaceutical investment and financing market is active. According to data from the Deep Pharma Intelligence official website, the accumulated investment amount in Q1 2023 reached $6.02 billion, and the market size continues to grow. It is expected that the global market size will reach $2.994 billion by 2026. At the policy level, the application of AI technology in the field of new drug research and development promotes rapid industry changes, involving key areas such as target discovery and protein structure prediction. The application of AI technology in CRO drug development outsourcing companies is gradually deepening, covering various aspects of drug discovery, from target identification, compound screening, structure prediction to drug design. With the continuous advancement of AI technology and the enhancement of CRO companies' professional capabilities, it is expected that the drug development field will see more innovative breakthroughs in the future.
Haitong International's main viewpoints are as follows:
AI technology is booming, and AI+ pharmaceuticals are expected to become the next gold mine.
AI technology has played an important role in the entire process of drug discovery, preclinical research, and clinical trials through machine learning and deep learning. Since its early exploration in 2007, AI pharmaceutical technology has gone through a period of technological accumulation, verification, and rapid development, and is currently in a stage of active technological innovation, obvious policy support, and broad market prospects. The AI pharmaceutical investment and financing market is active. According to data from the Deep Pharma Intelligence official website, the accumulated investment amount reached USD 6.02 billion at the end of Q1 2023, and the market size continues to grow. It is expected that the global market size will reach USD 2.994 billion by 2026.
AI+ pharmaceuticals are supported by national policies, and there are diverse investment opportunities upstream and downstream of the industry chain, with various application scenarios.
The AI pharmaceutical industry has received policy support at the national level, such as the "14th Five-Year Plan for the Development of the Pharmaceutical Industry" and the "14th Five-Year Plan for the Development of the Bio-Economy", which aims to promote the application of technologies such as cloud computing, big data, and artificial intelligence in new drug research and development. The application of AI technology in the field of new drug research and development promotes rapid industry changes, involving key areas such as target discovery, protein structure prediction, compound screening, ADMET characteristic prediction, clinical trial result prediction, drug repositioning, crystal form prediction, and reverse synthesis analysis. The application of AI pharmaceutical technology is expected to shorten the drug development cycle, reduce costs, and improve the success rate of research and development. AI technology makes the entire process from drug design to clinical trials more efficient, bringing innovative changes to traditional drug development and demonstrating broad prospects and huge potential in the field of drug development.
CRO companies are accelerating the layout of AI+ pharmaceutical application technology.
The application of AI technology in CRO drug development outsourcing companies is gradually deepening, covering various aspects of drug discovery, from target identification, compound screening, structure prediction to drug design. Viva Biotech (01873) has established a vertical AI application technology platform to accelerate the discovery of lead compounds; Hongbo Pharmaceutical (301230. SZ) continues to promote the application of PR-GPT multimodal large-scale language models; HitGen Inc. (688222.SH) relies on DNA-encoded compound library technology and AI technology to optimize the lead compound identification process; Pharma Block Sciences (300725.SZ) uses its molecular block library combined with AI technology to develop dynamic chemical space and provide comprehensive active compound screening services through a one-stop calculation screening platform. With the continuous advancement of AI technology and the enhancement of CRO companies' professional capabilities, it is expected that the drug development field will see more innovative breakthroughs in the future.
Risk warning: risks related to the development of AI+ pharmaceutical technology falling short of expectations, research and development costs leading to company losses, decline in bio-pharmaceutical investment and financing, geopolitical risks, data privacy and security risks, and intensified market competition risks.
