No Data
No Data
Guosen: Focus on AI + Medical, high-quality innovation, and value symbols with stable performance.
Guosen remains bullish on companies with differentiated innovation capabilities and overseas potential.
China Merchants: The blue ocean of AI in pharmaceuticals, with AI assisting the entire process of new drug development.
Previously, the application of AI technology in the drug development process mainly focused on the drug discovery stage. With the application of large model technologies like Deepseek, the value of AI in the clinical stage will gradually become evident.
Hitgen Inc. (688222.SH): Boyi Xintian has cumulatively reduced its shareholding by 1.55%.
On February 14, GeLong Hui reported that Hitgen Inc. (688222.SH) announced it received a notice from shareholder Bo Yi Xin Tian on February 14, 2025. During this shareholding plan period, Bo Yi Xin Tian cumulatively reduced its holdings in the company by 6,217,637 shares through centralized bidding and block trading, accounting for 1.55% of the company's total share capital. After this shareholding reduction is completed, Bo Yi Xin Tian will no longer hold any shares in the company, and the shareholding plan has been implemented.
Hitgen Inc. (688222.SH): Focused on AI molecular generation and evaluation, high-precision binding free energy calculations, and AI druglikeness assessment.
On February 14, Gelonghui reported that Hitgen Inc. (688222.SH) stated on the interactive platform that as an innovation-driven Biotechnology company focused on early-stage drug discovery, it has always maintained a high level of attention to the progress of AI in the field of drug research and development, and has been continuously exploring and researching related topics. Currently, the company primarily focuses its AI model research on two directions: 1) Utilizing the large dataset accumulated from Hitgen Inc.'s DEL screening projects to build a target-trillion compounds affinity prediction model, empowering the high-quality hit compound discovery phase; 2) Hitgen Inc. focuses on AI molecular generation and evaluation, high.
Guosen: China's Medical and health industry is welcoming the "Deepseek moment" with huge potential in the AI medical and AI pharmaceutical markets.
The AI Medical and AI pharmaceutical markets have enormous potential and are one of the most important application fields of AI technology. Considering the extremely high valuations of some overseas AI pharmaceutical/medical benchmark companies, the domestic AI pharmaceutical/medical field has broad prospects and room for imagination.
Guotou Securities: AI pharmaceuticals have entered a "qualitative change" stage, and commercialization applications are expected to be realized.
With the increase in the success rate of AI pharmaceutical research and development, AI drug manufacturing is expected to enter the stage of commercial realization. In terms of investment, it is recommended to focus on positive progress in areas such as technology platforms, collaborative projects, clinical milestones, and research and development pipelines.