AI pharmaceutical research and development is hot, and transaction cooperation has gradually become an industry trend

Traditionally, the development of a new drug is very time-consuming and laborious, taking an average of more than 10 years and $2.
6 billion, and may also face the risk of R&D failure, making the initial investment into a bamboo basket.

The new R&D model of AI pharmaceuticals is expected to break these bottlenecks, so it has high hopes
to improve the success rate of R&D, save R&D time, and reduce costs.
In recent years, AI pharmaceutical research and development is hot, not only multinational pharmaceutical companies, more and more local pharmaceutical companies, technology companies and even cross-border companies are actively layout, such as Hongbo Pharmaceutical, which landed on the Growth Enterprise Market on November 1, wants to use AI for new drug design and research and development, its prospectus shows that the company has a layout
for computer-aided drug design (CADD) and artificial intelligence drug development (AIDD).
However, at present, most of the drugs of AI pharmaceuticals are in the clinical phase 1 or earlier stage of research and development
.
The industry believes that AI pharmaceuticals have a long road, and should uphold a calm and objective attitude
towards it.
In the current context, transaction cooperation has gradually become an industry trend, since October this year, a number of domestic and foreign enterprises have announced cooperation and joined forces to further increase the layout of the AI pharmaceutical field
.
For example, on October 18, GSK and Tempus jointly announced a three-year cooperation agreement under which GSK will use the artificial intelligence platform developed by Tempus to improve clinical trial design, accelerate patient recruitment and identify drug targets, which is expected to increase GSK's R&D success rate and help patients get personalized therapies
faster.
It is worth mentioning that the two companies have been "married" since 2020, and on the basis of this cooperation, GSK will first pay Tempus up to $70 million and have the right to choose whether to extend the cooperation
for another 2 years.
On October 11, Illumina announced a strategic research collaboration with AstraZeneca to accelerate drug target discovery
by combining the strengths of both companies in artificial intelligence (AI)-based genome interpretation and genomic analysis technologies, as well as industry expertise.
The collaboration leverages Illumina's next-generation AI-based tools for interpreting genomic data, PrimateAI and SpliceAI, AstraZeneca's analytical framework for rare variant genome discovery, and the latter's own AI tools, including JARVIS and computer predictors
.
Domestically, such as Alpha Molecules, recently announced that it has reached a cooperation with Salubris to carry out in-depth cooperation in the field of obesity new drug research and development, jointly promote the intelligent upgrading of drug research and development, and efficiently complete the research and development
of original innovative drugs.
The two parties will combine Salubris drug discovery, development and clinical translational capabilities with alpha molecules' biocomputing, artificial intelligence and original biotechnology to improve the efficiency and success rate
of new drug development.
In addition, Insilico recently announced that the company has reached a strategic research cooperation
with the multinational pharmaceutical company Sanofi.
The collaboration agreement includes an upfront payment and target discovery fee of up to $21.
5 million, as well as additional R&D and commercial milestone payments, with a total potential value of up to $1.
2 billion.

Through this collaboration, Sanofi will receive support from Insilico's AI drug discovery platform Pharma.
AI and interdisciplinary drug discovery teams to identify, synthesize and advance research on high-quality lead compounds to reach the clinical development candidate stage
.
The collaboration will advance drug candidate development based on no more than six innovative targets and will provide phased royalties
ranging from medium to low double digits for commercialization of successfully developed products.
According to DPI's new industry report, there are more than 66 large pharmaceutical companies participating in AI-assisted drug research and development in the world, and there are about 600 AI pharmaceutical start-ups, of which 12 have been listed
.
In the context of the hot R&D of AI pharmaceuticals, it is expected that cooperation between enterprises will be more frequent
in the future in order to accelerate the R&D process.
Disclaimer: Under no circumstances does the information or opinions expressed herein constitute investment advice
to anyone.