21世纪经济报道记者 闫硕 近日，在摩根大通全球医疗健康峰会上，英伟达与礼来公司共同宣布，将合作成立一家AI联合创新实 验室，致力于运用人工智能技术解决制药行业长期面临的诸多挑战。 该实验室将整合礼来在药物发现、开发及制造领域的专业能力，与英伟达在人工智能、加速计算及AI 基础设施领域的技术优势。未来五年内，双方将在人才、基础设施和算力方面联合投入高达10亿美元， 以支持这一全新的AI联合创新实验室。 在业内专业人士看来，此次合作将礼来长期积淀的大规模数据与深厚科学认知，与英伟达先进的计算能 力与模型构建专长相结合，或将对现有药物研发范式产生深层次革新。依托全球优质人才的协同攻关， 以及开放高效的创新协作环境，双方将打破单一主体研发的局限，推动医药创新领域的突破性进展。 英伟达创始人兼首席执行官黄仁勋表示，人工智能（AI）正在重塑每一个行业，而对生命科学领域的 影响将尤为深远。英伟达与礼来的携手，致力于让科学家在合成任何分子之前，就能在计算环境中探索 广阔的生物学与化学空间。 需要指出的是，除了与英伟达开展合作外，礼来近期在AI制药领域合作动作密集，覆盖算力基础设 施、模型开发、药物发现与生物技术平台等多个维 ...

近日，在摩根大通全球医疗健康峰会上，英伟达与礼来公司共同宣布，将合作成立一家AI联合创新实 验室，致力于运用人工智能技术解决制药行业长期面临的诸多挑战。 该实验室将整合礼来在药物发现、开发及制造领域的专业能力，与英伟达在人工智能、加速计算及AI 基础设施领域的技术优势。未来五年内，双方将在人才、基础设施和算力方面联合投入高达10亿美元， 以支持这一全新的AI联合创新实验室。 在业内专业人士看来，此次合作将礼来长期积淀的大规模数据与深厚科学认知，与英伟达先进的计算能 力与模型构建专长相结合，或将对现有药物研发范式产生深层次革新。依托全球优质人才的协同攻关， 以及开放高效的创新协作环境，双方将打破单一主体研发的局限，推动医药创新领域的突破性进展。 英伟达创始人兼首席执行官黄仁勋表示，人工智能（AI）正在重塑每一个行业，而对生命科学领域的 影响将尤为深远。英伟达与礼来的携手，致力于让科学家在合成任何分子之前，就能在计算环境中探索 广阔的生物学与化学空间。 值得一提的是，近年来，AI制药领域高额合作频频达成，除礼来外，默沙东、辉瑞、罗氏、诺华、阿 斯利康、BMS等头部药企，均在AI制药领域有所布局，涵盖战略合作、技术 ...

部分吸引力在于其通常更低的价格。诺和诺德首席执行官Mike Doustdar本周表示，可能有多达150万美 国患者正在使用复方减肥药。 这不仅给诺和诺德和礼来公司带来了问题，也给像 Structure 这样希望在未来几年进入肥胖症市场的规 模较小的公司带来了问题。 不过，Stevens认为，硕迪生物的aleniglipron是一种小分子药物，生产工艺更为复杂，因此更难被仿制。 他指出，礼来公司的Zepbound和诺和诺德公司的Wegovy是肽类药物，更容易被复制。 制药商表示，美国食品药品监督管理局在阻止仿制药扩散方面做得不够。9月份，该机构在一份声明中 表示，为了阻止进口可能存在危险的活性成分仿制品(例如用于Wegovy和Zepbound等药物的活性成 分)，它将公布一份符合该机构标准的海外供应商名单。配制药房会使用这些原材料来生产他们自己的 品牌药仿制品。 智通财经APP获悉，硕迪生物(GPCR.US)首席执行官Raymond Stevens周三在旧金山举行的摩根大通医疗 保健大会上接受采访时表示，硕迪生物的实验性减肥药尚未获得批准，但已开始担心其试验性减肥药的 仿制版本大量涌入市场。 在礼来(LLY.U ...

2026年摩根大通医疗健康大会（JPM26）进入第二天，医药圈的焦点来到细分领域。 减肥药赛道双雄砸钱竞速，曾经的新冠疫苗顶流跨界转型，仿制药三强则瞄准千亿市场缺口，而归根结 底管线为王；一场聚焦疾病的产业变革正在上演。 阿斯利康 披露37款后期项目，加码ADC、CAR-T与AI研发 在2026年摩根大通医疗健康大会现场，阿斯利康CFO Aradhana Sarin披露，2025年公司拥有后期适应症 拓展项目的新分子或上市药物已增至37个。 Sarin在大会上重点提及两大关键III期项目： 来源：市场资讯 （来源：求实药社） 管线推进方面，阿斯利康计划今年启动AZD0120的III期多发性骨髓瘤临床试验。这款双靶点 CD19×BCMA CAR-T疗法，源自对亘喜生物的收购。此外，CD19×CD3双特异性抗体surovatamig近期已 推进至III期，适应症覆盖滤泡性淋巴瘤和弥漫性大B细胞淋巴瘤。 针对新兴的肥胖症产品组合，Sarin明确目标："全面应对体重管理和心脏代谢风险"。随着多款资产II期 数据将于今年公布，公司计划2026年开展广泛III期临床试验。 研发投入上，阿斯利康预计2026年研发投入占总营 ...

Core Insights - The 44th J.P. Morgan Healthcare Conference has highlighted significant industry developments, including a $1 billion investment by NVIDIA and Eli Lilly to establish a joint research lab in the San Francisco Bay Area to accelerate AI applications in the pharmaceutical sector [1] - The conference serves as a critical platform for domestic pharmaceutical companies to showcase core molecular product capabilities and advance overseas business development collaborations, indicating a return to global value validation for products [2] - The participation of over 8,000 global attendees and more than 500 listed companies underscores the strengthening global competitiveness of Chinese companies in the pharmaceutical sector [2] Group 1: Innovative Drugs - BeiGene focuses on oncology drug development and global commercialization, presenting progress on core products like CDK4 at the conference [2] - Rongchang Biologics has entered an exclusive licensing agreement with AbbVie for the novel PD-1/VEGF bispecific antibody drug RC148, granting AbbVie rights outside Greater China for development, production, and commercialization [2] - Hengrui Medicine, involved in the R&D, production, and sales of innovative and generic drugs, reported that over 50% of its revenue now comes from innovative drugs, with multiple self-developed products receiving approvals [2] Group 2: CRO/CMO - WuXi AppTec provides integrated CXO services covering the entire drug development and manufacturing process, projecting a 32.56% year-on-year growth in net profit for 2025 [3] - WuXi Biologics, specializing in biopharmaceutical CRDMO services, announced 209 new projects, bringing the total to 945, with potential milestone payments exceeding $4 billion from new research contracts [3] - Tigermed offers clinical trial CRO services and participated in the Asia-Pacific session of the conference, providing outsourcing services related to clinical trials for global pharmaceutical companies [3] Group 3: AI in Healthcare - NVIDIA and Eli Lilly's collaboration aims to build AI models to enhance new drug development, with a planned investment of $1 billion over the next five years [4] - RunDa Medical focuses on comprehensive medical testing services and is developing an automated testing interpretation system based on large models [4] - Anbiping has launched a digital pathology AI system and is exploring the registration and commercialization of AI medical devices in cervical cytology [4]

AI 制药专家交流 20260114 摘要 AI 在制药初期环节如靶点发现和分子设计中应用成熟，显著提升效率， 但实验数据认可和监管是短期难突破的瓶颈，限制了 AI 机器人的大规模 应用。 算力、算法和数据对 AIGC 至关重要。大型药企虽有数据优势，但数据 处理是挑战；小型生物科技公司更灵活。大型药企转型 AIGC 不会立即 取代小型公司。 AIGC 人才需具备生物医药或算法背景，主要靠行业内培养。传统药企 研发人员利用 AI 工具可提高效率，实现 1+1>2 的效果。 Farm AI 平台具备强大的计算和数据处理能力，以及先进的算法支持， 通过整合多种组学数据，提高筛选效率并优化临床试验设计，与其他企 业相比具有显著优势。 英西公司的商业模式独特，AI 平台与自有管线相辅相成、互相迭代，通 过自有管线研发并通过授权获得收入，提高了效率，也确保了更好的结 果反馈。 英西公司战略重点仍是自有管线推进，通过授权 Pipeline 获得收入。为 获取临床原始数据反哺自身临床平台，有时会牺牲部分里程碑付款。 AI 在新药研发流程中应用成熟度递减，早期靶点发现和分子优化帮助大， 临床阶段支持有限，法规限制 AI 直接 ...

A lot has happened since I rated Eli Lilly (NYSE: LLY ) a Hold back in early August , as it appreciated by nearly 42% and reached a $1T market cap, the first in the pharmaceutical industry. WithAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything that has been ...

Investors with a lot of money to spend have taken a bearish stance on Eli Lilly and Co (NYSE:LLY).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with LLY, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scanner spo ...

Key Points Retatrutide's recent trial results suggest it may be even better than Eli Lilly's already approved GLP-1 medication, tirzepatide. Besides weight loss, retatrutide helped many people with osteoarthritis in their knees feel completely pain-free by the end of the study. GLP-1 products have been huge catalysts for Eli Lilly's growth in recent quarters, and that trend may not end anytime soon. 10 stocks we like better than Eli Lilly › The rising popularity of weight loss drugs is a key reas ...

Key Points Eli Lilly's weight-loss drugs are experiencing rapid growth. It still has a long way to go to help curb obesity rates around the globe. The stock trades at a premium earnings multiple, but this is expected to decrease in the coming years. 10 stocks we like better than Eli Lilly › Shares of Eli Lilly (NYSE: LLY) jumped 39.2% in 2025, according to data from S&P Global Market Intelligence. The drugmaker is seeing soaring sales due to its blockbuster weight loss products called Zepbound an ...