BioNeMo于2022年秋季推出，就在ChatGPT引发AI军备竞赛的几个月前。这是一个用于构建和训练深度 学习模型的开源框架，专门用于药物发现。 这个被称为联合创新实验室的机构将设在旧金山湾区，汇集礼来公司的顶级生物学家和化学家，与英伟 达的软件工程师和模型开发人员合作，预计将于今年晚些时候开放。 英伟达与制药巨头礼来公司宣布合作，将在未来五年内投资高达10亿美元建立研究实验室，旨在推进 AI辅助药物发现基础模型的开发。 这项合作在周一的摩根大通医疗保健会议上宣布，将涵盖使用英伟达BioNeMo软件平台和Vera Rubin加 速器开发生物学和化学模型所需的基础设施、人才和计算资源。 例如，礼来还在研究英伟达的Omniverse机器人平台，作为优化制造工厂和增加高需求药物生产的手 段。 Q&A Q1：英伟达和礼来制药的合作实验室主要做什么？ 礼来首席执行官大卫·里克斯在声明中表示："将我们大量的数据和科学知识与英伟达的计算能力和模型 构建专业知识相结合，可能会彻底改变我们所知的药物发现。" 英伟达发言人向媒体表示："重点将是创建一个实验室，其中AI软件（干实验室）和机器人硬件（湿实 验室）全天候24小时相 ...

华夏中证人工智能主题ETF联接C（008586）。 1月13日盘中，A股三大指数集体翻绿，科技赛道表现相对强势，AI应用、软件开发、AI智能体、 Sora概念板块纷纷上涨，沪市规模最大的人工智能AIETF（515070）持仓股用友网络涨停，中科星图大 涨超11%，合合信息、科大讯飞、深信服等股涨幅居前，人工智能AIETF（515070）跌1.3%。 消息方面，英伟达与美国制药巨头礼来当地时间周一宣布，双方将在未来五年内投入10亿美元，在 旧金山湾区建设一座联合研究实验室，旨在加速人工智能在制药行业中的应用。英伟达认为，医疗健康 和制药行业是其技术大有可为的领域。目前，已有企业开始利用AI计算系统提出潜在的新药或化合物 方案，但通常仍需通过实验室实验进行验证。英伟达认为，AI可以在很大程度上实现这一过程的自动 化。 人工智能AIETF（515070）； 华夏中证人工智能主题ETF联接A（008585）； 光大证券指出，AI在医疗行业的应用正迎来商业化加速的关键阶段。该机构分析认为，类似"蚂蚁 阿福"这类现象级应用的出现，其核心价值在于商业模式的创新——通过"AI陪伴"模式，将传统的低频 就医场景转化为高频的健康 ...

Core Viewpoint - The strategic partnership between Eli Lilly, a leading pharmaceutical company, and Nvidia, a top technology giant, marks a significant shift in the pharmaceutical industry, focusing on AI-driven drug development and manufacturing processes [1][14]. Group 1: Partnership Details - Eli Lilly and Nvidia will invest $1 billion over five years to establish a joint innovation lab in the San Francisco Bay Area [1]. - The lab will not only serve as a computing center but will also aim to completely restructure the drug development process using AI [2]. - The partnership will utilize Nvidia's latest AI chip architecture, Vera Rubin, which is designed for high-precision scientific calculations essential for drug development [2][3]. Group 2: Technological Integration - The collaboration will integrate hardware and software, with Nvidia's BioNeMo platform and Eli Lilly's TuneLab platform combining to enhance drug discovery [3][4]. - BioNeMo will function as a generative AI platform for biology, capable of generating new protein structures, while Eli Lilly will contribute its extensive historical experimental data [3][4]. - The partnership aims to address the data and model gap in AI healthcare, leveraging federated learning technology [4]. Group 3: Manufacturing Innovations - The collaboration extends to manufacturing, with plans to create a "digital twin" of Eli Lilly's production line using Nvidia's Omniverse platform [5]. - This digital twin will simulate production processes to optimize supply chain efficiency, potentially leading to significant revenue increases for high-demand products [5]. Group 4: Industry Context and Implications - Eli Lilly's decision to partner with Nvidia reflects a strategic move to overcome the challenges of traditional drug development, which is often time-consuming and costly [6][7]. - The partnership signifies a shift from a "Discovery" to a "Design" paradigm in drug development, allowing for targeted molecular design rather than random screening [7][8]. - The collaboration is expected to accelerate industry changes, prompting other major pharmaceutical companies to seek similar technological partnerships [16][18]. Group 5: Future Outlook - The partnership is seen as a potential turning point in AI-driven pharmaceutical development, creating a new model of collaboration between top pharmaceutical and technology companies [15][16]. - The competition in the pharmaceutical industry is likely to intensify as companies race to secure technological alliances, with AI becoming a critical component of drug development [19][20].

We’re now in double-digit January, and there’s no time of the year when more people are thinking about exercising.Thinking about exercising, of course, does very little. The trick remains actually running, cycling, or doing jumping jacks consistently. But motivation and stick-to-itiveness are tricky, Justin Shields, founder of LA’s Venice Run Club, knows better than most. Starting from zero in the pandemic, Shields has seen his Wednesday summer runs grow to more than 500 people, even hitting a 1,000-runner ...

Core Insights - Nvidia plans to collaborate with Eli Lilly to invest $1 billion in a joint AI lab aimed at transforming the healthcare sector through advanced AI technologies [3][25] - The focus of the collaboration is to address the global shortage of healthcare professionals by deploying AI agents in the medical field, with a significant emphasis on the rapid adoption of AI in healthcare compared to other industries [5][12] - Nvidia's CEO highlighted the importance of physical AI and its impact on the pharmaceutical industry, with advancements in AI models and robotics enhancing laboratory automation and drug development processes [6][10] Group 1: Collaboration and Investment - Nvidia and Eli Lilly will establish a joint AI lab with a $1 billion investment to integrate top scientists and AI researchers [3][25] - The partnership aims to accelerate drug discovery and laboratory automation, shifting the current model from 90% wet lab work to a more balanced approach with increased computational methods [25][29] Group 2: AI in Healthcare - The healthcare sector is experiencing unprecedented speed in the deployment of technology, with AI expected to play a crucial role in addressing the projected shortage of millions of healthcare workers by 2030 [12][11] - Nvidia's AI models and tools are being utilized to enhance clinical workflows, allowing healthcare professionals to save significant time and improve patient care [13][31] Group 3: Technological Advancements - Nvidia's advancements in AI, such as the Cosmos model and Isaac robotics platform, are designed to improve laboratory efficiency and quality control in drug manufacturing [6][19] - The company is also focusing on open-source models and tools to democratize access to AI technologies, enabling a wider range of companies to innovate in the healthcare space [9][22] Group 4: Future Outlook - The emergence of AI scientists and agents is expected to revolutionize the pharmaceutical industry, with a projected $300 billion market for drug development being reshaped by these technologies [18][25] - Nvidia's collaboration with Eli Lilly is seen as a pivotal moment in the integration of AI into scientific research, potentially leading to breakthroughs in drug discovery and development [25][28]

礼来(LLY.US)新款减肥药orforglipron有望于本季度获批上市，公司高管日前表态，已做好充分准备以满 足市场预期需求。 去年11月，orforglipron获得美国食品药品监督管理局(FDA)优先审评资格，审评周期由此前标准流程的 10-12个月，大幅缩短至仅1-2个月。礼来已于12月向FDA正式提交该药物的上市申请。 "我们计划尽快在全球多个国家同步启动上市工作,"礼来制药首席科学与医学官Daniel Skovronsky在接受 采访时表示，公司已斥资数百亿美元用于新建该药物的生产设施。 面向自费患者，orforglipron起始剂量月定价为149美元，更高剂量方案将使月费用升至399美元。 值得注意的是，一旦获批，orforglipron将直面市场竞争。诺和诺德(NVO.US)口服版减肥药Wegovy已于 1月初上市，其起始剂量自费价格与orforglipron持平。 ...

Investment Rating - The report maintains a positive outlook on the development of dual and triple antibodies in multiple myeloma (MM) and recommends monitoring the progress of TCE monotherapy and combination therapies in MM, including the EMD population [1][15]. Core Insights - The 67th ASH Annual Meeting highlighted significant advancements in hematology, particularly in the treatment of multiple myeloma, diffuse large B-cell lymphoma (DLBCL), and chronic lymphocytic leukemia/small lymphocytic lymphoma (CLL/SLL) [31]. - In multiple myeloma, the Tec-Dara combination therapy demonstrated a 36-month overall survival (OS) rate of 83.3%, significantly higher than the 65.0% in the control group, with a hazard ratio (HR) of 0.46 [32]. - The MSD ROR1 ADC showed promising first-line potential in DLBCL, with 24-month OS and progression-free survival (PFS) rates of 94% and 84%, respectively, outperforming existing treatments [33]. - Eli Lilly's Pirto showed improved PFS and OS trends compared to BR, but the executive admitted it may not become the first-line choice for CLL/SLL due to limited follow-up data and current treatment practices favoring covalent BTK inhibitors [34]. Summary by Sections 1. R/R MM: Focus on Dual/Triple Antibodies and TCE Therapies - Johnson & Johnson's BCMA/CD3+daratumumab therapy received FDA's "National Priority Voucher," reducing review time to 1-2 months, showing excellent efficacy in high-risk patients [7][15]. - IBI3003 from Innovent demonstrated an overall response rate (ORR) of 83.3% in high-risk patients, with a 100% minimal residual disease (MRD) negative rate in those achieving complete response (CR) [16]. - AstraZeneca's AZD0120 (BCMA/CD19 CAR-T) is projected to exceed $5 billion in sales, with a 100% ORR in treated patients [20][21]. 2. DLBCL: MSD ROR1 ADC Shows First-Line Potential - The MSD ROR1 ADC demonstrated a 24-month OS rate of 94% and a PFS rate of 84%, outperforming R-CHOP and Pola-CHP treatments [22][23]. - In high-risk populations, the ORR was 75% for patients with extramedullary disease (EMD), with a 100% ORR in the 1200 µg/kg dose group [23]. 3. CLL/SLL: Pirto May Not Become First-Line Choice - Pirto vs BR showed a 24-month PFS of 93.4% vs 70.7%, but the data is still immature, with a median follow-up of 28 months [25][27]. - The safety profile of Pirto indicated a 40% incidence of grade 3 or higher treatment-emergent adverse events (TEAEs), compared to 67.4% for BR [25][27].

6 证券研究报告 点评报告 2026 年 1 月 13 日 晨会纪要 核[心Ta观bl点e_：Summary] 一、宏观经济组： 事件：美联储主席鲍威尔被司法部刑事调查。 解读：据《纽约时报》披露，美国司法部已对美联储主席鲍威尔启动刑事调查， 重点聚焦美联储总部 25 亿美元翻修工程的超支问题，以及审查鲍威尔是否就项 目细节对国会撒谎。对此，鲍威尔 1 月 11 日晚发布一份声明强硬回应，称调查 只是借口，"这是美联储坚持基于公众利益设定利率，而非遵循总统偏好（降 息）的后果。" 实际上，该调查去年 11 月已获批，却在鲍威尔 5 月 15 日任期将满、特朗普即 将公布继任人选的节点曝光。更关键的是，主导调查的检察官珍妮娜·皮罗， 是特朗普的长期盟友，去年刚上任该职位。此举从长期看在于借这场史无前例 的刑事调查，给现任和未来的美联储官员立下规矩，从而影响乃至控制美联储， 削弱美联储的独立性。 从短期看，美国 11 月 3 日将举行中期选举，而特朗普在最近共和党的会议上表 达了对中期选举失败后而面临弹劾的焦虑，显示在面临支持率下滑的背景下， 特朗普急需良好的经济面来提高支持率。逼迫鲍威尔要么继续降息、锁死降息 ...

来源：环球网 【环球网科技综合报道】1月13日消息，英伟达与制药企业礼来公司共同宣布，正式成立首个人工智能 联合创新实验室，旨在运用人工智能技术攻克制药行业长期存在的诸多难题，为药物研发带来全新变 革。 为确保实验室的顺利运营与高效发展，两家公司计划在未来五年内投入高达10亿美元的资金，这笔资金 将用于人才招募、基础设施建设以及计算资源的配置，为实验室的各项研究工作提供物质保障。 据介绍，该实验室选址于美国旧金山湾区。在实验室中，礼来公司在生物学、科学和医学领域的专家将 与英伟达顶尖的人工智能模型构建者和工程师并肩工作。他们将借助技术手段生成大规模数据，并依托 英伟达 BioNeMo这一关键平台构建人工智能模型，从而加速药物研发的进程。 英伟达创始人兼首席执行官黄仁勋表示："人工智能正在重塑各行各业，而其在生命科学领域的影响将 最为深远。英伟达和礼来公司汇聚了两大行业的优势资源，共同绘制药物研发的新蓝图。通过计算机模 拟探索生物和化学空间，科学家们能够在分子合成前就开展大量研究工作，这将为药物研发带来前所未 有的机遇。"（青山） ...

消息面上，英伟达、礼来押注AI制药。 英伟达与制药巨头礼来周一宣布，两家公司将共同投资10亿美元，在旧金山建立一座实验室，专注于利用人工智能加速药物研发。 当地时间1月12日，摩根大通医疗健康大会在旧金山正式召开。大会首日，全球市值最大的科技公司英伟达与全球市值最大的制药公司礼来宣布， 将在五年内斥资10亿美元在旧金山湾区建立一个新的联合研究实验室，以加速AI药物研发进程。 （原标题：英伟达、礼来押注AI制药！医药ETF沪港深、生物科技ETF基金涨超4%，生物科技ETF、港股通医疗ETF华宝、港股创新药ETF涨超 3.5%） 医药股上涨，医药ETF沪港深、生物科技ETF基金涨超4%；生物科技ETF、港股通医疗ETF华宝、港股创新药ETF涨超3.5%。 港股通医疗ETF标的指数覆盖港股"CXO+AI医疗+医疗器械+创新药"等医药领域头，囊括脑机接口、AI医疗、高端医疗器械等当下热门主题。 华福短期医药重点关注两方面：1）JPM会议即将举行，寻找超预期标的，2）正式进入年报预增或预减披露期，业绩为王。全年策略如下：1）创 新药：主要三个方向：1、收入和业绩兑现；2、超预期BD兑现的标的；3、前沿技术平台如基因治疗 ...