Xuan Gu Bao·2025-06-16 02:28Market Performance - On June 16, the innovative drug concept saw a collective surge, with Guangshengtang hitting the daily limit, and Yuekang Pharmaceutical and Hongbo Pharmaceutical rising over 10% during the day. Other companies like Tonghua Jinma, Fudan Zhangjiang, Meidi Xi, Qianyuan Pharmaceutical, and Chengdu Xian Dao also experienced significant increases [1] Events - On June 16, Insilico Medicine, a clinical-stage biopharmaceutical company driven by generative artificial intelligence, announced the completion of its Series E financing, raising approximately $123 million, exceeding its initial target [2] - On June 13, AstraZeneca announced a strategic research collaboration with CSPC Pharmaceutical Group, which will utilize its AI-driven drug discovery platform. CSPC will receive a $110 million upfront payment and is eligible for up to $1.62 billion in potential R&D milestone payments and up to $3.6 billion in potential sales milestone payments, along with potential single-digit sales royalties based on annual net sales of related products [2] Institutional Insights - According to BCG data, AI can save at least 25% to 50% of time and costs in the preclinical drug discovery process. The global AI pharmaceutical market is projected to grow from $1.58 billion in 2023 to $5.62 billion by 2028, with a compound annual growth rate of 28.5% [3] - The AI pharmaceutical sector is undergoing rapid iteration and transformation, with algorithm updates and computational power supporting its application in drug discovery. AI algorithms have already been deeply integrated into the preclinical drug discovery phase, and fully AI-developed new drugs are expected to be successfully launched within 1-2 years [3] - The business models in the AI pharmaceutical field include CRO models, which are the preferred commercialization approach for most companies, providing molecular design services; AI pharmaceutical SaaS services, which offer AI software to assist in drug discovery processes; and self-developed pipelines that actively promote drug discovery driven by AI [3]