“中国在又一领域发起挑战，但中美谁也离不开谁”

Core Insights - Artificial Intelligence (AI) is accelerating drug development globally, highlighting the increasing interdependence between China and the United States [1][3] - The competitive advantage in AI-driven drug development relies not only on computational power but also on the ability to efficiently extract data from genomics and clinical trials, with China emerging as a significant data source for the U.S. [1][3] Group 1: AI in Drug Development - The first step in building effective AI models for drug development is data collection, which involves integrating dispersed data from various countries [3] - U.S. pharmaceutical companies heavily rely on Chinese clinical data to support AI model training and drug development [3] - China's clinical trial ecosystem is considered one of the best globally, characterized by a large patient base and rapid recruitment speeds [3] Group 2: Market Dynamics and Collaborations - In 2025, Chinese pharmaceutical companies completed 157 early drug licensing agreements totaling $135.7 billion, primarily with large Western pharmaceutical firms [4] - Notable collaborations include a $5.6 billion exclusive licensing agreement between Rongchang Biotech and AbbVie for a new PD-1/VEGF dual-target antibody drug [4] - Chinese biotech firms are leveraging partnerships with multinational companies to access international markets, as seen in the collaboration between Takeda Pharmaceutical and Innovent Biologics, valued at $11.4 billion [4] Group 3: Challenges and Future Outlook - Despite advancements, U.S. remains a leader in AI-driven drug development due to superior AI technology and a mature venture capital ecosystem [5] - The U.S. is tightening control over biological data, with recent legislation seen as a strategic move to limit collaboration with Chinese biotech firms [5] - The global pharmaceutical industry is transitioning from serendipitous drug discovery to hypothesis-driven models supported by AI, with automated laboratories capable of conducting thousands of experiments daily [5] Group 4: Growth Projections for AI in Pharmaceuticals - The global AI pharmaceutical market is projected to reach $5.62 billion by 2028, with long-term estimates ranging from $28 billion to $53 billion [6] - In China, the AI pharmaceutical sector is expected to experience rapid growth, with market size anticipated to exceed 500 billion RMB by 2030, maintaining a compound annual growth rate of over 15% [6]