东阳光药携手晶泰科技达成数亿元合作 战略布局“AI+机器人”制药新范式

Core Viewpoint - The strategic partnership between Dongyangguang Pharmaceutical and Jingtai Technology aims to create an industry-leading AI drug development engine, addressing the global R&D efficiency bottleneck in the pharmaceutical industry through a collaborative model of "pipeline co-creation + technology win-win" [1][2] Group 1: Partnership Details - Dongyangguang Pharmaceutical plans to invest several hundred million yuan in the joint venture with Jingtai Technology [1] - The collaboration will focus on the field of autoimmune diseases, combining Dongyangguang's expertise with Jingtai's AI capabilities to accelerate drug discovery and clinical translation [3] - Jingtai Technology will deploy a large-scale robotic experimental workstation cluster at Dongyangguang to establish an AI-driven automated drug development laboratory [2] Group 2: Technological Innovations - The partnership will develop a leading physiologically-based pharmacokinetic (PB-PK) model to optimize R&D decisions and reduce risks, enhancing the success rates of subsequent in vivo and clinical trials [2] - A comprehensive AI drug development engine will be co-built, targeting challenges in drug targets, molecular synthesis, structure-activity relationships, and pharmacokinetics [2][3] - The collaboration aims to create a "bottom-layer operating system" for AI drug development, leveraging Chinese data, algorithms, and manufacturing capabilities to enhance competitiveness in international markets [3] Group 3: Business Model and Ecosystem - The partnership will establish an AI supercomputing platform based on "computing power support + data development + ecological sharing," transforming data assets and AI products into a "Model as a Service" (MaaS) business model [3] - The collaboration is expected to generate a dual-flywheel effect of "new drug pipeline generation" and "monetization of technological foundations," allowing both companies to share in the commercial outcomes [3]