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礼来13亿美元投资了背靠英伟达的AI制药商
LillyLilly(US:LLY) 第一财经·2025-08-15 08:28

Core Insights - Eli Lilly announced a $1.3 billion deal with AI pharmaceutical company Superluminal to accelerate AI drug development, particularly for small molecule drugs targeting obesity and other cardiometabolic diseases [3] - The partnership will allow Eli Lilly to utilize Superluminal's AI-driven drug discovery platform, focusing on G protein-coupled receptor (GPCR) drug development, which plays a crucial role in various physiological processes [3] - The obesity treatment market is projected to reach $150 billion over the next decade, with major pharmaceutical companies like Eli Lilly and Novo Nordisk enhancing their positions through drug development and acquisitions [3] Group 1 - Superluminal is a Boston-based AI pharmaceutical startup that has received investments from companies including NVIDIA [3] - GPCRs are identified as significant targets in cardiometabolic diseases, yet many potential drug targets remain unexplored [4] - Eli Lilly's collaboration with Chinese company Lykai Pharmaceuticals aims to develop next-generation weight loss drugs that help patients lose weight while preserving muscle [3] Group 2 - Novo Nordisk is also targeting GPCR small molecule drugs, having entered a $2.2 billion deal with Septerna to develop oral therapies for obesity and other cardiometabolic diseases [4] - In June, Novo Nordisk partnered with Deep Apple for over $800 million to co-develop and commercialize GPCR small molecule drugs [4] - GPCRs represent the largest and most diverse family of cell membrane receptors, with hundreds of types regulating physiological mechanisms across nearly all organ systems [4] Group 3 - AI pharmaceutical technology has significant potential in drug discovery, capable of screening billions of candidate molecules [4] - GPCRs account for approximately one-third of all FDA-approved drugs, yet about 75% of GPCR therapeutic targets remain undeveloped, indicating substantial future drug discovery potential [4]