国泰海通｜医药：AI技术发展迅速，引领制药领域创新变革

Core Insights - The article highlights the collaboration between NVIDIA and Eli Lilly to establish the first AI+ Pharmaceutical Innovation Lab, focusing on integrating AI into drug development, marking a significant shift in the pharmaceutical industry towards data and algorithm-driven processes [1] - Tempus AI reported a revenue of approximately $1.27 billion for 2025, reflecting an 83% year-over-year growth, validating the commercial viability of AI in clinical diagnostics and medical data [2] - The current phase is characterized by a resonance of technological breakthroughs, active funding, and accelerated application in the AI+ healthcare sector, indicating a promising market outlook [2] Group 1: AI+ Pharmaceutical Developments - NVIDIA and Eli Lilly plan to invest up to $1 billion over the next five years in talent, infrastructure, and computational resources for the AI+ Pharmaceutical Lab, indicating a commitment to integrating AI into core R&D processes [1] - The partnership signifies a transition from traditional experience-driven drug development to a more efficient, data-driven approach [1] Group 2: AI+ Healthcare Performance - Tempus AI's diagnostic revenue reached approximately $955 million, with a year-over-year growth of about 111%, driven by a 26% increase in tumor testing and a 29% increase in genetic testing [2] - The data and application segment generated around $316 million, growing approximately 31%, with the Insights business experiencing a growth of about 38% [2] Group 3: Industry Trends - The industry is currently experiencing a phase of active technological innovation, significant policy support, and a broad market outlook, driven by recent breakthroughs in AI technology across the drug discovery and clinical trial processes [2]