此次与礼来在双抗领域签订AI大分子研发合作，是晶泰科技的又一关键里程碑，标志着其智能药物研 发平台在AI抗体药物研发中获青睐，特别是对双抗等新型药物形式的AI研发能力已获得国际认可。 据悉，抗体作为核心药物形式之一，在年增长率、重磅药比例与临床阶段成功率等方面均超越小分子药 物，其全球药物市场规模预计将从2025年的2884亿美元增至2035年的6285亿美元，市场占比持续提升。 Ailux是晶泰科技自2021年起重点布局的大分子药物研发平台，并在近两年经历了快速的发展和商业成 果转化。依托晶泰科技在量子物理、AI与高通量湿实验能力的融合优势，Ailux开发了端到端的AI生物 药研发平台，可针对复杂的疾病机制设计具有高价值潜力的抗体药物。该平台已服务于多家国际顶尖药 企，并在数个研发项目中获得成功验证。 晶泰科技首席执行官马健表示，礼来是公司重要的长期合作伙伴，很高兴将这一深度互信的合作关系扩 展到大分子药物研发领域。 Ailux首席执行官兼晶泰科技高级副总裁李一表示，双特异性抗体是当今治疗领域最具前景的方向之 一。Ailux打造的AI解决方案能将单特异性抗体快速改造为兼具卓越疗效与可开发性的双抗。期待与全 ...

Core Insights - The biopharmaceutical industry is undergoing a significant transformation, with traditional therapies like monoclonal antibodies and vaccines growing at a steady rate of 8% to 16%, while emerging therapies such as cell and gene therapy (CGT), bispecific antibodies, and antibody-drug conjugates (ADC) are experiencing explosive growth rates of 30% to 71% [1][3][4] - The success of biopharmaceutical companies hinges on their ability to identify and invest in the few high-potential drug candidates among thousands of targets, emphasizing the importance of speed and precision in drug development [2][4] - The global biopharmaceutical market is projected to grow from $297.9 billion in 2020 to $530.1 billion by 2025, with a compound annual growth rate (CAGR) of 12.2%, surpassing the growth of traditional chemical drugs [3][4] Industry Trends - The CGT market is expected to surge from $2.08 billion in 2020 to $30.54 billion by 2025, reflecting a staggering CAGR of 71%, with China's market projected to grow from 2.38 million RMB to 17.885 billion RMB, a 276% increase [3][4] - The demand for innovative therapies is driven by a growing patient base and clear medical needs, particularly in the weight management sector, which is projected to become a nearly trillion-yuan industry in China [5][6] - The competition in the GLP-1 market is intensifying, with domestic companies entering the field, but challenges remain due to the strong market presence of established players like Novo Nordisk and Eli Lilly [5][6] Innovation and Globalization - Chinese pharmaceutical companies are increasingly focusing on "license-out" strategies to expand their global presence, with significant growth in overseas licensing deals, totaling over $50 billion in 2024 [7][8] - Recent policy measures from the National Healthcare Security Administration aim to enhance the accessibility of innovative drugs and support the development of the pharmaceutical industry, providing a more favorable environment for growth [8][9] - The industry is witnessing a shift from imitation to original innovation, with Chinese companies making strides in developing cutting-edge therapies such as dual-target agonists and ADCs, positioning themselves as competitive players in the global market [9][10] Future Outlook - The biopharmaceutical sector is entering a new era characterized by rapid innovation and increased competition, with the potential for significant breakthroughs in drug development [10][11] - The next decade is expected to see a continued evolution of the industry, with Chinese companies transitioning from followers to leaders in the global biopharmaceutical landscape, driven by technological advancements and policy support [11]