Core Viewpoint - Via Biotechnology (01873) has seen a significant stock price increase of 10.45%, reaching HKD 3.17, driven by recent global AI pharmaceutical contracts and a growing trend in AI-related orders [1] Group 1: Company Performance - Via Biotechnology's AI-related orders now account for 12% of new contracts, indicating a positive growth trend [1] - The company's CRO (Contract Research Organization) business primarily supports early-stage drug discovery, which is a critical application area for AI, enhancing drug development efficiency and success rates [1] Group 2: AI Integration and Projects - The company has launched an AI-integrated drug development platform called AIDD, which has participated in the development of 175 projects by mid-2025 [1] - AI-enabled CRO business contributes 10% to the total revenue of Via Biotechnology, showcasing the financial impact of AI integration [1]

Core Viewpoint - The stock of VyaBio (01873) has seen a significant increase, reflecting growing confidence in the AI-driven drug development sector, particularly in the context of recent contracts and strategic recognition by major pharmaceutical companies [1] Group 1: Company Performance - VyaBio's stock rose over 5%, currently trading at 2.59 HKD with a transaction volume of 20.26 million HKD [1] - The company has been involved in AI drug development for the past five years, with AI-related orders now accounting for 12% of new contracts, indicating a growing trend [1] Group 2: Industry Trends - GF Securities reported a recent increase in new contracts for AI drug development, suggesting that the industry is transitioning from conceptual phases to practical applications [1] - The CRO business of VyaBio primarily supports early drug discovery, which is a critical area for AI application, enhancing the efficiency and success rates of drug development [1] - By mid-2025, VyaBio's AIDD platform is expected to have participated in the development of 175 projects, with AI-enabled CRO services contributing 10% to total revenue [1]