"AI 不是药物研发的旁观者，而是正在重塑行业规则的核心力量。" 一、为什么医药研发需要 AI 传统新药研发被称为"世界上最昂贵、最缓慢的创新赛道之一"： 平均研发周期 10–15 年 ，耗资可达 15–20 亿美元 。 从实验室到临床，再到监管审批，每个阶段都有高失败风险。 90% 的候选药物最终未能获得批准。 在这种背景下，AI 的加入并非锦上添花，而是 转折点式的创新 。 二、AI 在药物发现中的核心价值 大幅缩短研发时间 AI 显著提升效率，在多个关键阶段实现时间压缩： AI 可将候选分子的识别时间从数年缩短到几个月甚至数周。 在某些优化场景下，AI 可将开发一个化合物到临床前阶段的时间缩短 40–50%。 Iambic 宣称结合 AI 和自动实验室流程，可将临床前阶段从"约 6 年"缩至"不到 2 年"。 这一转变意味着，从"慢研发"向"快创新"迈进，药物研发不再是"十年苦等"，而是可以实现"数年迭代"。 显著降低研发成本 2026 年初，日本制药巨头 武田制药（Takeda） 与 AI 药物发现公司 Iambic Therapeutics 签署了高达 17 亿美元 的战略合作协议，围绕 AI 技术 ...

礼来正系统性推进AI在药物研发中的应用，包括与英伟达合作构建AI超级计算机、推出自有平台 TuneLab，并与多家AI生物技术公司(如Isomorphic Labs、Chai Discovery)达成合作。首批AI设计分子预 计于2026年底进入I期临床试验，这可能为长期增长提供新动力。 股票近期走势 产品研发进展 礼来的口服GLP-1候选药物orforglipron正处于关键阶段。公司管理层透露，全球监管提交即将完成，预 计2026年在美国获批用于肥胖治疗。若获批，该药物可能以低价策略(如月费低至149美元)加速市场渗 透，进一步扩大患者覆盖。 业务与技术发展 经济观察网基于最新公开信息，礼来公司(LLY.US)在2026年初有几项关键事件值得关注，这些事件主要 围绕财务业绩、产品管线进展和战略布局展开。 业绩经营情况 礼来于2026年2月初公布了2025年第四季度财报，营收同比增长43%至193亿美元，调整后每股收益7.54 美元，均大幅超出市场预期。同时，公司给出了积极的2026年全年业绩指引，预计营收在800亿至830亿 美元之间，调整后每股收益为33.50至35.00美元，这一指引显著高于分析师预期 ...

Pharmaceutical giant Eli Lilly (NYSE: LLY) has been the winner in the massive GLP-1 drug category, the class of medications that have proven extremely effective in lowering blood sugar levels and promoting weight loss. In fact, last year Lilly's medication -- called tirzepatide, which treats both type 2 diabetes and obesity -- became the best-selling drug on the planet. In doing so, it knocked Keytruda, the cancer immunotherapy drug made by Merck, off the throne. Tirzepatide is sold as Mounjaro for treati ...

Eli Lilly & Company (NYSE:LLY) ranks among the best high growth high margin stocks to buy now. Deutsche Bank retained its Buy rating and $1,200 price target for Eli Lilly & Company (NYSE:LLY) on February 4, citing the pharmaceutical giant’s strong fiscal year 2026 projections. Eli Lilly & Company (NYSE:LLY) posted revenues of around $19.3 billion in the fourth quarter of 2025, exceeding Street projections of $18 billion, thanks mostly to strong results from its diabetes and obesity drugs Mounjaro and Zep ...

McDonald’s signaled this week it’s looking to better cater to customers on weight-loss drugs — and the name of the game is protein.During a Wednesday earnings call, McDonald’s CEO Chris Kempczinski said the fast-food giant has been testing high-protein menu items for customers on so-called GLP-1 drugs. He didn’t share details or comment on timing, but that didn’t stop experts from speculating. 3 McDonald’s is the latest fast-food chain to jump on the GLP-1 train. FOTO_STOCKER – stock.adobe.comMike Haracz, ...

Novo Nordisk A/S (NYSE:NVO) plans to start selling its blockbuster obesity drug Wegovy in vials, marking its latest effort to strengthen its position against rival Eli Lilly and Co. (NYSE:LLY) as competition intensifies in the fast-growing weight-loss market.Currently, Novo markets Wegovy in prefilled injector pens.Lilly began offering vials of Zepbound in 2024 amid widespread shortages, when demand outpaced its ability to manufacture sufficient pen devices.Eli Lilly CEO Dave Ricks said earlier this month t ...

Core Insights - Viking Therapeutics reported a Q4 2025 loss of $1.38 per share, which is wider than the Zacks Consensus Estimate of a loss of $0.89, and a significant increase from a loss of $0.32 per share in the same quarter last year [1][9] - The company has no approved products and has not generated any revenues [4] Financial Performance - Research and development expenses surged to $153.5 million in Q4 2025, compared to $31.0 million in the same period last year, primarily due to increased costs for clinical studies and employee-related expenses [2] - General and administrative expenses decreased by 26% year over year to $11.3 million, mainly due to lower legal and patent service costs [2] - For the full year 2025, Viking reported a loss of $3.19 per share, compared to a loss of $1.01 in the previous year [4] Cash Position - As of December 31, 2025, Viking Therapeutics had cash and cash equivalents of $706 million, a slight decrease from $715 million as of September 30, 2025 [3] Pipeline Developments - Viking is developing VK2735, a dual GLP-1 and GIP receptor agonist, for obesity treatment, with both oral and subcutaneous formulations in clinical studies [5] - The company has initiated a late-stage program for the subcutaneous formulation of VK2735, consisting of two phase III studies, VANQUISH-1 and VANQUISH-2, with enrollment for VANQUISH-1 already completed [6] - Plans to advance the oral version of VK2735 into late-stage development are set to begin in Q3 2026, which has positively impacted stock prices [7] Market Context - The obesity treatment market is currently dominated by Eli Lilly and Novo Nordisk, with their GLP-1 injections, and the advancement of VK2735 oral formulation positions Viking among a select group of companies with a phase III-ready oral obesity therapy [8] - The stock has underperformed, losing 3% over the past year compared to the industry’s nearly 19% growth [10]

GLP-1减肥药正把消费偏好从"甜"推向"蛋白"，并迅速传导至大宗商品与消费品公司估值：糖需求被重新定价，蛋白质相关原料走强，高糖品类面 临结构性压力。 纽约原糖期货周三跌破每磅14美分，触及2020年10月以来最低水平，较2023年末高点已腰斩。交易员认为，美国等富裕经济体的消费放缓幅度超 过此前预测，而发展中市场的需求增速也低于预期。 市场将需求端变化与GLP-1注射类减肥药联系在一起。这类药物通过激活受体让人更易产生饱腹感，从而降低对甜味的渴望，代表产品包括诺和 诺德的Wegovy和Ozempic，以及礼来的Mounjaro和Zepbound。美国农业部在2025年12月供需展望报告中，将至2026年的糖使用量预测下调2.3万吨 至1,230万吨，理由是人类消费下降。 这种需求转向也在股票市场上显现。全球最大冰淇淋公司梦龙在披露销量不及预期后股价大跌，引发投资者对GLP-1对高糖品类的长期冲击的再 评估；与此同时，乳清等蛋白原料价格在健康趋势与GLP-1带动下走强，食品企业被迫加快配方与产品结构调整。 糖价跌破14美分，需求放缓成为主线变量 供给端短期难收缩，糖空头仓位接近五年高位 价格下跌并未立即换来 ...

Novo Nordisk (NYSE:NVO) CEO Mike Doustdar said the company aims to reach about 15 million new patients when Medicare begins covering obesity treatments later this year. However, the CEO said that the Medicare coverage for obesity treatments is unlikely to expand quickly, noting that expecting rapid access would be unrealistic. Doustdar pointed to the slow uptake among commercially insured eligible patients as a sign that adoption will likely take time. He also said that the company is currently negotiating ...

In this articleLLYNVOMaziar Mike Doustdar, CEO of Novo Nordisk, speaks in the Oval Office during an event about weight-loss drugs at the White House in Washington, DC on November 6, 2025. Andrew Caballero-Reynolds | Afp | Getty ImagesStock Chart IconStock chart iconNovo Nordisk U.S.-listed shares over the last month.The latest developments add to a thorny situation for Novo as it risks being edged out by Lilly and the growing number of people taking cheaper compounded versions of semaglutide, which are unap ...