The list of cooperative projects and long-term value in Jingtai's hands
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1. Table Summary (Reverse Chronological Order, 2020-09 → 2025-08, 39 Entries)
| # | Transaction Time | Partner *(Assignee) | Key Points (Compressed from Official Announcements or News Headlines) | Technology/Project Involved |
|---|---|---|---|---|
| 1 | 2025-08-05 | DoveTree | Signed a Letter of Intent to collaborate on small molecule + antibody drugs, integrating AI + robotics platforms | Small molecules/antibodies, AI-Lab automation |
| 2 | 2025-07-25 | Jingsaihang | PepiX peptide R&D platform collaborates with Jingsaihang to build a peptide-radionuclide drug pipeline | Peptide-radionuclide conjugation |
| 3 | 2025-06-29 | Pfizer | Expanded strategic collaboration: AI-driven drug and material simulation | Molecular modeling platform |
| 4 | 2025-04-01 | Pais Shuanglin Bio | AI-powered development of specialty novel peptides/blood products | Plasma products and peptide drugs |
| 5 | 2025-02-10 | Alternative Bio → XtalPi | Strategic investment and synergy to accelerate first-in-class drugs | Innovative drug R&D |
| 6 | 2025-01-09 | UCB | AI platform for macromolecular drug discovery licensing agreement | XtalFoldâ„¢ |
| 7 | 2024-10-10 | Janssen Biotech | AI platform for macromolecular drug discovery licensing agreement | XtalFoldâ„¢ |
| 8 | 2023-12-18 | C&C Research Labs | Joint research on STAT6-targeted therapies | STAT6 project |
| 9 | 2023-09-04 | Parthenon Therapeutics | AI-powered next-generation oncology drug "XupremAb®" | XupremAb® platform |
| 10 | 2023-08-21 | CSPC Pharmaceutical Group | Embedding AI decision-making in innovative drug R&D | AI technology platform |
| 11 | 2023-05-30 | Eli Lilly | AI + robotics assist "first-in-class" targets | ID4Innoâ„¢ platform |
| 12 | 2023-03-15 | DeepTech | Building an AI4S intelligent, automated drug R&D ecosystem | AI for Science computing |
| 13 | 2022-12-19 | A*STAR/EDDC | AI-powered non-small cell lung cancer project | AI technology |
| 14 | 2022-11-24 | CK Life Sciences (CKLS) | AI-driven novel paradigm for cancer vaccine R&D | Cancer vaccine platform |
| 15 | 2022-10-27 | Janssen Biotech | Inclusive Digital Drug Discovery (ID4) joint research | ID4 platform |
| 16 | 2022-09-29 | Jikang Bio | Joint research on GPCR-targeted antibody drugs | GPCR antibodies |
| 17 | 2022-07-18 | Shuyan Tech | Automated synthesis + AI for RNA-targeted small molecule drugs | RNA-targeted drugs |
| 18 | 2022-06-06 | Qilu Pharmaceutical | First-in-class small molecule drugs for high-difficulty oncology targets | Oncology FIC |
| 19 | 2022-04-26 | Livzon Pharmaceutical | AI-powered chronic disease small molecule innovation | Chronic disease small molecules |
| 20 | 2022-01-18 | Zhengda Tianqing | High-difficulty anti-cancer small molecule targets | High-difficulty targets |
| 21 | 2022-01-14 | Kinde Pharma | Joint research on novel ADCs | Antibody-drug conjugates |
| 22 | 2021-12-16 | Antengene | AI-accelerated pipeline development | AI technology |
| 23 | 2021-12-01 | B.A.I. | AI peptide/dermatology drug collaboration | AI platform |
| 24 | 2021-10-27 | Signet Therapeutics | Expanded AI drug discovery collaboration, focusing on new oncology targets | sigx1094; ID4 |
| 25 | 2021-09-28 | Acerand Therapeutics | Physics-AI combined model for novel anti-cancer drugs | Novel anti-cancer |
| 26 | 2021-09-07 | Kintor Pharma | AI discovery of monoclonal antibody drugs | AI technology |
| 27 | 2021-08-31 | Geode Therapeutics | AI advances 2 immune pipelines (including XTC-002) | Immune pipelines |
| 28 | 2021-08-17 | Sedec Therapeutics | Innovative small molecule drug discovery for autoimmune diseases | AI technology |
| 29 | 2021-07-19 | Zhongao Bio | AI-designed protein drugs | AI technology |
| 30 | 2021-07-16 | Jacobio | Accelerating high-difficulty oncology small molecule FIC | AI technology |
| 31 | 2021-07-13 | Qinhao Pharma | Primitive innovative small molecule anti-cancer drugs | AI technology |
| 32 | 2021-07-12 | Lingli Tech | AI + DEL platform for RNA-targeted small molecules | RNA-targeted platform |
| 33 | 2021-06-22 | Kinde Pharma | AI-assisted ADC design | AI technology |
| 34 | 2021-04-08 | Signet Therapeutics | Progress in oncology projects sigx1094 and ID4 | sigx1094; ID4 |
| 35 | 2021-03-25 | Shanghai Qingao Pharma | Launch of multiple AI-powered oncology pipelines | AI technology |
| 36 | 2021-02-03 | Singleron | AI + single-cell sequencing to explore oncology targets | AI technology |
| 37 | 2020-11-11 | Huadong Medicine | AI involvement in new oncology target drug R&D | New oncology targets |
| 38 | 2020-10-22 | 3D Medicines | Joint development of next-generation cancer immunotherapy drugs | AI technology |
| 39 | 2020-09-08 | PhoreMost | AI challenge for "undruggable" oncology targets | ID4 platform |
* Note: The "Partner" column lists the counterparty name; the assignor is almost entirely XtalPi (or DeepTech), with a few exceptions (e.g., Alternative Bio investment).
2. Long-Term Business Value Assessment
| Dimension | Observation Points | Value Judgment |
|---|---|---|
| Partner Quality | Covers global pharma giants (Pfizer, Eli Lilly, Janssen, UCB), regional leaders (Qilu, Livzon, Zhengda Tianqing), and early-stage biotechs/research institutions | â‘ High credibility endorsement: Repeat contracts with multinational pharma (Pfizer, Janssen twice) indicate sustained platform recognition. â‘¡ Pipeline diversification: Multi-region, multi-target distribution reduces single-project failure risk. |
| Contract Model | Licensing (XtalFoldâ„¢, ID4Innoâ„¢), joint R&D, technical services, and equity investment | â‘ Licensing: Sustainable milestone + royalties; high potential cash flow if products launch. â‘¡ Joint R&D: XtalPi handles early research; if successful, shares clinical-stage benefits. â‘¢ Equity + Tech: e.g., Alternative Bio, capital gains while binding clients. |
| Technology Flywheel | Robotic automation, AI4S computing, ID4/ID4Inno platforms, XtalFold™ protein folding | Each deal generates high-quality structure-activity-process data → trains models → improves success rates; positive feedback aligns with "large model + automation" network effects. |
| Disease/Target Distribution | Oncology (>60%), autoimmune, infectious diseases, vaccines, rare diseases | Oncology has high commercial potential; RNA, GPCR, ADC, and radiolabeled peptides represent next-wave opportunities. |
| Timeline | 2020 ramp-up → 2022 breakout → 2023-2025 high-quality pharma collaborations | Growth in quantity/quality reflects platform maturity; next 3-5 years critical for IND/clinical validation—1-2 successes could drive valuation leaps. |
| Risks | Low clinical success rates; early-stage collaborations dominate; cash flow relies on service revenue | â‘ Core model stagnation or competitor (Insilico, Recursion) disruption may erode differentiation. â‘¡ Pharma in-house AI capabilities could reduce outsourcing. |
Key Opportunities / High-Value Collaborations
| Collaboration | Highlights | Value Inference |
|---|---|---|
| Pfizer (2025) | AI + materials science simulation, expanded scope | If integrated company-wide → service fees + milestones could exceed $50M |
| Eli Lilly (2023) | AI + robotics for "first-in-class" targets | Robotics-computing integration is XtalPi’s edge; clinical entry would be landmark |
| Janssen Dual Deals (2021, 2022) | XtalFoldâ„¢ macromolecular folding licenses | Recurring fees prove B2B reusability; long-term royalties if successful |
| UCB (2025) | Folding platform licensed for antibodies/macromolecules | First major European pharma adoption → new regional market |
| Qilu Pharma (2022) | High-difficulty FIC target collaboration | If China’s first-in-class drug emerges, XtalPi shares milestones/sales, proving local monetization |
3. Summary
Sustainable Business Model: "AI + automation" delivers algorithms, platforms, data, and early-stage molecules via service fees, milestones, royalties, and equity—forming a "low cash burn + high backend leverage" combo.
Long-Term Catalysts: 2026-2028 is the window for multiple pipelines entering Phase I/II. Any success (especially with Pfizer/Lilly/Janssen) would boost valuation and bargaining power.
Key Metrics: â‘ 1-2 IND submissions annually; â‘¡ Shorter discovery-validation cycles; â‘¢ >40% CAGR in commercial revenue (non-funding).
$XTALPI(02228.HK) Overall Assessment: Validated by pharma giants, diversified pipelines, and data flywheel, XtalPi (and partner DeepTech) offers "high beta" potential; risks center on clinical externalities and competition—requiring relentless algorithm/automation innovation.
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