<p>你几乎肯定听过 “聪明资金” 这个术语，通常是指华尔街最有经验的投资经理。这个标签并不一定仅限于资金管理者。任何能够挑选股票的组织都可以被称为 “聪明”，原因可能包括其在特定主题或行业上的专业知识。</p>
<p>让我们来看看 <strong>Nvidia</strong>( NVDA 1.42%)。它显然是人工智能（AI）领域的领先专家，制造了大多数 AI 平台核心的计算处理器（更不用说与其他科技公司合作以改善这些系统）。如果这家公司投资于某个特定的 AI 股票，那可真是个大新闻。</p>
<p>在这样的背景下，Nvidia 通过其风险投资部门 NVentures，现在拥有一家名为 <strong>Generate Biomedicines</strong>( GENB +0.30%) 的小型生物技术公司 833,325 股的股份。事情是这样的。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg3NDMxMi9iaW90ZWNobm9sb2d5LWxhYi1jb21wdXRlci5qcGcAMjZ3PTM4NDAAMjZvcD1yZXNpemU?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg3NDMxMi9iaW90ZWNobm9sb2d5LWxhYi1jb21wdXRlci5qcGcAMjZ3PTM4NDAAMjZvcD1yZXNpemU"/></p>
<p>图片来源：Getty Images。</p>
<h2>什么是 Generate Biomedicines？</h2>
<p>这家市值仅为 20 亿美元且尚未产生显著收入的公司，显然并不是家喻户晓的名字。事实上，你可能甚至从未听说过它。</p>
<p>但这并不是重点。Nvidia 在这家新兴公司的 1300 万美元投资，与其目前 800 亿美元的资金相比几乎微不足道。重点是，Nvidia <em>听说过</em> 它，并且喜欢它到足以投资。</p>
<p>再说一遍，Nvidia 对这家公司的业务有（非常）深入的理解。</p>
<p>Generate Biomedicines 并不是通常意义上的 生物技术 公司。它实际上是一个 AI 平台的开发者，能够数字化测试潜在药物分子在特定疾病治疗中的表现。</p>
<p>展开</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9hcnQvY29tcGFueWxvZ29zL21hcmsvR0VOQi5wbmcAMjZ3PTEyOAAyNm9wPXJlc2l6ZQ?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="Generate Biomedicines 股票报价" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9hcnQvY29tcGFueWxvZ29zL21hcmsvR0VOQi5wbmcAMjZ3PTEyOAAyNm9wPXJlc2l6ZQ"/></p>
<h2>NASDAQ: GENB</h2>
<p>Generate Biomedicines</p>
<p>今日变动</p>
<p>(0.30%) $0.05</p>
<p>当前价格</p>
<p>$16.47</p>
<h3>关键数据点</h3>
<p>市值</p>
<p>$21 亿</p>
<p>日内区间</p>
<p>$15.92 - $17.01</p>
<p>52 周区间</p>
<p>$11.00 - $17.42</p>
<p>成交量</p>
<p>410 万</p>
<p>平均成交量</p>
<p>61.67 万</p>
<p>这并不是一个简单的理论想法。该平台已经投入使用，正在启动真实药物的真实临床试验开发。根据最新的更新，Generate Biomedicines 的管道中有四个药物候选者，其中一个正在进行 第三阶段测试。那就是 GB-0895，用于治疗重度哮喘。</p>
<p>当然，该公司的技术可以进行的测试数量没有限制，无论是与合作伙伴还是独立进行。它和其制药合作伙伴只需要提出值得测试的想法。</p>
<h2>创造巨大的机会</h2>
<p>需要明确的是，这种基于 AI 的测试并不是对实际临床测试的替代；美国 FDA 和其他国家的监管机构仍然要求证明药物在现实世界环境中是安全有效的。</p>
<p>然而，Generate Biomedicines 的 技术 解决了制药行业的两个主要挑战：浪费时间和浪费金钱。</p>
<p>大约只有十分之一的药物在开始临床试验后获得批准。而且这仍然低估了最终的失败率。实际上，甚至更少的药物希望者在缺乏有效性证据或安全问题出现时，能够通过临床前开发阶段。</p>
<p>所有这些工作仍然需要大量资源，尤其是临床试验。<strong>Thermo Fisher Scientific</strong> 的药物制造部门 Patheon Pharma Services 编制的数据显示，推出一种新批准的药物可能需要 10 到 15 年和 26 亿美元的成本。当然，即使药物在第三阶段试验中通过，最终未获批准，成本也大致相同；对于在第一阶段和第二阶段临床试验中被放弃的开发努力，相应地降低这个数字。</p>
<p>真正的悲剧是什么？可以说是那些根本没有开始开发的潜在改变游戏规则的药物，因为担心可能会浪费宝贵的资源，而这些资源本可以用于更有前景的项目。</p>
<p>Generate Biomedicines 的 AI 驱动平台通过为 制药 开发者提供一个清晰的虚拟感知，显著降低了这种风险，帮助他们了解药物与疾病在实际临床试验中的可能结果。尽管数字有所不同，但关于此事的研究通常表明，AI 发现的药物在第一阶段试验中成功的可能性是没有经过虚拟测试的药物的两倍。这是巨大的。实际上，这么大的影响，AI 驱动的药物开发可能会改变整个 1.8 万亿美元的制药市场如何不断更新其药物组合。</p>
<h2>如果这对 Nvidia 来说足够好……</h2>
<p>需要说明的是，Generate Biomedicines 并不是这个新兴业务中的唯一名字。它与 <strong>Recursion Pharmaceuticals</strong>（ RXRX +5.24%）竞争，后者与 <strong>Sanofi</strong> 和 <strong>Roche</strong> 合作，还有 Insilico Medicine 和 Isomorphic Labs，后者是 <strong>Alphabet</strong> 旗下 Google 的 DeepMind 的分支，已经与 <strong>Eli Lilly</strong> 和 <strong>Novartis</strong> 等知名制药公司合作。Generate Biomedicines 需要争夺 AI 药物开发市场的份额，Precedence Research 预计到 2035 年该市场将达到每年 1600 亿美元（而去年不到 200 亿美元）。</p>
<p>但即使是这一增长的微小部分，对 Generate Biomedicines 来说也是一笔巨大的财富。</p>
<p>然而，也许更重要的是，在 Nvidia 可能选择的众多新兴企业中，它选择了 Generate Biomedicines，尽管它也在与前面提到的 Recursion 合作，同时向 Insilico 提供高性能的 AI 处理器。这充分说明了 Nvidia 对这家公司的看法。如果感兴趣的投资者能够承受风险和可能的波动，或许可以考虑这个微妙的暗示。</p>

GENB

英伟达

2 倍做多英伟达 ETF - Direxion

<p>英伟达的风险投资部门 NVentures 已收购了 Generate Biomedicines (GENB) 1300 万美元的股份，这是一家正在开发用于药物发现的人工智能平台的尚未盈利的生物科技公司。这项投资突显了英伟达对以人工智能驱动的制药创新的兴趣，旨在降低传统药物开发的高成本和失败率。Generate Biomedicines 在快速增长的人工智能药物开发市场中与 Recursion Pharmaceuticals 等其他公司竞争</p>

<p>You've almost certainly heard the term &#34;smart money,&#34; usually in reference to Wall Street's most proven investment managers. This label isn't necessarily limited to money managers, though. Any organization that picks stocks can be &#34;smart&#34; for any number of reasons, including its sheer expertise on a particular topic or industry.</p>
<div class="lb-trans"><p>你几乎肯定听过 “聪明资金” 这个术语，通常是指华尔街最有经验的投资经理。这个标签并不一定仅限于资金管理者。任何能够挑选股票的组织都可以被称为 “聪明”，原因可能包括其在特定主题或行业上的专业知识。</p>
</div><p>Enter <strong>Nvidia</strong>( NVDA 1.42%). It's clearly a leading expert on artificial intelligence (AI), having manufactured the computing processors at the heart of most AI platforms (not to mention partnering with other technology companies to improve these systems). If this company invests in a particular AI stock, it's a pretty big deal.</p>
<div class="lb-trans"><p>让我们来看看 <strong>Nvidia</strong>( NVDA 1.42%)。它显然是人工智能（AI）领域的领先专家，制造了大多数 AI 平台核心的计算处理器（更不用说与其他科技公司合作以改善这些系统）。如果这家公司投资于某个特定的 AI 股票，那可真是个大新闻。</p>
</div><p>With that as the backdrop, know that Nvidia -- through its venture capital arm NVentures -- now owns 833,325 shares of a small biotechnology company called <strong>Generate Biomedicines</strong>( GENB +0.30%). Here's the deal.</p>
<div class="lb-trans"><p>在这样的背景下，Nvidia 通过其风险投资部门 NVentures，现在拥有一家名为 <strong>Generate Biomedicines</strong>( GENB +0.30%) 的小型生物技术公司 833,325 股的股份。事情是这样的。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NzQzMTIvYmlvdGVjaG5vbG9neS1sYWItY29tcHV0ZXIuanBnJnc9Mzg0MA" alt="A biotechnology lab technician is reviewing data at a desktop computer. " original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F874312%2Fbiotechnology-lab-computer.jpg&amp;w=3840&amp;op=resize"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>What's Generate Biomedicines?</h2>
<div class="lb-trans"><h2>什么是 Generate Biomedicines？</h2>
</div><p>With a market cap of only $2 billion and no significant revenue yet, this pre-profit company isn't exactly a household name. You've probably never even heard of it, in fact.</p>
<div class="lb-trans"><p>这家市值仅为 20 亿美元且尚未产生显著收入的公司，显然并不是家喻户晓的名字。事实上，你可能甚至从未听说过它。</p>
</div><p>But that's not the point. Neither is the fact that Nvidia's $13 million stake in the up-and-coming company is practically nothing compared to its current $80 billion war chest. The point is, Nvidia <em>has</em> heard of it -- and likes it enough to take a position.</p>
<div class="lb-trans"><p>但这并不是重点。Nvidia 在这家新兴公司的 1300 万美元投资，与其目前 800 亿美元的资金相比几乎微不足道。重点是，Nvidia <em>听说过</em> 它，并且喜欢它到足以投资。</p>
</div><p>Then again, Nvidia has a (very) in-depth understanding of this company's business.</p>
<div class="lb-trans"><p>再说一遍，Nvidia 对这家公司的业务有（非常）深入的理解。</p>
</div><p>Generate Biomedicines isn't a biotechnology outfit in the usual sense of the word. It's actually the developer of an AI platform that digitally tests how a prospective drug molecule might perform as a treatment for a particular disease.</p>
<div class="lb-trans"><p>Generate Biomedicines 并不是通常意义上的 生物技术 公司。它实际上是一个 AI 平台的开发者，能够数字化测试潜在药物分子在特定疾病治疗中的表现。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展开</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0dFTkIucG5nJnc9MTI4" alt="Generate Biomedicines Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FGENB.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: GENB</h2>
<div class="lb-trans"><h2>NASDAQ: GENB</h2>
</div><p>Generate Biomedicines</p>
<div class="lb-trans"><p>Generate Biomedicines</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日变动</p>
</div><p>(0.30%) $0.05</p>
<div class="lb-trans"><p>(0.30%) $0.05</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>当前价格</p>
</div><p>$16.47</p>
<div class="lb-trans"><p>$16.47</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>关键数据点</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$2.1B</p>
<div class="lb-trans"><p>$21 亿</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日内区间</p>
</div><p>$15.92 - $17.01</p>
<div class="lb-trans"><p>$15.92 - $17.01</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周区间</p>
</div><p>$11.00 - $17.42</p>
<div class="lb-trans"><p>$11.00 - $17.42</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>4.1M</p>
<div class="lb-trans"><p>410 万</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>616.7K</p>
<div class="lb-trans"><p>61.67 万</p>
</div><p>And it's no mere theoretical idea. The platform is up and running, launching the development of real drugs in real clinical trials. As of the latest update, four drug candidates are in Generate Biomedicines' pipeline, with one in phase 3 testing. That's GB-0895, for the treatment of severe asthma.</p>
<div class="lb-trans"><p>这并不是一个简单的理论想法。该平台已经投入使用，正在启动真实药物的真实临床试验开发。根据最新的更新，Generate Biomedicines 的管道中有四个药物候选者，其中一个正在进行 第三阶段测试。那就是 GB-0895，用于治疗重度哮喘。</p>
</div><p>Of course, there's no limit to the number of such tests the company's technology can perform, whether with a partner or on its own. It and its drugmaking partners just need to come up with worthy ideas to test.</p>
<div class="lb-trans"><p>当然，该公司的技术可以进行的测试数量没有限制，无论是与合作伙伴还是独立进行。它和其制药合作伙伴只需要提出值得测试的想法。</p>
</div><h2>Creating a massive opportunity</h2>
<div class="lb-trans"><h2>创造巨大的机会</h2>
</div><p>To be clear, this AI-powered testing isn't a replacement for actual clinical testing; the United States' FDA and other countries' regulatory bodies still require proof that a drug is safe and effective to use in a real-world setting.</p>
<div class="lb-trans"><p>需要明确的是，这种基于 AI 的测试并不是对实际临床测试的替代；美国 FDA 和其他国家的监管机构仍然要求证明药物在现实世界环境中是安全有效的。</p>
</div><p>Generate Biomedicines' technology addresses two of the pharmaceutical industry's chief challenges, though: wasted time and wasted money.</p>
<div class="lb-trans"><p>然而，Generate Biomedicines 的 技术 解决了制药行业的两个主要挑战：浪费时间和浪费金钱。</p>
</div><p>Only about one in 10 drugs that begin clinical trials are approved. And that still understates the ultimate failure rate. See, even fewer drug hopefuls move past the preclinical development stage when there's little to no evidence of efficacy realized or when safety concerns surface.</p>
<div class="lb-trans"><p>大约只有十分之一的药物在开始临床试验后获得批准。而且这仍然低估了最终的失败率。实际上，甚至更少的药物希望者在缺乏有效性证据或安全问题出现时，能够通过临床前开发阶段。</p>
</div><p>All this work still requires significant resources, though, particularly clinical trials. Numbers compiled by <strong>Thermo Fisher Scientific</strong>'s drug-manufacturing division, Patheon Pharma Services, indicate it can take between 10 and 15 years and $2.6 billion to bring one new approved medicine to market. It costs about the same, of course, even if a drug makes it to and through phase 3 trials only to end up <em>not</em> being approved; dial back the figure accordingly for developmental efforts that are abandoned in phase 1 and phase 2 clinical testing stages.</p>
<div class="lb-trans"><p>所有这些工作仍然需要大量资源，尤其是临床试验。<strong>Thermo Fisher Scientific</strong> 的药物制造部门 Patheon Pharma Services 编制的数据显示，推出一种新批准的药物可能需要 10 到 15 年和 26 亿美元的成本。当然，即使药物在第三阶段试验中通过，最终未获批准，成本也大致相同；对于在第一阶段和第二阶段临床试验中被放弃的开发努力，相应地降低这个数字。</p>
</div><p>The real travesty? It's arguably the potentially game-changing drugs that never even begin development in the first place, out of fear that precious resources may be wasted on them that could have been devoted to more promising prospects.</p>
<div class="lb-trans"><p>真正的悲剧是什么？可以说是那些根本没有开始开发的潜在改变游戏规则的药物，因为担心可能会浪费宝贵的资源，而这些资源本可以用于更有前景的项目。</p>
</div><p>Generate Biomedicines' AI-powered platform dramatically reduces this risk by giving pharmaceutical developers a clear, virtual sense of what's likely to happen between a drug and a disease in an actual clinical trial. Although the numbers vary somewhat, studies on this matter generally indicate that AI-discovered drugs are about twice as likely to succeed in phase 1 trials as drugs that begin clinical trials without prior virtual testing. That's huge. Indeed, it's so huge that AI-powered drug development is likely to change how the entire $1.8 trillion pharmaceutical market constantly renews its drug portfolios.</p>
<div class="lb-trans"><p>Generate Biomedicines 的 AI 驱动平台通过为 制药 开发者提供一个清晰的虚拟感知，显著降低了这种风险，帮助他们了解药物与疾病在实际临床试验中的可能结果。尽管数字有所不同，但关于此事的研究通常表明，AI 发现的药物在第一阶段试验中成功的可能性是没有经过虚拟测试的药物的两倍。这是巨大的。实际上，这么大的影响，AI 驱动的药物开发可能会改变整个 1.8 万亿美元的制药市场如何不断更新其药物组合。</p>
</div><h2>If it's good enough for Nvidia...</h2>
<div class="lb-trans"><h2>如果这对 Nvidia 来说足够好……</h2>
</div><p>Generate Biomedicines isn't the only name in this budding business, for the record. It competes with <strong>Recursion Pharmaceuticals</strong>' ( RXRX +5.24%) -- which is partnered with <strong>Sanofi</strong> and <strong>Roche</strong> -- Insilico Medicine, and Isomorphic Labs, which is a spinoff from <strong>Alphabet</strong>'s Google's DeepMind that's already working with established pharma names like <strong>Eli Lilly</strong> and <strong>Novartis</strong>. Generate Biomedicines will need to fight for its share of the AI drug development market that Precedence Research expects to be worth $160 billion per year by 2035 (versus less than $20 billion last year).</p>
<div class="lb-trans"><p>需要说明的是，Generate Biomedicines 并不是这个新兴业务中的唯一名字。它与 <strong>Recursion Pharmaceuticals</strong>（ RXRX +5.24%）竞争，后者与 <strong>Sanofi</strong> 和 <strong>Roche</strong> 合作，还有 Insilico Medicine 和 Isomorphic Labs，后者是 <strong>Alphabet</strong> 旗下 Google 的 DeepMind 的分支，已经与 <strong>Eli Lilly</strong> 和 <strong>Novartis</strong> 等知名制药公司合作。Generate Biomedicines 需要争夺 AI 药物开发市场的份额，Precedence Research 预计到 2035 年该市场将达到每年 1600 亿美元（而去年不到 200 亿美元）。</p>
</div><p>But even a small fraction of this growth would be a windfall for Generate Biomedicines.</p>
<div class="lb-trans"><p>但即使是这一增长的微小部分，对 Generate Biomedicines 来说也是一笔巨大的财富。</p>
</div><p>Perhaps more important right now, however, among the up-and-coming businesses Nvidia could have selected, it chose Generate Biomedicines, even though it's also collaborating with the aforementioned Recursion, while supplying Insilico with high-performance AI processors. That speaks volumes about what Nvidia sees in this company. Interested investors might want to take the subtle hint if they can stomach the risk and likely volatility.</p>
<div class="lb-trans"><p>然而，也许更重要的是，在 Nvidia 可能选择的众多新兴企业中，它选择了 Generate Biomedicines，尽管它也在与前面提到的 Recursion 合作，同时向 Insilico 提供高性能的 AI 处理器。这充分说明了 Nvidia 对这家公司的看法。如果感兴趣的投资者能够承受风险和可能的波动，或许可以考虑这个微妙的暗示。</p>
</div>

Nvidia Owns This Under-the-Radar $20 Stock Poised to Disrupt a $1.8 Trillion Market

- Nvidia 通过其风险投资部门持有 Generate Biomedicines 的股权。  
- 该公司利用 AI 平台加速药物测试，提高成功率。  
- 此举可能颠覆药物开发市场，值得投资者关注。

Motley Fool

Generate Biomedicines

2 倍做空 NVDA ETF - GraniteShares

南方两倍做多英伟达

2 倍做多英伟达 ETF - GraniteShares

1.5 倍做空英伟达 ETF - Tradr

GraniteShares YieldBOOST NVDA ETF

2 倍做多英伟达 ETF - Leverage Shares

Leverage Shares 2x Cpd Acclrtd NVDAMnETF

1 倍做空英伟达 ETF - Direxion

NVDA 周配息 ETF - Roundhill

英伟达期权收益策略 ETF - YieldMax

ProShares Ultra NVDA

xETFs NVDA Daily Income ETF

南方两倍做空英伟达

2 倍做多 NVDA ETF - T-Rex

2 倍做空 NVDA ETF - T-Rex

NVDA 期权收益策略 ETF - YieldMax

XI二南英伟-U

2 倍做多 MAG7 指数 ETF - Roundhill

Recursion Pharmaceuticals

赛诺菲集团

罗氏(ADR)

英矽智能

赛默飞世尔

NVIDIA Corporation

赛诺菲

ROCHE HOLDINGS AG

英伟达持有这只低调的 20 美元股票，有望颠覆一个 1.8 万亿美元的市场