--- title: "CITIC Securities: Continuous progress in AI pharmaceuticals, accelerated layout of multinational pharmaceutical companies" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/278356349.md" description: "CITIC Securities released a research report stating that AI in pharmaceuticals is transitioning from concept to industrialization, becoming an important infrastructure for innovative drug development. It is expected that 2025-2026 will be a critical window period for multinational pharmaceutical companies to fully ramp up their AI efforts, with the industry's penetration rate continuing to rise. Companies like XTALPI and INSILICO are promoting multiple pipelines into the clinical stage through collaboration and platform capabilities, reshaping the research and development paradigm, significantly improving molecular design efficiency, and shortening the R&D cycle" datetime: "2026-03-09T08:35:03.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/278356349.md) - [en](https://longbridge.com/en/news/278356349.md) - [zh-HK](https://longbridge.com/zh-HK/news/278356349.md) --- > 支持的語言: [简体中文](https://longbridge.com/zh-CN/news/278356349.md) | [English](https://longbridge.com/en/news/278356349.md) # CITIC Securities: Continuous progress in AI pharmaceuticals, accelerated layout of multinational pharmaceutical companies According to the Zhitong Finance APP, Guotai Junan released a research report stating that with the comprehensive penetration of AI in target discovery, molecular generation, clinical design, and post-market data analysis, the industry's penetration rate continues to rise, and AI + pharmaceuticals is becoming an important infrastructure for innovative drug research and development. The years 2025-2026 will be a critical window for multinational corporations (MNCs) to fully ramp up AI, accelerating the construction of an integrated system of "computing power - algorithms - data - experiments" through mergers and acquisitions of foundational model companies, co-building computing power laboratories, and multi-project platform collaborations. With the resonance of artificial intelligence and pharmaceuticals, the development prospects of AI + pharmaceuticals are promising. ## Guotai Junan's main viewpoints are as follows: **AI + pharmaceuticals reshape the R&D paradigm, and the industry is moving from concept to practical verification phase** The deep integration of generative models and reinforcement learning significantly enhances molecular design efficiency and shortens R&D cycles. With the comprehensive penetration of AI in target discovery, molecular generation, clinical design, and post-market data analysis, the industry's penetration rate continues to rise, and AI + pharmaceuticals is becoming an important infrastructure for innovative drug research and development. **XTALPI builds a data closed-loop barrier with "computational simulation + automated experiments + robotic systems"** XTALPI does not focus on its own pipeline but promotes multiple pipelines into IND and clinical stages through cooperation and incubation models, continuously strengthening platform capabilities through cross-project validation. Its differentiated advantage lies in the continuous generation capability of high-precision computational data and standardized experimental data, allowing model iterations to be based on real-world feedback, exhibiting long-term compounding characteristics. **INSILICO has constructed a three-tier structure of "platform empowerment + self-developed pipeline + external business development," forming end-to-end closed-loop capabilities** Relying on the Pharma.AI platform, INSILICO achieves deep integration in target discovery, molecular design, and clinical prediction stages, with multiple self-developed pipelines entering clinical stages and realizing commercialization through large external authorizations. The company's revenue structure is gradually forming a dual-engine model of "project-based + recurring software revenue," with platform value transitioning from technical capability to asset capability. **Multinational pharmaceutical companies are upgrading AI from a single-point tool to the underlying infrastructure of R&D and production systems** The years 2025-2026 will be a critical window for MNCs to fully ramp up AI, accelerating the construction of an integrated system of "computing power - algorithms - data - experiments" through mergers and acquisitions of foundational model companies, co-building computing power laboratories, and multi-project platform collaborations. Transaction structures generally adopt a "low down payment + high milestone" model, locking in potential technological dividends while controlling conversion risks. Overall, AI is becoming a core variable in the upgrade of drug R&D systems. With the resonance of artificial intelligence and pharmaceuticals, the development prospects of AI + pharmaceuticals are promising. **Related targets** It is recommended to pay attention to INSILICO (03696), XTALPI (02228), Weiya Bio (01873), Chengdu XianDao (688222.SH), and Hongbo Pharma (301230.SZ). **Risk warning** Risks of AI technology development not meeting expectations, risks of business development transactions not meeting expectations, risks of drug R&D progress not meeting expectations, and risks of changes in regulatory requirements ### 相關股票 - [INSILICO (03696.HK)](https://longbridge.com/zh-HK/quote/03696.HK.md) - [XTALPI (02228.HK)](https://longbridge.com/zh-HK/quote/02228.HK.md) - [ChinaAMC CSI Biotechnology Theme ETF (516500.CN)](https://longbridge.com/zh-HK/quote/516500.CN.md) - [E Fund CSI Biotechnology Theme ETF (159837.CN)](https://longbridge.com/zh-HK/quote/159837.CN.md) - [Minsheng Royal CSI Biotechnology Theme ETF (516930.CN)](https://longbridge.com/zh-HK/quote/516930.CN.md) - [China Merchants CSI Biotechnology Theme ETF (159849.CN)](https://longbridge.com/zh-HK/quote/159849.CN.md) ## 相關資訊與研究 - [InSilico Medicine Boosts AI Platform and Advances Clinical Pipeline](https://longbridge.com/zh-HK/news/280916373.md) - [Clover Biopharmaceuticals Completes Enrollment in Phase 2 Trial for Combination Respiratory Vaccines](https://longbridge.com/zh-HK/news/280923090.md) - [MORE U.S. FEB TRADE: CONSUMER GOODS IMPORTS UP $2.2 BILLION, INCLUDING INCREASE OF $1.1 BILLION OF PHARMACEUTICALS](https://longbridge.com/zh-HK/news/281525534.md) - [08:33 ETDrugwatch Investigation Reveals Big Pharma Profits Continue to Outpace Billions in Legal Penalties](https://longbridge.com/zh-HK/news/281368752.md) - [InSilico Expands AI-Driven CNS Collaboration With Tenacia in USD94.75 Million Deal](https://longbridge.com/zh-HK/news/280541264.md)