人工智能在药物开发中的拐点白皮书.docxVIP

DeciBio

InflectionPointsofArtificialIntelligenceinDrugDevelopment

March2025

02InflectionPointsofArtificialIntelligenceinDrugDevelopment

TableofContents

ExecutiveSummary 03

Background 04

OriginsofAIinBiopharmaResearch 05

BirthofTechbioGrowthofAI-nativeBiopharma 06

COVID-19FueledGrowth 09

AssessmentoftheCurrentSituation-TodayandAhead 11

AccelerationReturningtoInnovation 14

ReferencesNotes 16

03InflectionPointsofArtificialIntelligenceinDrugDevelopment

ExecutiveSummary

TheuseofArtificialIntelligence(AI)andMachineLearning(ML)indrugRDisnotnew,itevolvedsteadilysinceitsinitialusecasesemergedinthe1990s.Today,webelievethatweareenteringanewmaturityphasemarkedbyshiftingattitudestowardthetechnology.TheAI-firstplayershaveprogressedfromusingpublicdataforpointsolutionstoplayersbuildingtheirmoatsaround

generatingproprietarydataforself-supervisedfoundationalmodels.Thislandscapehasexpandeddramatically,withmoreAI-firstcompanieslaunchedduringthefour-yearperiodafterCOVID-19

thanintheprevioustwodecadescombined.Thisisalsoreflectedinfundingreachingarecord$5.6billionin2024.

Businessmodelshavetransformedthroughoutthisevolution—AI-firsttechbiosinitiallyofferedSaaSsolutionsbeforeattemptingtodeveloptheirowndrugpipelines.Meanwhile,biopharmas

engagementwithAIhassteadilyincreased,withpartnershipdealsgrowing27%p.a.involumeand16%p.a.inaveragesizeoverthepastfiveyears.Bigtechcompanieshavealsoenteredthefieldwithinfrastructuretoolsanddirectsolutions.Withinbiopharma,asignificantcapabilitygaph