On August 22, Tianfeng Securities released a research report highlighting that AI4S has now reached Phase 3.0. This phase is characterized by the integration of scientific research agents and autonomous laboratories, which are collectively driving a swift evolution in scientific research methodologies. The pharmaceutical sector, propelled by AI, is transitioning from mere model innovation to establishing a seamless dry-wet closed-loop system. This shift is particularly evident in the burgeoning demand for upstream scientific research services, which is spearheading industry growth.
Concurrently, there has been a notable uptick in financing for innovative pharmaceuticals, alongside a rise in outsourcing rates. These factors are converging to foster a new era of prosperity within China’s CXO (Contract Research Organization and Contract Development and Manufacturing Organization) sector. Leading companies within this space are bolstering their competitive edge by focusing on the discovery of novel molecules and implementing a global deployment strategy (assuming "global deployment" as the intended meaning for a more comprehensive and active approach to international markets). As a result, the performance and market valuation of the CXO sector are anticipated to experience a concurrent upswing.
