On October 3, a research report from CITIC Construction Investment highlighted that the majority of AIDD (AI-Driven Drug Discovery) enterprises are presently in their formative stages. Nevertheless, the industry is poised for a phase of rapid expansion. AI biotech firms predominantly function under three distinct business models: Firstly, SAAS (Software as a Service) firms offering software solutions; Secondly, service-centric CRO (Contract Research Organization) firms leveraging AI platforms to screen or assess novel drugs on behalf of clients; Thirdly, AI-empowered innovative pharmaceutical companies that autonomously conceive new drugs and propel their development pipelines forward using AI platforms. At present, most enterprises integrate multiple models into their operational strategies, and the overall market size for AI-driven pharmaceuticals remains modest. However, with the influx of capital, technological progress, and the incremental market introduction and validation of AI-driven pharmaceutical pipelines, the industry is expected to transition into a period of significant growth and harvest.
