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《大行報告》建銀國際料人工智能有助創新藥研發成本減省約11% 首選藥明生物及藥明康德
建銀國際發表報告指,人工智能有助加快藥物研發過程,據行業研究,每隻未商業化的藥物總研發成本10億至15億美元,估計使用人工智能協助研發,可以節省最多10至11%開支,在人工智能結合機器學習下,可以毋須增加實驗開支而篩選更多藥物,加快複合數據的運算過程,達致更佳臨床結果。 報告指,內地醫藥研發外包(CRO)及合同研發生產(CDMO)龍頭藥明康德(02359.HK),已投資於人工智能生物科技公司Insilico Medicine,亦已將人工智能應用於日常營運工作。該行指,下半年偏好有海外收入、良好現金流或淨現金的CRO及CDMO公司,首選藥明康德及藥明生物(02269.HK),預期兩者下半年盈利,分別按年增長35%及27%,相信兩者股價繼續有上升空間。
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