陽光諾和(688621.SH):利用AI藥物發現和開發技術平台,快速挖掘潛在藥物靶點
格隆匯2月20日丨陽光諾和(688621.SH)在投資者互動平台表示,《全鏈條支持創新藥發展實施方案》通過研發扶持、審評優化、資本引導等舉措,為創新藥行業注入持續動力。1.對公司三方面的積極影響如下:(1)AI技術助力管線拓展:公司利用AI藥物發現和開發技術平台(如CADD和AIDD技術),快速挖掘潛在藥物靶點,縮短早期研發週期,推動更多FIC(首創新藥)/BIC(同類最優)項目立項。(2)臨牀推進效率提升:公司“藥學+臨牀”一體化平台深度協同政策導向,以臨牀價值為核心優化試驗設計,加速項目從IND(臨牀申請)到NDA(新藥上市)的轉化。(3)商業化進程加速:公司可以根據臨牀數據和市場前景,靈活調整商業化策略,加速創新藥的上市進程,通過與華為等企業的合作,藉助其技術和資源優勢,進一步提升創新藥的市場競爭力,加速商業化落地。 2.加快審評審批與完善醫保支付等機制有利於縮短新藥上市週期,降低時間成本,間接激勵客户加大研發投入。 3. 國內醫藥投融資回暖初期利好早期研發(如藥物發現),對公司業績和訂單都有積極的推動作用。公司將繼續抓住行業發展的機遇,加大研發投入,優化訂單結構,建設創新研發綜合體,為股東創造更大的價值。
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