Haitong International: AI Technology Empowers Innovation in Pharma and Healthcare, Bullish on AI+Healthcare Outlook

Intelligent Finance APP learned that Haitong International issued a research report stating that NVIDIA (NVDA.US) and Eli Lilly (LLY.US) have jointly built an AI + pharmaceuticals lab. This collaboration signifies that AI will upgrade from a tool level to become a core productivity in drug R&D, driving the pharmaceutical model to transform from "experience-driven" to "data and algorithm-driven." The high growth performance of Tempus (TEMP.US) also verifies that AI is transitioning from a concept into a core productive force in pharmaceuticals and healthcare. Technically speaking, AI technology has made significant breakthroughs in recent years and can greatly improve efficiency across the entire process of drug discovery, preclinical research, and clinical trials. Currently, AI + pharmaceuticals is entering an accelerated industrialization phase. With the dual resonance of artificial intelligence and pharmaceuticals, the development prospects for AI + healthcare are promising.

Haitong International's main points of view are as follows:

AI + Pharmaceutical Industry: Artificial Intelligence Empowering the Entire Pharmaceutical Industry Chain

NVIDIA and Eli Lilly Announce the Establishment of the First AI + Pharmaceutical Joint Innovation Lab Focused on Applying Artificial Intelligence to Key Challenges in Drug DevelopmentNVIDIA and Eli Lilly announced the establishment of the first AI + Pharmaceutical Joint Innovation Lab dedicated to applying artificial intelligence to key challenges in drug development. The lab will bring together Eli Lilly's globally leading expertise in drug discovery, development, and manufacturing, along with NVIDIA’s technological advantages in artificial intelligence, accelerated computing, and AI infrastructure. The two parties plan to invest up to 1 billion US dollars over the next five years in talent, infrastructure, and computing power resources, marking the formal integration of AI into the core R&D systems of top pharmaceutical companies worldwide. Haitong International believes that the collaboration between NVIDIA and Eli Lilly signifies that AI will evolve from a tool-level function to a core productivity driver in drug development, promoting the transformation of the pharmaceutical model from "experience-driven" to "data and algorithm-driven."

AI + Healthcare: Tempus' Performance Validates Commercialization Capabilities

AI Medical Company Tempus Tempus Announces Preliminary 2025 Results: Revenue Approximately $1.27 Billion, Up 83% Year-over-Year; Pre-Market Price Surge Reached 12%, Closing Up 4.51% in After-Hours Trading. Diagnostic Business Revenue Approximately $955 Million, Up Around 111% Year-over-Year, Driven by a 26% Increase in Oncology Testing Volume and a 29% Increase in Genetic Testing Volume; Data and Applications Business Revenue Approximately $316 Million, Up Around 31% Year-over-Year, with the Insights (Data Licensing) Segment Growing Approximately 38%. Haitong International Believes Tempus’s High Growth Validates the Replicability of AI in Clinical Testing and the Commercialization of Healthcare Data.

Industry Trend: The Resonance Phase of Technological Breakthroughs + Active Capital + Accelerated Application Implementation

Haitong International believes that we are currently in a phase characterized by active technological innovation, significant policy support, and broad market prospects. Technically, AI technology has achieved major breakthroughs in recent years, greatly improving the efficiency of the entire process in drug discovery, preclinical research, and clinical trials. In terms of capital, the AI pharmaceutical investment and financing market is highly active. In January 2026, OpenAI launched ChatGPT Health, with "Ant Financial's Alipay" surpassing 30 million monthly active users and receiving over 10 million questions per day.

Relevant Targets

(1) AI Drug Discovery: XtalPi (02228), Insilico Medicine (03696), Viva Biotech (01873), HitGen (688222.SH), Pharmaron (301230.SZ), Pharmablock (300725.SZ).

(2) AI Application/Medical: Meinian Onehealth Healthcare (002044.SZ), KingMed Diagnostics (603882.SH), Yuyue Medical (002223.SZ), MGI Tech (688114.SH), DiAn Diagnostics (300244.SZ), etc.

Risk Warning

Risks of AI + pharmaceutical technology development falling short of expectations, R&D underperformance risks, geopolitical risks, and policy change risks that are slower than expected.