Relying on the "new" sales of $24.837 billion in the first three quarters"King of Drugs" Tirzepatide (Zepbound) and RevenueA 54% year-over-year increase far exceeding market expectations.
Eli LillyThe market value has now reached973.793 billion, officially becomingThe World's Most Valuable Pharmaceutical Company.In this transformative year,Senior Vice President and Chief AI Officer of Eli LillyThomas FuchsMr. ZengOpen stated,Lilly Is Shifting from ‘Viewing AI as a Tool’ to ‘Embracing It as a Research Partner’。Inside and Out: Over $30 Billion Invested in a YearThis September,Eli Lilly and CompanyLaunched withProprietary data worth $1 billion,Provide 12 machine learning modelsFederated AI/ML Drug Discovery PlatformLilly TuneLab。Head of TuneLab PlatformIndicate that these models“Performance is very high”, the accuracy rate for most predictions of specific in vitro characteristics of molecules is 85%To90% or evenHigher.The most valuable R&D and production materialsThe platformization, not limited to internal use, is enough to show the determination of this "new drug king" to deeply participate in the AI pharmaceutical revolution.In addition to internal promotion, Lilly's confidence in AI drug development is also being conveyed through concrete actions.Submit.According to incomplete statistics from the Intelligent Medicine Bureau, onlyWithin 2025 in ChinaLilly has conducted ten external collaborations in the AI pharmaceuticals field., among the partners are also leading companies in the AI field such as NVIDIA and OpenAI.TodayIn the year, the largest single AI pharmaceutical collaboration completed by Eli Lilly was worth up to 1.3 billion US dollars. The collaborator is an AI pharmaceutical company focusing on G protein-coupled receptors.Superluminal Medicines, involvingThe field is the cardiovascular metabolic diseases and obesity areas that Lilly is most proficient in.Another noteworthy transaction is withNVIDIAJointly Building "The Most Powerful Super in the Pharmaceutical FieldComputer", this is the world's first NVIDIA DGX SuperPOD system to adopt the DGX B300.
Through this supercomputer and the "AI factory" it powers, scientists will use millions of experimental data points to train AI models for screening potential drugs, some of which will be proprietary AI models available on the aforementioned Lilly TuneLab platform.In addition, Eli Lilly will also use the supercomputer to train new scientific AI agents, perform advanced medical imaging AI analysis, and integrate digital twin technology with NVIDIA's robotics in the manufacturing process.AI Protein Takes the Lead, Firmly Optimistic About the Chinese MarketThe optimistic outlook on the Chinese market is another clear signal from Eli Lilly this year.In November, Eli Lilly announced the official launch of its open innovation platform, the Shanghai Innovation Incubator (Lilly Gateway Labs), an AI protein design company.MoleculeMindTo become the first company to move in.
At the meeting,Lilly also announced partnerships with SinoBiologics, Insilico Medicine, and AlpBio.3Cooperation projects with Chinese enterprises,Focus on Obesity/In fields such as metabolic diseases and antibiotic resistance, to accelerate breakthrough therapies benefiting more patients.
Among whichInsilico MedicineAs early as 2023, a software licensing collaboration based on an AI platform was reached with Eli Lilly. This agreement isThe further upgrade of the partnership between the two parties,Insilico Intelligence has the right to earn over $100 million in revenue from this collaboration.
Chinese companies that have also achieved cooperation upgrades this year includeXtalPi，Its wholly-owned subsidiaryCompanyAiluxAndLilly Reaches MultipleTarget Strategic Cooperation andPlatform Licensing Agreement, with a Total Value of up to $345 Million。
This follows the $250 million AI small molecule drug collaboration signed by the two parties in 2023. Eli Lilly will leverage Ailux's proprietary platform to accelerate the discovery and development of bispecific antibodies across multiple therapeutic areas, while utilizing its AI antibody R&D platform to expedite research on internal pipelines.
After Eli Lilly topped the global pharmaceutical company market value rankings, it resolutely shifted its strategic focus to the AI drug development field. This move is undoubtedly a strong endorsement of the long-term potential of this track.
From another perspective, the deep involvement of multinational giants is injecting strong momentum into the industry. Their technical resources, clinical capabilities, and financial scale will significantly accelerate the implementation of AI-driven drug discovery.
