Eli Lilly Deploys World's Largest AI Drug Discovery Factory, Signaling Imminent Boom in AI-Pharma Industrial Chain

It is reported that Eli Lilly and Company has deployed the world's largest and most powerful AI pharmaceutical factory, which uses the DGX supercluster based on NVIDIA's Blackwell architecture.

In drug discovery, AI can identify potential drug targets and assist in drug molecular design by analyzing massive amounts of biomedical data. Using machine learning algorithms, AI can predict the structure, activity, and toxicity of compounds, rapidly screening out candidate drugs with clinical potential and shortening the drug development timeline. According to the LeadLeo Research Institute, from 2019 to 2023, the market size of China's AI-driven pharmaceuticals increased from 0.7 billion yuan to 4.1 billion yuan, with an annual compound growth rate of 57.4%. It is projected that from 2024 to 2028, the market size will grow from 7.3 billion yuan to 58.6 billion yuan, with an annual compound growth rate of 68.5%.Dongwu SecuritiesThe research report pointed out that the AI pharmaceuticals industry is gradually moving towards a brief plateau after rapid growth, and is expected to usher in another, or even a third, round of explosive growth.

According to the theme database of Cailian She, among the related listed companies:

Hongbo MedicineThe forward-looking AI pharmaceuticals continuously empower customers in new drug development. By the end of 2024, the company's independently developed CADD/AIDD technology platform has served 40 clients and 80 new drug projects.

Chengdu先导In collaboration with Tencent AI Lab, a molecular scaffold hopping algorithm was co-designed and developed. This algorithm can generate molecules with similar activity but different scaffolds while keeping the molecular side chains unchanged.