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国产创新药领域重磅合作频出，这笔60亿美元BD大单花落AI制药领域

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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250806221321973799a9&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2557435308","content_text":"每经记者｜许立波    每经编辑｜董兴生8月5日，晶泰科技（02228.HK，证券名称：晶泰控股）宣布与DoveTree完成总订单规模约470亿港元（59.9亿美元）的管线合作签约，并已收到协议约定的首付款约4亿港元（5100万美元）。此次合作创下人工智能（AI）+机器人新药研发领域订单规模的新纪录。受此消息影响，8月6日，晶泰科技股价收涨12.42%，市值接近300亿港元。根据协议条款，晶泰科技与DoveTree就多款处于临床前阶段的大分子及小分子创新药资产达成合作，并将针对一系列DoveTree指定的靶点进行新药研发，DoveTree独家享有相关药物全球范围的独家开发和商业化权利。作为回报，除首付款外，晶泰科技还有权获得约3.85亿港元（4900万美元）的进一步付款，以及金额达约462亿港元（58.9亿美元）的潜在里程碑付款及销售分成。券商分析称首付款金额高于预期晶泰科技是一个基于量子物理，以人工智能赋能和机器人驱动的创新型研发平台。DoveTree是一家创新生物制药公司，由生物制药界传奇企业家Gregory Verdine博士创立。根据晶泰科技方面提供给《每日经济新闻》记者的资料，此次合作中，双方将深度融合Verdine团队顶尖的生物学机制研究、靶点选择和商业化开发能力，与晶泰科技AI驱动的药物研发技术优势，两家企业形成高度优势互补，共同推进肿瘤学、免疫及炎症疾病、神经系统疾病及代谢失调领域的高潜力管线项目。Verdine表示，AI已成为攻克具有研发挑战性的创新靶点的关键技术。晶泰科技方面称，双方还计划在未来共同推进对由DoveTree选定的一系列针对极具挑战性或高价值靶点的新药研发项目，具体方案在进一步商议中。东吴证券在最新研报中点评称，晶泰科技为全球AI for Science稀缺标的，此次合作对于公司是里程碑事件，首付款金额高于预期，证明了晶泰科技的人工智能+机器人技术在药物发现领域的价值。同时，其商业模式已初具雏形，为未来商业化订单落地打下坚实基础，未来中短期收入有望迎来快速增长。AI制药从“技术验证期”迈入“价值兑现期”2023年以来，全球AI制药领域的交易数量和规模呈爆发式增长，单笔交易额普遍在数亿美元至十亿美元以上。据记者不完全梳理，仅2024年下半年，就有诺华与Generate达成超过10亿美元的生成式AI合作协议；吉利德与Genesis Therapeutics签署多靶点小分子开发协议，首付款达3500万美元；礼来与Genetic Leap达成基因疗法药物开发合作，交易总额最高4.09亿美元。而在中国，锐格医药、英硅智能、晶泰科技等企业也纷纷与跨国药企达成合作。今年6月13日，石药集团（01093.HK）宣布，公司已与知名跨国药企阿斯利康订立战略研发合作协议，将利用公司的AI引擎双轮驱动的高效药物发现平台，发现和开发新型口服小分子候选药物。通过此次战略合作，石药集团总计将获得超过50亿美元的潜在交易金额。随着行业发展，AI制药企业在产业链中的角色定位也正在发生重大转变。埃格林医药联合创始人、首席医学官李长青曾对《每日经济新闻》记者分析称，过去，AI制药企业往往仅作为CRO或工具平台，在项目中承担“服务提供者”的定位。但如今，越来越多AI制药企业正在成为药物临床研发的主导者，尤其在ADC（抗体药物偶联物）等前沿赛道中，已经开始具备“主动创造高价值资产”的能力。“其次则是商业模式的转变。”李长青表示，以前AI制药企业多为一次性收费，“拿一笔就完了”。而现在，行业正逐步转向以“首付款+里程碑+销售分成”为特征的共创共赢机制，来实现风险的共担以及利益的长期分享。而且，这些变化并非局限于个别企业，而是代表整个AI制药产业正经历从“技术验证期”迈入“价值兑现期”的结构性转型。头豹研究院医疗行业高级分析师何婉怡也对记者表达了类似的观点。其认为，国内AI制药企业正从“技术服务提供者”升级为“全球研发主角”，通过技术平台与管线资产的协同，在BD（商务拓展）谈判中占据主动。何婉怡也强调，随着行业从“技术验证”迈向“商业化落地”，AI制药的BD交易将不仅是金额的比拼，更是技术深度、管线差异性和全球资源整合能力的综合较量。封面图片来源：视觉中国-VCG41N1446647763","news_type":1,"symbols_score_info":{"01093":0.9,"01477":1,"06978":1}},"isVote":1,"tweetType":1,"viewCount":155,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":0,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/464964978323944"}