怎样理解全球AI制药相关BD汇总

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怎样理解全球AI制药相关BD汇总

2026-9-2

全球AI制药相关BD汇总每月一次注射用体重管理产品组合，三个处于临床前阶段、具备不同作用机制的研发项目，石药集团专有的缓释给药技术平台，石药集团专有的多肽药物AI发现平台，依托该等平台就另外四个新增项目项目名称转让方石药集团受让方交易时间交易总额（百万美元）首付款（百万美元）交易类型阿斯利康制药2026-01-30185001200授权/许可，合作novel degraders for immune-mediated diseases，two programs from Monte Rosa’s growing preclinical immunology portfolio Monte Rosa Therapeutics诺华制药新型口服候选药物的发现和开发，AI引擎双轮驱动的高效药物发现平台 Valo Opal Computational Platform™Novel T reatments for Parkinson’s Disease and Related Disorders，Valo’s AI-enabled human causal biology platformpotentially best-in-class, novel oral therapeutics in preclinical development for certain indications 结合英矽智能的Pharma.AI平台与保瑞在全球范围内的研发、生产、质量控制及商业化能力，探索创新的药物聚焦神经免疫性疾病领域，借助AI技术发现创新药物候选分子custom site-specific recombinases Manifold's proprietary tissue-targeting shuttle portfolio，Manifold’s mDesign direct-to-vivo AI-guided drug discovery engine，Multiple Next-Generation Brain Shuttles for Neurological Diseases YS2302018石药集团 Valo HealthValo Health英矽智能英矽智能英矽智能Profluent BioManifold Bio石药集团Inceptive’s generative AI models，Alnylam’s R&D engineInceptive Nucleics, Inc.Alnylam Pharmaceuticals2026-06-03insitro’s ChemML™ platform，discover molecules with potential as next-generation therapies for ALS HXN-1003，HXN-1002 SYH2039，由该化合物组成或含有该化合物的任何药品针对两个靶点共同发现和开发具有治疗肾脏疾病多种适应症潜力的临床前候选药物，石药专有的siRNA药物发现平台和肝外靶向递送平台；石药专有的AI分子设计模型insitroEarendil Labs石药集团石药集团百时美施贵宝制药赛诺菲制药百济神州阿斯利康制药Relation’s AI-powered drug discovery platform and human data generation capabilitiesRelation Therapeutics诺华制药AI drug discovery AI technology platform Induced Proximity Drug Discovery三特异性T CE：MTS-128molecular glue and E3-ligase pairing platform MAT 2A抑制剂GH31 Oral macrocyclic peptide drugs，UNP’s proprietary drug discovery platform Orionis’s Allo-Glue™ platform, together with its AI-driven discovery engine，molecular glue Oral Obesity Drug，computational chemistry and structure-based drug design approach AI technology platform 整合生成式AI与自动化化学的技术平台 AAV Gene T herapy Vectors FS001 RNA-T argeted Oligo T herapyIambic T herapeuticsIsomorphic LabsProxima杭州剂泰医药科技有限责任公司T riana Biomedicines 勤浩医药（苏州） Unnatural Products Orionis Biosciences Nimbus T herapeuticsIsomorphic LabsIktosDyno T herapeutics昱言生物科技（北京）Creyon Bio武田药品工业株式会社礼来制药蓝图药物公司Boulevard Bio辉瑞制药吉利德制药Argenx 诺华制药礼来制药诺华制药施维雅制药罗氏制药益普生制药礼来制药GEMS artificial intelligence (AI) platform for collaborating on two targets to at least five new targets selected by IncyteGenesis T herapeuticsIncyte Corporation2025-10-14 2025-04-17 2024-12-132026-07-022025-12-092026-02-09 2024-01-07 2025-05-202026-06-302024-10-15 2026-02-13 2025-07-01 2026-06-10 2026-01-06 2024-01-07 2026-01-08 2024-10-24 2024-07-11 2025-04-292026-05-20Nabla's proprietary design platform VantAI’s frontier AI and structural proteomics discovery platform，Halda’s novel and clinically validated RIPTAC™ modality，Oncology RIPTAC，Immunology RIPTACNabla BioProxima武田药品工业株式会社2025-10-14Halda T herapeutics2025-08-19资料来源：Insight，西南证券整理；筛选条件为24年至今有交易总额的BD阿斯利康制药诺和诺德制药默克制药礼来制药保瑞藥業2025-09-152025-06-13 2025-01-082025-11-202026-03-29 2026-07-15SK Biopharmaceuticals2026-06-22礼来制药罗氏制药阿斯利康制药2026-04-282025-11-012024-10-0757005330 479030002750 2500250022502055202020002000 1845 1835177017551700 1700 167016201549 1530 1500 1440 1300 12001170.081050 1030 1013100010001000120110 190-115-4.5-551003020 125 1503055- 45 -2049 80 - 40 55 37.5- 50 - 13120--合作，期权，授权/许可合作，期权授权/许可合作，授权/许可授权/许可合作合作合作，授权/许可授权/许可，合作授权/许可合作，投资合作，期权授权/许可授权/许可期权，合作合作授权/许可合作合作授权/许可合作合作，授权/许可合作，期权合作合作，授权/许可合作合作合作授权/许可授权/许可，合作合作合作，授权/许可合作52

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