全球AI制药相关BD汇总-2项目名称创新抗肿瘤疗法，Pharma.AI 用于治疗乳腺癌的下一代 CDK 抑制剂产品组合，下一代CDK抑制剂 AR1001 AI platform drug candidates that improve muscle health and body composition，JUV-161，JUV-112 small molecule program with an initial focus in Parkinson's disease，another undisclosed neurodegenerative indication Antibody-Drug-Conjugate (ADC)，PostEra's AI platform, Proton 双方将依托英矽智能的Pharma.AI平台，在武田制药选定的多个治疗领域共同推进创新候选药物研发 AR1001 EVX-B3 高选择性、潜在同类最佳（best-in-class）小分子抑制剂 integrated AI and wet lab technologies to design developable, selective, and functionally active protein drugs against multipass membrane protein targets Protillion’s proprietary Prot-MaP™ technology ISM5043 Dewpoint’s TDP-43 small molecule condensate modulator (c-mod) for amyotrophic lateral sclerosis (ALS) a Novel T ranscription Factor for Autoimmune Diseases ReSOLVE®，Small-Molecule Medicines AR1001 a heart disease program to treat dilated cardiomyopathy (DCM) patients AT LX-1282 Genetic Leap's RNA-targeted AI platform 针对一个GPCR（G蛋白偶联受体）靶点，共同开发具备"同类最佳（Best-in-Class）"潜力的创新口服小分子药物 AI Proteins’ powerful discovery platform，miniproteins for two undisclosed targets multi-specific antibodies，antibody-drug conjugates (ADCs) against novel therapeutic targets Enki™ platform AI-powered bispecific antibody engineering platform GEMS artificial intelligence (AI) platform，small molecule therapeutics against Incyte-selected targets ion channel drug in dermatology Novel T herapies for Age-Related Diseases AR1001 novel capsid for use in a gene therapy program NX-13 HCB101（即SIRPα-Fc融合蛋白）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转让方英矽智能 锐格医药 ARIBIO ProximaJuvena T herapeuticsVesalius T herapeuticsPostEra英矽智能ARIBIOEvaxion Biotech英矽智能Nabla BioProtillion Biosciences英矽智能受让方施维雅制药 基因泰克纽科智联（上海）制药有限公司百时美施贵宝制药礼来制药葛兰素史克制药辉瑞制药武田药品工业株式会社Arcera默沙东制药Stemline T herapeutics，美纳里尼阿斯利康制药，百时美施贵宝制药，武田药品工业株式会社默克制药Stemline T herapeutics，美纳里尼Dewpoint Therapeutics田边三菱制药株式会社Nurix T herapeutics Ventus T herapeuticsARIBIODewpoint Therapeutics Alchemab T herapeuticsGenetic Leap深圳晶泰科技有限公司AI ProteinsBiolojic Design Variational AI Ailux BiologicsGenesis T herapeutics深圳晶蛋生物医药科技有限公司Gero PT E ARIBIODyno T herapeutics Landos BiopharmaFBD Biologics赛诺菲制药 基因泰克上海复星医药（集团）股份有限公司拜耳医药 礼来制药 礼来制药未披露企业百时美施贵宝制药默克制药 默沙东制药 礼来制药Incyte CorporationAlmirall中外制药株式会社上海复星医药（集团）股份有限公司罗氏制药艾伯维生物制药上海复宏汉霖生物技术股份有限公司交易时间 交易总额（百万美元） 首付款（百万美元）交易类型2026-01-05 2024-09-30 2024-03-24 2024-02-13 2025-06-112024-11-122025-01-072026-07-022025-06-10 2025-09-25 2025-01-102024-05-142026-06-16 2024-01-052024-12-012025-04-02 2025-10-21 2026-01-06 2024-10-24 2025-05-06 2024-09-052026-06-102024-12-03 2024-06-03 2025-09-23 2025-11-052025-02-202026-08-09 2025-07-07 2026-05-13 2025-01-13 2024-03-25 2025-06-30888 850 770 674 650650610600600 599.5 550550510 500480465 460430.67424 415 409400400 376 349 345325290.2 250 240 227 212.5 202-850 90 - -801260- 7.5 20-- 12-- - - - - --- - - -30- - - 7137.510合作转让/收购 授权/许可合作授权/许可，合作授权/许可，合作，期权 合作合作授权/许可 授权/许可 授权/许可合作，授权/许可合作，授权/许可授权/许可授权/许可，期权授权/许可合作，授权/许可授权/许可 授权/许可 授权/许可合作合作合作，期权合作合作，授权/许可合作合作，期权合作，授权/许可合作期权，合作 授权/许可 转让/收购 授权/许可53
