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GenScript Bio (01548) surged more than 9% in morning trading, with cumulative gains approaching 270% since early July. As of press time, the stock is up 9.18% at HK$45.20, with turnover of HK$600 million, and its total market capitalization has exceeded HK$100 billion.

On September 16, the company announced a collaboration with Eli Lilly's AIDD platform Lilly TuneLab. Under the agreement, the company will provide wet lab services to TuneLab participating enterprises, helping them rapidly generate experimental data, convert AI predictions into biological validation data, and accelerate candidate drug evaluation.

JPMorgan stated that Eli Lilly's TuneLab selecting GenScript as one of three core wet lab partners is not merely a single CRO order, but a strategic gateway into an ecosystem of over 100 biotech clients, enabling a closed loop between dry and wet lab experiments.

Shanxi Securities recently issued a research report stating that TWIST is the leading company in this round of AI pharmaceutical gains and is the core industry target for undertaking AIDD orders from companies like Anthropic, with its stock price continuing to hit new highs. The stock has risen 476% year-to-date, with a single-day gain exceeding 16% on September 25, catalyzing sustained sector momentum.

AI pharmaceuticals have become the strongest main theme in the current pharmaceutical sector. MNCs are actively positioning themselves in AI pharmaceuticals. In September, Novo Nordisk announced integration with the Claude large model, Eli Lilly's Lilly TuneLab successively signed agreements with GenScript, Twist, and Ginkgo Bioworks, and AbbVie reached a collaboration agreement with Lambic.