AI制药,似乎进入了另一个周期。2020年,以薛定谔为代表的AI药物研发公司开始集体上市,一时间点燃了资本的热情,资本找到了退出渠道。但从2022年开始,管线的失利造成不少公司现金流紧张乃至裁员,包括BenevolentAI、Exscientia都岌岌可危乃至被并购。到了2025年,曾经被市场上认为头部的AI制药公司,也不得不勒紧裤腰带过日子。例如主流业务,甚至现金流一度正向的大哥薛定谔,也在...
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