医药生物行业周报:AI制药临床管线回顾:早研优势凸显 后期范式迎来积极改变

中邮证券
Feb 02

本周主题2025 年有数十个AI 衍生的管线进入人体临床试验,但回顾过往管线来看,与任何其他新技术的发展一样,AI 制药的发展之路也是曲折的。AI 制药极大加速了临床早期的进程同时亦能取得超出传统经验水平的1 期成功率(80%~90% vs 40%~65%),而在2 期及后续的进展中表现尚未看出差异优势(成功率在~40%)。从发展态势来看,AI 在临床端出现了快速的创新进展:从分子设计、试验规划到...

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