里昂发表研究报告指,随着AI技术不断发展,投资者近期焦点正从AI赋能行业转向至AI取代中间商,对于委托研究机构及委托生产机构而言,预期AI对综合性合同研究、开发及生产组织(CRDMO)的正面影响更为明确,而相较之下药企内部加快采用AI,对专业化合同研究组织(CRO)的影响或是好坏参半。因此,里昂目前更看好合同生产组织(CDMO),预期凭借更佳的产能锁定能力及更长期的项目,盈利能见度持续跑赢CRO,...
Source Link里昂发表研究报告指,随着AI技术不断发展,投资者近期焦点正从AI赋能行业转向至AI取代中间商,对于委托研究机构及委托生产机构而言,预期AI对综合性合同研究、开发及生产组织(CRDMO)的正面影响更为明确,而相较之下药企内部加快采用AI,对专业化合同研究组织(CRO)的影响或是好坏参半。因此,里昂目前更看好合同生产组织(CDMO),预期凭借更佳的产能锁定能力及更长期的项目,盈利能见度持续跑赢CRO,...
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