Hong Kong Stock Concept Tracking | Intensive Cooperation Implementation+Giants Putting in the Market, AI Pharmaceuticals Commercialization Enters the Fast Track (with concept stocks)
The Zhitong Finance App learned that the commercialization of AI pharmaceuticals is speeding up. Insili Intelligence recently announced that its first drug candidate driven by its own generative AI platform will launch a phase III clinical trial. At the beginning of July, Anthropic, a star artificial intelligence (AI) company, released Claude Science, an AI product exclusive to scientists and pharmaceutical companies, and announced that it will launch an independent drug development project to drop a “bombshell” in the field of AI pharmaceuticals. According to the CITIC Construction Investment Research Report, AI has fully penetrated into core processes such as target identification, virtual screening, new molecular design, ADMET (drug molecular properties) prediction, and automated synthesis, effectively breaking the throughput limits of traditional high-throughput physical blind screening and greatly improving pharmaceutical efficiency and success rate.
The AI pharmaceutical market has continued to heat up over the past few years. According to incomplete industry statistics, as of the first half of 2026, more than 170 drug pipelines designed or optimized by AI have entered the clinical stage worldwide, and more than 10 drug candidates have advanced to phase III clinical stage.
The market outlook is also promising. According to the “2026-2030 China AI Pharmaceutical Industry Panoramic Research and Strategic Investment Planning Report” issued by China Research Institute of Research and Development, the global AI pharmaceutical market is about US$2.49 billion in 2025 and is expected to exceed US$46 billion in 2035, with a compound annual growth rate of over 33%. The growth rate of the Chinese market is in sync with the rest of the world, and it is expected to become one of the most definitive incremental markets.
Insili Intelligence ushered in intensive commercialization cooperation in the first half of 2026. The company has successively reached strategic partnerships with Schweier (potential transaction value of 888 million US dollars), Eli Lilly (2.75 billion US dollars), SK Biopharmaceuticals (2.5 billion US dollars), and Takeda Pharmaceuticals (600 million US dollars). The total potential value of the four partnerships is close to 7 billion US dollars. Coupled with a total strategic cooperation of HK$931 million with Qilu Pharmaceutical and the latest cooperation with Kangzhe Pharmaceutical, the cooperative landscape continues to expand.
Traditional pharmaceutical companies are also embracing AI at an accelerated pace. In January 2026, CSPC signed a strategic R&D cooperation and licensing agreement with AstraZeneca to develop and innovate long-lasting polypeptide drugs using CSPC Group's proprietary sustained-release drug delivery technology platform and peptide drug AI discovery platform. In less than two years, the two sides have reached four early-stage drug development collaborations. At the beginning of July, CSPC once again reached a strategic cooperation of up to 1.77 billion US dollars with AstraZeneca to develop novel small nucleic acid drug candidates using a proprietary siRNA drug discovery platform and an extra-hepatic targeted delivery platform.
Furthermore, Internet “old money” such as Google, Amazon, and Byte began to bet on AI pharmaceuticals at an accelerated pace.
On June 10, the news that ByteDance's AI pharmaceutical business launched a split and independent financing attracted widespread attention in both the tech community and the pharmaceutical industry. According to public information, the new company will be led by the ByteDance AI pharmaceutical team. After the split, Byte will still control the new company, and the AI pharmaceutical core team, core algorithms, technology platform, and existing pipeline assets will all enter the new entity. At the same time, the business will also continue to receive computing power support from Volcano Engine. While retaining access to major companies' resources, this architecture also further pushes the internally incubated AI for Science (AI4S) business onto an independent capitalization path.
In April of this year, Amazon launched an AI agent designed specifically for life science, focusing on early drug discovery and shortening the process from computational screening to laboratory testing for drug candidates to weeks. In June, Nvidia officially released the BioNemo smart toolkit for scientific workflows, turning life science into a new platform circuit. In the same month, OpenAI released the LifeSciBench benchmark to specifically evaluate the performance of AI models in the field of drug discovery.
Anthropic spent nearly 400 million US dollars to acquire AI biotech startup Biotech Bio in April of this year, and released the product Claude Science at the end of June. Isomorphic Labs, an AI pharmaceutical company incubated by Google, also announced in July that its AI-designed drug is preparing to launch its first human trial.
Shanghai Securities believes that leading domestic AI pharmaceutical companies have made innovative breakthroughs and continued efforts in the fields of discovery and development of innovative drug candidates, material research and development, etc., to strengthen diversified layout and accelerate the implementation of clinical value from the proof of concept stage to implementation of clinical value and industrialization. It is recommended to pay attention to Jietai Technology, etc.
According to the Goldman Sachs research report, AI can shorten drug marketing time by about 20% to 25%, shorten the R&D process by about 3 years, and is expected to reduce overall development costs by about 25% to 30%. Morentropy Consulting believes that payment and repurchase are watersheds in commercial verification, and pipeline promotion and transaction fulfillment are important signals of the capitalization of platform capabilities.
Related concept stocks:
Insilicon Smart (03696): Insilicon Smart announced that it has reached a strategic cooperation alliance with Borui Pharmaceutical Co., Ltd. The alliance will be based on a broad, multi-faceted cooperation framework. The details of the cooperation will be further discussed and a final agreement signed by both parties. If fully implemented, the total potential value of the cooperation is expected to exceed 2.5 billion US dollars. It is reported that the proposed cooperation under this alliance will be agreed upon between Insilis Intelligence and Borui through subsequent negotiations and the signing of a final agreement. The aim is to integrate the technical advantages of Insilis's own Pharma.ai platform in target discovery, generative chemistry, and molecular optimization, as well as Prorui's professional capabilities in global drug development, manufacturing, quality management, and commercialization. By opening up AI-enabled R&D systems and automation-driven development, manufacturing, and quality execution processes, Insilis and Borui aim to jointly develop a new generation of drug innovation models, connecting the design and development of novel molecules with the capabilities needed to deliver drugs to patients who do not meet medical needs.
Jietai Technology-P (07666): Jietai Technology's core competitiveness stems from NanoForge, the world's first self-developed AI nano-delivery platform. Relying on NanoForge, the company has built more than 10 pipeline products. Among them, the three leading clinical-stage assets, MTS-004, MTS-201, and MTS-105, all target disease fields with significant unmet clinical needs and strong commercial prospects. Jietai Technology has MTS-004, the first new AI-enabled drug to complete phase III clinical trials in China. MTS-004 is the first and only PBA (pseudomedulatory emotional loss of control) drug in China that has completed clinical trials, and is expected to fill the gap in domestic PBA drug treatment.
Jingtai Holdings (02228): On the evening of June 9, Jingtai Holdings announced that the board of directors was pleased to announce that it had reached a strategic cooperation with an internationally renowned biopharmaceutical company. The two sides will target a GPCR (G protein-coupled receptor) target and jointly develop an innovative oral small molecule drug with “best in class (Best in Class)” potential. The agreement is based on a rigorous and successful pilot phase. In this phase, Jingtai integrated quantum physics and AI algorithms to achieve a breakthrough hit rate, confirming the platform's ability to handle such complex metabolic targets. According to the agreement, the partner will pay the down payment to Jingtai and bear all early R&D expenses. Jingtai will also receive pre-clinical, clinical and commercial milestone payments, as well as future sales shares. The total potential project amount exceeds 400 million US dollars. This cooperation model, which deeply binds recent R&D revenue to long-term pipeline asset value, not only effectively reduces the costs and risks of Jingtai's participation in high-barrier target research and development, but also locks in highly flexible return space for major drugs.
Via Biotech (01873): Via's artificial intelligence technology is empowering the entire drug discovery platform after years of accumulation and development. The current AI capabilities have covered the entire FIC drug discovery workflow, gradually changing the logical paradigm of drug discovery through end-to-end capability integration, developing unique AI capabilities around new targets (New Targets), novel mechanisms (Novel MOA), and new molecular forms (New Modality), promoting the company's one-stop original innovative drug development service platform from “AI assisted” to “AI driven” ” Development.