The national policy to support medical innovation in the whole chain continues to increase, and the number of innovative drugs IND, NDA, listed and overseas all usher in a new climax. However, China's innovative drugs are still in the fast-follow stage, and there is still a big gap compared with the international advanced level, and Biotech is generally facing a cash crisis.
Chinese pharmaceutical enterprises should face up to the gap
According to the database, in the past 10 years (2014-2024), a total of 180 FIC innovative drugs have been approved worldwide, 115 in the United States, accounting for 63.9%, and only 8 in China. From the perspective of cutting-edge gene editing therapy and small nucleic acid drugs, there is still a visible gap between us and multinational pharmaceutical companies. When Novartis siRNA long-term lipid-lowering needles have been sold in China for one year, domestic siRNA lipid-lowering needles are still in the collective phase I clinical stage.
New drug research and development has a long cycle, high investment, high risk difficulties, small molecule drugs, for example, the development cycle on average need about 10 years, including found emerging compound and layers of structure optimization lead compound drug discovery stage (2-4 years), for candidate compounds preclinical research stage (1-3 years) and clinical stage (3-7 years), in which drug discovery is the most important basic link. AI has been involved in the whole process of new drug development, and has been widely used in target discovery, protein structure prediction, compound virtual screening, ADMET prediction, and can assist the recruitment of patients for clinical trial design. The prediction of clinical trial results can effectively save research and development costs.
In the era of oil vehicles, domestic manufacturers have been unable to really achieve the overtaking of foreign companies, but in the era of new energy, it is possible to change overtaking, have caught up or even began to lead.
AI provides an opportunity for Chinese innovative pharmaceutical companies to catch up with the international advanced level. Do not do The Times lag behind, must take the AI this bus.
On August 10, Huang Jin, vice president of Huawei Cloud (President of Strategy and Industrial Development), said at the Huawei Cloud Medical and Health AI Summit that national policies continue to increase in biomedicine, and medical and health enterprises have also increased investment in scientific research and innovation, but there is still a gap compared with the international advanced level, especially in the research and development of innovative drugs. However, the rapid development of artificial intelligence in China has provided a new opportunity for medicine and health care to catch up with it.
In fact, AI is no longer a fancy concept. Based on some actions in the current industry, AI will play a positive role in helping drug innovation to shorten the research and development cycle, accelerating the intelligent transformation of pharmaceutical companies to adapt to the development of The Times, and in opening up the future of inclusive medical care.
Overseas, Google AlphaFold3 has begun to explore applications, and we have already applied the Huawei Cloud Pangu drug molecular model in the pharmaceutical industry ahead of the way.
AI is a necessary topic for every enterprise in the pharmaceutical industry chain, especially in the medical anti-corruption and cost control pressure, so that the whole pharmaceutical industry chain is in urgent need of reducing costs and increasing efficiency, and the introduction of AI tools becomes very necessary.
01. Listed pharmaceutical companies embrace AI
The AI model broke out in 2023, and domestic AI + medicine has already tested the water. In 2021, Huawei Cloud released the molecular model of Pangu drugs. Huawei Cloud Big data and artificial intelligence President YouPeng said, Huawei Cloud in AI can assign thousands of lines of intelligent upgrade era, Huawei Cloud built medical health solutions, to "calculate force, intelligence, security, application" four layer innovation to accelerate the transformation and upgrading of health industry, is promoting Pangu model for drug research and development, wisdom, gene sequencing, clinical research, the application of five scenarios innovation fall to the ground.
Domestic listed pharmaceutical enterprises also no lack of brave pioneers.
Large device manufacturers are the vane of digital transformation. Mindray Medical continues to upgrade the "Sanrui" system to meet clinical needs with one-stop products and digital intelligence solutions. Lianying Medical promotes the optimization and upgrading of the artificial intelligence super platform of the whole product line, and comprehensively innovates from multiple levels of hardware, software, application and workflow. Large drug companies Yunnan baiyao in the era of AI also dare not slack, accelerate the digital transformation, focus on cultivating oral wisdom, accurate medical beauty and cloud health new business unit, together with Huawei Cloud thunder big model, in view of the complexity and diversity of the field of traditional Chinese medicine, build with symptoms of traditional Chinese medicine, self-diagnosis auxiliary diagnosis ability.
AI pharmaceuticals is currently mainly effective in the preclinical CRO stage. According to the Eli Lilly paper, the preclinical development cost of a new drug accounts for about 30% of the overall drug development cost. The application of AI technology in domestic CXO head enterprises is gradually deepening, covering every link of drug discovery.
AI technology has the possibility to rapidly diverge to multiple application scenarios. Traditional Chinese medicine in the pharmaceutical industry is also opening the door to AI.
TCM is facing difficulties in inheritance. The AI model can help it upgrade the whole industrial chain of planting, research and development, production, distribution and sales, and accelerate the research and development of TCM.
Because the central enterprise China Resources entered, Tasly is the most dazzling Chinese medicine enterprise this summer. Tasly has 9 innovative traditional Chinese medicines entered the clinical phase III, the number of phase III varieties ranks first in the whole industry, and can be called the leader in the research and development of traditional Chinese medicine.
Digital TCM is one of the key entry points for the cooperation between China Resources Sanjiu and Tasly. According to the agreement, the two sides will take the joint venture company as the carrier to jointly promote the iterative upgrade of the first "multimodal large model" of the TCM. The "digital wisdom herb" TCM model was released in May this year and was jointly developed by Tasly and Huawei Cloud.
The essence of the competition in the pharmaceutical industry is the competition of innovation ability, and AI will be one of the main lines of innovation in the long term. Therefore, listed pharmaceutical companies have jumped into the AI wave. In the tide always appear a runner figure, that is Huawei Cloud. At present, Runda Medical, Tasly Group, Microchip Biology, Chinese Academy of Medical Sciences and other companies have cooperated with Huawei Cloud.
02, the pharmaceutical industry with the runners
The challenges faced by innovative pharmaceutical enterprises and the entire pharmaceutical industry chain can not be completely solved solely by their own efforts. In the era of AI, there is a new way to solve the problem, and we need to introduce a partner (technology manufacturer) to jointly deal with them.
Huawei Cloud Launch medical and health solutions, driven by Pangu big model, distributed cloud infrastructure and rising cloud services as the computing base, providing Pangu for medical and health solutions including Pangu medical big model, Pangu drug molecular big model and gene sequencing. The pharmaceutical industry needs such a runner to grow together and work together. The opportunity provided by AI to change lanes and overtake cars will help to achieve China's own international pharmaceutical enterprises.
Q 1: How to break the bottleneck of innovative medicine lagging behind?
Traditional new drug research has a double ten law (10 years, $1 billion cost), and the development success rate is only about 10%. Professor Liu Bing from the First Affiliated Hospital of Xi'an Jiaotong University successfully discovered the broad-spectrum antimicrobial drug cassia bark acyl based on the molecular model of Pangu drugs, which shortened the research and development cycle of pilot drugs from several years to one month, and reduced the research and development cost by 70%. The main demands of domestic innovative drugs, including originality ability, research and development success rate, and internationalization, are all expected to be improved with the help of AI tools.
The molecular model of Pangu drug has 1.7 billion molecules pre-training and 100 million new molecular library, covering the whole process of target discovery, drug screening and molecular optimization drug discovery. The novelty of compound structure reaches 99.68%, and the prediction accuracy of drug formation is 20% higher than the traditional way. The drug discovery cycle took several years and months, and costs fell by 70%.
As the first innovative pharmaceutical company in the Science and Technology Innovation Board, Microchip took the lead in testing the waters of AI technology. In the field of cancer drug design, based on Huawei Cloud Pangu drug molecular model and medical AI research and development platform, improving the efficiency of drug design by 1 / 3 and improving the combination of molecular optimization by 40%, greatly accelerating the drug research and innovation in the field of cancer.
In the past 20 years, Dongyang Pharmaceutical has accumulated a large amount of data and become an important data asset. In the drug discovery stage, it integrated Huawei Cloud Pangu drug molecular model, created an AI drug research and development line, improved the virtual screening of small molecule drugs by 20 times, improved the design efficiency by 30%, and greatly shortened the drug research and development cycle. The candidate molecule HEC169584, which has been successfully acquired by AI, is expected to apply for clinical application in the second half of this year to achieve a breakthrough in the field of NASH innovative drugs.
Q 2: What is the drugstore and drug enterprises to reduce cost and increase efficiency?
The winter are colder than innovative drugs.
The number of stores is close to saturation, online price comparison, strengthen the supervision of the use of medical insurance fund, Beijing, Shanghai, Guangzhou and Shenzhen takeout to buy medicine can brush the medical insurance, multiple blows to all, the drugstore can still carry it?
Previously, medical anti-corruption promoted the rupture of the original iron rice bowl channel of pharmaceutical enterprises, and the scale and profit were under pressure. The terminal-oriented pharmaceutical retail became the focus. However, the commission of e-commerce platforms further squeezed the living space of pharmaceutical enterprises and pharmacies, and the traditional medicine lacked digital, gradually losing the right to speak, and gradually becoming platform workers.
The environment forces pharmacies and pharmaceutical enterprises to reduce costs, improve quality and efficiency, and comprehensively transform into digital intelligence. Huawei has deposited its experience in technology, methods, processes and processes on Huawei Cloud. AI can help enterprises build their own digital capabilities of research, production, supply, marketing and service, so that pharmacies and pharmaceutical enterprises can fully evolve.
Domestic well-known drug retail chain hall relying on Huawei Cloud digital people, artificial intelligence, big data, and pangu model technology advantages and resources, not only enhance the level of information construction and digital transformation ability, the two sides jointly explore the construction of wisdom stores, improve customer shopping experience, store operation intelligence and refinement, for the exploration of hall health industry development has injected new impetus.
Q 3: How to solve the problem of medical inclusion?
The existing high-quality medical resources are mainly concentrated in third-class A hospitals, and it is urgent to solve the problem of universal medical treatment. AI + diagnosis and treatment can enable more primary medical institutions to build a full stack of independent intelligent medical scene capabilities, and create AI applications before, during and after diagnosis to better alleviate the difficulty of accessing medical services.
The diagnostic accuracy of the large model of Pangu medicine has been close to the average level of clinicians. In the future, it will visit 4,000 hospitals to assist doctors in report interpretation and diagnosis, so as to improve the quality and efficiency of primary medical care. Taking the adrenal cortical function of the elderly as an example, it is very easy to omit in the initial diagnosis, but the risk of the disease is very high. The Pangu medical model can combine the patient's medical history, as well as blood sodium, potassium test and other indicators, to give clinical diagnosis suggestions to help doctors treat the patients in time.
In the wisdom of diagnosis and treatment, the exploration of Runda Medical treatment is typical. In June 2023, when most IVD enterprises were worried about the upcoming gathering storm, Runda Medical reached a cooperation with Huawei Cloud in Shanghai to embrace the embrace of AI and reshape its business structure. Runda Medical launched a medical reasoning model "Good Doctor Xiaohui" based on Pangu model. Through OCR technology and accurate model analysis, after up to 1 billion data training, it can explain more than 5000 + test items and 3000 + diseases, providing services beyond the traditional medical diagnosis, and the comprehensive accuracy is about 88%.
At present, the digital intelligence solutions of Runda Medical have been applied in more than 60 medical institutions such as Shanghai Changhai Hospital, the First Affiliated Hospital of Wenzhou Medical University, Liuzhuang Group and Meinian Health.
Domestic AI medical treatment is widely used in the auxiliary side and data side, and the technology is relatively mature. There is still a long way to go in drug research and development and the modernization of traditional Chinese medicine.
AI is the technological dividend of The Times, which can support the stage difficulties faced by the pharmaceutical industry. However, the current reality is that, as a catch-up itself, we should also believe that foreign pharmaceutical companies have also seen more new imagination and new possibilities brought by AI. In the case of its own research and development ability and business lag behind the international advanced level, would rather get on the bus early, rather than do a late or absent.
At present, we see that the United States is also in the first echelon in the field of AI. On the road to AI, both basic and applied are also in the lead. Therefore, domestic pharmaceutical enterprises want to catch up, fight alone or back from the ground " has been thankless.
It is very important to choose good partners and give full play to their respective strengths. In the field of drug research and development, according to the problems faced by pharmaceutical enterprises in drug discovery, clinical trials, gene analysis and other links, Huawei Cloud AI helps pharmaceutical enterprises to achieve breakthroughs in research and innovation, committed to solving the problem of "innovative drugs"; for the pharmaceutical device enterprises, Huawei Cloud helps them to build the digital link of research, production, supply, marketing and service; Huawei Cloud helps in the field of medical service platform to build independent intelligent medical scene capability, create the AI application before, during and after diagnosis, and improve the level of hospital and regional medical services.
Huawei Cloud Set AI capabilities, long-term increase to help the intelligent development of medical and health enterprises, positioning themselves to accompany the runners do not do competitors.
With the efforts of all parties, we believe that the pharmaceutical industry can certainly pass through the fog, from weak to strong.
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