Pharmaceutical companies flocked to layout, focus on what direction?

03 Challenges facing AI pharmaceuticals

It should be pointed out that while the rapid development of AI has brought new opportunities to pharmaceuticals, it still faces great challenges.

The first is the acquisition of the dataset. As we all know, AI technology has very high requirements for the "quantity" and "quality" of data. Only when the data is rich and accurate enough can AI better play its role in data analysis, integration, screening and so on.

Accurate and effective clinical trials are the cornerstone of successful drug development, and in AI pharmaceuticals, large amounts of clinical trial data are also critical. But such data is a core asset of pharmaceutical companies and is scattered across hospitals, making it extremely difficult to obtain. Therefore, "getting the right data set" is seen by the industry as one of the top five challenges facing AI medicines.

The second is the scarcity of professionals. In the field of AI pharmaceuticals, technicians need to have a deep understanding of pharmaceutical medicine related knowledge and AI artificial intelligence in order to better play the advantages of the model. However, in real life, such high-end composite talents are very scarce, which has become an important factor hindering the development of the industry.

In addition, medical care is closely related to human life, so the supervision of AI+ medical application scenarios is also extremely strict. As the corresponding regulatory rules continue to be released, the development of AI pharmaceuticals in the future will be full of more uncertainty.

As of now, the world has not yet successfully approved a drug developed by AI. It can be said that AI pharmaceutical research and development is still in the stage of exploration and early development.

Conclusion:

There is no doubt that with the rapid development of AI technology, the value of AI in the pharmaceutical industry will be greater and greater. Under the trend of The Times, how to break through various challenges for AI pharmaceutical companies is the primary problem to be solved.

From the perspective of investment analysis, Southwest Securities believes that companies with the industry Know-How and customer base, have an early layout in the field of AI, and actively embrace large model technology changes have first-mover advantages. 1) AI+ diagnosis and treatment field, focusing on Runda Medical, Chuanghuikang, Jiahe Meikang, Ambiping, Jianhui information, digital people, etc.; 2) AI+ pharmaceutical field, focusing on Hongbo Pharmaceutical, Yiqiao Shenzhou, Haoyuan Pharmaceutical, etc.