智通财经APP获悉,CRO概念回暖,截至发稿,维亚生物(01873)涨11.89%,报1.6港元;药明生物(02269)涨10.3%,报25.7港元;康龙化成(03759)涨5.67%,报16.04港元;泰格医药(03347)涨5.86%,报37.05港元。
国泰君安指出,DeepSeek等通用大模型在蛋白质折叠预测准确率突破90%(AlphaFold基准测试),叠加生成式AI实现分子结构生成效率提升5-8倍,推动AI+CXO融合进入新阶段。全球药企降本增效诉求升级,叠加AI技术成熟度提升,驱动CXO企业加速智能化转型。头部CXO企业如药明康德、康龙化成、凯莱英、泰格医药等已通过自研或合作构建AI技术壁垒,在靶点发现、患者招募、工艺优化等环节实现效率提升,行业正从“人力密集型”向“技术驱动型”演进
华鑫证券指出,2024年12月,生物安全法案尚未获得美国两院通过,2025年中国CRO企业将获得一些窗口期,而且美国总统更替之后,目前主要是增加关税,对于具备成本优势的中国企业,目前加税幅度并不影响CDMO的竞争优势,而且生物安全法案再通过的概率已显著降低,海外制药企业的顾虑会也会降低。国内订单方面,2024年医药投融资趋势并非好转,但已基本止跌。此外,预计更多CRO企业将积极拥抱AI技术,以寻求在竞争激烈的市场中提升竞争力。
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