英伟达连续布局13家企业，AI制药3个方向梳理（附列表）

投研大叔12-13

今天介绍下AI制药，英伟达在过去2年投资13家AI药企，推出BioNeMo生物分子AI框架已经覆盖上百家药企，英硅智能ISM001-055进入临床III期，成为首个跨越临床II期的AI药物，从之前的布局到如今逐渐突破，商业价值正在逐渐被验证。AI制药主要是解决传统研发“高成本、长周期、低成功率”痛点，目前在靶点发现、分子设计、临床试验、生产优化等领域有很大突破，比如靶点发现上，英硅智能...

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Lab合作打造骨架跃迁平台，获实体瘤管线临床进展，提升化合物筛选效率。泓博医药：推出DiOrion AI平台，整合1500万+化合物数据，PR-GPT大模型提升药物设计效率50%，服务超100个新药项目。泰格医药：AI优化临床试验设计与患者招募，搭建智能化数据管理平台，提升全球多中心试验的推进效率与合规性。凯莱英：自研STAR AI蛋白设计平台，可将酶进化周期从3-6个月缩短至1个月，活性提升50倍以上，应用于十余个生物合成项目。康龙化成：搭建AI团队赋能临床全流程，AI应用于注册申报、患者招募、药物警戒等环节，2024年临床板块数智化成果显著。昭衍新药：将AI+行为组学全自动检测系统应用于CNS疾病药物评价，MRI引导给药准确度100%，大幅提升非临床实验效率。皓元医药：拥有千万级分子实体的MegaUni化合物库，通过AI技术优化先导化合物，2025年Q1海外订单增长280%。博腾股份：探索AI在药物合成工艺优化中的应用，借助数字化技术提升API生产效率与质量控制水平，赋能医药CDMO业务。传统药企AI转型布局复星医药：与英硅智能合作QPCTL实体瘤项目，9个月完成PCC提名，AI管线覆盖肿瘤、自身免疫疾病，加速创新药研发进程。恒瑞医药：搭建AI药物发现平台，聚焦ADC、双抗等前沿领域，2025年多个AI辅助研发管线进入临床早期，强化创新布局。甘李药业：通过AI技术优化GLP-1双周制剂生产工艺，提升产品稳定性与生产效率，海外收入实现大幅增长。石药集团：2025年与阿斯利康达成1.1亿美元预付款合作，用AI平台开发口服小分子药物，自研管线获FDA 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