CSC Financial: AIDD companies are generally at an early stage, and the industry is expected to enter a period of accelerated growth.

CSC Financial released a research report stating that AIDD companies are generally at an early stage, and the industry is expected to enter a phase of accelerated growth. AI biotech mainly includes three business models: first, SaaS-type companies that only provide software services; second, service-type CRO companies that use AI platforms to screen or evaluate new drugs for clients; and finally, AI innovative drug companies that independently design new drugs through AI platforms and advance pipelines. At present, most companies are at an early stage of development and adopt a combination of several of these business models. Overall, the AI drug discovery market is still relatively small, but with the participation of increasing capital, technological iteration, and the gradual market validation of AI drug discovery pipelines, the industry is expected to gradually enter a harvest period.