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Zheshang Securities released a research report saying that the drug research and development industry is undergoing similar industrial changes: the number of large biochemical models has exploded, and bio-based models have gone through many iterations, and capabilities have been greatly improved. The development logic of the AI pharmaceutical industry is in a new stage from scientists' decisions to intelligent autonomous decision verification. The paradigm of scientific research may be reshaped, and the value of the platform is increasing. In the long run, it is recommended to focus on R&D platforms that can be continuously iterated.

Zhitongcaijing·08/27/2026 02:33:03
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Zheshang Securities released a research report saying that the drug research and development industry is undergoing similar industrial changes: the number of large biochemical models has exploded, and bio-based models have gone through many iterations, and capabilities have been greatly improved. The development logic of the AI pharmaceutical industry is in a new stage from scientists' decisions to intelligent autonomous decision verification. The paradigm of scientific research may be reshaped, and the value of the platform is increasing. In the long run, it is recommended to focus on R&D platforms that can be continuously iterated.