{ "updated": "2026-11-02", "about": "AIDD（AI 药物发现）图谱：每家公司的商业模式（business_model：自有管线 / 平台加管线 / 纯平台 / 数据 / 服务）、AI 能力（专用科学模型 / 通用 LLM / 两者）、模型是否开源、最快临床阶段（fastest_clinical_stage：临床前 / IND / I 期 / II 期 / III 期 / 已上市，带药名、日期和出处）、管线数量、和药企的合作（pharma_deals：upfront 预付、milestone 里程碑分开记，里程碑是最高可得，不等于已到账），以及融资、估值 / 市值和关键数据，每个数字附出处（src）。layer 对应 layers.json 的 code。product_line_of = 大公司的产品线。", "companies": [ { "name": "Aqemia", "layer": "a1", "url": "https://aqemia.com", "hq": "巴黎", "region": "欧洲", "desc": "量子启发物理加生成式 AI 平台 Qemi，设计小分子并与药企合作", "business_model": "平台加管线", "ai_ability": "专用科学模型", "model_open": "闭源", "fastest_clinical_stage": { "v": "临床前" }, "pharma_deals": [ { "pharma": "Sanofi", "date": "2023-12", "upfront": "未披露", "milestone": "预付与里程碑合计最高 $1.4 亿；2026-07 新增靶点并触发一笔里程碑（金额未披露）", "note": "从苗头发现到候选分子，Sanofi 主导湿实验与后期开发", "src": "https://www.cna.com.tw/postwrite/eng/439355" } ], "pharma_partners": [ "Sanofi" ], "total_raised": "累计约 1 亿（2024 年一轮 7000 万，币种在出处中未显示）", "funding": [ { "date": "2024", "round": "融资", "amount": "7000 万（币种未显示）", "lead": "Cathay Innovation、Wendel、Bpifrance、Eurazeo、Elaia 参与；领投方未标明", "src": "https://event.businessfrance.fr/business-france-at-bio-convention/wp-content/uploads/sites/1378/2026/03/Aqemia_FactSheet_Screen.pdf" } ], "customers": [ "Sanofi", "Servier", "Johnson & Johnson" ], "note": "判断：建议归 a1（以发明药物为定位，非卖软件）。融资币种和领投、成立年份均未核；管线阶段未披露，stage 记临床前仅为推断，请交回确认。" }, { "name": "BenevolentAI", "layer": "a1", "url": "https://www.benevolent.com", "hq": "伦敦", "region": "欧洲", "founded": 2013, "desc": "知识图谱靶点发现与自有管线，已私有化", "business_model": "平台加管线", "ai_ability": "专用科学模型", "model_open": "闭源", "wet_lab": "外包", "key_data": [ { "k": "合并文件", "v": "董事会合并报告，2025-02-05 批准", "date": "2025-02", "src": "https://www.benevolent.com/application/files/8617/3916/6506/2.a._BenevolentAI_-_report_of_the_board_of_directors_-_Execution_version_4_February_2025_SIGNED.pdf" } ], "owner": "2025-03 并入 Osaka Holdings S.à r.l.（卢森堡）私有化合并，从 Euronext Amsterdam 退市；对价本轮未查到", "note": "baricitinib（COVID-19）由其平台提出假设、他人完成临床，2022-05 获 FDA 批准用于住院成人 COVID-19。管线现状未查到。" }, { "name": "Charm Therapeutics", "layer": "a1", "url": "https://charmtx.com", "hq": "伦敦（剑桥亦有）", "region": "欧洲", "founded": 2021, "desc": "DragonFold 蛋白-配体共折叠，做 AML 下一代 menin 抑制剂", "business_model": "平台加管线", "ai_ability": "专用科学模型", "model_open": "闭源", "wet_lab": "外包", "fastest_clinical_stage": { "v": "临床前", "drug": "下一代 menin 抑制剂（急性髓系白血病 AML），首次人体试验预计 2026 年", "date": "2025-09", "src": "https://charmtx.com/wp-content/uploads/2025/09/250905-CHARM-Erkut-Bahceci-appointment-release-FINAL.pdf" }, "total_raised": "累计超过 $1.5 亿（公司口径）", "funding": [ { "date": "2025-09", "round": "B 轮", "amount": "$8000 万", "lead": "NEA、SR One 联合领投（OrbiMed、F-Prime、Khosla、NVIDIA 跟投）", "src": "https://multiples.vc/private-comps/charm-therapeutics" } ], "note": "联创 Laksh Aithani 与 David Baker。第一轮写 Roche 平台关系，本轮未证实。2026 年是否已首例给药本轮未查到。" }, { "name": "Exscientia", "layer": "a1", "url": "https://www.exscientia.ai", "hq": "牛津", "region": "欧洲", "founded": 2012, "desc": "生成式 AI 小分子设计，已并入 Recursion", "business_model": "平台加管线", "ai_ability": "专用科学模型", "model_open": "闭源", "wet_lab": "自有实验室", "key_data": [ { "k": "并购完成", "v": "Exscientia 成为 Recursion 全资子公司，ADS 摘牌", "date": "2024-11-20", "src": "https://ir.recursion.com/static-files/1eab8ed4-e936-41fd-bf20-011f5c77993f" } ], "owner": "2024-11-20 并入 Recursion（全股票交易，$6.88 亿；2024-08 宣布）", "note": "管线（如 REC-4539 LSD1）计入 Recursion。$6.88 亿金额来自 BiopharmaTrend 报道（第一轮），完成公告见 Recursion IR。" }, { "name": "Genesis Molecular AI", "layer": "a1", "url": "https://www.genesis.ml", "hq": "旧金山湾区", "region": "美国", "founded": 2019, "desc": "GEMS 平台：AI 加物理，为药企做多靶点小分子，兼有自有管线", "business_model": "平台加管线", "ai_ability": "专用科学模型", "model_open": "闭源", "wet_lab": "自有实验室", "fastest_clinical_stage": { "v": "临床前", "drug": "泛突变 PI3Kα 变构抑制剂（第一轮底稿）", "date": "2026-05", "src": "https://www.genesis.ml/partners-pipeline" }, "pharma_deals": [ { "pharma": "Incyte", "date": "2026-05", "upfront": "扩大合作 $1.2 亿（$8000 万现金 + $4000 万股权投资）；2025-02 首次合作预付 $3000 万；累计 $1.5 亿", "milestone": "每个项目最高 $2.32 亿；前 5 个靶点总潜在价值 >$10 亿，另可再提名靶点", "note": "至少 5 个新靶点，Incyte 提供实验数据训练 GEMS", "src": "https://www.fiercebiotech.com/biotech/incyte-pays-genesis-80m-expand-ai-fueled-drug-discovery-pact" }, { "pharma": "Gilead", "date": "2024", "upfront": "$3500 万", "milestone": "未披露", "note": "3 个初始靶点", "src": "https://www.genesis.ml/partners-pipeline" } ], "pharma_partners": [ "Gilead" ], "funding": [ { "date": "2023", "round": "B 轮", "amount": "约 $2.04 亿", "lead": "a16z 联合领投（第一轮 Forge 数据，弱）", "src": "https://leadiq.com/c/genesis-molecular-ai/5d118ae41e00003600d858f0" } ], "customers": [ "Incyte", "Gilead" ], "note": "2025-10 由 Genesis Therapeutics 更名。Fierce 写 Incyte 扩大合作预付 $8000 万现金 + $4000 万股权；Genesis 官网写 $1.2 亿 upfront consideration（含股权）。第一轮写 2026-05 融资 $2 亿（弱来源），本轮未证实，未采用。" }, { "name": "Iambic Therapeutics", "layer": "a1", "url": "https://www.iambic.ai", "hq": "圣迭戈", "region": "美国", "founded": 2019, "desc": "Enchant 多模态模型加自动化化学，做肿瘤小分子", "business_model": "平台加管线", "ai_ability": "专用科学模型", "model_open": "闭源", "wet_lab": "自有实验室", "fastest_clinical_stage": { "v": "I 期", "drug": "IAM1363（HER2 TKI，脑渗透，实体瘤）I/Ib 期；IAM217（KIF18A）将提 IND", "date": "2026-10", "src": "https://www.renaissancecapital.com/IPO-Center/News/122117/small-molecule-biotech-iambic-therapeutics-sets-terms-for-150-million-ipo" }, "pharma_deals": [ { "pharma": "AbbVie", "date": "2026-09", "upfront": "未披露", "milestone": "未披露", "note": "AI 药物发现合作", "src": "https://www.mobihealthnews.com/news/iambic-abbvie-partner-ai-drug-discovery" } ], "pharma_partners": [ "AbbVie", "Bayer", "Takeda" ], "valuation": { "v": "首日市值约 $8.7 亿（股价约 $18）", "date": "2026-10-15", "kind": "市值（上市首日）", "src": "https://markets.businessinsider.com/news/stocks/ai-cancer-fighting-iambic-therapeutics-stock-iam-rockets-13-after-150m-ipo-1036632400" }, "revenue": { "v": "2025 年收入 $940 万", "date": "2026-10", "kind": "净亏损 $7730 万；招股书，媒体转述", "src": "https://www.ainvest.com/news/iambic-therapeutics-real-ai-demand-77-million-annual-burn-2610/" }, "funding": [ { "date": "2026-10", "round": "纳斯达克 IPO", "amount": "$1.5 亿（938 万股，$16/股，区间中点）", "lead": "IPO（ARK、Duquesne 家族办公室意向认购至多 $6000 万）", "post": "按发行价市值 $7.58 亿", "src": "https://cn.investing.com/news/stock-market-news/article-3609444" } ], "customers": [ "AbbVie", "Takeda", "Bayer" ], "public": true, "ticker": "IAM（纳斯达克）", "note": "最新收盘价/市值本轮未查到，只有上市首日值。Takeda、Bayer 合作来自 Der Aktionär 转述。" }, { "name": "Isomorphic Labs", "layer": "a1", "url": "https://www.isomorphiclabs.com", "hq": "伦敦", "region": "欧洲", "founded": 2021, "desc": "AlphaFold 系药物设计引擎 IsoDDE，自有肿瘤/免疫管线加药企合作", "business_model": "平台加管线", "ai_ability": "专用科学模型", "model_open": "闭源", "wet_lab": "自有实验室", "fastest_clinical_stage": { "v": "临床前", "drug": "尚无进入临床的项目；首次人体试验目标 2026 年底", "date": "2026-10", "src": "http://phrda.com/artilce_43985.html?module=trackingCodeGenerator" }, "pipeline_count": { "v": "17 个项目（肿瘤、免疫、心血管），0 个进入临床", "date": "2026-10", "src": "http://phrda.com/artilce_43985.html?module=trackingCodeGenerator" }, "pharma_deals": [ { "pharma": "Eli Lilly", "date": "2024-01", "upfront": "$45M", "milestone": "最高 $1.7B（里程碑）", "note": "多靶点小分子设计合作", "src": "https://www.ainvest.com/news/isomorphic-labs-40-billion-bet-2611/" }, { "pharma": "Novartis", "date": "2024-01", "upfront": "$37.5M", "milestone": "最高 $1.2B（里程碑）；2025 年扩大合作，扩大部分条款本轮未查到", "note": "多靶点小分子设计合作", "src": "https://www.ainvest.com/news/isomorphic-labs-40-billion-bet-2611/" }, { "pharma": "Johnson & Johnson", "date": "未查到", "upfront": "未披露", "milestone": "未披露", "note": "合作关系，City AM 点名", "src": "https://www.cityam.com/google-deepminds-london-ai-drug-spinout-eyes-50bn-valuation/" } ], "pharma_partners": [ "Lilly", "Novartis", "J&J" ], "valuation": { "v": "约 $175 亿", "date": "2026-10", "kind": "此前估值，City AM 引彭博；2026-10 彭博报道在谈新一轮，估值至少 $400 亿、最高 $500 亿，未成交；媒体报道", "src": "https://www.cityam.com/google-deepminds-london-ai-drug-spinout-eyes-50bn-valuation/" }, "total_raised": "外部累计约 $27 亿（德媒口径）", "funding": [ { "date": "2026-05", "round": "B 轮", "amount": "$21 亿", "lead": "Thrive Capital（Alphabet、GV、MGX、Temasek、CapitalG、英国主权 AI 基金跟投）", "src": "https://www.linkedin.com/posts/leonardrinser_breaking-isomorphic-labs-raises-21-billion-activity-7462389174961238016-o1SC" } ], "key_data": [ { "k": "已到账现金（Lilly + Novartis 预付）", "v": "约 $8200 万，对应约 $30 亿条件性里程碑", "date": "2026-10", "src": "https://www.ainvest.com/news/isomorphic-labs-40-billion-bet-2611/" } ], "customers": [ "Eli Lilly", "Novartis", "Johnson & Johnson" ], "product_line_of": "Alphabet", "note": "B 轮金额：$21 亿（多数来源）；外部累计 $27 亿为德媒口径。母公司 Alphabet 参与但非领投。预付数字来自 AInvest 分析稿，建议复核 2024 年 Fierce 原文。" }, { "name": "Manas AI", "layer": "a1", "url": "https://www.manasai.co", "hq": "纽约", "region": "美国", "founded": 2024, "desc": "Reid Hoffman 与 Siddhartha Mukherjee 创办的 AI 肿瘤药企", "business_model": "平台加管线", "ai_ability": "两者", "model_open": "闭源", "wet_lab": "外包", "total_raised": "超过 $5000 万（TipRanks 写 $26M，口径冲突，以 TNW/Yahoo 为准）", "funding": [ { "date": "2025", "round": "两轮种子", "amount": "超过 $5000 万", "lead": "General Catalyst（跟投方未查全）", "src": "https://thenextweb.com/news/reid-hoffman-leaves-microsoft-board-manas" } ], "note": "聚焦乳腺癌、前列腺癌、淋巴瘤。管线阶段、项目数本轮未查到；成立年份未核。2026-06 Hoffman 离开 Microsoft 董事会专注 Manas（https://finance.yahoo.com/sectors/healthcare/articles/reid-hoffman-leaving-microsoft-board-223501663.html）。" }, { "name": "Model Medicines", "layer": "a1", "url": "https://modelmedicines.com", "hq": "圣迭戈", "region": "美国", "founded": 2015, "desc": "GALILEO 平台，AI 优先发现广谱抗病毒与 BRD4 小分子", "business_model": "平台加管线", "ai_ability": "专用科学模型", "model_open": "闭源", "wet_lab": "外包", "fastest_clinical_stage": { "v": "临床前", "drug": "MDL-001（RdRp Thumb-1 抑制剂，HCV/HBV）与 MDL-4102（BRD4），均走向 IND", "date": "2026-02", "src": "https://modelmedicines.com/newsroom/model-medicines-to-present-data-on-two-drug-candidates-at-biocom-global-partnering-conference-2026" }, "note": "融资、估值本轮没查到一手来源。成立年份未核。" }, { "name": "Proxima（原 Vant AI）", "layer": "a1", "url": "https://proximabio.com", "hq": "纽约/波士顿", "region": "美国", "founded": 2019, "desc": "Neo-1 模型加 NeoLink 结构蛋白质组学，做分子胶等近邻疗法", "business_model": "平台加管线", "ai_ability": "专用科学模型", "model_open": "闭源", "wet_lab": "自有实验室", "pharma_deals": [ { "pharma": "Halda Therapeutics", "date": "2025-08", "upfront": "未披露（称“有意义的”预付）", "milestone": "总价值超 $10 亿（含预付、里程碑，另有特许权使用费）", "note": "靶点-效应蛋白配对，用于双功能小分子", "src": "https://www.biospace.com/business/vantai-links-with-halda-in-proteomics-pact-worth-up-to-1b" } ], "funding": [ { "date": "2026-01", "round": "种子轮（改名 Proxima）", "amount": "$8000 万", "lead": "DCVC 领投（NVentures、Braidwell、Roivant、AIX、Alexandria 等跟投）", "src": "https://htworld.co.uk/news/ai/proxima-raises-us80-million-for-ai-drug-discovery-platform-lead26/" } ], "customers": [ "Halda Therapeutics" ], "note": "2026-01 由 VantAI 更名 Proxima，Roivant 孵化。自有管线阶段本轮未查到；既卖平台又做近邻疗法，biz 暂标平台加管线。Neo-1（2025-03 发布）是否开源未查到。" }, { "name": "Recursion Pharmaceuticals", "layer": "a1", "url": "https://www.recursion.com", "hq": "盐湖城", "region": "美国", "founded": 2013, "desc": "Recursion OS：表型组学加化学生成，自有临床管线（含并入的 Exscientia）", "business_model": "平台加管线", "ai_ability": "专用科学模型", "model_open": "闭源", "wet_lab": "自有实验室", "fastest_clinical_stage": { "v": "II 期", "drug": "REC-4881（MEK1/2 抑制剂，家族性腺瘤性息肉病 FAP）II 期 TUPELO 阳性：12 周息肉负担中位下降 47%；计划 2027 下半年启动注册试验", "date": "2026-11", "src": "https://pluang.com/en/news-feed/recursion-rxrx-fase-2-uji-klinis-tupelo-positif-pengurangan-polip-fap" }, "pipeline_count": { "v": "临床：REC-4881（2 期）、REC-617、REC-1245、REC-7735 等（1/2 期）；并入 Exscientia 后称 10+ 临床与临床前项目、10+ 合作项目", "date": "2024-11", "src": "https://ir.recursion.com/static-files/1eab8ed4-e936-41fd-bf20-011f5c77993f" }, "pharma_deals": [ { "pharma": "Sanofi", "date": "2022-01", "upfront": "$1 亿（第一轮底稿）；另已收里程碑约 $2300 万 + $1000 万（2026 Q3）", "milestone": "最高总额本轮未核", "note": "Sanofi 行使首个开发候选药选择权（2026-11）", "src": "https://in.investing.com/news/assorted/recursion-reports-q3-2026-results-extends-cash-runway-to-2029-432SI-5672976" } ], "pharma_partners": [ "Sanofi", "Roche / Genentech", "Bayer" ], "valuation": { "v": "市值 $22.9 亿（收盘价 $3.83）", "date": "2026-11-02", "kind": "市值（收盘日）", "src": "https://hk.finance.yahoo.com/quote/RXRX/" }, "key_data": [ { "k": "现金跑道", "v": "延至 2029 年", "date": "2026-11", "src": "https://in.investing.com/news/assorted/recursion-reports-q3-2026-results-extends-cash-runway-to-2029-432SI-5672976" } ], "customers": [ "Sanofi", "Roche/Genentech", "Bayer", "Merck KGaA" ], "public": true, "ticker": "RXRX（纳斯达克）", "note": "Roche/Bayer/Merck KGaA 合作金额本轮未复核。Sanofi 的 $1 亿预付沿用第一轮底稿，原合作 2022-01 签，未重新打开 8-K，建议复核。Futu 同期报市值 $24.1 亿（10-30 收盘 $4.03），以 11-02 Yahoo 为准。" }, { "name": "Relay Therapeutics", "layer": "a1", "url": "https://relaytx.com", "hq": "剑桥（马萨诸塞）", "region": "美国", "founded": 2016, "desc": "Dynamo 蛋白运动模拟平台，做精准肿瘤小分子", "business_model": "平台加管线", "ai_ability": "两者", "model_open": "闭源", "wet_lab": "自有实验室", "fastest_clinical_stage": { "v": "III 期", "drug": "zovegalisib（RLY-2608，PI3Kα 泛突变选择性抑制剂，HR+/HER2- 乳腺癌）III 期 ReDiscover-2", "date": "2026-11", "src": "https://www.perplexity.ai/app/finance/RLAY/earnings?eventId=726662" }, "pharma_deals": [ { "pharma": "Elevar Therapeutics", "date": "2024-12", "upfront": "$500 万（另 $340 万原料转让）", "milestone": "本轮未查到", "note": "lirafugratinib（FGFR2）全球独家授权", "src": "https://www.sec.gov/Archives/edgar/data/1812364/000119312525269601/R39.htm" }, { "pharma": "Genentech", "date": "2020-12", "upfront": "累计对价 $1.218 亿（含预付与里程碑，拆分未查）", "milestone": "Genentech 于 2025-01-07 无故终止，之后无里程碑", "note": "RLY-1971（SHP2）许可，已终止", "src": "https://content-archive.fast-edgar.com/20260226/A32ZU62CZZ2RNZZU22ZS2ZYMWJSTZZ22ZS86/R20.htm" } ], "pharma_partners": [ "Roche / Genentech" ], "valuation": { "v": "市值 $37.9 亿（收盘价 $17.28）", "date": "2026-11-02", "kind": "市值（收盘日）", "src": "https://stockanalysis.com/stocks/rlay/statistics/" }, "customers": [ "Elevar Therapeutics" ], "public": true, "ticker": "RLAY（纳斯达克）", "note": "Yahoo 同日市值 $40.2 亿，StockAnalysis 为 $37.9 亿，股本口径不同。第一轮 Genentech 合作未列，已补并注明终止。" }, { "name": "Terray Therapeutics", "layer": "a1", "url": "https://www.terraytx.com", "hq": "洛杉矶地区（Monrovia）", "region": "美国", "founded": 2018, "desc": "tNova：芯片上每月合成筛选约 200 万 AI 设计分子的小分子公司", "business_model": "平台加管线", "ai_ability": "专用科学模型", "model_open": "闭源", "wet_lab": "自有实验室", "fastest_clinical_stage": { "v": "临床前", "drug": "先导优化阶段（多发性硬化）", "date": "2025", "src": "https://needham.bluematrix.com/sellside/EmailDocViewer?mime=pdf&co=Needham&id=mmatson@needhamco.com&source=mail&encrypt=97066744-4ff4-407c-a4dd-a4c0166251a0" }, "pharma_deals": [ { "pharma": "Bristol Myers Squibb / Gilead / Calico", "date": "未查到", "upfront": "未披露", "milestone": "未披露", "note": "多靶点合作", "src": "https://needham.bluematrix.com/sellside/EmailDocViewer?mime=pdf&co=Needham&id=mmatson@needhamco.com&source=mail&encrypt=97066744-4ff4-407c-a4dd-a4c0166251a0" } ], "pharma_partners": [ "BMS", "Gilead" ], "funding": [ { "date": "2024-10", "round": "B 轮", "amount": "$1.2 亿", "lead": "Bedford Ridge Capital、NVentures 领投", "src": "https://sogotradedev.websol.barchart.com/?module=topNews&storyID=29084499&selected=news&symbol=" } ], "customers": [ "Bristol Myers Squibb", "Gilead", "Calico" ], "note": "第一轮写 B 轮在 2025-10，Needham 研报写 2024-10，以后者为准（新闻稿日期未单独打开确认）。成立年份常识性，未核。" }, { "name": "Valo Health", "layer": "a1", "url": "https://www.valohealth.com", "hq": "波士顿地区（Lexington）", "region": "美国", "founded": 2019, "desc": "Opal 平台用真实世界患者数据做靶点与小分子，药企合作为主", "business_model": "平台加管线", "ai_ability": "专用科学模型", "model_open": "闭源", "wet_lab": "自有实验室", "fastest_clinical_stage": { "v": "II 期", "drug": "OPL-0401（ROCK1/2 抑制剂，糖尿病视网膜病变）II 期 SPECTRA 未达主要与次要终点；公司称非 Opal 平台产出，已转寻合作方", "date": "未核", "src": "https://pharmaphorum.com/news/flagship-backed-ai-startup-valo-shelves-eye-disease-drug" }, "pharma_deals": [ { "pharma": "Novo Nordisk", "date": "2025-01", "upfront": "近期付款合计最高 $1.9 亿（含预付、股权投资和近期里程碑，拆分未披露）", "milestone": "约 $46 亿（最高 20 个项目）+ 研发资助 + 特许权使用费", "note": "扩大 2023-09 合作（原 11 项目、里程碑最高 $27 亿，预付 $6000 万）", "src": "https://www.novonordisk.com/news-and-media/news-and-ir-materials/news-details.html?id=915085" } ], "pharma_partners": [ "Novo Nordisk", "Merck KGaA" ], "customers": [ "Novo Nordisk", "Charles River" ], "note": "融资、估值本轮没查到一手来源（第一轮仅有 2021-03 B 轮 $3.1 亿的弱来源）。平台产出的候选药尚无进入临床。Flagship Pioneering 孵化。成立年份常识性，未核。" }, { "name": "星药科技 Galixir", "layer": "a1", "url": "https://www.galixir.com/", "hq": "北京", "region": "中国", "founded": 2019, "desc": "AI 分子设计、筛选与优化平台，临床前药物研发", "business_model": "平台加管线", "ai_ability": "专用科学模型", "model_open": "闭源", "wet_lab": "自有实验室", "funding": [ { "date": "2020-12", "round": "两轮（数千万美元）", "amount": "数千万美元", "lead": "红点中国、五源资本领投", "src": "https://startup.aliyun.com/info/106121.html" } ], "note": "仅查到 2020 年融资与创始人（李成涛，清华姚班、MIT）资料；英文名、官网、管线阶段、近年融资本轮均未查到，资料很少。" }, { "name": "望石智慧 Stonewise", "layer": "a1", "url": "https://www.stonewise.cn/", "hq": "北京", "region": "中国", "founded": 2018, "desc": "3D 分子生成大模型与 MolVortex 医药早研智能体，服务加自研管线", "business_model": "平台加管线", "ai_ability": "两者", "model_open": "闭源", "wet_lab": "自有实验室", "funding": [ { "date": "2025-04", "round": "B 轮与 B+ 轮", "amount": "合计 $1 亿", "lead": "B+ 轮：光速中国、大湾区共同家园发展基金联合领投；B 轮：君联资本领投", "src": "https://news.dayoo.com/finance/202603/25/171077_54940419.htm" } ], "customers": [ "北京大学（共建平台）" ], "note": "英文名与官网本轮未核，故 url 省略；管线阶段、项目数未查到，资料较少。MolVortex 2026-03 对外介绍。" }, { "name": "英矽智能 Insilico Medicine", "layer": "a1", "url": "https://insilico.com", "hq": "香港（科学园）", "region": "中国", "founded": 2014, "desc": "Pharma.AI 端到端平台，rentosertib 是首个进入 III 期的 AI 发现药", "business_model": "平台加管线", "ai_ability": "两者", "model_open": "闭源", "wet_lab": "自有实验室", "fastest_clinical_stage": { "v": "III 期", "drug": "rentosertib（ISM001-055，TNIK 抑制剂，特发性肺纤维化 IPF）中国 III 期，320 例，2026-09-09 首批患者给药，顶线数据预期 2029", "date": "2026-09", "src": "https://www.aastocks.com/tc/mobile/newscontent/aafn/NOW.1546233" }, "pipeline_count": { "v": "33 个临床前候选化合物（PCC），其中 8 个已对外授权、6 个进入 I 期", "date": "2026-09", "src": "https://www.aastocks.com/tc/mobile/newscontent/aafn/NOW.1546233" }, "pharma_deals": [ { "pharma": "Eli Lilly", "date": "2026-03", "upfront": "$1.15 亿", "milestone": "总额最高 $27.5 亿（含预付）+ 分层特许权使用费", "note": "授权合作", "src": "https://www.biopharmadive.com/news/eli-lilly-insilico-ai-medicine-drug-discovery/816088/" }, { "pharma": "SK Biopharmaceuticals / 武田（Takeda）", "date": "2026", "upfront": "未拆分", "milestone": "未拆分", "note": "2026 年内授权合作；富瑞称公司累计潜在交易总价值约 $110 亿，其中 2026 年迄今 $73 亿", "src": "https://www.delta-asia.com.hk/%E5%80%8B%E8%82%A1%E5%88%86%E6%9E%90/%E8%8B%B1%E7%9F%BD%E6%99%BA%E8%83%BD-3696-hk/" } ], "pharma_partners": [ "Lilly", "Takeda" ], "valuation": { "v": "约 HK$208 亿", "date": "2026-11-02", "kind": "Yahoo，2026-11-02 收盘价 HK$37.26；按 5.85 亿股本算约 HK$218 亿，各站股本口径不同；市值（收盘日）", "src": "https://hk.finance.yahoo.com/quote/3696.HK/key-statistics/" }, "revenue": { "v": "2026 H1 首次盈利、现金流转正", "date": "2026-09", "kind": "收入主要为授权首付款与里程碑；公司口径，券商转述", "src": "https://www.delta-asia.com.hk/%E5%80%8B%E8%82%A1%E5%88%86%E6%9E%90/%E8%8B%B1%E7%9F%BD%E6%99%BA%E8%83%BD-3696-hk/" }, "funding": [ { "date": "2025-12", "round": "港股 IPO", "amount": "约 HK$22.8–23.5 亿（第一轮底稿）", "lead": "IPO，发行价 HK$24.05", "src": "https://hk.stockstar.com/IG2026052600019400.shtml" } ], "key_data": [ { "k": "2025 年末现金", "v": "$3.93 亿", "date": "2025-12", "src": "https://lexotech.com/News/news-content?did=78f71002932c5d8b2b165c763578161f&url=http%3a%2f%2fmp.weixin.qq.com%2fs%3f__biz%3dMzk3NTYxNzYxNg%3d%3d%26mid%3d2247488137%26idx%3d1%26sn%3d3949dee18748b136235743c24698a114" } ], "customers": [ "Eli Lilly", "SK Biopharmaceuticals", "Takeda", "昭衍新药（战略合作）" ], "public": true, "ticker": "3696.HK（港交所，2025-12-30 上市）", "note": "美国 II 期因招募慢而终止（管理层说法，非披露的临床问题）。PCC 数为 33 个（富瑞与 2026-10 研报），第一轮写 30 个，已改。IPO 金额沿用第一轮转述，未重新打开。" }, { "name": "费米子科技 Fermion", "layer": "a1", "url": "https://fulmz.com", "hq": "广州", "region": "中国", "founded": 2018, "desc": "Drug Studio AI 平台加自有小分子管线，镇痛 FZ002 已进 I 期", "business_model": "平台加管线", "ai_ability": "专用科学模型", "model_open": "闭源", "wet_lab": "外包", "fastest_clinical_stage": { "v": "I 期", "drug": "FZ002（非成瘾性慢性镇痛）", "date": "2026-04", "src": "https://synapse.zhihuiya.com/drug/a77af515a6b14ef6b8a6dc5db7e21029" }, "pipeline_count": { "v": "12 条小分子管线，临床 1 条（FZ002）", "date": "2026-04", "src": "https://synapse.zhihuiya.com/drug/a77af515a6b14ef6b8a6dc5db7e21029" }, "total_raised": "累计数亿元人民币（公司口径）", "funding": [ { "date": "2022-07", "round": "B 轮", "amount": "超亿元人民币", "lead": "讯飞创投、正轩资本（熊猫资本、挑战者创投跟投）", "src": "https://bydrug.pharmcube.com/news/summary/tag/AI%20Biotech" } ], "note": "建议改归 a1：主营是自有管线。成立时间有 2015（工商）/ 2018（官网）/ 2019（开始运营）三说，取官网。B 轮之后是否有新轮次未查到。外包为依据「与国内外 CRO 合作迭代」的描述。" }, { "name": "Absci", "layer": "a2", "url": "https://investors.absci.com", "hq": "温哥华（华盛顿州）", "region": "美国", "founded": 2011, "desc": "生成式 AI 加湿实验设计抗体，自有管线 ABS-201 治脱发", "business_model": "平台加管线", "ai_ability": "专用科学模型", "wet_lab": "自有实验室", "fastest_clinical_stage": { "v": "I 期", "drug": "ABS-201（抗 PRLR 抗体，雄激素性脱发，Phase 1/2a HEADLINE；中期 Phase 1 数据积极）", "date": "2026-08", "src": "https://investors.absci.com/news-and-events/news-releases" }, "pipeline_count": { "v": "自有项目 ABS-201（脱发、子宫内膜异位症）为主；ABS-101 最新状态本轮未核", "date": "2026-08", "src": "https://www.nasdaq.com/press-release/absci-reports-business-updates-and-second-quarter-2026-financial-and-operating" }, "pharma_deals": [ { "pharma": "AstraZeneca、Almirall", "date": "2023-H2", "upfront": "未披露（分项）", "milestone": "两项合作加总价值「超 $9 亿 + 特许权使用费」（公司投资者材料口径，含潜在里程碑）", "note": "AI 设计抗体合作", "src": "https://investors.absci.com/static-files/8e06eed3-2302-437a-a5e9-846d347061a1" } ], "pharma_partners": [ "AstraZeneca", "Almirall" ], "valuation": { "v": "$16.6 亿", "date": "2026-11-02", "kind": "市值（收盘价 $9.69）", "src": "https://stockanalysis.com/stocks/absi/statistics/" }, "revenue": { "v": "$30 万（2026 Q2）", "date": "2026-06", "kind": "季度营收，公司公布", "src": "https://www.nasdaq.com/press-release/absci-reports-business-updates-and-second-quarter-2026-financial-and-operating" }, "funding": [ { "date": "2026-06", "round": "承销公开发行", "amount": "$1 亿（含 Eli Lilly $4000 万战略投资）", "lead": "Lilly、Adage、BVF、Columbia Threadneedle、Invus、Redmile 等", "src": "https://investors.absci.com/news-and-events/news-releases" } ], "public": true, "ticker": "ABSI（纳斯达克）", "note": "2026-06-30 现金及有价证券 $2.011 亿。ABS-201 子宫内膜异位症 II 期计划 2026 Q4 启动。中期数据发布日期在公司发布列表中显示为 8 月，行情页另有 10 月提法，不一致，以公司新闻页为准。开源情况未查到。" }, { "name": "AI Proteins", "layer": "a2", "url": "https://www.aiproteins.com", "hq": "波士顿", "region": "美国", "founded": 2021, "desc": "AI 加合成生物学与机器人，从头设计微型蛋白药物", "business_model": "平台加管线", "ai_ability": "专用科学模型", "wet_lab": "自有实验室", "fastest_clinical_stage": { "v": "临床前", "drug": "首个方向 TNFR1 微型蛋白；推进至 IND-enabling", "date": "2025-11", "src": "https://investor.wedbush.com/wedbush/article/bizwire-2025-11-19-ai-proteins-raises-415m-series-a-financing-to-advance-de-novo-miniproteins-as-a-new-therapeutic-modality" }, "pipeline_count": { "v": "对 150+ 靶点生成过微型蛋白结合物，多个有体内概念验证", "date": "2025-11", "src": "https://investor.wedbush.com/wedbush/article/bizwire-2025-11-19-ai-proteins-raises-415m-series-a-financing-to-advance-de-novo-miniproteins-as-a-new-therapeutic-modality" }, "pharma_deals": [ { "pharma": "Bristol Myers Squibb", "date": "2024-12", "upfront": "未披露", "milestone": "合作价值最高 $4 亿（总价值口径，含里程碑，预付未拆分）", "note": "两个未披露靶点的微型蛋白，含选择权", "src": "https://www.aiproteins.com/media" } ], "pharma_partners": [ "BMS" ], "funding": [ { "date": "2025-11", "round": "A 轮", "amount": "$4150 万", "lead": "Mission BioCapital、Santé Ventures 联合领投（Lightchain、Cobro 跟投）", "src": "https://investor.wedbush.com/wedbush/article/bizwire-2025-11-19-ai-proteins-raises-415m-series-a-financing-to-advance-de-novo-miniproteins-as-a-new-therapeutic-modality" } ], "note": "采用 hub-and-spoke，每个项目拆成独立 LLC。估值未披露，开源情况未查到。" }, { "name": "Aikium", "layer": "a2", "url": "https://www.aikium.com/", "hq": "伯克利", "region": "美国", "founded": 2022, "desc": "mRNA 展示加 ML，设计结合无序蛋白的非抗体蛋白", "business_model": "平台加管线", "ai_ability": "专用科学模型", "wet_lab": "自有实验室", "fastest_clinical_stage": { "v": "临床前", "drug": "未披露具体候选药", "date": "2026-07", "src": "https://startupintros.com/orgs/aikium-inc" }, "note": "融资金额未公开（聚合站仅列 2024-12 早期轮）。资料很少，仅聚合站与自家看板，可考虑删。" }, { "name": "Archon Biosciences", "layer": "a2", "url": "https://www.archon.bio", "hq": "西雅图", "region": "美国", "desc": "生成式蛋白设计的抗体笼（AbCs）新型生物药", "business_model": "平台加管线", "ai_ability": "专用科学模型", "wet_lab": "自有实验室", "fastest_clinical_stage": { "v": "临床前", "drug": "AbCs 平台，具体候选药未披露", "date": "2025-03", "src": "https://www.geekwire.com/2025/geekwire-awards-health-innovation-of-the-year-field-is-dominated-by-finalists-battling-cancer/" }, "total_raised": "$2000 万（仅查到种子轮）", "funding": [ { "date": "2024-10", "round": "种子轮", "amount": "$2000 万", "lead": "Madrona Ventures", "src": "https://parsers.vc/startup/archon.bio/" } ], "note": "源自 David Baker 实验室（IPD）。成立年份、管线、合作本轮未查到；资料很少。" }, { "name": "Aulos Bioscience", "layer": "a2", "url": "https://www.aulosbio.com", "hq": "拉克斯珀（加州）", "region": "美国", "desc": "计算设计 IL-2 抗体 AU-007，称首个 AI 设计进临床的抗体", "business_model": "自有管线", "ai_ability": "专用科学模型", "wet_lab": "外包", "fastest_clinical_stage": { "v": "II 期", "drug": "AU-007 / imneskibart（抗 IL-2 抗体，黑色素瘤、NSCLC 等实体瘤）", "date": "2025-11", "src": "https://yespress.io/aulos-bioscience" }, "note": "Biolojic Design 与 Apple Tree Partners 共同创立。累计融资来源冲突（$2000 万/$4000 万/约 $6000 万），不采用。体量小、二手资料为主，可考虑并入 Biolojic 一张卡。" }, { "name": "BigHat Biosciences", "layer": "a2", "url": "https://www.bighatbio.com", "hq": "圣马特奥（加州）", "region": "美国", "founded": 2019, "desc": "自动化湿实验加 AI 设计抗体，首个管线 ADC 已入临床", "business_model": "平台加管线", "ai_ability": "专用科学模型", "wet_lab": "自有实验室", "fastest_clinical_stage": { "v": "I 期", "drug": "BHB810（CDH17 抗体偶联药物，胃癌及晚期消化道肿瘤）", "date": "2026-09", "src": "https://www.finsmes.com/2026/09/bighat-biosciences-raises-75m-in-series-c-financing.html" }, "pipeline_count": { "v": "两个主推项目 BHB810（I 期）、BHB299（T 细胞接合器，预计 2027 年入临床）", "date": "2026-10", "src": "https://www.bizjournals.com/nashville/bizwomen/news/latest-news/2026/10/cancer-ai-drug-development-bighat-biosciences.html?page=all" }, "pharma_deals": [ { "pharma": "Eli Lilly、Merck、Johnson & Johnson、AbbVie、Amgen", "date": "多年", "upfront": "未披露", "milestone": "未披露", "note": "AI 设计抗体合作", "src": "https://www.bizjournals.com/nashville/bizwomen/news/latest-news/2026/10/cancer-ai-drug-development-bighat-biosciences.html?page=all" } ], "pharma_partners": [ "Lilly", "Merck (MSD)", "J&J", "AbbVie", "Amgen" ], "total_raised": "累计 $2.23 亿（公司口径）", "funding": [ { "date": "2026-09", "round": "C 轮", "amount": "$7500 万", "lead": "DFJ Growth、Premji Invest 联合领投（Catalio、LG Technology Ventures、Sigmas 及 Lilly、Amgen Ventures、Merck GHI、a16z 等跟投）", "src": "https://www.bighatbio.com/news/bighat-biosciences-announces-75-million-series-c-financing" } ], "note": "约 80 人。估值未披露。开源情况未查到。" }, { "name": "Biolojic Design", "layer": "a2", "url": "https://biolojic.com/", "hq": "雷霍沃特（以色列）", "region": "其他", "desc": "AI 设计「智能抗体」，与 ATP 孵化 Aulos，另有药企合作", "business_model": "平台加管线", "ai_ability": "专用科学模型", "wet_lab": "自有实验室", "fastest_clinical_stage": { "v": "II 期", "drug": "AU-007（经 Aulos 推进的抗 IL-2 抗体，黑色素瘤等）", "date": "2024", "src": "https://www.linkedin.com/posts/yanay-ofran_biotechs-conundrum-became-even-more-challenging-activity-7282159155124072448-Rl7a" }, "note": "成立年份来源不一（2008/2009）。据公众号转述与 Merck KGaA 签约最高 €3.46 亿、起步 €1000 万（仅弱源，待一手核实）。融资累计本轮未查到。官网未核对。" }, { "name": "Generate Biomedicines", "layer": "a2", "url": "https://generatebiomedicines.com", "hq": "萨默维尔（马萨诸塞）", "region": "美国", "founded": 2018, "desc": "生成式蛋白设计，AI 设计抗体 GB-0895 已进 III 期", "business_model": "平台加管线", "ai_ability": "专用科学模型", "wet_lab": "自有实验室", "fastest_clinical_stage": { "v": "III 期", "drug": "GB-0895（长效抗 TSLP 抗体，重度哮喘，SOLAIRIA-1/2，每 6 个月给药）", "date": "2025-12", "src": "https://generatebiomedicines.com/wp-content/uploads/2026/09/GB-0895-SOLAIRIA-1-SOLAIRIA-2-ERS-Barcelona-2026-Final.pdf" }, "pipeline_count": { "v": "3 个 AI 设计的临床阶段资产（GB-0895、GB-4362、GB-5267）", "date": "2026-02", "src": "https://m.pedaily.cn/news/560847" }, "pharma_deals": [ { "pharma": "Novartis", "date": "2024-09", "upfront": "$6500 万（含 $5000 万现金 + $1500 万股权）", "milestone": "潜在超 $10 亿（里程碑，口径未明是否含预付）", "note": "设计新蛋白药物", "src": "https://dig.watch/updates/ai-biotech-generate-secures-65m-in-novartis-deal" }, { "pharma": "Amgen", "date": "未查到", "upfront": "未披露", "milestone": "未披露", "note": "蛋白药物合作（公司称含预付、里程碑、特许权使用费）", "src": "https://quartr.com/events/generate-biomedicines-inc-genb-bernstein-insights-healthcare-leaders-and-disruptors-3rd-ann_FRhk5AqE" } ], "pharma_partners": [ "Novartis", "Amgen" ], "valuation": { "v": "$16.96 亿", "date": "2026-11-02", "kind": "市值（2026-11-02 收盘价 $13.21）", "src": "https://hk.finance.yahoo.com/quote/GENB/" }, "total_raised": "IPO 前累计约 $7 亿（媒体口径）", "funding": [ { "date": "2026-02", "round": "IPO（纳斯达克 GENB）", "amount": "$4 亿（2500 万股 x $16）", "lead": "承销商未核", "src": "https://www.pharmaceutical-technology.com/newsletters/generate-biomedicines-secures-400m-ipo-in-flurry-of-february-listings/" } ], "public": true, "ticker": "GENB（纳斯达克）", "note": "Flagship 孵化。GB-0895 由 Phase 1 直接进 III 期，公司保留全部权益。开源情况未查到披露。" }, { "name": "LabGenius", "layer": "a2", "url": "https://labgeniustx.com/", "hq": "伦敦", "region": "欧洲", "desc": "机器学习加自动化高通量实验，设计实体瘤多特异性抗体", "business_model": "平台加管线", "ai_ability": "专用科学模型", "wet_lab": "自有实验室", "fastest_clinical_stage": { "v": "临床前", "drug": "内部多特异性抗体管线，推进至临床开发前", "date": "2026-02", "src": "https://www.hargreaveaimvcts.co.uk/news-and-events/vct-news/labgenius-therapeutics-investment/" }, "pharma_deals": [ { "pharma": "LG Chem", "date": "2026-06", "upfront": "未披露", "milestone": "未披露", "note": "联合研究加许可选择权，肿瘤多抗", "src": "https://www.koreabiomed.com/news/articleViewAmp.html?idxno=32075" } ], "funding": [ { "date": "2026-02", "round": "B 轮延长（B 轮规模 £3500 万）", "amount": "延长金额未披露", "lead": "Hargreave Hale AIM VCT 参与；领投未查到", "src": "https://www.hargreaveaimvcts.co.uk/news-and-events/vct-news/labgenius-therapeutics-investment/" } ], "note": "平台名 EVA。成立年份、累计融资未查到；资料偏少。" }, { "name": "Nabla Bio", "layer": "a2", "url": "https://www.nabla.bio/", "hq": "剑桥（马萨诸塞）", "region": "美国", "founded": 2020, "desc": "JAM 模型从头设计抗体，含 GPCR 靶点，与 Takeda 合作", "business_model": "平台加管线", "ai_ability": "专用科学模型", "wet_lab": "自有实验室", "fastest_clinical_stage": { "v": "临床前", "drug": "尚无临床项目；公司称 1–2 年内有望首次人体试验", "date": "2026-09", "src": "https://in.tradingview.com/news/cryptobriefing:ff37fcc56094b:0-nabla-bio-expects-human-trials-of-ai-designed-antibody-drugs-within-two-years/" }, "pharma_deals": [ { "pharma": "Takeda", "date": "2025-10", "upfront": "预付与研究费合计「数千万美元（double-digit millions）」，具体数字未披露", "milestone": "成功付款合计可超 $10 亿（口径：潜在，未到账）", "note": "JAM 用于 Takeda 早期项目，含多特异性、难靶点；承接 2022 年首次合作", "src": "https://www.reuters.com/business/healthcare-pharmaceuticals/us-biotech-nabla-bio-japans-takeda-expand-ai-drug-design-partnership-2025-10-14/" } ], "pharma_partners": [ "Takeda" ], "valuation": { "v": "$4.77 亿", "date": "2026-05", "kind": "B 轮投后，二级市场平台 Forge 口径", "src": "https://forgeglobal.com/nabla-bio_ipo/" }, "total_raised": "累计约 $1.07 亿（Forge 口径）", "funding": [ { "date": "2026-05", "round": "B 轮", "amount": "约 $7012 万（Forge 口径）", "lead": "未披露", "post": "投后约 $4.77 亿（Forge 二级市场口径，非公司公布）", "src": "https://forgeglobal.com/nabla-bio_ipo/" }, { "date": "2024-05", "round": "A 轮", "amount": "约 $2586 万（Forge 口径）", "lead": "未披露（Khosla、Radical、YC 等参与）", "src": "https://forgeglobal.com/nabla-bio_ipo/" } ], "key_data": [ { "k": "JAM-2 结果", "v": "26 个靶点；约半数靶点得到皮摩尔至个位数纳摩尔亲和力候选；GPCR 细胞结合最高成功率 11%（媒体转述）", "date": "2026-09", "src": "https://in.tradingview.com/news/cryptobriefing:ff37fcc56094b:0-nabla-bio-expects-human-trials-of-ai-designed-antibody-drugs-within-two-years/" } ], "note": "官网未打开核对，故不填 url。融资金额与估值只见 Forge/PitchBook，公司未公布。开源情况未查到（JAM 未见开源公告）。" }, { "name": "Xaira Therapeutics", "layer": "a2", "url": "https://xaira.com", "hq": "南旧金山", "region": "美国", "founded": 2024, "founded_month": "2024-04", "desc": "虚拟细胞 X-Cell 加抗体设计 X-Design，端到端 AI 药企", "business_model": "平台加管线", "ai_ability": "专用科学模型", "wet_lab": "自有实验室", "fastest_clinical_stage": { "v": "临床前", "drug": "内部项目 XA-1（肿瘤抗体）、XA-4（GPCR）；尚无披露的临床资产", "date": "2026-10", "src": "https://classyainews.com/article/xaira-x-design-progressable-antibodies-biotech-oct-2026" }, "total_raised": "日媒转述累计超 $13 亿（单一二手来源，待核）", "funding": [ { "date": "2024-04", "round": "启动融资", "amount": ">$10 亿（承诺资本）", "lead": "ARCH Venture Partners、Foresite Labs 联合孵化并领投", "src": "https://www.ddw-online.com/ai-drug-discovery-company-xaira-launches-with-1b-investment-29500-202404/" } ], "key_data": [ { "k": "X-Cell 虚拟细胞模型", "v": "49 亿参数；Tahoe-100M 上 Pearson 0.31 对 STATE 0.22（媒体转述预印本）", "date": "2026-02", "src": "https://www.tmtpost.com/8111730.html?rss=zaker" }, { "k": "X-Design", "v": "2026-10-02 公布；称 7 周从零得到肿瘤抗体先导（含 DNA 合成），另有 GPCR 项目", "date": "2026-10", "src": "https://classyainews.com/article/xaira-x-design-progressable-antibodies-biotech-oct-2026" } ], "note": "2026-07 起向外找合作伙伴（BioSpace），尚无公开合作与金额。公司未披露估值。开源情况未查到公告。BioSpace：https://www.biospace.com/business/secretive-ai-drug-hunter-xaira-dips-toe-into-dealmaking-with-hunt-for-partners" }, { "name": "华深智药 Helixon（海外主体 Earendil Labs）", "layer": "a2", "url": "https://www.earendillabs.com/", "hq": "北京", "region": "中国", "founded": 2021, "founded_month": "2021-06", "desc": "AI 设计双特异性抗体，两款已授权赛诺菲，自有抗 TL1A 进 II 期", "business_model": "平台加管线", "ai_ability": "专用科学模型", "wet_lab": "自有实验室", "fastest_clinical_stage": { "v": "II 期", "drug": "HXN-1001（半衰期延长抗 TL1A 抗体，溃疡性结肠炎 IIa 期，2026-04 首例给药）", "date": "2026-04", "src": "https://seedtable.com/companies/earendil-labs/funding-rounds/other-2026-03" }, "pipeline_count": { "v": "平台已孵化 40+ 项目；2026–2027 计划多个 IND", "date": "2026-03", "src": "https://m.pedaily.cn/news/561971" }, "pharma_deals": [ { "pharma": "Sanofi（2025-04 授权）", "date": "2025-04", "upfront": "$1.25 亿", "milestone": "最高 $17.2 亿开发与商业里程碑（含近期付款 $5000 万）+ 分层版税", "note": "双抗 HXN-1002（α4β7/TL1A）、HXN-1003（TL1A/IL-23）全球权益", "src": "http://www.rrrry.com/art_84235.htm" }, { "pharma": "Sanofi（2026-01 扩展）", "date": "2026-01", "upfront": "近期首付款及早期项目里程碑最高 $1.6 亿（合计口径）", "milestone": "潜在总价值最高 $25.6 亿（含首付款与各类里程碑）+ 最高两位数百分比版税", "note": "自免与炎症多个双抗项目的发现平台合作", "src": "https://newsh5.yaozh.com/newsDetail/46858" } ], "pharma_partners": [ "Sanofi" ], "total_raised": "本轮宣布 $7.87 亿", "funding": [ { "date": "2026-03", "round": "多轮累计宣布", "amount": "$7.87 亿", "lead": "未披露单一领投（Dimension、DST Global、INCE、Luminous、Miracle、Sanofi、高瓴与辉瑞共设 Biotech Development Fund 等）", "src": "https://m.pedaily.cn/news/561971" } ], "note": "Dealroom 给出估值区间 $25–50 亿（聚合站，未采用）。官网未核对，故不填 url；开源情况未查到。HXN-1001 的 IIa 期首例给药日期取自二手聚合（Seedtable、jimmy），投资方稿称「准备进入 II 期」。" }, { "name": "百奥几何 BioGeometry", "layer": "a2", "url": "https://www.biogeom.com/", "hq": "北京", "region": "中国", "founded": 2021, "founded_month": "2021-12", "desc": "GeoFlow 分子模型加 GeoCell 虚拟细胞，从头设计抗体并推进自研管线", "business_model": "平台加管线", "ai_ability": "专用科学模型", "wet_lab": "自有实验室", "total_raised": "A 轮系列超 $1 亿", "funding": [ { "date": "2026-10", "round": "A+ 轮", "amount": "A 轮系列累计超 $1 亿", "lead": "国寿资本领投（上海生物医药基金、国开科创、瑞力、国方、达晨跟投）", "src": "https://36kr.com/p/4045277817411209" } ], "key_data": [ { "k": "GeoFlow V3", "v": "20 余个靶点上苗头分子平均命中率接近 20%，先导发现周期压缩至三周内（公司口径）", "date": "2025-10", "src": "https://36kr.com/p/4045277817411209" } ], "note": "自研药物管线阶段本轮未查到；是否对外卖模型未见公告，判断为平台加管线，若有 API 售卖则应放 m2。官网未核对，开源情况未查到。" }, { "name": "Arda Therapeutics", "layer": "a3", "url": "https://www.ardatx.com", "hq": "旧金山", "region": "美国", "founded": 2021, "desc": "单细胞数据加机器学习，设计清除致病细胞的靶向药", "business_model": "平台加管线", "ai_ability": "专用科学模型", "wet_lab": "自有实验室", "fastest_clinical_stage": { "v": "临床前", "drug": "未披露具体候选药", "date": "2026-07", "src": "https://startupintros.com/orgs/arda-therapeutics" }, "total_raised": "$4300 万", "funding": [ { "date": "2024-10", "round": "A 轮", "amount": "$4300 万", "lead": "a16z Bio + Health（Eli Lilly、GV、Two Sigma 等参与）", "src": "https://www.ardatx.com/news/arda-therapeutics-secures-43m-series-a-financing-to-advance-targeted-cell-depletion-therapies" } ], "note": "临床前判断来自聚合站，未见公司确认。开源情况未查到。" }, { "name": "Atomic AI", "layer": "a3", "url": "https://www.atomic.ai", "region": "美国", "founded": 2021, "desc": "ATOM-1 RNA 结构基础模型，找可成药的 RNA 靶点", "business_model": "平台加管线", "ai_ability": "专用科学模型", "wet_lab": "自有实验室", "fastest_clinical_stage": { "v": "临床前", "drug": "未披露具体候选药", "date": "2026-06", "src": "https://yespress.io/atomic-ai" }, "total_raised": "种子 $700 万 + A 轮 $3500 万，约 $4200 万（二手汇总）", "funding": [ { "date": "2023-01", "round": "A 轮", "amount": "$3500 万", "lead": "未核", "src": "https://www.nature.com/articles/s41587-024-02375-0.pdf" } ], "note": "总部城市未核，故不填；药企合作未公开。资料偏少。开源情况未查到。" }, { "name": "Dyno Therapeutics", "layer": "a3", "url": "https://www.dynotx.com/", "region": "美国", "desc": "CapsidMap AI 设计 AAV 衣壳，授权给基因治疗公司", "business_model": "纯平台", "ai_ability": "专用科学模型", "wet_lab": "自有实验室", "pharma_deals": [ { "pharma": "Roche", "date": "2024-10", "upfront": "$5000 万（媒体口径）", "milestone": "总额约 $10.5 亿", "note": "神经系统基因治疗衣壳；2025-01 另付 $700 万行使一款衣壳选择权", "src": "https://www.cafepharma.com/category/news-tags/companies/dyno-therapeutics" }, { "pharma": "Astellas", "date": "2026-04", "upfront": "$1500 万许可费", "milestone": "最高 $16 亿（口径：潜在）", "note": "AI 设计肌肉靶向衣壳，行业首例对外授权 AI 设计衣壳", "src": "https://bydrug.pharmcube.com/news?page=641" } ], "pharma_partners": [ "Roche / Genentech", "Astellas" ], "total_raised": "超 $1 亿（CEO 公开简介口径）", "note": "Astellas 授权日期来自列表页，年份可能为 2026，待核。其余合作方 Novartis、Sarepta。成立年份、总部本轮未核。" }, { "name": "Enveda Biosciences", "layer": "a3", "url": "https://enveda.com", "hq": "博尔德（科罗拉多）", "region": "美国", "founded": 2019, "desc": "PRISM 模型加代谢组学，从天然产物找小分子药", "business_model": "平台加管线", "ai_ability": "专用科学模型", "wet_lab": "自有实验室", "fastest_clinical_stage": { "v": "I 期", "drug": "ENV-294（口服，特应性皮炎，Phase 1b 阳性）；欧盟 II 期试验已获批待招募", "date": "2026-03", "src": "https://enveda.com/news/enveda-reports-positive-results-for-env-294-in-a-phase-1b-clinical-trial-of-patients-with-moderate-to-severe-atopic-dermatitis/" }, "pipeline_count": { "v": "3 个临床阶段项目（ENV-294、ENV-308、ENV-6946）", "date": "2026-09", "src": "https://finance.yahoo.com/healthcare/articles/enveda-raises-311-million-doubles-140548364.html" }, "valuation": { "v": "约 $20 亿", "date": "2026-09", "kind": "E 轮估值，媒体报道", "src": "https://in.marketscreener.com/news/kinnevik-holding-enveda-raises-311m-valued-at-2bn-ce785adedd8af720" }, "total_raised": "累计超 $8.45 亿（公司口径）", "funding": [ { "date": "2026-09", "round": "E 轮", "amount": "$3.11 亿", "lead": "Catalio Capital Management", "post": "估值约 $20 亿（TechCrunch 转述）", "src": "https://finance.yahoo.com/healthcare/articles/enveda-raises-311-million-doubles-140548364.html" } ], "note": "欧盟 ENV-294 试验登记：https://www.ctis.eu/trial/2026-526184-38-00 。药企合作本轮未查到。开源情况未查到。" }, { "name": "Sail Biomedicines", "layer": "a3", "url": "https://www.sailbio.com/", "hq": "剑桥（马萨诸塞）", "region": "美国", "desc": "AI 驱动设计环状 RNA（eRNA）与靶向纳米颗粒，做体内 CAR-T", "business_model": "平台加管线", "ai_ability": "专用科学模型", "wet_lab": "自有实验室", "pharma_deals": [ { "pharma": "Johnson & Johnson", "date": "2026-07", "upfront": "$7.85 亿（含 $4.65 亿股权投资）", "milestone": "开发里程碑最高 $1.4 亿；另有以 $25.8 亿收购公司的独家期权（口径：期权，非到账）", "note": "体内 CAR-T，自身免疫病", "src": "https://www.vcbeathealth.com/article/60598" } ], "pharma_partners": [ "J&J" ], "note": "Flagship 公司。Nasdaq/RTT 标题称合作总额 $35.1 亿，与 VCBeat、CGTLive 的拆分口径不同，以拆分口径为准待核。最快临床阶段、融资、估值本轮未查到。官网未核对。" }, { "name": "Vilya", "layer": "a3", "url": "https://vilya.ai/", "hq": "西雅图", "region": "美国", "founded": 2022, "desc": "计算设计可入胞的大环肽药物，Baker 实验室衍生", "business_model": "平台加管线", "ai_ability": "专用科学模型", "wet_lab": "自有实验室", "total_raised": "$7100 万", "funding": [ { "date": "2024-06", "round": "A 轮扩展", "amount": "总额 $7100 万", "lead": "ARCH Venture Partners（Menlo、NVentures 参与）", "src": "https://cen.acs.org/pharmaceuticals/drug-discovery/Vilya-designs-new-macrocyclic-peptides/102/i35" } ], "note": "无公开临床候选药（聚合站）。大环肽介于小分子与蛋白之间，a2/a3 均可，暂放 a3。" }, { "name": "剂泰科技 METiS TechBio", "layer": "a3", "url": "https://www.metistx.com/", "hq": "北京", "region": "中国", "founded": 2020, "desc": "NanoForge 平台 AI 设计脂质纳米递送，已与 Lilly 合作", "business_model": "平台加管线", "ai_ability": "专用科学模型", "wet_lab": "自有实验室", "pipeline_count": { "v": "10 余个管线产品，覆盖 8 个器官/组织靶向递送", "date": "2026-04", "src": "http://www.ce.cn/cysc/newmain/yc/jsxw/202604/t20260420_2917292.shtml" }, "pharma_deals": [ { "pharma": "Eli Lilly", "date": "2026-10", "upfront": "逾 $1000 万", "milestone": "最高约 $11 亿（开发、监管、商业里程碑）+ 个位数分层特许权使用费", "note": "组织特异性 LNP 递送（肝外）", "src": "https://m.aastocks.com/tc/stocks/analysis/stock-aafn/07666/0/hk-stock-news/1" } ], "pharma_partners": [ "Lilly" ], "valuation": { "v": "约 HK$131.9 亿", "date": "2026-10-30", "kind": "市值（收盘价 HK$11.15，富途）", "src": "https://www.futunn.com/stock/07666-HK/financials-revenue" }, "revenue": { "v": "1.54 亿元", "date": "2026-06", "kind": "2026 H1，99.6% 来自合作协议；半年度，富途收入构成", "src": "https://www.futunn.com/stock/07666-HK/financials-revenue" }, "funding": [ { "date": "2026-05", "round": "港股 IPO（7666.HK）", "amount": "募资超 HK$21 亿（发行 2.01 亿股）", "lead": "联席保荐人：富瑞、德意志证券亚洲、中信证券（香港）", "src": "https://www.sohu.com/a/1021952304_122014422" } ], "public": true, "ticker": "7666（港交所）", "note": "2026-11-02 Google 报价 HK$10.84，该日收盘价未核。最快临床阶段本轮未查到。官网未核对，开源情况未查到。主业是递送（偏平台与授权），分层 a3 可接受。" }, { "name": "Formation Bio", "layer": "a4", "url": "https://www.formation.bio", "hq": "纽约", "region": "美国", "founded": 2016, "desc": "用 AI 引进并加速 I/II 期资产，推进后转让给药企", "business_model": "自有管线", "ai_ability": "两者", "model_open": "闭源", "wet_lab": "外包", "fastest_clinical_stage": { "v": "I 期", "drug": "BLKR201（具体靶点本轮未查到）I 期首例给药 2026-06-09", "date": "2026-06", "src": "https://builtincharlotte.com/company/formation-bio/faq/stability-growth" }, "pharma_deals": [ { "pharma": "Sanofi（与 OpenAI 三方）", "date": "2024-05", "upfront": "未披露", "milestone": "未披露", "note": "AI 工具 Muse（患者招募）等", "src": "https://builtincharlotte.com/company/formation-bio/faq/stability-growth" } ], "pharma_partners": [ "Sanofi" ], "valuation": { "v": "$17 亿", "date": "2025-06", "kind": "媒体报道（PitchBook，CNBC 引用）", "src": "https://www.cnbc.com/2025/06/10/formation-bio-cnbc-disruptor-50.html" }, "total_raised": "累计超过 $6 亿", "funding": [ { "date": "2024-06", "round": "D 轮", "amount": "$3.72 亿", "lead": "a16z 领投（Sanofi 等参与）", "src": "https://builtincharlotte.com/company/formation-bio/faq/stability-growth" }, { "date": "2026-10", "round": "药物开发加速器基金", "amount": "$6 亿", "lead": "未查到", "src": "https://readhub.cn/topic/8xfcV7EKV1y" } ], "customers": [ "Sanofi", "OpenAI" ], "note": "前身 TrialSpark。基金计划 3-5 年内买入 10-15 个 I/II 期项目，2-4 年内推进到关键节点后转售。2025-2026 引进的资产含 CNS 渗透 TYK2 抑制剂、miR-124 激活剂、抗 CD226，具体合作方与金额本轮未查到。" }, { "name": "Healx", "layer": "a4", "url": "https://healx.ai", "hq": "剑桥（英国）", "region": "欧洲", "founded": 2014, "desc": "Healnet 平台为罕见病找药物重定位机会，自推临床管线", "business_model": "自有管线", "ai_ability": "两者", "model_open": "闭源", "wet_lab": "外包", "fastest_clinical_stage": { "v": "II 期", "drug": "HLX-1502（神经纤维瘤病 1 型 NF1）II 期 INSPIRE-NF1 入组中，预计 2027-06 完成", "date": "2026-07", "src": "https://ctv.veeva.com/study/a-phase-2-open-label-study-to-evaluate-the-safety-and-effects-of-hlx-1502-in-patients-with-neurofib" }, "total_raised": "累计约 $1.15 亿（Atomico 口径）", "funding": [ { "date": "2024-08", "round": "C 轮", "amount": "$4700 万", "lead": "R42 Group、Atomico 联合领投", "src": "https://healx.ai/healx-announces-47-million-series-c-financing-and-fda-clearance-of-phase-2-ind-for-neurofibromatosis-type-1-trial/" } ], "note": "HLX-1502 获 FDA 孤儿药与罕见儿科疾病认定。近年融资、估值本轮没查到。" }, { "name": "Pathos AI", "layer": "a4", "url": "https://www.pathos.ai", "hq": "芝加哥", "region": "美国", "founded": 2022, "desc": "Foundry 肿瘤基础模型选药、设计试验，引进临床阶段资产", "business_model": "自有管线", "ai_ability": "两者", "model_open": "闭源", "wet_lab": "外包", "fastest_clinical_stage": { "v": "III 期", "drug": "JSKN016（TROP2/HER3 双抗 ADC，三阴性乳腺癌；2026-08 从 Alphamab 引进，中国 III 期）；自家主推 pocenbrodib（CBP/p300，前列腺癌）Ib/IIa", "date": "2026-10", "src": "https://www.linkedin.com/posts/andriibuvailo_what-justifies-a-3b-valuation-for-ai-drug-activity-7519419435355582464-4BJr" }, "pipeline_count": { "v": "5 个肿瘤项目，全部为引进或收购", "date": "2026-10", "src": "https://jimmyresearch.com/entities/pathos-ai/" }, "pharma_deals": [ { "pharma": "Tempus", "date": "2026", "upfront": "未拆分", "milestone": "五年期 $5500 万数据合作", "note": "神经科学数据", "src": "https://www.linkedin.com/posts/andriibuvailo_what-justifies-a-3b-valuation-for-ai-drug-activity-7519419435355582464-4BJr" }, { "pharma": "AstraZeneca", "date": "未查到", "upfront": "未披露", "milestone": "未披露", "note": "AZD4241 口服 ER PROTAC 联合独家，临床前", "src": "https://jimmyresearch.com/entities/pathos-ai/" } ], "pharma_partners": [ "AstraZeneca" ], "valuation": { "v": "约 $30 亿", "date": "2026-10", "kind": "媒体报道", "src": "https://eu.36kr.com/en/p/4051860191958147" }, "total_raised": "约 $4.67 亿（D 轮前口径，ai-market-watch，弱）", "funding": [ { "date": "2025-05", "round": "D 轮", "amount": "$3.65 亿", "lead": "未查到（投资方含 NEA、Revolution Growth、General Catalyst、Deerfield、ARCH、Tempus）", "post": "投后约 $16 亿", "src": "https://www.fiercebiotech.com/biotech/pathos-ai-secures-365m-series-d-fund-trial-novo-nordisk-solid-tumor-drug" }, { "date": "2026-10（日期待核）", "round": "新一轮", "amount": "$2.37 亿（未达 $3 亿目标）", "lead": "Bristol Myers Squibb 领投（获神经科学 Foundry 三年独家使用权）", "post": "估值约 $30 亿", "src": "https://eu.36kr.com/en/p/4051860191958147" } ], "customers": [ "Bristol Myers Squibb", "AstraZeneca", "Tempus" ], "note": "与 Tempus 关联（Eric Lefkofsky 联创）。第一轮写总部纽约，Fierce 写波士顿，CB Insights 写芝加哥，取芝加哥。新一轮数字来自 LinkedIn 与 36Kr 转述，原始新闻稿未打开，需复核。JSKN016 预付 $1.25 亿是 Pathos 付给 Alphamab 的引进费用。" }, { "name": "Antidote", "layer": "c1", "url": "https://www.antidote.me", "hq": "北迈阿密海滩", "region": "美国", "founded": 2010, "desc": "患者-试验匹配引擎 Antidote Match 与招募服务", "business_model": "服务", "ai_ability": "两者", "model_open": "闭源", "wet_lab": "无", "key_data": [ { "k": "早期融资", "v": "曾获 Merck GHI 领投 $11M（轮次日期未核，早年）", "date": "未核", "src": "https://pharmaphorum.com/news/merck-clinical-trial-matching-antidote" } ], "owner": "2025-03-01 被 83Bar 收购（金额未披露；卖方 Smedvig、Octopus、Amadeus、LBO France）", "note": "成立年有 2010 / 2011 两种说法（前身 TrialReach）。偏患者招募营销服务，AI 成分有限，分层 c1 可酌情降级或删。TrialX、Elligo 本轮判断偏站点/营销服务、AI 成分弱，未收。 参考：https://mergr.com/transaction/83bar-acquires-antidote-technologies" }, { "name": "Deep 6 AI", "layer": "c1", "url": "https://www.tempus.com", "hq": "帕萨迪纳", "region": "美国", "founded": 2016, "desc": "挖病历做试验受试者匹配（已并入 Tempus TIME）", "business_model": "服务", "ai_ability": "专用科学模型", "model_open": "闭源", "wet_lab": "无", "total_raised": "累计融资 $7791 万（CB Insights，弱）", "key_data": [ { "k": "接入规模", "v": "750+ 个医疗机构站点、3000 万+ 患者", "date": "2025-03", "src": "https://investors.tempus.com/node/8306/pdf#1#1#1" } ], "owner": "2025-03-11 被 Tempus AI 收购（金额未披露）；Tempus 10-K 确认收购完成", "product_line_of": "Tempus AI", "note": "原官网已并入 Tempus；url 指向母公司。Tempus 主卡在 t2。 参考：https://www.precisionmedicineonline.com/precision-oncology/tempus-ai-acquires-clinical-trial-patient-matching-firm-deep-6-ai" }, { "name": "Inato", "layer": "c1", "url": "https://www.inato.com", "hq": "巴黎", "region": "欧洲", "founded": 2016, "desc": "撮合药企与社区试验中心的站点匹配平台", "business_model": "服务", "ai_ability": "两者", "model_open": "闭源", "wet_lab": "无", "valuation": { "v": "$80M", "date": "2023-03", "kind": "Dealroom 记录的 2023-03 A2 轮估值，弱；媒体报道/聚合站", "src": "https://dealroom.co/companies/inato/" }, "total_raised": "约 $33M（聚合站口径，弱）", "funding": [ { "date": "2023-03", "round": "A2 轮", "amount": "$20M", "lead": "Cathay Innovation（Obvious Ventures 跟投）", "src": "https://dealroom.co/companies/inato/" }, { "date": "2024-12", "round": "后期 VC", "amount": "$14.9M", "lead": "未查到", "src": "https://pitchbook.com/profiles/company/223496-83#overview#1" } ], "key_data": [ { "k": "站点网络", "v": "1.7k+ 家预认证站点", "date": "2026", "src": "https://www.cbinsights.com/company/inato/#1#1#1" } ], "note": "客户（药企）未点名；2024-12 轮次领投方未查到。" }, { "name": "Paradigm Health", "layer": "c1", "url": "https://www.paradigmhealth.ai", "region": "美国", "desc": "AI 试验匹配与站点网络，把临床试验嵌入常规诊疗", "business_model": "服务", "ai_ability": "两者", "model_open": "闭源", "wet_lab": "无", "funding": [ { "date": "2025-12", "round": "B 轮", "amount": "$78M", "lead": "ARCH Venture Partners（DFJ Growth 新进；F-Prime、General Catalyst、GV、Lux、Mubadala、美国癌症协会 BrightEdge 基金跟投）", "src": "https://www.thepharmaletter.com/pharma-news/78-million-series-b-for-tech-co-promising-rebuild-of-clinical-research-ecosystem" } ], "key_data": [ { "k": "网络规模", "v": "166 家医疗机构、2100 个诊疗点、45 个州；称覆盖约 70% 美国癌症患者；服务 20 家大药企中的 15 家", "date": "2025-12", "src": "https://www.linkedin.com/posts/jehirsch_im-thrilled-to-share-two-big-milestones-activity-7402324528082948096-glnS#1" }, { "k": "LLM 匹配效果", "v": "公司称招募速度快 4 倍（公司口径）", "date": "2025-12", "src": "https://www.linkedin.com/posts/jehirsch_im-thrilled-to-share-two-big-milestones-activity-7402324528082948096-glnS#1" } ], "customers": [ "全球前 20 大药企中的 15 家（未逐一点名）" ], "note": "2025-12 收购 Flatiron Health 的临床研究业务并与 Flatiron 建长期合作（价格未查到）。总部、成立年、估值、营收均未查到。" }, { "name": "Faro Health", "layer": "c2", "url": "https://faro.ai", "region": "美国", "founded": 2019, "desc": "临床方案设计与试验流程智能体（已更名 Faro AI）", "business_model": "纯平台", "ai_ability": "两者", "model_open": "闭源", "wet_lab": "无", "total_raised": "累计约 $76M（第一轮底稿口径）", "funding": [ { "date": "2026-08", "round": "B 轮", "amount": "$37.3M", "lead": "Merck Global Health Innovation Fund 与 S32 联合领投（General Catalyst、Northpond、Polaris、PTX、Zetta 老股东及 Ankona 跟投）", "src": "https://catalyze.gunder.com/en/news-insights/client-news/faro-ai-announces-dollar373-million-series-b" } ], "key_data": [ { "k": "客户覆盖", "v": "全球前 10 大药企中的 6 家在用（公司口径）", "date": "2026-08", "src": "https://faro.ai/blog/what-our-series-b-means-for-our-customers" } ], "customers": [ "全球前 10 大药企中的 6 家（未点名）" ], "note": "估值、营收未披露；总部未查到。" }, { "name": "Medidata", "layer": "c2", "url": "https://www.medidata.com", "hq": "纽约", "region": "欧洲", "desc": "临床试验数据平台，加 AI Companions 与虚拟孪生", "business_model": "纯平台", "ai_ability": "两者", "model_open": "闭源", "wet_lab": "无", "key_data": [ { "k": "母公司动作", "v": "2026-07-22 Dassault 签约收购 ArisGlobal（合规/安全 AI 平台）：交割现金 $18 亿 + 最高 $2 亿业绩对价；ArisGlobal 2026 预计营收 $1.75 亿", "date": "2026-07", "src": "https://www.mesactions.fr/fr/actualites/categorie/actualites-financieres/dassault-systemes-s-offre-arisglobal-zone-bourse-f0ee83a50d580468f084d6177d22d6731df19f1a" }, { "k": "增长", "v": "Dassault 生命科学业务中 Medidata 2026 增长偏弱，公司称因试验启动数下滑", "date": "2026", "src": "https://simplywall.st/community/narratives/fr/software/epa-dsy/dassault-systemes-shares/9hkqx0bh-digital-transformation-and-ai-will-drive-next-phase-of-industry-progress/updates/19-the-thesis-on-dassault-systemes-has-been-reviewed-and-reaffi#1" } ], "customers": [ "AbbVie（Dassault 财报会称其回归 Medidata 平台，日期未核）" ], "owner": "2019-06 起属 Dassault Systèmes（宣布收购，约 9 倍营收，LinkedIn 评论口径，弱）", "product_line_of": "Dassault Systèmes", "note": "只写临床 AI 线，不写 Dassault 整体估值与营收；Medidata 单独营收未查到。" }, { "name": "Phesi", "layer": "c2", "url": "https://www.phesi.com", "hq": "波士顿", "region": "美国", "desc": "数字患者画像库与试验模拟、站点和国家选择", "business_model": "服务", "ai_ability": "专用科学模型", "model_open": "闭源", "wet_lab": "无", "key_data": [ { "k": "数据规模", "v": "Trial Accelerator 平台数据覆盖 3 亿+ 患者、195 国、4000+ 适应症（公司口径）", "date": "2025-11", "src": "https://www.phesi.com/news/phesi-wins-the-2025-clinical-trials-arena-excellence-award-for-innovation/#content" }, { "k": "行业评价", "v": "Frost Radar AI 临床试验 2026 增长领导者", "date": "2026-02", "src": "https://www.phesi.com/news/phesi-takes-leading-position-on-frost-and-sullivans-frost-radar-for-ai-enabled-clinical-trials/" } ], "note": "融资、估值、营收、客户均未查到（私营，无公开披露）。更像数据咨询服务，AI 成分按公司自述。" }, { "name": "QuantHealth", "layer": "c2", "url": "https://www.quanthealth.ai", "hq": "特拉维夫", "region": "其他", "founded": 2020, "desc": "患者级数字孪生做临床试验模拟与方案优化", "business_model": "纯平台", "ai_ability": "专用科学模型", "model_open": "闭源", "wet_lab": "无", "total_raised": "累计约 $70M", "funding": [ { "date": "2026-08", "round": "B 轮", "amount": "$45M", "lead": "Qumra Capital（Sanofi Ventures、Pitango HealthTech、Bertelsmann Healthcare Investments 等跟投）", "src": "https://hitconsultant.net/2026/08/04/beyond-real-world-trial-iteration-quanthealth-secures-45m-for-ai-clinical-simulation/" } ], "key_data": [ { "k": "客户与模拟量", "v": "20 大药企中 12 家合作；600+ 虚拟试验；预测准确率最高约 90%（公司口径）", "date": "2026-08", "src": "https://quanthealth.ai/resources/a-new-chapter-for-quanthealth-biopharma-our-series-b-is-ushering-in-simulation-first-clinical-development" } ], "customers": [ "全球前 20 大药企中的 12 家（未点名）", "投资方 Sanofi Ventures" ], "note": "估值、营收未披露。" }, { "name": "Saama", "layer": "c2", "url": "https://www.saama.com", "region": "美国", "desc": "临床数据 AI：数据清洗、TLF 生成、临床 AI 智能体", "business_model": "纯平台", "ai_ability": "两者", "model_open": "闭源", "wet_lab": "无", "funding": [ { "date": "2021-10", "round": "战略增长投资（控股）", "amount": "$4.3 亿", "lead": "Carlyle（Amgen Ventures、Merck GHI、Pfizer Ventures 等联合投资）", "src": "https://ventures.mckesson.com/tag/saama/" } ], "key_data": [ { "k": "产品动作", "v": "2025-09 发布 Clinical AI Agents；2025-10 发布 TLF Analyzer", "date": "2025-10", "src": "https://ventures.mckesson.com/tag/saama/" }, { "k": "客户规模", "v": "平台承载 50+ 申办方试验数据（第三方评测口径）", "date": "2026-09", "src": "https://aihealthindex.io/vendors/saama" } ], "customers": [ "Merck（多年期临床数据层合作）", "Pfizer（疫苗试验，历史案例）" ], "note": "成立年、总部、营收、估值未查到。" }, { "name": "Unlearn.AI", "layer": "c2", "url": "https://www.unlearn.ai", "hq": "旧金山", "region": "美国", "desc": "为受试者生成数字孪生，缩小对照组（TwinRCT）", "business_model": "纯平台", "ai_ability": "专用科学模型", "model_open": "闭源", "wet_lab": "无", "total_raised": "累计约 $130M", "funding": [ { "date": "2024-02", "round": "C 轮", "amount": "$50M", "lead": "Altimeter Capital", "src": "https://physicianaitools.com/companies/unlearn/" } ], "key_data": [ { "k": "监管认可", "v": "EMA 对 TwinRCT / PROCOVA 出具合格意见；称与 FDA 指南一致", "date": "2022-2025", "src": "https://physicianaitools.com/companies/unlearn/" }, { "k": "效果", "v": "回顾分析中对照组最多缩小约 33%（公司口径）", "date": "2026-03", "src": "https://simplify.jobs/c/UnlearnAI#1" } ], "customers": [ "SOLA Biosciences（ALS 基因治疗 1/2 期，2026-03）", "CHDI Foundation（亨廷顿病数据，2026-02）" ], "note": "估值未查到；营收未披露。大药企客户未查到一手点名。" }, { "name": "Anthropic 生命科学线", "layer": "l1", "url": "https://www.anthropic.com", "hq": "旧金山", "region": "美国", "desc": "Claude for Life Sciences；并购 Coefficient Bio、Mithril 自研药", "business_model": "平台加管线", "ai_ability": "通用 LLM", "model_open": "闭源", "wet_lab": "自有实验室", "fastest_clinical_stage": { "v": "临床前", "drug": "Mithril 的两个罕见肌营养不良抗体项目，仅完成小鼠试验", "date": "2026-10", "src": "https://www.rdworldonline.com/anthropic-acquires-mithril-medicine-one-person-biotech/" }, "pharma_partners": [ "BMS" ], "key_data": [ { "k": "Coefficient Bio", "v": "2026-04 收购，计算生物学初创（不到 10 人），约 $4 亿（媒体报道，公司未确认）", "date": "2026-04", "src": "https://www.pymnts.com/news/artificial-intelligence/2026/anthropic-buys-one-person-biotech-to-prove-claude-can-make-drugs/" }, { "k": "Mithril Medicine", "v": "2026-07 收购，2026-10-27 披露；一名全职员工，用 Claude 协调 11 家外部实验室；人体试验最早 2028 年底", "date": "2026-10", "src": "https://www.ithome.com.tw/news/180028" }, { "k": "自建能力", "v": "上市申请文件称已招生命科学专家、建分子生物学实验室", "date": "2026-10", "src": "https://www.ithome.com.tw/news/180028" } ], "customers": [ "BMS", "BigHat Biosciences", "Owkin（K Pro 外部智能体接入 Claude）" ], "product_line_of": "Anthropic", "note": "披露日同期公布与 6 家药企/生物科技/投资机构合作，名单本轮仅核到 BMS、BigHat。只写生命科学线，不写整体估值与营收。Mithril 收购价未披露。" }, { "name": "Google 生命科学线（AI co-scientist / TxGemma）", "layer": "l1", "url": "https://deepmind.google", "hq": "山景城", "region": "美国", "desc": "AI co-scientist 多智能体、TxGemma 开放治疗模型、AlphaFold 系", "business_model": "纯平台", "ai_ability": "两者", "model_open": "开源权重", "wet_lab": "无", "key_data": [ { "k": "TxGemma", "v": "基于 Gemma 的治疗性质预测开放模型（2025-03 Check Up 发布，论文 2025-04）", "date": "2025-04", "src": "https://ar5iv.labs.arxiv.org/html/2504.06196#1" }, { "k": "AI co-scientist", "v": "多智能体假设生成系统，论文 2026-05-19 见刊 Nature（第一轮口径，二手媒体）", "date": "2026-05", "src": "https://www.163.com/dy/article/KTCBKN5F053296CT.html?spss=dy_author&referFrom=#1" }, { "k": "落地案例", "v": "Persistent Systems 与某药企基于 Google Cloud 的 MedGemma + TxGemma 平台，称分析工作量降 60%（咨询公司口径）", "date": "2026-07", "src": "https://www.linkedin.com/posts/persistent-systems_reaimaginingtheworld-activity-7480156848529084416-2hVl" } ], "product_line_of": "Alphabet", "note": "只写模型与产品线；Isomorphic Labs 另有独立卡片，不在此重复。药企直接商业合作金额本轮未查到。" }, { "name": "Microsoft Discovery 与生命科学", "layer": "l1", "url": "https://azure.microsoft.com/en-us/products/microsoft-discovery", "hq": "雷德蒙德", "region": "美国", "desc": "Azure 上科研代理平台 Discovery，加 BioEmu 蛋白构象模型", "business_model": "纯平台", "ai_ability": "两者", "model_open": "开源权重", "wet_lab": "无", "key_data": [ { "k": "第三方模型上架", "v": "Insilico 的 Nach01 多模态基础模型已部署到 Microsoft Discovery（JPM 2026）", "date": "2026-01", "src": "https://insilico.com/news_sc/cjb0cf7en1-jpm-2026nach01discovery" }, { "k": "药企案例", "v": "Astellas 用 BioEmu 蛋白构象系综加深度突变扫描（微软客户故事）", "date": "2026-07", "src": "https://www.linkedin.com/posts/tamchunlai_astellas-explores-hundreds-of-protein-mutations-activity-7485270683237941248-8kfw#1" }, { "k": "生态", "v": "与 Ginkgo Bioworks 合作把 AI 智能体接入自主实验平台；2026-06 First Foundation Labs 接入 Discovery", "date": "2026-09", "src": "http://phrda.com/artilce_43939.html?module=trackingCodeGenerator#1" } ], "customers": [ "Astellas", "Insilico Medicine（模型上架）", "First Foundation Labs", "Ginkgo Bioworks" ], "product_line_of": "Microsoft", "note": "有产品线，收录；但药物发现专属收入、药企合同金额均未披露。Discovery 发布日期各源说法不一（2025-05 或 2026-05），未采纳具体年份。" }, { "name": "OpenAI 生命科学线", "layer": "l1", "url": "https://openai.com", "hq": "旧金山", "region": "美国", "desc": "GPT-Rosalind 生命科学模型、Rosalind Workbench，并购 Orchestra Bio", "business_model": "纯平台", "ai_ability": "通用 LLM", "model_open": "闭源", "wet_lab": "无", "pharma_deals": [ { "pharma": "Novo Nordisk", "date": "2026-04", "upfront": "未披露", "milestone": "未披露", "note": "研发与商业环节的 AI 合作", "src": "https://www.fiercebiotech.com/biotech/openai-launches-biotech-specific-ai-model-gpt-rosalind" }, { "pharma": "Eli Lilly", "date": "2024", "upfront": "未披露", "milestone": "未披露", "note": "针对耐药菌的新药发现合作", "src": "https://www.fiercebiotech.com/biotech/openai-launches-biotech-specific-ai-model-gpt-rosalind" }, { "pharma": "Sanofi（与 Formation Bio 三方）", "date": "2024", "upfront": "未披露", "milestone": "未披露", "note": "药物开发工具", "src": "https://www.rdworldonline.com/openai-research-and-product-leads-detail-gpt-rosalind-capabilities-and-benchmarks/" } ], "pharma_partners": [ "Novo Nordisk", "Lilly", "Sanofi" ], "key_data": [ { "k": "GPT-Rosalind", "v": "2026-04-16 发布，研究预览，经可信访问计划开放；首批伙伴 Amgen、Moderna、Allen Institute、Thermo Fisher", "date": "2026-04", "src": "https://www.rdworldonline.com/openai-research-and-product-leads-detail-gpt-rosalind-capabilities-and-benchmarks/" }, { "k": "并购", "v": "2026-10-20 收购 Orchestra Bio（药物开发协调平台），并入 Rosalind；价格未披露", "date": "2026-10", "src": "https://newsable.asianetnews.com/business/openai-acquires-orchestra-bio-to-boost-ai-in-drug-development-research-articleshow-lucig6k#1" } ], "customers": [ "Amgen", "Moderna", "Allen Institute", "Thermo Fisher", "Novo Nordisk" ], "product_line_of": "OpenAI", "note": "只写生命科学线，不写 OpenAI 整体估值与营收。Retro Biosciences 合作（GPT-4b micro）见第一轮底稿，本轮未再核。" }, { "name": "Causaly", "layer": "l2", "url": "https://www.causaly.com", "hq": "伦敦", "region": "欧洲", "founded": 2018, "desc": "生物医学知识图谱加研究智能体，做证据检索与靶点判断", "business_model": "纯平台", "ai_ability": "两者", "model_open": "闭源", "wet_lab": "无", "total_raised": "累计约 $90.7M（CB Insights）/ 约 $93M（联合创始人口径）", "funding": [ { "date": "2023-07", "round": "B 轮", "amount": "$60M", "lead": "未核（投资方含 Index Ventures、ICONIQ Growth）", "src": "https://www.cbinsights.com/company/causaly#1" } ], "key_data": [ { "k": "客户覆盖", "v": "称服务 20 大药企中的 12 家（联合创始人口径）", "date": "2026-03", "src": "https://www.linkedin.com/posts/yelzhan_ai-saas-startups-activity-7435599459746684928-qCcL?trk=public_profile_relatedPosts#1" }, { "k": "出版社合作", "v": "2026-07-29 与 Sage 签全文文献授权，首个大型 STM 出版社合作", "date": "2026-07", "src": "https://simplify.jobs/c/Causaly#1" } ], "customers": [ "Syneos Health", "L'Oréal", "Lupin", "Microsoft（集成，2026-09）" ], "note": "估值、营收未披露；2023-07 后无新融资记录。" }, { "name": "Edison Scientific（FutureHouse）", "layer": "l2", "url": "https://www.edisonscientific.com", "hq": "旧金山", "region": "美国", "founded": 2025, "founded_month": "2025-11", "desc": "Kosmos AI 科学家：读文献、跑数据分析、出带引用报告", "business_model": "纯平台", "ai_ability": "通用 LLM", "model_open": "闭源", "wet_lab": "无", "valuation": { "v": "$2.5 亿", "date": "2025-12", "kind": "投后估值，CEO 对彭博所述", "src": "https://www.bloomberg.com/news/articles/2025-12-18/ai-startup-edison-raises-70-million-to-speed-up-scientific-research" }, "funding": [ { "date": "2025-12", "round": "种子轮", "amount": "$70M", "lead": "Spark Capital 与 Triatomic Capital 联合领投（外加一家未具名美国生物科技投资者；Jeff Dean 等天使跟投）", "post": "投后 $2.5 亿", "src": "https://www.bloomberg.com/news/articles/2025-12-18/ai-startup-edison-raises-70-million-to-speed-up-scientific-research" } ], "key_data": [ { "k": "Kosmos 单次运行", "v": "约 1500 篇论文、4.2 万行分析代码、约 200 次智能体 rollout，最长 12 小时（LinkedIn 转述公司口径）", "date": "2025-12", "src": "https://www.linkedin.com/posts/jesselandry23_peerreview-researchlab-pharma-activity-7408228954714624000-fAb5#1" } ], "customers": [ "称前十大药企中 6 家高管主动联系（公司口径，未点名）" ], "also_in": [ { "t": "AI for Science 图谱", "u": "https://ai-for-science-map.vercel.app/" } ], "note": "主卡在 AI for Science 图谱。FutureHouse 为 2023 年成立的非营利母体，Edison 为 2025-11 分拆的营利公司。" }, { "name": "Amazon Bio Discovery（AWS）", "layer": "l3", "url": "https://www.aboutamazon.com/news/aws/aws-amazon-bio-discovery-ai-drug-research", "hq": "西雅图", "region": "美国", "desc": "40+ 生物基础模型加智能体，候选分子直送合作实验室验证", "business_model": "纯平台", "ai_ability": "专用科学模型", "model_open": "闭源", "wet_lab": "外包", "key_data": [ { "k": "发布", "v": "2026-04-14 发布；模型目录 40+，含抗体设计、结合预测、可开发性评估", "date": "2026-04", "src": "https://itbrief.co.nz/story/aws-launches-amazon-bio-discovery-app-for-drug-design#1" }, { "k": "实验室伙伴", "v": "Ginkgo Bioworks、Twist Bioscience、A-Alpha Bio", "date": "2026-04", "src": "https://itbrief.co.nz/story/aws-launches-amazon-bio-discovery-app-for-drug-design#1" }, { "k": "案例", "v": "与 MSK 合作生成近 30 万个新抗体分子，筛到 10 万个送 Twist 验证", "date": "2026-04", "src": "https://pm360online.com/news/amazon-launches-ai-research-tool-to-speed-early-stage-drug-discovery/" } ], "customers": [ "Bayer", "Broad Institute", "Voyager Therapeutics", "Memorial Sloan Kettering" ], "product_line_of": "Amazon", "note": "为产品线卡，不写 AWS 整体。Azure 对应卡见 Microsoft。定价与收入未披露。第一轮称单一来源，本轮已有 Reuters 转载核实。" }, { "name": "NVIDIA BioNeMo", "layer": "l3", "url": "https://www.nvidia.com/en-us/clara/bionemo/", "hq": "圣克拉拉", "region": "美国", "desc": "BioNeMo 平台与 NVentures 投资，Lilly 共建 AI 联合实验室", "business_model": "纯平台", "ai_ability": "专用科学模型", "model_open": "开源代码", "wet_lab": "无", "pharma_deals": [ { "pharma": "Eli Lilly", "date": "2026-01-12", "upfront": "未披露（双方五年合计最高投入 $10 亿，含人才、算力和研究）", "milestone": "不适用", "note": "旧金山湾区联合创新实验室，连接 Lilly 自主湿实验室与计算干实验室", "src": "https://www.nasdaq.com/press-release/nvidia-and-lilly-announce-co-innovation-ai-lab-reinvent-drug-discovery-age-ai-2026-01#1" } ], "pharma_partners": [ "Lilly", "BMS" ], "key_data": [ { "k": "NVentures 投资", "v": "3 年内至少投 14 家 AI 制药公司（国际金融报不完全统计）；已知含 Iambic、Terray、Basecamp Research、Genesis、Lila、Generate", "date": "2026", "src": "https://www.ifnews.com/news.html?aid=875504#1" }, { "k": "合作生态", "v": "Thermo Fisher 自主实验室基础设施；Owkin 下一代 OwkinZero；Chai / Basecamp / Boltz 生态", "date": "2026-01", "src": "https://investingnews.com/nvidia-bionemo-platform-adopted-by-life-sciences-leaders-to-accelerate-ai-driven-drug-discovery/#1" } ], "customers": [ "Eli Lilly", "Thermo Fisher", "Roche / Genentech（2026-03 扩大合作，部署 3500+ 块 Blackwell GPU，第一轮口径）" ], "product_line_of": "NVIDIA", "note": "只写 BioNeMo 与生命科学投资线，不写 NVIDIA 整体市值与营收。NVentures 投资名单未逐家核实轮次。" }, { "name": "Tamarind Bio", "layer": "l3", "url": "https://www.tamarind.bio", "hq": "旧金山", "region": "美国", "founded": 2023, "desc": "分子 AI 模型云平台与 API，200+ 蛋白设计和模拟工具", "business_model": "纯平台", "ai_ability": "专用科学模型", "model_open": "闭源", "wet_lab": "无", "funding": [ { "date": "2026-02", "round": "A 轮", "amount": "$13.6M（累计口径；部分媒体称本轮 $12M）", "lead": "Dimension Capital（Y Combinator 参与）", "src": "https://www.genengnews.com/topics/artificial-intelligence/tamarind-bio-secures-13-6m-series-a-to-make-ai-more-accessible-for-biology/" } ], "key_data": [ { "k": "增长", "v": "营收同比 7 倍；称自成立现金流为正（报道口径）", "date": "2026-02", "src": "https://www.linkedin.com/posts/deniz-kavi_today-we-announce-tamarind-bios-136m-activity-7432816760237719552-8i3d?trk=public_profile_relatedPosts#1" }, { "k": "覆盖", "v": "数万科学家，20 大药企中 8 家，数十家生物科技公司（公司口径）", "date": "2026-02", "src": "https://www.linkedin.com/posts/deniz-kavi_today-we-announce-tamarind-bios-136m-activity-7432816760237719552-8i3d?trk=public_profile_relatedPosts#1" } ], "customers": [ "Bayer", "Boehringer Ingelheim", "Adimab" ], "note": "估值、绝对营收未披露。" }, { "name": "Achira", "layer": "m1", "url": "https://achira.ai", "region": "美国", "founded": 2023, "desc": "原子级分子模拟基础模型（分子世界模型），不卖自有药", "business_model": "纯平台", "ai_ability": "专用科学模型", "model_open": "闭源", "wet_lab": "无", "funding": [ { "date": "2025-02", "round": "种子/A 轮（媒体称法不一）", "amount": "$3300 万", "lead": "Dimension（Amplify Partners、NVentures、Compound 跟投）", "src": "https://www.powergame.gr/start-ups-digital/812090/achira-33-ekat-dolaria-apo-tin-nvidia-sti-startup-me-to-elliniko-dna/" } ], "customers": [ "NVIDIA（技术合作）" ], "note": "无自有管线，物理加 AI 模拟模型，应归 m4（或 m1），交回；起始名单放 a1。总部未查到，故 hq 省略。" }, { "name": "Boltz", "layer": "m1", "url": "https://boltz.com", "hq": "剑桥（马萨诸塞州）", "region": "美国", "desc": "开源结构与亲和力预测模型 Boltz-1/2、BoltzGen，公司化后卖托管平台与设计 agent", "business_model": "纯平台", "ai_ability": "专用科学模型", "model_open": "开源权重", "fastest_clinical_stage": { "v": "不适用" }, "pharma_deals": [ { "pharma": "Pfizer", "date": "2026-01", "upfront": "未披露", "milestone": "未披露", "note": "多年合作：Boltz Lab 与 agent 提供给 Pfizer 全体科学家，并用 Pfizer 数据训练专属基础模型", "src": "https://boltz.bio/launch" } ], "pharma_partners": [ "Pfizer", "Takeda" ], "total_raised": "种子轮 $28M（唯一披露轮次）", "funding": [ { "date": "2026-01", "round": "种子轮", "amount": "$28M", "lead": "a16z、Amplify Partners、Zetta Venture Partners 联合领投（Clement Delangue 等天使跟投）", "src": "https://www.communityjameel.org/news/mit-jameel-clinic-spinout-boltz-launches-new-platform-and-agents-announces-usd-28m-seed-round" } ], "key_data": [ { "k": "使用者", "v": "超过 10 万名科学家使用 Boltz-1/2/BoltzGen（公司称）", "date": "2026-01", "src": "https://boltz.bio/launch" } ], "customers": [ "Pfizer" ], "note": "判断：已公司化（Boltz PBC，MIT Jameel Clinic 团队），按公司收，不按 MIT 项目收。模型权重 MIT 协议、可商用（据 aiproplaybook 聚合页）。成立年份、估值未查到；aiproplaybook 称还有 Takeda、GSK 合作，仅单一弱源，未采。官网 boltz.bio 现跳转到 boltz.com。" }, { "name": "ByteDance Protenix", "layer": "m1", "url": "https://github.com/bytedance/Protenix", "region": "中国", "desc": "AF3 级开源结构预测 Protenix，配套 PXDesign 结合体设计与 Protenix-Dock", "business_model": "纯平台", "ai_ability": "专用科学模型", "model_open": "开源权重", "fastest_clinical_stage": { "v": "不适用" }, "key_data": [ { "k": "最新版本", "v": "Protenix-v2，2026-04-08 发布；v1 于 2026-02-05（Apache 2.0，含权重）", "date": "2026-04", "src": "https://pypi.org/project/protenix/" } ], "product_line_of": "字节跳动", "note": "判断：有持续发版的独立产品线，但无独立公司、无融资、无商业条款，仅作字节跳动开源产品卡。总部城市未核到。百度 HelixFold 本轮没有查到可用资料，未收。" }, { "name": "Chai Discovery", "layer": "m1", "url": "https://www.chaidiscovery.com", "hq": "旧金山", "region": "美国", "founded": 2024, "founded_month": "2024-03", "desc": "Chai-1 结构预测（开源）与 Chai-2/3 零样本抗体设计，向药企授权", "business_model": "纯平台", "ai_ability": "专用科学模型", "model_open": "闭源", "fastest_clinical_stage": { "v": "不适用" }, "pharma_deals": [ { "pharma": "Eli Lilly", "date": "2026-01", "upfront": "未披露", "milestone": "未披露", "note": "设计多靶点生物药，并为 Lilly 训练专属模型；报道称年度使用费在「千万级中段（mid-eight figures）」，非公司公布", "src": "https://research.contrary.com/company/chai-discovery" }, { "pharma": "Pfizer、Novartis", "date": "2026-07", "upfront": "未披露", "milestone": "未披露", "note": "C 轮报道称已与 Pfizer、Lilly、Novartis 达成合作", "src": "https://www.zhiding.cn/energy/2026/0715/3193267.shtml" } ], "pharma_partners": [ "Lilly", "Pfizer", "Novartis" ], "valuation": { "v": "$38 亿", "date": "2026-07", "kind": "投后估值，媒体报道（公司新闻稿转载）", "src": "https://www.zhiding.cn/energy/2026/0715/3193267.shtml" }, "total_raised": "累计融资约 $6.3 亿（媒体报道口径）", "funding": [ { "date": "2026-07", "round": "C 轮", "amount": "$400M", "lead": "Index Ventures（Kleiner Perkins、Sequoia、Dimension 跟投）", "post": "投后 $38 亿", "src": "https://www.zhiding.cn/energy/2026/0715/3193267.shtml" }, { "date": "2025-12", "round": "B 轮", "amount": "$130M", "lead": "本轮未核到领投方", "post": "投后 $13 亿", "src": "https://techcrunch.com/2026/01/16/from-openais-offices-to-a-deal-with-eli-lilly-how-chai-discovery-became-one-of-the-flashiest-names-in-ai-drug-development/" } ], "key_data": [ { "k": "Chai-3 靶点成功率", "v": "约 35%–40%（公司称，约为 Chai-2 的两倍）", "date": "2026-07", "src": "https://www.zhiding.cn/energy/2026/0715/3193267.shtml" } ], "customers": [ "Eli Lilly", "Pfizer", "Novartis" ], "note": "open：Chai-1 开放权重（Apache 2.0，含商用，据 alphafold3-colabfold 模型表），Chai-2/3 为闭源产品。分层：Chai-2/3 偏抗体生成，也可归 m2。r1 中「C 轮 $4 亿」单一弱源已被一手报道证实。" }, { "name": "Google DeepMind AlphaFold", "layer": "m1", "url": "https://deepmind.google/science/alphafold/", "hq": "伦敦", "region": "欧洲", "desc": "AlphaFold 系结构预测；AF3 与 AlphaFold Server 免费供非商业科研", "business_model": "纯平台", "ai_ability": "专用科学模型", "model_open": "开源代码", "fastest_clinical_stage": { "v": "不适用" }, "key_data": [ { "k": "AlphaFold 3 权重授权", "v": "代码与权重面向学术申请，禁止商业组织使用", "date": "2026-03", "src": "https://github.com/google-deepmind/alphafold3/blob/main/WEIGHTS_PROHIBITED_USE_POLICY.md" } ], "product_line_of": "Alphabet", "note": "产品线卡，非独立公司。AF2 权重 CC BY 4.0；AF3 代码开放、权重须申请且仅限非商业，故 open 填「开源代码」。药物设计商业化在 Isomorphic Labs（不归本表）。TxGemma 等见 l1。无融资、营收数字。" }, { "name": "Cradle", "layer": "m2", "url": "https://www.cradle.bio", "hq": "阿姆斯特丹", "region": "欧洲", "founded": 2021, "desc": "蛋白工程 SaaS：用客户湿实验数据训练模型并生成序列", "business_model": "纯平台", "ai_ability": "专用科学模型", "model_open": "闭源", "wet_lab": "自有实验室", "fastest_clinical_stage": { "v": "不适用" }, "total_raised": "累计约 $1 亿（公司口径「超 $1 亿」；PitchBook $102M）", "funding": [ { "date": "2024-11", "round": "B 轮", "amount": "$73M", "lead": "IVP（Index Ventures、Kindred Capital 跟投）", "src": "https://www.synbiobeta.com/read/ai-powered-protein-engineering-heightened-by-cradle-bios-73m-series-b" } ], "key_data": [ { "k": "客户数", "v": "21 个客户，31 个分子在平台上开发；全球前十药企中 4 家为客户", "date": "2024-11", "src": "https://www.synbiobeta.com/read/ai-powered-protein-engineering-heightened-by-cradle-bios-73m-series-b" } ], "customers": [ "Novo Nordisk", "Johnson & Johnson", "Ginkgo Bioworks" ], "note": "2024-11 之后未查到新融资或估值。「自有实验室」依据 CEO 自述「从第一天就自建实验室」。" }, { "name": "Diffuse Bio", "layer": "m2", "url": "https://diffuse.bio/", "hq": "旧金山湾区", "region": "美国", "founded": 2022, "desc": "生成式蛋白结合物设计模型 DSG2，网页沙盒开放使用", "business_model": "纯平台", "ai_ability": "专用科学模型", "model_open": "闭源", "wet_lab": "外包", "total_raised": "聚合站报约 $50 万（无 Form D）", "key_data": [ { "k": "DSG2-mini", "v": "2025-06 经 DiffuseSandbox 网页平台向研究者开放", "date": "2025-06", "src": "https://www.cbinsights.com/company/diffuse-bio" } ], "note": "主业是卖设计模型与服务，建议归 m2。融资只见聚合站。权重未见公开，故标闭源。" }, { "name": "EvolutionaryScale", "layer": "m2", "url": "https://www.evolutionaryscale.ai", "hq": "纽约", "region": "美国", "founded": 2023, "founded_month": "2024-06", "desc": "ESM3 多模态蛋白生成模型，现并入 Biohub 提供平台服务", "business_model": "纯平台", "ai_ability": "专用科学模型", "model_open": "开源权重", "fastest_clinical_stage": { "v": "不适用" }, "total_raised": "种子轮 $142M；另有一源称 2025 年 A 轮 $5.4 亿，仅见 synbiointel，未采", "funding": [ { "date": "2024-06", "round": "种子轮", "amount": "$142M", "lead": "Lux Capital、Nat Friedman、Daniel Gross（NVentures、Amazon 跟投）", "src": "https://pharmaphorum.com/news/evolutionaryscale-emerges-142m-ai-drug-discovery" } ], "key_data": [ { "k": "ESM3 开放小模型", "v": "esm3-sm-open-v1 权重与代码 MIT 协议，可商用（Biohub 版权）；更大模型仅 API", "date": "2026-07", "src": "https://github.com/evo-design/proto-tools/blob/main/proto_tools/tools/masked_models/esm3/license.yaml" }, { "k": "ESMFold2 / ESM Atlas", "v": "2026-05 发布；Atlas 覆盖 68 亿序列、11 亿预测结构（行业人士转述）", "date": "2026-05", "src": "https://www.linkedin.com/posts/john-cumbers-542220_synbiobeta2027-activity-7506742016601526272-dxfh" } ], "customers": [ "AWS Bio Discovery", "SandboxAQ" ], "owner": "2025-11 被 Chan Zuckerberg Initiative 收购并入 Biohub，Alex Rives 任 head of science（金额未查到）", "note": "总部与成立年份凭常识填写（纽约，2023 由 Meta ESM 团队分出），本轮未逐项核。「ESM3 非商用」旧口径已被 Biohub 的 MIT 协议取代。" }, { "name": "Latent Labs", "layer": "m2", "url": "https://www.latentlabs.com", "hq": "伦敦", "region": "欧洲", "desc": "Latent-X2 从头设计抗体与大环肽，Latent-Y 为设计 agent", "business_model": "纯平台", "ai_ability": "专用科学模型", "wet_lab": "自有实验室", "fastest_clinical_stage": { "v": "不适用" }, "total_raised": "累计 $50M（公司口径）", "funding": [ { "date": "2025-02", "round": "A 轮（含在出隐身 $50M 中）", "amount": "$40M", "lead": "Radical Ventures、Sofinnova Partners 联合领投", "src": "https://www.synbiobeta.com/read/inside-latent-labs-autonomous-drug-design-engine" } ], "key_data": [ { "k": "Latent-Y 靶点成功率", "v": "9 个靶点上 67%，设计速度较专家估算快 56 倍（公司称）", "date": "2026-07", "src": "https://www.linkedin.com/posts/avantinnovationlab_latentlabs-ai-drugdesign-activity-7478673892182753280-hHxw" } ], "note": "旧金山设有湿实验室。是否开放权重未见披露，故 open 不填。无披露药企合作。成立年份未核到。" }, { "name": "Profluent", "layer": "m2", "url": "https://www.profluent.bio", "hq": "埃默里维尔（加州）", "region": "美国", "founded": 2022, "desc": "ProGen3 蛋白模型与 OpenCRISPR-1，设计基因编辑酶并授权", "business_model": "平台加管线", "ai_ability": "专用科学模型", "fastest_clinical_stage": { "v": "临床前" }, "pharma_deals": [ { "pharma": "Eli Lilly", "date": "2026-04", "upfront": "未披露", "milestone": "最高 $22.5 亿（报道口径，是否含预付未披露）", "note": "多项目合作，设计定制位点特异性重组酶，Lilly 独家开发商业化", "src": "https://providers.apievangelist.com/providers/profluent-bio/" } ], "pharma_partners": [ "Lilly" ], "total_raised": "累计约 $1.5 亿（r1 口径，来源未复核）", "funding": [ { "date": "2025-11", "round": "融资", "amount": "$106M", "lead": "Altimeter、Bezos Expeditions 联合领投", "src": "https://investor.wedbush.com/wedbush/article/bizwire-2025-11-19-profluent-raises-106m-to-scale-frontier-ai-models-for-programmable-biology" } ], "customers": [ "Eli Lilly", "Ensoma" ], "note": "open 不填：OpenCRISPR-1 序列免费授权（研究与商业可用，治疗用途须签含伦理条款的协议）；ProGen3 权重是否开放本轮未核。地址一说伯克利，一说埃默里维尔，取 r1。公司自述暂无临床管线。" }, { "name": "分子之心 MoleculeMind", "layer": "m2", "url": "https://www.moleculemind.com", "hq": "北京", "region": "中国", "desc": "NewOrigin 多模态蛋白质基础模型与 MoleculeOS，做 AI 蛋白设计（药物、酶、材料）", "business_model": "纯平台", "ai_ability": "专用科学模型", "fastest_clinical_stage": { "v": "不适用" }, "total_raised": "A 轮系列累计逾 $1 亿", "funding": [ { "date": "2026-06", "round": "A 轮系列", "amount": "累计逾 $1 亿", "lead": "蓝桥资本、浦东创投、中粮新兴产业基金、东方富海、复星创富等参与；具体领投方未披露", "src": "https://stcn.com/article/detail/3967285.html" } ], "customers": [ "凯赛生物（老股东）" ], "note": "创始人许锦波。客户为创新药、食品、化工新材料等，未点名。成立年份、总部城市（北京）未核，开源情况未查到。药物只是应用之一，工业酶占相当比重。" }, { "name": "百图生科 BioMap", "layer": "m2", "url": "https://www.biomap.com", "hq": "北京", "region": "中国", "founded": 2020, "founded_month": "2020-08", "desc": "2680 亿参数 xTrimo 生命科学大模型与 BioMap OS 干湿闭环发现系统", "business_model": "纯平台", "ai_ability": "专用科学模型", "model_open": "闭源", "fastest_clinical_stage": { "v": "不适用" }, "pharma_deals": [ { "pharma": "Sanofi", "date": "未查到", "upfront": "未披露", "milestone": "潜在总额超 $10 亿（媒体口径）", "note": "AI 药物发现合作", "src": "https://www.xhby.net/content/s6ad6c3dde4b0cd8a3759515d.html" }, { "pharma": "Biogend Therapeutics（NewCo）", "date": "2026-08", "upfront": "最高千万美元量级现金", "milestone": "高位双位数股权（NewCo 权益比例）", "note": "输出整套 AI 发现系统，开发自免双抗，首个为 Treg 偏向 IL-2 双抗", "src": "https://media.qimingpian.cn/2026/08/14/f7b820eb6ccffc0822da8ec9bd66b9a9.html" } ], "pharma_partners": [ "Sanofi", "Biogen" ], "total_raised": "累计融资超 $2 亿（百度百科口径，未找到一手）", "key_data": [ { "k": "服务规模", "v": "服务全球超 800 家机构、30 余家头部企业客户（公司称）", "date": "2026-03", "src": "https://m.finance.itbear.com.cn/html/2026-03/359187.html" } ], "customers": [ "Sanofi", "科兴生物", "Biogend Therapeutics" ], "note": "2026-03 被报道已秘密向港交所递表，尚未上市（pub 不填）。Sanofi 合作的时间与预付均未查到。融资各轮明细未查到。xTrimo 早期有开源蛋白小模型，主力 V4 闭源，open 以主力为准。" }, { "name": "Arc Institute", "layer": "m3", "url": "https://arcinstitute.org", "hq": "帕洛阿尔托", "region": "美国", "founded": 2021, "desc": "非营利研究所：Evo 2 基因组模型、State 虚拟细胞模型、虚拟细胞图谱", "business_model": "纯平台", "ai_ability": "专用科学模型", "model_open": "开源权重", "fastest_clinical_stage": { "v": "不适用" }, "key_data": [ { "k": "State 训练数据", "v": "约 1.7 亿细胞观察数据、逾 1 亿细胞干预数据，70 种细胞系", "date": "2025-06", "src": "https://arcinstitute.org/news/virtual-cell-model-state" } ], "also_in": [ { "t": "AI for Science 图谱", "u": "https://ai-for-science-map.vercel.app/" } ], "note": "非营利，靠捐赠（Collison 兄弟等），无融资轮次、估值、营收（pub 省略）。Evo 2 为 Apache 2.0 并通过 NVIDIA BioNeMo 托管；State 仅限非商业使用。" }, { "name": "Biohub 虚拟细胞平台（CZI）", "layer": "m3", "url": "https://biohub.org", "hq": "红木城（加州）", "region": "美国", "desc": "CZI/Biohub 的虚拟细胞与蛋白模型平台，含 TranscriptFormer、ESM 系", "business_model": "纯平台", "ai_ability": "专用科学模型", "model_open": "开源权重", "fastest_clinical_stage": { "v": "不适用" }, "key_data": [ { "k": "TranscriptFormer", "v": "Science 2026-05 发表；最大版 TF-Metazoa 训练于 12 物种 1.12 亿细胞", "date": "2026-05", "src": "https://hub.baai.ac.cn/view/55111" } ], "also_in": [ { "t": "AI for Science 图谱", "u": "https://ai-for-science-map.vercel.app/" } ], "note": "判断：作为非营利平台卡，与 EvolutionaryScale 分开列（后者已是其一部分）。无融资与营收数字；各模型授权不同，仅 ESM3 小模型确认 MIT，TranscriptFormer 授权未核。" }, { "name": "Bioptimus", "layer": "m3", "url": "https://www.bioptimus.com", "hq": "巴黎", "region": "欧洲", "founded": 2023, "founded_month": "2023-09", "desc": "H-optimus 病理基础模型与 M-optimus 多模态生物世界模型", "business_model": "纯平台", "ai_ability": "专用科学模型", "model_open": "开源权重", "fastest_clinical_stage": { "v": "不适用" }, "total_raised": "累计 $76M", "funding": [ { "date": "2025-01", "round": "A 轮", "amount": "$41M", "lead": "Cathay Innovation", "src": "https://presse.bpifrance.fr/download?id=3183&n=" }, { "date": "2024-02", "round": "种子轮", "amount": "$35M", "lead": "Sofinnova Partners", "src": "https://presse.bpifrance.fr/download?id=3183&n=" } ], "key_data": [ { "k": "客户覆盖", "v": "称全球前 20 药企中 16 家、逾 1000 家机构使用（未点名）", "date": "2026-10", "src": "https://aihealthindex.io/vendors/bioptimus" } ], "note": "open：仅 H-optimus-0 为 Apache 2.0 开放，H-optimus-1 与 M-optimus 经 AWS Marketplace 付费或申请使用。由 Owkin 孵化，创始人 Jean-Philippe Vert。无药企付费合作点名。" }, { "name": "Deep Genomics", "layer": "m3", "url": "https://www.deepgenomics.com", "hq": "剑桥（马萨诸塞）/多伦多", "region": "美国", "desc": "BioFM 生物基础模型平台，做 siRNA 脱靶预测等基因药物 AI", "business_model": "纯平台", "ai_ability": "专用科学模型", "wet_lab": "自有实验室", "key_data": [ { "k": "DeepRNAi", "v": "全转录组 siRNA 脱靶预测模型，2026-10 发布", "date": "2026-10", "src": "https://www.deepgenomics.com/blog/introducing-deeprnai-a-transcriptome-wide-model-for-preventing-sirna-drug-failure" } ], "note": "仍在运营（2026-07 任命新董事长），第一轮疑问「是否被收购」未发现收购记录。业务已转向模型平台，建议考虑改放 m3。融资、管线、合作本轮未查到。" }, { "name": "Helical", "layer": "m3", "url": "https://www.helical.bio", "hq": "伦敦", "region": "欧洲", "desc": "把生物基础模型变成可复现的药企「虚拟 AI 实验室」，开源框架加商业平台", "business_model": "纯平台", "ai_ability": "专用科学模型", "model_open": "开源代码", "fastest_clinical_stage": { "v": "不适用" }, "total_raised": "种子轮 $10M", "funding": [ { "date": "2026-04", "round": "种子轮", "amount": "$10M", "lead": "redalpine（Gradient、BoxGroup、Frst 跟投）", "src": "https://thenextweb.com/news/helical-10m-seed-bio-foundation-models-pharma-ai" } ], "customers": [ "Pfizer" ], "note": "开源框架 helical 为 AGPL-3.0；自研 Helix-mRNA（约 519 万参数）公开发布。称已在多家前 20 药企投产，仅 Pfizer 公开点名。成立年份未查到。" }, { "name": "Modella AI", "layer": "m3", "url": "https://www.modella.ai", "hq": "波士顿", "region": "美国", "desc": "病理与多模态肿瘤基础模型及 AI agent，用于生物标志物与患者分层", "business_model": "纯平台", "ai_ability": "专用科学模型", "fastest_clinical_stage": { "v": "不适用" }, "pharma_partners": [ "AstraZeneca" ], "key_data": [ { "k": "收购", "v": "AstraZeneca 收购，条款未披露", "date": "2026-01", "src": "https://www.americanpharmaceuticalreview.com/1315-News/623686-AstraZeneca-to-Acquire-Modella-AI-to-Strengthen-AI-Driven-Oncology-R-D/" } ], "owner": "2026-01-13 被 AstraZeneca 收购，成为其肿瘤研发内部单元（金额未披露；此前自 2025-07 起合作）", "note": "AstraZeneca 称这是大药企首次收购 AI 公司。创始团队来自 MGH / Mass General Brigham。成立年份、融资未查到。官网抓取时返回 503。" }, { "name": "Noetik", "layer": "m3", "url": "https://www.noetik.ai", "hq": "南旧金山", "region": "美国", "founded": 2022, "desc": "肿瘤空间多组学数据训练 OCTO 虚拟细胞模型，向药企授权", "business_model": "平台加管线", "ai_ability": "专用科学模型", "model_open": "闭源", "fastest_clinical_stage": { "v": "临床前" }, "pharma_deals": [ { "pharma": "GSK", "date": "2026-01", "upfront": "$50M（含预付与近期里程碑合计，公司口径）", "milestone": "另含数据生成费与年度订阅费，金额未披露", "note": "5 年期、非独占授权 OCTO-VC，肺癌与结直肠癌；2026-08 达成首个近期里程碑", "src": "https://secure.businesswire.com/news/home/20260826781430/en/Noetik-Achieves-First-Milestone-in-Landmark-GSK-Collaboration" } ], "pharma_partners": [ "GSK" ], "total_raised": "两轮披露合计 $54M（另有源称约 $62M，口径未核）", "funding": [ { "date": "2024-08", "round": "A 轮", "amount": "$40M", "lead": "Polaris Partners（Khosla、Wittington、Breakout 跟投）", "src": "https://www.businesswire.com/news/home/20240829428359/en/Noetik-Secures-$40-Million-Series-A-Financing-to-Advance-Precision-Cancer-Therapies" }, { "date": "2023", "round": "种子轮", "amount": "$14M", "lead": "DCVC", "src": "https://aiproplaybook.com/companies/noetik" } ], "key_data": [ { "k": "OCTO-VC", "v": "15 亿参数，训练于近 2 亿个肿瘤与免疫细胞", "date": "2026-06", "src": "https://yespress.io/noetik" } ], "customers": [ "GSK", "Agenus" ], "note": "种子轮年份两源冲突（2022 / 2023-09）。CEO Ron Alfa 曾任 Recursion 研究负责人。有自有管线计划但未披露阶段，stage 暂记临床前。" }, { "name": "Tahoe Therapeutics", "layer": "m3", "url": "https://www.tahoelabs.ai", "hq": "旧金山", "region": "美国", "founded": 2022, "desc": "单细胞药物扰动数据 Tahoe-100M（公开）与 Tahoe-x1 模型，目标 10 亿细胞", "business_model": "数据", "ai_ability": "专用科学模型", "model_open": "开源权重", "wet_lab": "自有实验室", "fastest_clinical_stage": { "v": "不适用" }, "valuation": { "v": "$1.2 亿", "date": "2025-08", "kind": "投后估值，媒体报道（有源称冲突，未核）", "src": "https://www.biopharmatrend.com/news/tahoe-therapeutics-raises-30-million-to-expand-single-cell-data-production-for-ai-models-1337/" }, "total_raised": "累计约 $42M（含 2022 年种子 $12M）；另有源称 $72M，冲突未核", "funding": [ { "date": "2025-08", "round": "A 轮", "amount": "$30M", "lead": "Amplify Partners", "src": "https://www.biopharmatrend.com/news/tahoe-therapeutics-raises-30-million-to-expand-single-cell-data-production-for-ai-models-1337/" } ], "key_data": [ { "k": "Tahoe-100M", "v": "逾 1 亿个转录组、约 1100 种药物扰动、50 个癌细胞系，CC0 公开", "date": "2026-07", "src": "https://providers.apievangelist.com/providers/tahoe/" } ], "note": "原名 Vevo Therapeutics。Tx1 模型最大 30 亿参数，权重与训练代码开放。计划把新数据集独家给一家药企或 AI 伙伴；与 Alloy Therapeutics 合资的消息仅见聚合站，日期未核。" }, { "name": "Atomwise", "layer": "m4", "url": "https://www.atomwise.com", "hq": "旧金山", "region": "美国", "founded": 2012, "desc": "AtomNet 卷积神经网络虚拟筛选，药企多靶点合作", "business_model": "平台加管线", "ai_ability": "专用科学模型", "model_open": "闭源", "wet_lab": "外包", "pharma_deals": [ { "pharma": "Sanofi", "date": "2022-01（待核；pharmaphorum 页面日期是抓取日）", "upfront": "$2000 万", "milestone": "超过 $10 亿（里程碑与分层特许权使用费合计）", "note": "最多 5 个靶点", "src": "https://pharmaphorum.com/news/diving-deeper-into-ai-discovery-sanofi-signs-5-drug-deal-with-atomwise" } ], "pharma_partners": [ "Sanofi" ], "total_raised": "累计约 $1.75 亿", "funding": [ { "date": "2020-08", "round": "B 轮", "amount": "$1.23 亿", "lead": "未查到", "src": "http://scimonitors.com/atomwise-raises-123-million-to-accelerate-ai-drug-discovery/?ckattempt=3" } ], "customers": [ "Sanofi", "Eli Lilly", "Bayer", "Merck", "翰森制药" ], "note": "自有管线、阶段本轮未查到，2020 年后融资未查到，可能偏软件/服务，分层可考虑 m4。" }, { "name": "Benchling", "layer": "m4", "url": "https://www.benchling.com", "hq": "旧金山", "region": "美国", "founded": 2012, "desc": "生命科学研发云：电子实验记录、实验与数据管理，叠加 AI 功能", "business_model": "纯平台", "ai_ability": "两者", "model_open": "闭源", "fastest_clinical_stage": { "v": "不适用" }, "valuation": { "v": "$61 亿", "date": "2021", "kind": "最近一轮投后估值（F 轮），媒体报道", "src": "https://en.wikipedia.org/wiki/Benchling" }, "revenue": { "v": "年化经常性收入估计超 $2 亿", "date": "2025", "kind": "估算，非公司披露", "src": "https://en.wikipedia.org/wiki/Benchling" }, "total_raised": "累计约 $4.1 亿（PitchBook / 聚合站口径，未找到一手）", "funding": [ { "date": "2021-10", "round": "F 轮", "amount": "$100M", "lead": "本轮未核到领投方", "post": "投后 $61 亿", "src": "https://en.wikipedia.org/wiki/Benchling" } ], "note": "分层：偏 R&D 数据与流程软件，我放 m4；若图谱不收非 AI 原生软件，可交回改 l2 或删除。TechStackIPO 称 2026-05 递 S-1、估值 $8.5B，与 Wikipedia（2021-11 递过 S-1 未上市）冲突，来源弱，未采。" }, { "name": "Certara", "layer": "m4", "url": "https://www.certara.com", "hq": "拉德诺（宾夕法尼亚州）", "region": "美国", "desc": "生物模拟（PBPK/QSP）软件与监管科学咨询，AI 用于建模提效", "business_model": "纯平台", "ai_ability": "专用科学模型", "model_open": "闭源", "fastest_clinical_stage": { "v": "不适用" }, "valuation": { "v": "约 $16.8 亿", "date": "2026-11-02", "kind": "市值（东方财富页，抓取日 2026-11-02，非逐日收盘价；GNG Research 为 $14.6 亿 / 2026-10-14）", "src": "https://emweb.eastmoney.com/PC_USF10/pages/index.html?code=CERT&type=web&color=w#/hxbd" }, "revenue": { "v": "$4.188 亿", "date": "2025-12", "kind": "软件 $1.833 亿，服务 $2.356 亿，同比 +9%；2025 财年，公司财报", "src": "https://markets-data-api-proxy.ft.com/data/announce/full?dockey=1330-9661400en-5BIUN88K76GVV8TFP4FU53FLD1" }, "key_data": [ { "k": "2026 年指引", "v": "收入增长 0%–4%，调整后 EBITDA 率约 30%–32%", "date": "2026-02", "src": "https://www.advfn.com/stock-market/NASDAQ/CERT/stock-news/97925397/certara-reports-fourth-quarter-2025-financial-resu" } ], "public": true, "ticker": "CERT（纳斯达克，2020-12-11 上市）", "note": "2026 H1 软件 52.6% / 服务 47.4%，业务近一半是服务，biz 记「纯平台」仅取主品牌。Q3 财报预计 2026-11-05，数据以届时为准。成立年份、总部城市（拉德诺）未逐项核。官网抓取返回 403（防爬，非失效）。" }, { "name": "Dotmatics", "layer": "m4", "url": "https://www.dotmatics.com", "hq": "波士顿", "region": "美国", "desc": "生命科学研发软件与 Luma 科学智能平台，覆盖数据、分子设计与协作", "business_model": "纯平台", "ai_ability": "专用科学模型", "model_open": "闭源", "fastest_clinical_stage": { "v": "不适用" }, "key_data": [ { "k": "收购价", "v": "企业价值 $51 亿", "date": "2025-07", "src": "https://w1.siemens.com.cn/press/NewsDetail_en.aspx?ColumnId=9&ArticleId=21877" } ], "owner": "2025-07-02 被 Siemens 以企业价值 $51 亿完成收购（卖方 Insight Partners；2025-04-02 宣布），并入 Digital Industries Software", "product_line_of": "Siemens", "note": "已并入 Siemens，不再有独立融资、营收披露。成立年份未核。" }, { "name": "Iktos", "layer": "m4", "url": "https://iktos.ai", "hq": "巴黎", "region": "欧洲", "founded": 2016, "desc": "生成式 AI 分子设计 Makya、逆合成 Spaya 加合成机器人，向药企卖软件与合作", "business_model": "平台加管线", "ai_ability": "专用科学模型", "model_open": "闭源", "wet_lab": "自有实验室", "fastest_clinical_stage": { "v": "临床前" }, "pharma_deals": [ { "pharma": "Servier", "date": "2026-01", "upfront": "未披露", "milestone": "总潜在价值可能超 €10 亿（含预付、研究经费、里程碑，拆分未披露）", "note": "多靶点小分子设计，肿瘤与神经", "src": "https://www.m-ventures.com/de/news/iktos-enters-strategic-1b-multi-target-ai-partnership-with-servier-to-advance-drug-discovery-in-oncology-and-neurology" }, { "pharma": "Pierre Fabre", "date": "2026-01", "upfront": "未披露", "milestone": "未披露", "note": "肿瘤一体化 AI 药物发现合作", "src": "https://o.parsers.vc/startup/iktos.ai/" } ], "pharma_partners": [ "Servier" ], "revenue": { "v": "€400 万", "date": "2024", "kind": "2024 年营收，CEO 口径（媒体转述）", "src": "https://biotech-finances.com/en/articles/iktos-vise-serie-b-a-15-meuro-ici-automne-2025-a2216a11" }, "funding": [ { "date": "2023-03", "round": "A 轮", "amount": "€1550 万", "lead": "M Ventures、Debiopharm 联合领投", "src": "https://www.debiopharm.com/innovation-fund/portfolio/iktos/" } ], "customers": [ "Servier", "Pierre Fabre", "Janssen", "Pfizer", "Ono Pharmaceutical" ], "note": "2025 年计划 B 轮约 €1500 万（含 EIC 出资约三分之一），是否完成未查到。已有约 60 个项目，并推进自有管线（肿瘤、代谢、自免），阶段未披露，stage 记临床前为推断。" }, { "name": "Inductive Bio", "layer": "m4", "url": "https://www.inductive.bio", "hq": "纽约", "region": "美国", "founded": 2023, "desc": "跨公司共享数据的 ADMET 预测模型与分子优化软件", "business_model": "纯平台", "ai_ability": "专用科学模型", "model_open": "闭源", "wet_lab": "无", "total_raised": "累计约 $2930 万（Parsers，聚合站线索）", "funding": [ { "date": "2025-05", "round": "A 轮", "amount": "$2500 万", "lead": "Obvious Ventures（a16z Bio+Health、Lux、S32、Character、Amino Collective 跟投）", "src": "https://www.finsmes.com/2025/05/inductive-bio-raises-25m-in-series-a-funding.html" } ], "note": "无自有管线，卖软件与联盟数据，按 BRIEF 应归 m4，交回；起始名单放 a1。成立年份来自 Parsers 种子轮 2023-12，公司口径未找到。" }, { "name": "Schrödinger", "layer": "m4", "url": "https://www.schrodinger.com", "hq": "纽约", "region": "美国", "founded": 1990, "desc": "物理加机器学习的计算化学平台（FEP+），向药企卖软件并推进少量自有管线", "business_model": "平台加管线", "ai_ability": "两者", "model_open": "闭源", "fastest_clinical_stage": { "v": "I 期", "drug": "SGR-1505（MALT1，B 细胞恶性肿瘤）", "date": "2026-11", "src": "https://app.bpiq.com/company/SDGR" }, "pharma_deals": [ { "pharma": "Novartis", "date": "2024-11", "upfront": "$1.5 亿（仅见聚合站，单一弱源）", "milestone": "未核", "note": "多靶点合作", "src": "https://www.jimmyresearch.com/AI4S/bio/ai-drug-discovery/schrodinger/" } ], "pharma_partners": [ "Novartis" ], "valuation": { "v": "约 $19.6 亿", "date": "2026-11-02", "kind": "市值（2026-11-02，收盘价 $26.19）", "src": "https://stockanalysis.com/stocks/sdgr/statistics/" }, "revenue": { "v": "2025 年软件收入 $1.995 亿", "date": "2026-06", "kind": "2026 Q2 总收入 $5889 万（软件 $3250 万，同比 -10%）；财报（2025 财年软件；2026 Q2 季度）", "src": "https://seekingalpha.com/news/4626815-schrodinger-gaap-eps-of-0_08-beats-by-0_47-revenue-of-58_89m-beats-by-11_65m" }, "key_data": [ { "k": "2026 Q2 ACV", "v": "$2960 万，同比 +27%；托管（hosted）占软件收入 47%，目标 2028 年底 75%", "date": "2026-06", "src": "https://vocus.cc/article/6aca5aa9fd89780001632114" } ], "public": true, "ticker": "SDGR（纳斯达克）", "note": "软件收入下降是计费方式转为托管所致（公司口径）。2025 年总营收、总部城市、成立年份凭常识填写，未逐项核。Novartis 条款待一手核实。下次财报预计 2026-11-04。" }, { "name": "Simulations Plus", "layer": "m4", "url": "https://www.simulations-plus.com", "hq": "兰卡斯特（加州）", "region": "美国", "desc": "GastroPlus 等药代动力学与定量系统药理软件，含 ADMET 预测", "business_model": "纯平台", "ai_ability": "专用科学模型", "model_open": "闭源", "fastest_clinical_stage": { "v": "不适用" }, "valuation": { "v": "约 $3.73 亿", "date": "2026-09-18", "kind": "市值（2026-09-18，聚合页），PitchBook 2026-07-24 为 $3.71 亿", "src": "https://www.angelone.in/us-stocks/simulations-plus-inc" }, "revenue": { "v": "$7918 万", "date": "2025-08", "kind": "同比 +13%；近十二个月（至 2026-05）$8206 万；2025 财年（8 月财年末）；TTM 为聚合口径", "src": "https://pitchbook.com:8443/profiles/company/41229-28" }, "public": true, "ticker": "SLP（纳斯达克）", "note": "市值非 2026-11-02 收盘价，本轮没有查到当日值。FY2025 出现大额减值导致净亏损，未采。成立年份、总部凭常识填写，未逐项核。" }, { "name": "晶泰科技 XtalPi", "layer": "m4", "url": "https://www.xtalpi.com", "hq": "深圳/香港（上市主体晶泰控股）", "region": "中国", "founded": 2015, "desc": "量子物理加 AI 加机器人实验室，药物发现服务与自研管线授权", "business_model": "平台加管线", "ai_ability": "两者", "model_open": "闭源", "wet_lab": "自有实验室", "pipeline_count": { "v": "3 条管线进入临床、10 余条 IND 获批及准备阶段、近 10 条达到 PCC（期别、药名本轮未查到）", "date": "2026-08", "src": "https://stock.finance.sina.com.cn/hkstock/view/hk_report.php?reportid=840837660289" }, "pharma_deals": [ { "pharma": "DoveTree", "date": "2025-06", "upfront": "首付款 $5100 万；第二笔 $1900 万（2026H1 确认）；累计已收 $7000 万", "milestone": "合作总价值最高 $59.9 亿（含各项付款，公司披露口径）", "note": "自研管线授权", "src": "https://stock.finance.sina.com.cn/hkstock/view/hk_report.php?reportid=840837660289" }, { "pharma": "一家国际知名药企（未点名）", "date": "2026-06", "upfront": "未披露", "milestone": "潜在总额 >$4 亿", "note": "GPCR 靶点 AI 药物发现", "src": "https://stock.finance.sina.com.cn/hkstock/view/hk_report.php?reportid=840837660289" } ], "pharma_partners": [ "Lilly", "Pfizer" ], "valuation": { "v": "市值 HK$255.0 亿", "date": "2026-11-02", "kind": "收盘价 HK$5.935；市值（收盘日）", "src": "https://quote.eastmoney.com/hk/02228.html" }, "revenue": { "v": "2026H1 收入人民币 3.94 亿元", "date": "2026-08", "kind": "同比 -23.9%，净亏损 2.52 亿元；中期业绩，券商转述", "src": "https://stock.finance.sina.com.cn/hkstock/view/hk_report.php?reportid=842795520089" }, "key_data": [ { "k": "现金余额", "v": "人民币 86.71 亿元", "date": "2026-06", "src": "https://wap.stockstar.com/detail/IG2026091600012550" } ], "customers": [ "DoveTree", "Eli Lilly（机器人实验室）", "JW Therapeutics" ], "public": true, "ticker": "2228.HK（港交所，2024-06-13 上市）", "note": "约一半收入来自 AI4S 智慧解决方案（卖软件与机器人），分层可考虑 w1 或 m4，暂留 a1 交主管定。总部口径：第一轮写香港铜锣湾，其他资料多写深圳，未统一。stage 未填（临床阶段与药名未查到）。" }, { "name": "深势科技 DP Technology", "layer": "m4", "url": "https://www.dp.tech", "hq": "北京", "region": "中国", "founded": 2018, "desc": "AI for Science 平台：DeePMD、Uni-Mol 开源，药物发现平台 Hermite 与 RiDYMO", "business_model": "纯平台", "ai_ability": "专用科学模型", "model_open": "开源代码", "fastest_clinical_stage": { "v": "不适用" }, "valuation": { "v": "逾 60 亿元人民币", "date": "2025-12", "kind": "投后估值，媒体报道", "src": "https://36kr.jp/454066/" }, "total_raised": "累计融资数十亿元人民币（媒体口径）", "funding": [ { "date": "2025-12", "round": "C 轮", "amount": "逾 8 亿元人民币", "lead": "未明确领投方；达晨财智、联想创投、元禾璞华、京国瑞、北京人工智能产业投资基金（老股东加注）参与", "post": "投后逾 60 亿元人民币", "src": "https://www.bianews.com/news/details?id=228139" } ], "note": "2026 年传出股改与赴港上市消息（媒体），未见递表确认。知乎称 2026-05 再融 7 亿+，仅单一弱源，未采。无营收披露；报道称商业化仍是难点。药物发现仅是业务之一，另有材料、科学计算云。开源的是 DeePMD-kit、Uni-Mol 等代码。" }, { "name": "AstraZeneca", "layer": "p1", "url": "https://www.astrazeneca.com", "hq": "剑桥（英国）", "region": "欧洲", "founded": 1999, "desc": "收购 Modella AI，并与 insitro、石药、Algen、Tempus 等 AI 公司密集合作", "business_model": "自有管线", "model_open": "不适用", "wet_lab": "自有实验室", "pharma_deals": [ { "pharma": "insitro", "date": "2026-10", "upfront": "$4000 万（预付）", "milestone": "最高约 $14.6 亿（开发和商业里程碑，不含预付；Bloomberg 合计 $18.6 亿）", "note": "MASH 与心肌病，insitro Virtual Human 平台找靶点并推进到候选药；AZ 独家全球权益；单位数版税", "src": "https://www.insitro.com/news/insitro-announces-a-strategic-collaboration-with-astrazeneca-for-ai-enabled-discovery-of-novel-therapeutics-for-mash-and-cardiomyopathies/" }, { "pharma": "Pathos AI", "date": "2026-08", "upfront": "未披露", "milestone": "未披露", "note": "肿瘤临床管线合作，AZ 部分财务条款未披露", "src": "https://www.biospace.com/deals/pathos-inks-back-to-back-cancer-contracts-with-astrazeneca-chinas-alphamab" }, { "pharma": "Owkin", "date": "2026-05", "upfront": "未披露", "milestone": "未披露", "note": "K Pro 三年许可，用于搭建定制 AI 代理", "src": "https://pharmaphorum.com/news/boehringer-signs-ai-drug-discovery-deal-owkin" }, { "pharma": "Modella AI", "date": "2026-01", "upfront": "收购，价格未披露", "milestone": "不适用", "note": "AZ 买下病理基础模型公司，并入肿瘤研发；此前 2025-07 有多年合作", "src": "https://aiproplaybook.com/companies/astrazeneca" }, { "pharma": "石药集团 CSPC（AI 肽平台）", "date": "2026-01", "upfront": "$12 亿（预付）", "milestone": "$35 亿里程碑及版税（合计约 $47 亿）；另有媒体报道 $185 亿潜在总额，口径冲突", "note": "8 个项目，肥胖和 2 型糖尿病；用 CSPC 长效制剂和 AI 肽发现平台；只有部分是 AI 项目", "src": "https://www.pharmexec.com/view/astrazeneca-enters-4-billion-collaboration-agreement-cspc" }, { "pharma": "Algen Biotechnologies", "date": "2025-10", "upfront": "未披露（含短期付款）", "milestone": "总额最高 $5.55 亿（含预付，拆分未披露）", "note": "AlgenBrain：CRISPR 基因调控 + AI，找免疫靶点", "src": "https://www.fiercebiotech.com/biotech/astrazeneca-algen-biotechnolgies-pen-555m-ai-pact-immunology-targets" }, { "pharma": "石药集团 CSPC（AI 小分子）", "date": "2025-06", "upfront": "$1.1 亿（预付，石药收）", "milestone": "最高 $16.2 亿研发里程碑 + $36 亿销售里程碑（共约 $53 亿，不含预付）", "note": "CSPC 用 AI 双引擎平台发现口服小分子，首个为免疫疾病", "src": "https://www.nasdaq.com/articles/astrazeneca-signs-nearly-53-bln-ai-enabled-research-deal-chinas-cspc-pharma" }, { "pharma": "Tempus + Pathos AI", "date": "2025-04", "upfront": "不适用（Tempus 收数据授权和模型开发费）", "milestone": "共 $2 亿（数据授权和模型开发费，付给 Tempus，三方合作）", "note": "共建肿瘤多模态基础模型，三方共享", "src": "https://investor.wedbush.com/wedbush/article/bizwire-2025-4-23-tempus-signs-expanded-strategic-agreements-with-astrazeneca-and-pathos-to-develop-the-largest-multimodal-foundation-model-in-oncology" } ], "pharma_partners": [ "AstraZeneca" ], "valuation": { "v": "$2660 亿", "date": "2026-10-23", "kind": "市值（收盘日，StockAnalysis，按纽交所 ADR）", "src": "https://stockanalysis.com/stocks/azn/market-cap/" }, "key_data": [ { "k": "内部 AI", "v": "自有计算病理 QCS、临床试验软件 Evinova（二手来源）", "date": "2026-10", "src": "https://aiproplaybook.com/companies/astrazeneca" } ], "customers": [ "insitro", "Modella AI", "Pathos AI", "Owkin", "Algen", "Tempus", "石药集团" ], "public": true, "ticker": "AZN（纳斯达克 ADR / 伦敦）", "note": "AI 算力规模本轮未查到。Fox Business 10-26 写 $2676 亿、Fidelity 10-30 写 $2895 亿，市值一周内波动较大。石药 2026-01 那笔口径冲突：PharmExec 为预付 $12 亿 + 里程碑 $35 亿；Bernama 写总额 $185 亿。" }, { "name": "Bayer", "layer": "p1", "url": "https://www.bayer.com", "hq": "勒沃库森", "region": "欧洲", "founded": 1863, "desc": "与 Recursion 做精准肿瘤，2026-06 新增 Iambic 小分子合作", "business_model": "自有管线", "model_open": "不适用", "wet_lab": "自有实验室", "pharma_deals": [ { "pharma": "Iambic Therapeutics", "date": "2026-06", "upfront": "有预付，金额未披露", "milestone": "里程碑和版税金额未披露", "note": "用 Enchant 和 NeuralPLexer 找难成药靶点的小分子", "src": "https://www.bayer.com/en/us/news-stories/advancing-drug-discovery-with-ai" }, { "pharma": "Recursion", "date": "2023-11", "upfront": "未查到（旧纤维化合作已结束）", "milestone": "最高 $15 亿（成功后付款，Recursion 口径）", "note": "改签为精准肿瘤合作，至多 7 个项目，Bayer 有独家授权选择权", "src": "https://www.recursion.com/partners" } ], "pharma_partners": [ "Bayer" ], "valuation": { "v": "€453.4 亿", "date": "2026-10-28", "kind": "市值（GuruFocus；PitchBook 10-09 写 $482 亿）", "src": "https://www.gurufocus.com/term/mktcap/CEUX:BAYND" }, "customers": [ "Recursion", "Iambic" ], "public": true, "ticker": "BAYN（法兰克福 / Xetra）", "note": "Bayer 内部 AI 平台、算力未查到；2026-05 Bayer Korea 文章仍提 Recursion 合作在继续。" }, { "name": "Bristol Myers Squibb", "layer": "p1", "url": "https://www.bms.com", "hq": "新泽西州普林斯顿", "region": "美国", "founded": 1989, "desc": "部署 NVIDIA 第二套 Vera Rubin SuperPOD，全公司接入 Claude，并与 VantAI 做分子胶", "business_model": "自有管线", "model_open": "不适用", "wet_lab": "自有实验室", "pharma_deals": [ { "pharma": "NVIDIA", "date": "2026-07", "upfront": "不适用", "milestone": "不适用", "note": "第二套 DGX SuperPOD：8 台 DGX Vera Rubin NVL72；称每兆瓦性能约为上一代 10 倍；金额未披露", "src": "https://blogs.nvidia.com/blog/bristol-myers-squibb-building-life-science-industrys-most-advanced-ai-factory-on-nvidia-vera-rubin/" }, { "pharma": "Anthropic", "date": "2026-05", "upfront": "未披露", "milestone": "未披露", "note": "Claude Enterprise 铺到研发、临床、生产、商业，超 3 万名员工", "src": "https://investors.bms.com/iframes/press-releases/press-release-details/2026/Bristol-Myers-Squibb-Announces-Strategic-Agreement-with-Anthropic-to-Position-Claude-Enterprise-as-the-Shared-Intelligence-Platform-Across-Its-Global-Operations/default.aspx" }, { "pharma": "VantAI", "date": "2024-02", "upfront": "未披露", "milestone": "最高 $6.74 亿（研发到销售各阶段里程碑，不含预付）", "note": "AI 几何深度学习设计分子胶，有扩展更多项目的选择权；另有版税", "src": "https://www.biospace.com/vantai-enters-collaboration-with-bristol-myers-squibb-to-accelerate-molecular-glue-drug-discovery-through-artificial-intelligence" } ], "pharma_partners": [ "BMS" ], "valuation": { "v": "$1237 亿", "date": "2026-10-28", "kind": "市值（收盘日，StockAnalysis）", "src": "https://stockanalysis.com/stocks/bmy/statistics/" }, "key_data": [ { "k": "AI 算力", "v": "已有第一套 DGX SuperPOD（约三年前部署）；2026-07 宣布第二套 8 台 Vera Rubin NVL72", "date": "2026-07", "src": "https://www.americanpharmaceuticalreview.com/1315-News/626938-Bristol-Myers-Squibb-Expands-NVIDIA-AI-Infrastructure-to-Support-Drug-Discovery-and-Development/" } ], "customers": [ "NVIDIA", "Anthropic", "VantAI" ], "public": true, "ticker": "BMY（纽交所）", "note": "与恒瑞的 2026-05 合作（BMS 预付 $6 亿，潜在 $152 亿）不是 AI 专项，没算入 AI deals。第一轮 insitro、Tempus、Evotec 的 BMS 条目未找到一手来源，未写入。GPU 总数未查到。" }, { "name": "Eli Lilly", "layer": "p1", "url": "https://www.lilly.com", "hq": "印第安纳波利斯", "region": "美国", "founded": 1876, "desc": "自建 LillyPod AI 超算与 TuneLab 联邦模型平台，并密集授权 AI 公司", "business_model": "自有管线", "model_open": "不适用", "wet_lab": "自有实验室", "pharma_deals": [ { "pharma": "Profluent", "date": "2026-04", "upfront": "未披露", "milestone": "最高 $22.5 亿（开发和商业里程碑，不含预付）", "note": "AI 设计重组酶，做基因药；另含研发经费，预付未披露", "src": "https://www.americanpharmaceuticalreview.com/1315-News/625398-Profluent-and-Lilly-Sign-Multi-Program-AI-Partnership-to-Develop-Recombinase-Based-Genetic-Medicines/?catid=26940" }, { "pharma": "英矽智能 Insilico Medicine", "date": "2026-03", "upfront": "$1.15 亿（预付）", "milestone": "总额约 $27.5 亿（含预付；预付之外约 $26.3 亿）", "note": "临床前口服药组合的全球独家许可，加 Lilly 选靶的共同研发；另有版税。此前两笔：2023 软件授权、2025-11 研究合作", "src": "https://insilico.com/news/uiy12zcjg1-insilico-medicine-announces-global-rampd" }, { "pharma": "Chai Discovery", "date": "2026-01", "upfront": "未披露", "milestone": "未披露", "note": "Lilly 部署 Chai 平台设计生物药，并共建只供 Lilly 使用、用其专有数据训练的模型", "src": "https://www.thepharmaletter.com/chai-discovery-enters-ai-collaboration-with-eli-lilly" }, { "pharma": "NVIDIA（AI 联合创新实验室）", "date": "2026-01", "upfront": "不适用", "milestone": "五年内双方合计最高投入 $10 亿（人才、基础设施、算力；不是 Lilly 付给 NVIDIA 的预付）", "note": "旧金山湾区联合实验室，以 BioNeMo 做持续学习的干湿闭环", "src": "https://www.nasdaq.com/press-release/nvidia-and-lilly-announce-co-innovation-ai-lab-reinvent-drug-discovery-age-ai-2026-01" }, { "pharma": "英矽智能 Insilico Medicine", "date": "2025-11", "upfront": "未披露", "milestone": "合计超 $1 亿（预付、里程碑、版税三项合计，拆分未披露）", "note": "研究合作：联合发现 Lilly 选定靶点的候选药（口径来自 PharmExec 转述）", "src": "https://www.pharmexec.com/view/eli-lilly-insilico-enter-2-billion-research-licensing-agreement-advance-ai-drug-discovery" }, { "pharma": "Creyon Bio", "date": "2025-04", "upfront": "$1300 万（预付，Creyon 口径）", "milestone": "超 $10 亿（成功后开发与商业化付款，不含预付）", "note": "AI 设计 RNA 靶向寡核苷酸", "src": "https://createsend.com/t/d-616C96395AB5FBC82540EF23F30FEDED" }, { "pharma": "Isomorphic Labs", "date": "2024-01", "upfront": "$4500 万（预付）", "milestone": "最高 $17 亿（绩效里程碑，不含预付）", "note": "多靶点小分子研究合作；另有版税", "src": "https://us-east-1.envoy.cirrus.bloomberg.com/news/articles/2024-01-07/alphabet-s-isomorphic-labs-to-collaborate-with-novartis-lilly?srnd=undefined" }, { "pharma": "晶泰科技 XtalPi", "date": "2023", "upfront": "未披露", "milestone": "总额约 $2.5 亿（媒体口径，拆分未查到）", "note": "用 XtalPi 技术找候选药，Lilly 负责后续开发；月份未查到", "src": "https://fiercebiotech.dev.qtxquartz.com/biotech/pfizer-expands-ai-powered-small-molecule-discovery-collab-xtalpi" } ], "pharma_partners": [ "Lilly" ], "valuation": { "v": "$1.14 万亿", "date": "2026-10-28", "kind": "市值（收盘日，RedChip）", "src": "https://www.redchip.com/stocks/LLY/filings/2" }, "key_data": [ { "k": "LillyPod：NVIDIA DGX SuperPOD（B300）", "v": "1,016 块 Blackwell Ultra GPU，>9,000 petaflops，2026-02 上线，药企最强之一", "date": "2026-02", "src": "https://www.constellationr.com/research/eli-lilly-lessons-running-ai-factory" }, { "k": "TuneLab", "v": "联邦式 AI/ML 药物发现平台，向生物科技公司开放 Lilly 用自有数据训练的模型，跑在 LillyPod 上", "date": "2026-02", "src": "https://www.lilly.com/news/stories/new-supercomputer-could-change-future-medicine" }, { "k": "2025 年 AI 合作数", "v": "一家咨询机构称 2025 年 Lilly 签了 16 笔 AI 合作（二手口径）", "date": "2026-03", "src": "https://www.ch-healthtech.com/insights/eli-lilly-company-just-signed-its-third-deal-insilico-medicine-three-years" } ], "customers": [ "Insilico", "Isomorphic Labs", "Chai Discovery", "Profluent", "Creyon Bio", "NVIDIA", "XtalPi" ], "public": true, "ticker": "LLY（纽交所）", "note": "市值有冲突：CNBC 写 $1.327 万亿，FinanceCharts 10-27 写 $1.218 万亿，StockAnalysis 10-23 写 $1.14 万亿；这里取 RedChip 10-28 收盘值，需用交易所数据复核。第一轮提到的 Ginkgo Datapoints、insitro、BigHat 投资，本轮未找到一手来源，未写入。" }, { "name": "GSK", "layer": "p1", "url": "https://www.gsk.com", "hq": "伦敦", "region": "欧洲", "founded": 2000, "desc": "自研 JulesOS，许可 Noetik 虚拟细胞模型，与 Relation 合作细胞扰动基础模型", "business_model": "自有管线", "model_open": "不适用", "wet_lab": "自有实验室", "pharma_deals": [ { "pharma": "Relation Therapeutics", "date": "2026-07", "upfront": "未披露（含在总额内）", "milestone": "总额最高 $1.1 亿（预付与里程碑合计，拆分未披露）", "note": "生成细胞扰动数据，训练 MORGAN 基础模型，GSK 为首个战略伙伴", "src": "https://european-biotechnology.com/latest-news/relation-deepens-gsk-alliance-with-110m-deal/" }, { "pharma": "Noetik", "date": "2026-01", "upfront": "$5000 万（预付）", "milestone": "近期里程碑 + 年度订阅费，金额未披露", "note": "五年期，非独家许可 OCTO-VC 虚拟细胞模型，用于肺癌和结直肠癌", "src": "https://pharmaaiatlas.com/adopters/gsk" }, { "pharma": "Relation Therapeutics", "date": "2024-12", "upfront": "未披露", "milestone": "未披露", "note": "首次合作：纤维化和骨关节炎靶点发现", "src": "https://pharmaaiatlas.com/adopters/gsk" } ], "pharma_partners": [ "GSK" ], "valuation": { "v": "$977 亿", "date": "2026-10-28", "kind": "市值（收盘日，StockAnalysis，按纽交所 ADR；伦敦口径 Morningstar 约 £733 亿）", "src": "https://stockanalysis.com/stocks/gsk/statistics/" }, "key_data": [ { "k": "内部平台", "v": "JulesOS（自研；据摩熵医药转述，GSK 选择自研而非外部大模型厂商，弱来源）", "date": "2026-10", "src": "https://www.pharnexcloud.com/trz/trz_961c23ffd05f3950190bd0c25a3d7715" } ], "customers": [ "Relation Therapeutics", "Noetik" ], "public": true, "ticker": "GSK（纽交所 ADR / 伦敦）", "note": "第一轮提到的 Vesalius 合作（预付 $8000 万 / 最高 $6.5 亿）只见聚合站，未核实，未写入。AI 算力未查到。" }, { "name": "Johnson & Johnson", "layer": "p1", "url": "https://www.jnj.com", "hq": "新泽西州新不伦瑞克", "region": "美国", "founded": 1886, "desc": "AI 药物发现公开合作少，2026-01 与 Isomorphic 签跨模态多靶点合作", "business_model": "自有管线", "model_open": "不适用", "wet_lab": "自有实验室", "pharma_deals": [ { "pharma": "Isomorphic Labs", "date": "2026-01", "upfront": "未披露", "milestone": "未披露", "note": "Isomorphic 负责计算设计，Janssen 做实验验证并推进；跨小分子、抗体、多肽、分子胶；金额和靶点未披露", "src": "https://www.isomorphiclabs.com/articles/isomorphic-labs-enters-into-a-research-collaboration-with-johnson-johnson" } ], "pharma_partners": [ "J&J" ], "valuation": { "v": "$6469 亿", "date": "2026-10-28", "kind": "市值（收盘日，Gotrade 汇总）", "src": "https://www.heygotrade.com/en/us-stock/jnj/" }, "customers": [ "Isomorphic Labs" ], "public": true, "ticker": "JNJ（纽交所）", "note": "第一轮提到的 Sail Biomedicines（预付 $7.85 亿）只见 Reportify 一处，本轮未找到来源，未写入。Janssen 此前与 VantAI（2022）、XtalPi 有合作，但早于 2023 或无日期，未写入。AI 算力、内部平台未查到。" }, { "name": "Merck & Co.（MSD）", "layer": "p1", "url": "https://www.merck.com", "hq": "新泽西州拉威", "region": "美国", "founded": 1891, "desc": "自研 KERMT 开源模型，与 Google Cloud 签 $10 亿 AI 平台合作，并授权小型 AI 公司", "business_model": "自有管线", "model_open": "不适用", "wet_lab": "自有实验室", "pharma_deals": [ { "pharma": "Protillion Biosciences", "date": "2026-06", "upfront": "未披露", "milestone": "最高 $5.1 亿（研发和商业里程碑，不含预付）", "note": "Prot-MaP 大规模数据平台为蛋白设计 AI 供训练数据，首批两个炎症项目", "src": "https://www.pharmalive.com/merck-adds-to-biopharmas-ai-agenda-with-up-to-510m-protillion-pact/" }, { "pharma": "Google Cloud", "date": "2026-04", "upfront": "不适用", "milestone": "最高约 $10 亿（多年期 AI 平台投入，Merck 付给 Google Cloud，非里程碑）", "note": "Gemini Enterprise 与代理平台覆盖研发、生产和商业", "src": "https://www.techtarget.com/pharmalifesciences/news/366642021/Merck-inks-1-billion-AI-drug-development-deal-with-Google-Cloud" }, { "pharma": "Variational AI", "date": "2025-09", "upfront": "未披露", "milestone": "总额最高 $3.49 亿（含预付与里程碑，拆分未披露）", "note": "Enki 生成式平台设计 2 个靶点的小分子，用 Merck 数据训练", "src": "https://pharmaphorum.com/news/msds-349m-alliance-variational-and-other-ai-news" } ], "pharma_partners": [ "Merck (MSD)" ], "valuation": { "v": "$3499 亿", "date": "2026-10-28", "kind": "市值（收盘日，Gotrade 汇总）", "src": "https://www.heygotrade.com/en/us-stock/mrk/" }, "key_data": [ { "k": "内部模型", "v": "KERMT（与 NVIDIA 共同开发，1100 万+分子训练，开源）", "date": "2026-03", "src": "https://www.merck.com/stories/our-ai-model-kermt-is-helping-to-advance-drug-discovery/" } ], "customers": [ "Variational AI", "Protillion", "Google Cloud", "NVIDIA" ], "public": true, "ticker": "MRK（纽交所）", "note": "2026-02 与 Mayo Clinic 的 AI 研发协议是临床数据合作，非 AI 公司，未列入 deals。AI 算力规模未查到。美国、加拿大外称 MSD。" }, { "name": "Merck KGaA（默克集团）", "layer": "p1", "url": "https://www.merckgroup.com", "hq": "达姆施塔特", "region": "欧洲", "founded": 1668, "desc": "2025-11 与 Valo 签帕金森 AI 靶点合作，并与 Recursion 有合作", "business_model": "自有管线", "model_open": "不适用", "wet_lab": "自有实验室", "pharma_deals": [ { "pharma": "Valo Health", "date": "2025-11", "upfront": "含在总额内，未披露", "milestone": "预付与里程碑合计超 $30 亿（拆分未披露），另有版税和研发经费", "note": "帕金森及相关疾病：Valo 人类数据 AI 平台找靶点，闭环化学平台做小分子", "src": "https://www.valohealth.com/press/valo-health-announces-collaboration-with-merck-kgaa-darmstadt-germany-to-discover-and-develop-novel-treatments-for-parkinsons-disease-and-related-disorders" } ], "pharma_partners": [ "Merck KGaA" ], "valuation": { "v": "€636.3 亿", "date": "2026-10-22", "kind": "市值（StockAnalysis，法兰克福，延迟报价）", "src": "https://stockanalysis.com/quote/fra/MRK/" }, "customers": [ "Valo Health", "Recursion" ], "public": true, "ticker": "MRK（Xetra）", "note": "Recursion 与 Merck KGaA 的合作条款本轮未重核，未写入 deals。AI 算力、内部平台未查到。注意与美国 Merck & Co. 区分。" }, { "name": "Novartis", "layer": "p1", "url": "https://www.novartis.com", "hq": "巴塞尔", "region": "欧洲", "founded": 1996, "desc": "自建 data42 数据平台，授权 Isomorphic、Generate、Schrödinger 做药物发现", "business_model": "自有管线", "model_open": "不适用", "wet_lab": "自有实验室", "pharma_deals": [ { "pharma": "Isomorphic Labs", "date": "2025-02", "upfront": "扩展部分条款同原协议（原协议预付 $3750 万）", "milestone": "原协议最高 $12 亿（不含预付）；扩展新增至多 3 个项目", "note": "在原有 3 个靶点上再加最多 3 个研究项目", "src": "https://aiproplaybook.com/companies/novartis" }, { "pharma": "Schrödinger", "date": "2024-11", "upfront": "$1.5 亿（预付）", "milestone": "最高 $23 亿（里程碑和版税口径，Schrödinger 公告）；另含软件授权扩展", "note": "三年多靶点小分子合作，共同推进 Schrödinger 的非肿瘤早期项目", "src": "https://www.fiercebiotech.com/biotech/novartis-pays-schrodinger-150m-bets-billions-back-end-form-drug-discovery-pact" }, { "pharma": "Generate:Biomedicines", "date": "2024-09", "upfront": "$6500 万（含 $1500 万股权投资）", "milestone": "超 $10 亿（里程碑，不含预付）", "note": "生成式 AI 做蛋白药，多个未披露适应症", "src": "https://dig.watch/updates/ai-biotech-generate-secures-65m-in-novartis-deal" }, { "pharma": "Isomorphic Labs", "date": "2024-01", "upfront": "$3750 万（预付）", "milestone": "最高 $12 亿（绩效里程碑，不含预付）", "note": "3 个靶点小分子合作", "src": "https://us-east-1.envoy.cirrus.bloomberg.com/news/articles/2024-01-07/alphabet-s-isomorphic-labs-to-collaborate-with-novartis-lilly?srnd=undefined" } ], "pharma_partners": [ "Novartis" ], "valuation": { "v": "$2942 亿", "date": "2026-10-28", "kind": "市值（收盘日，StockAnalysis，按纽交所 ADR）", "src": "https://stockanalysis.com/stocks/nvs/statistics/" }, "key_data": [ { "k": "内部平台", "v": "data42 数据平台（二手来源）", "date": "2026-10", "src": "https://aiproplaybook.com/companies/novartis" } ], "customers": [ "Isomorphic Labs", "Generate:Biomedicines", "Schrödinger" ], "public": true, "ticker": "NVS（纽交所 ADR）/ NOVN（瑞士交易所）", "note": "Chai Discovery 与 Novartis 合作仅见 AI Pro Playbook 一处，未写入。AI 算力规模未查到。" }, { "name": "Pfizer", "layer": "p1", "url": "https://www.pfizer.com", "hq": "纽约", "region": "美国", "founded": 1849, "desc": "向 Boltz、Chai、XtalPi 采购 AI 模型，并用自有数据训练专属版本", "business_model": "自有管线", "model_open": "不适用", "wet_lab": "自有实验室", "pharma_deals": [ { "pharma": "Chai Discovery", "date": "2026-06", "upfront": "未披露", "milestone": "未披露", "note": "许可 Chai 平台，抢先用 Chai-3，并训练基于 Pfizer 数据的定制模型", "src": "https://www.businesswirenews.com/news/home/20260602498831/en/Chai-Discovery-Announces-License-Agreement-with-Pfizer-to-Accelerate-Drug-Discovery-with-AI" }, { "pharma": "Boltz", "date": "2026-01", "upfront": "未披露", "milestone": "未披露", "note": "多年期合作，Boltz Lab 铺给全体科学家，并用 Pfizer 历史数据训练专属结构预测、亲和力和生物药设计模型；Pfizer 保留所发现化合物的所有权", "src": "https://boltz.bio/pfizer-partnership" }, { "pharma": "晶泰科技 XtalPi", "date": "2025-06", "upfront": "未披露", "milestone": "未披露", "note": "扩展合作：XFEP 与力场，针对 Pfizer 专有化学空间做分子建模；此前 2018 年起合作", "src": "https://www.nasdaq.com/articles/xtalpi-pfizer-expand-ai-powered-drug-discovery-collaboration-new-modeling-platform" } ], "pharma_partners": [ "Pfizer" ], "valuation": { "v": "$1679 亿", "date": "2026-10-28", "kind": "市值（收盘日，StockAnalysis）", "src": "https://stockanalysis.com/stocks/pfe/statistics/" }, "customers": [ "Boltz", "Chai Discovery", "XtalPi" ], "public": true, "ticker": "PFE（纽交所）", "note": "Pfizer 与 Biotech Development Fund（和 Hillhouse）投 Earendil 属财务投资，未列入。AI 算力、内部平台名未查到。" }, { "name": "Roche / Genentech", "layer": "p1", "url": "https://www.roche.com", "hq": "巴塞尔", "region": "欧洲", "founded": 1896, "desc": "Genentech 做 lab-in-the-loop，部署 3500+ Blackwell GPU，与 Recursion、Earendil 等合作", "business_model": "自有管线", "model_open": "不适用", "wet_lab": "自有实验室", "pharma_deals": [ { "pharma": "Earendil Labs（Helixon 海外主体）", "date": "2026-09", "upfront": "$5500 万（预付）", "milestone": "最高 $14.45 亿（开发、监管和销售里程碑，不含预付；总额超 $15 亿）", "note": "肿瘤双抗，Earendil 做发现和早期临床，Genentech 接手后续；另有版税", "src": "https://www.pharmaceutical-technology.com/news/roche-earendil-1-5bn-bispecific-oncology-discovery-development-deal/" }, { "pharma": "Recursion", "date": "2026-08", "upfront": "累计已付 $2.16 亿（2021 年起，预付加里程碑合计）", "milestone": "每个项目最高 $3 亿；40 个项目", "note": "首个神经科学靶点被 Genentech 行使选择权，触发 $300 万里程碑", "src": "https://www.genengnews.com/topics/artificial-intelligence/recursion-partners-with-genentech-to-advance-first-validated-neuro-target-discovered-through-ai-map/" }, { "pharma": "Caris Life Sciences", "date": "2025-12", "upfront": "$2500 万（预付）", "milestone": "最高 $11 亿（研发、商业和净销售里程碑，不含预付）", "note": "Caris 的 AI 平台用于实体瘤药物发现", "src": "https://www.biospace.com/deals/roche-makes-good-on-dealmaking-promise-with-1-1b-caris-cancer-collab" } ], "pharma_partners": [ "Roche / Genentech" ], "valuation": { "v": "$3828 亿", "date": "2026-10-26", "kind": "市值（收盘日，StockAnalysis，按 OTC ADR）", "src": "https://stockanalysis.com/quote/otc/RHHBY/market-cap/" }, "key_data": [ { "k": "AI 算力", "v": "2026-03 新增 2,176 块 Blackwell GPU，混合云+本地总计超 3,500 块（药企已公布最大）；与 NVIDIA 合作始于 2023", "date": "2026-03", "src": "https://blogs.nvidia.com/blog/roche-ai-factories-omniverse/" }, { "k": "lab-in-the-loop 成效", "v": "Genentech 称近 90% 符合条件的小分子项目已用上 AI；一个降解剂分子设计加速 25%", "date": "2026-03", "src": "https://news.gbimonthly.com/tw/article/show.php?num=84627&page=9" } ], "customers": [ "Earendil Labs", "Recursion", "Caris Life Sciences", "NVIDIA" ], "public": true, "ticker": "ROG（瑞士交易所）/ RHHBY（美国场外 ADR）", "note": "Prescient Design（Genentech 内部）和 Chai、Terray、Nabla 等关系，本轮未找到一手来源。市值为 OTC ADR 口径，需用瑞士交易所数据复核。" }, { "name": "Sanofi", "layer": "p1", "url": "https://www.sanofi.com", "hq": "巴黎", "region": "欧洲", "founded": 2004, "desc": "自建 plai 决策平台，与 OpenAI + Formation Bio 共训模型，大量授权 AI 药物发现公司", "business_model": "自有管线", "model_open": "不适用", "wet_lab": "自有实验室", "pharma_deals": [ { "pharma": "Recursion", "date": "2026-10", "upfront": "预付 $1 亿（2022 年原合作）；累计已收预付+里程碑约 $1.44 亿（AInvest 转述）", "milestone": "每个项目潜在里程碑超 $3 亿；至多 15 个项目", "note": "Sanofi 行使选择权，把首个开发候选药（口服小分子，炎症）纳入自家管线，Phase 1 计划 2027", "src": "https://www.ainvest.com/news/sanofi-class-option-real-validation-isn-paid-year-2610/" }, { "pharma": "Owkin", "date": "2026-06", "upfront": "未披露", "milestone": "未披露", "note": "K Pro（AI 科学家代理）五年许可", "src": "https://pharmaphorum.com/news/boehringer-signs-ai-drug-discovery-deal-owkin" }, { "pharma": "Earendil Labs（Helixon 海外主体）", "date": "2026-01", "upfront": "$1.6 亿（预付加近期里程碑合计，拆分未披露）", "milestone": "最高 $25.6 亿（含上述 $1.6 亿的总额）", "note": "AI 平台做自免/炎症双抗；Sanofi 负责全球临床和商业化；另有版税至低双位数", "src": "https://www.cooley.com/news/coverage/2026/2026-01-05-earendil-labs-announces-strategic-collaboration-with-sanofi" }, { "pharma": "Earendil Labs（Helixon 海外主体）", "date": "2025-04", "upfront": "未披露", "milestone": "未披露", "note": "此前一笔独家许可，金额本轮未查到；Sanofi 还参与了 Earendil 2026-03 的 $7.87 亿私募", "src": "https://www.biospace.com/business/backed-by-sanofi-pfizer-earendil-bags-787m-for-ai-driven-biologics-design" }, { "pharma": "OpenAI + Formation Bio", "date": "2024-05", "upfront": "未披露", "milestone": "未披露", "note": "三方合作，用 Sanofi 数据微调模型，覆盖药物开发全周期；金额未披露", "src": "https://www.sgpjbg.com/labelsyh/haiwaiyaoqiaibuju/1/6680999.html" } ], "pharma_partners": [ "Sanofi" ], "valuation": { "v": "$1008 亿", "date": "2026-10-28", "kind": "市值（收盘日，StockAnalysis，按纳斯达克 ADR）", "src": "https://stockanalysis.com/stocks/sny/statistics/" }, "key_data": [ { "k": "内部平台", "v": "plai（与 Aily Labs 共建的决策代理应用）、Concierge 内部助手；称靶点识别提效 20–30%（海通国际转述）", "date": "2026-08", "src": "https://www.sgpjbg.com/labelsyh/haiwaiyaoqiaibuju/1/6680999.html" } ], "customers": [ "Recursion", "Owkin", "Earendil Labs", "OpenAI", "Formation Bio", "Aily Labs" ], "public": true, "ticker": "SNY（纳斯达克 ADR）/ SAN（巴黎）", "note": "AI 算力规模（GPU 数）本轮未查到。Recursion 累计已收款：2026 年初 Recursion 年报写 $1.34 亿，2026-10 报道 $1.44 亿（AInvest 转述，以 Recursion 公告为准）。" }, { "name": "Takeda", "layer": "p1", "url": "https://www.takeda.com", "hq": "东京", "region": "其他", "founded": 1781, "desc": "向 Iambic、Nabla Bio、Boltz 采购 AI 设计能力，全研究组织接入 Boltz 模型", "business_model": "自有管线", "model_open": "不适用", "wet_lab": "自有实验室", "pharma_deals": [ { "pharma": "Boltz", "date": "2026-06", "upfront": "未披露", "milestone": "未披露", "note": "BoltzMol-1 与 BoltzProt-1 铺给全研究组织（接口、API、代理）", "src": "https://www.linkedin.com/posts/natasha-pomelova-a05a154_takeda-phizer-aigovernance-activity-7475536964604088321-DipL" }, { "pharma": "Iambic Therapeutics", "date": "2026-02", "upfront": "有预付、研究费用和技术接入费，金额未披露", "milestone": "成功后付款可超 $17 亿（不含预付）", "note": "小分子，先做肿瘤和消化/炎症；获得 NeuralPLexer 使用权；另有版税", "src": "https://www.businesswire.com/news/home/20260209143930/en/Iambic-Announces-Collaboration-with-Takeda-to-Advance-AI-Driven-Design-of-Small-Molecules" }, { "pharma": "Nabla Bio", "date": "2025-10", "upfront": "双位数百万美元（含研究费用）", "milestone": "成功后付款可超 $10 亿", "note": "第二次合作（首次 2022），JAM 模型做抗体和多特异性 de novo 设计", "src": "https://finbets.websol.barchart.com/?module=topNews&0=NEWS&storyID=35423958&selected=news&symbol=" } ], "pharma_partners": [ "Takeda" ], "valuation": { "v": "$668 亿", "date": "2026-10-30", "kind": "市值（收盘日，Yahoo Finance，纽交所 ADR）", "src": "https://uk.finance.yahoo.com/quote/TAK/" }, "customers": [ "Iambic", "Nabla Bio", "Boltz" ], "public": true, "ticker": "TAK（纽交所 ADR）/ 4502（东京）", "note": "StockAnalysis 另有日元口径 10.61 万亿日元（10-30）。AI 算力、内部平台名未查到。Boltz 一条来源是 LinkedIn 转述（弱），公司公告未打开。" }, { "name": "勃林格殷格翰 Boehringer Ingelheim", "layer": "p1", "url": "https://www.boehringer-ingelheim.com", "hq": "英格尔海姆", "region": "欧洲", "founded": 1885, "desc": "同周与 Envisagenics、Variant Bio 签 AI 靶点发现合作，并许可 Owkin K Pro", "business_model": "自有管线", "model_open": "不适用", "wet_lab": "自有实验室", "pharma_deals": [ { "pharma": "Variant Bio", "date": "2026-09", "upfront": "新增预付，金额未披露", "milestone": "扩展后总额超 $2.5 亿（预付加许可和里程碑，拆分未披露）", "note": "把 AI Inference 平台的合作从肾病扩到心血管；2026-01 初始协议约 $1.2 亿", "src": "https://www.fiercebiotech.com/biotech/boehringer-adds-250m-value-variant-pact-expanding-cardio-disease" }, { "pharma": "Envisagenics", "date": "2026-09", "upfront": "有预付，金额未披露", "milestone": "总额超 $10 亿（预付、研究经费、选择权费、里程碑合计，拆分未披露）", "note": "SpliceCore 平台找实体瘤特异的 RNA 剪接靶点；Boehringer 有独家许可选择权", "src": "https://www.thepharmaletter.com/biotech-news/envisagenics-and-boehringer-ink-up-to-1-billion-rna-splicing-oncology-deal" }, { "pharma": "Owkin", "date": "2026-10", "upfront": "未披露", "milestone": "未披露", "note": "K Pro 许可，在肿瘤和免疫研发扩大使用（2025 年有试点）", "src": "https://pharmaphorum.com/news/boehringer-signs-ai-drug-discovery-deal-owkin" } ], "pharma_partners": [ "Boehringer Ingelheim" ], "customers": [ "Variant Bio", "Envisagenics", "Owkin" ], "note": "家族控股私有公司，无市值。AI 算力、内部平台未查到。" }, { "name": "恒瑞医药 Jiangsu Hengrui", "layer": "p1", "url": "https://www.hengrui.com", "hq": "连云港", "region": "中国", "founded": 1970, "desc": "自研灵枢 AIDD 平台，部署 Iktos Makya、剂泰 AiTEM，并与十方云共建 AI 智能体", "business_model": "自有管线", "model_open": "不适用", "wet_lab": "自有实验室", "pharma_deals": [ { "pharma": "十方云（艾可蓝子公司）", "date": "2026-11", "upfront": "不适用", "milestone": "不适用", "note": "战略合作：真实世界数据治理与患者全周期管理，AI 智能体生态；金额未披露", "src": "https://fund.eastmoney.com/a/202611023918628592.html" }, { "pharma": "剂泰科技 Intelligent Nano", "date": "2026-08", "upfront": "未披露", "milestone": "未披露", "note": "AiTEM 制剂平台在恒瑞本地化部署；来源为研报转述，需核公告", "src": "https://www.fxbaogao.com/detail/5579060" } ], "pharma_partners": [ "恒瑞医药" ], "valuation": { "v": "CNY 3232 亿", "date": "2026-10-30", "kind": "A 股总市值（财联社）", "src": "https://www.cls.cn/stock?code=sh600276" }, "customers": [ "Iktos", "剂泰科技", "十方云" ], "public": true, "ticker": "600276（上交所）", "note": "我判断：与 AstraZeneca 的 AI 合作主角是石药集团，不是恒瑞；恒瑞单列为自建 AI 平台的药企。恒瑞与 GSK、BMS（预付 $6 亿，潜在 $152 亿）、Novo Nordisk 的授权是 License-out，不是 AI 专项，未写入。灵枢平台细节和算力未查到一手来源（仅见媒体转述）。Iktos 合作是 2021-12，早于 2023，只放 customers。" }, { "name": "石药集团 CSPC Pharmaceutical Group", "layer": "p1", "url": "https://www.cspc.com.hk", "hq": "石家庄", "region": "中国", "founded": 1998, "desc": "把自有 AI 药物发现平台授权给 AstraZeneca，瑞银称按总价值是全球最大 AIDD 平台授权方", "business_model": "平台加管线", "model_open": "不适用", "wet_lab": "自有实验室", "pharma_deals": [ { "pharma": "AstraZeneca（药企买方）", "date": "2026-01", "upfront": "$12 亿（预付，肽平台，石药收）", "milestone": "$35 亿里程碑及版税（媒体另报总额 $185 亿，口径冲突）", "note": "AI 肽发现与长效制剂平台，8 个项目", "src": "https://www.pharmexec.com/view/astrazeneca-enters-4-billion-collaboration-agreement-cspc" }, { "pharma": "AstraZeneca（药企买方）", "date": "2025-06", "upfront": "$1.1 亿（预付，石药收）", "milestone": "最高 $16.2 亿研发里程碑 + $36 亿销售里程碑（不含预付）", "note": "AI 双引擎平台发现口服小分子，首个为免疫疾病", "src": "https://www.nasdaq.com/articles/astrazeneca-signs-nearly-53-bln-ai-enabled-research-deal-chinas-cspc-pharma" } ], "pharma_partners": [ "石药集团" ], "valuation": { "v": "HK$961.55 亿", "date": "2026-10-23", "kind": "市值（收盘日，富途牛牛）", "src": "https://www.futunn.com/hk/stock/01093-HK/forecast" }, "key_data": [ { "k": "AIDD 平台对外授权累计", "v": "4 项 AIDD 平台相关授权或合作，累计交易总额 $277 亿（瑞银口径，含潜在里程碑）", "date": "2026-05", "src": "http://wdatacn.aastocks.com/sc/(Z(@@n7cjDGdCXMF=acx%7B%7B%7Bthis%7D%7D%7Dxca))/stocks/news/aafn-con/NOW.1525814/popular-news/AAFN" } ], "customers": [ "AstraZeneca" ], "public": true, "ticker": "1093（港交所）", "note": "我判断：AZ 的 AI 合作应收在石药名下；这里 deals 的 pharma 字段按任务写对方，因此填 AstraZeneca（石药作为 AI 平台输出方）。该卡角色与其他药企卡不同，也可考虑放 a1 或 m4，请你定。2026-07 siRNA 合作（预付 $3000 万）与 AI 无关，未写入。" }, { "name": "Algen Biotechnologies", "layer": "t1", "url": "https://www.algenbio.com", "hq": "旧金山湾区", "region": "美国", "desc": "CRISPR 基因调控加机器学习的 AlgenBrain 平台，找免疫疾病靶点", "business_model": "平台加管线", "ai_ability": "专用科学模型", "model_open": "闭源", "fastest_clinical_stage": { "v": "临床前" }, "pharma_deals": [ { "pharma": "AstraZeneca", "date": "2025-10", "upfront": "未披露", "milestone": "各项付款（预付、研究经费、里程碑）合计最高 $5.55 亿，拆分未披露", "note": "免疫疾病多靶点，AZ 获定向靶点独家开发商业化权，无股权", "src": "https://fiercebiotech.dev.qtxquartz.com/biotech/astrazeneca-algen-biotechnolgies-pen-555m-ai-pact-immunology-targets" } ], "pharma_partners": [ "AstraZeneca" ], "customers": [ "AstraZeneca" ], "note": "源自 UC Berkeley Doudna 实验室。融资、成立年份、总部具体城市本轮没有查到，请后续补。" }, { "name": "insitro", "layer": "t1", "url": "https://www.insitro.com", "hq": "南旧金山", "region": "美国", "founded": 2018, "desc": "表型数据加机器学习做靶点发现，TherML 等平台与药企合作", "business_model": "平台加管线", "ai_ability": "专用科学模型", "model_open": "闭源", "wet_lab": "自有实验室", "fastest_clinical_stage": { "v": "临床前" }, "pipeline_count": { "v": "早期管线覆盖肝脏脂肪与纤维化、肥胖、神经、眼科；尚无临床项目", "date": "2026-10", "src": "https://www.fiercebiotech.com/biotech/astrazeneca-inks-15b-insitro-deal-ai-enabled-target-discovery" }, "pharma_deals": [ { "pharma": "AstraZeneca", "date": "2026-10", "upfront": "$4000 万", "milestone": "最高 $14.6 亿（开发与商业里程碑，不含预付）；另有最高 9% 的销售分成", "note": "MASH 与心肌病靶点发现，AZ 独家全球权益并出资临床", "src": "https://www.fiercebiotech.com/biotech/astrazeneca-inks-15b-insitro-deal-ai-enabled-target-discovery" }, { "pharma": "Bristol Myers Squibb", "date": "2020 起，2026-03 扩大", "upfront": "未披露", "milestone": "未披露", "note": "ALS 与神经退行合作", "src": "https://remedium.ru/news/astrazeneca-i-insitro-zaklyuch/" }, { "pharma": "Eli Lilly", "date": "2024 起", "upfront": "未披露", "milestone": "未披露", "note": "小分子体内药理性质预测模型；2025 年向部分生物科技公司开放", "src": "https://www.fiercebiotech.com/biotech/astrazeneca-inks-15b-insitro-deal-ai-enabled-target-discovery" } ], "pharma_partners": [ "AstraZeneca", "BMS", "Lilly" ], "funding": [ { "date": "2021-03", "round": "C 轮", "amount": "$4 亿", "lead": "CPP Investments", "src": "https://www.fiercebiotech.com/biotech/astrazeneca-inks-15b-insitro-deal-ai-enabled-target-discovery" } ], "customers": [ "AstraZeneca", "Bristol Myers Squibb", "Eli Lilly", "Gilead" ], "note": "C 轮之后未查到新融资；Bloomberg 提到投资方含 a16z、BlackRock、Temasek。r1 中估值 $22–24 亿为弱源，未采。2026-09 任命 CMO、收购 CombinAbleAI 仍为 r1 线索，未复核。成立年份凭常识填写。官网抓取返回 403（防爬）。" }, { "name": "Owkin", "layer": "t1", "url": "https://www.owkin.com", "hq": "巴黎", "region": "欧洲", "founded": 2016, "desc": "AI 科学家 K Pro 与 MOSAIC 多模态患者数据，向药企授权", "business_model": "平台加管线", "ai_ability": "两者", "model_open": "闭源", "fastest_clinical_stage": { "v": "I 期", "drug": "关联公司推进的肿瘤候选药，Phase Ia/Ib", "date": "2026-09", "src": "https://www.thepharmaletter.com/ones-to-watch/owkin" }, "pharma_deals": [ { "pharma": "Sanofi", "date": "2026-06（原合作 2021）", "upfront": "未披露", "milestone": "未披露（2021 年原肿瘤合作为 €9000 万）", "note": "5 年期 K Pro 许可，共同开发药企专属 agent", "src": "https://secure.businesswire.com/news/home/20260605548331/it" }, { "pharma": "AstraZeneca", "date": "2026-05", "upfront": "未披露", "milestone": "未披露", "note": "3 年期 K Pro 许可并共建 agent", "src": "https://www.thepharmaletter.com/ones-to-watch/owkin" }, { "pharma": "Boehringer Ingelheim", "date": "2026-09", "upfront": "未披露", "milestone": "未披露", "note": "K Pro 加多模态肿瘤数据授权，并生成新的免疫学数据", "src": "https://www.zhiding.cn/ai-applications/2026/0904/3198373.shtml" } ], "pharma_partners": [ "Sanofi", "AstraZeneca", "Boehringer Ingelheim" ], "total_raised": "累计超 $3.08 亿（Pharma Letter 口径）", "funding": [ { "date": "2021-11", "round": "Sanofi 股权投资", "amount": "$1.8 亿", "lead": "Sanofi", "post": "估值超 $10 亿", "src": "https://www.thepharmaletter.com/ones-to-watch/owkin" } ], "customers": [ "Sanofi", "AstraZeneca", "Boehringer Ingelheim", "Servier" ], "note": "MOSAIC 数据集造价 $5000 万（Boehringer 稿件所述）。孵化出 Bioptimus（见 m3）。2021 年后是否有新一轮融资未查到。临床候选药经关联公司推进，stage 取其最远阶段。 K Pro（科研 agent）2026 年先后授权给 AstraZeneca（5 月，3 年）、Sanofi（6 月，5 年）、Boehringer Ingelheim 和 Servier（9 月），金额均未披露；2026-03 分拆诊断业务 Waiv（融资 $3300 万）。" }, { "name": "Verge Genomics（现 Verge Labs）", "layer": "t1", "url": "https://vergelabs.com", "hq": "旧金山", "region": "美国", "founded": 2015, "desc": "用人脑组织数据和机器学习找神经退行靶点，2026-05 转为只卖平台", "business_model": "平台加管线", "ai_ability": "专用科学模型", "model_open": "闭源", "fastest_clinical_stage": { "v": "I 期", "drug": "VRG50635（PIKfyve 抑制剂，ALS）——2025-12 疗效分析未达标，已终止", "date": "2025-12", "src": "https://www.fiercebiotech.com/biotech/verge-genomics-drops-sole-clinical-candidate-return-ai-drug-discovery-roots" }, "pharma_deals": [ { "pharma": "Eli Lilly", "date": "2021-07", "upfront": "$2500 万", "milestone": "最高 $6.94 亿", "note": "ALS 发现合作", "src": "https://healthcareventurecapitalfund.com/companies/verge-genomics/" }, { "pharma": "Ferrer", "date": "2024-03", "upfront": "拆分未披露", "milestone": "预付与里程碑合计超 €1.125 亿；VRG50635 失败后该合作状态未明", "note": "VRG50635 美国以外权利", "src": "https://www.fiercebiotech.com/biotech/verge-genomics-drops-sole-clinical-candidate-return-ai-drug-discovery-roots" }, { "pharma": "Tenacia Biotechnology", "date": "2026-06", "upfront": "未披露", "milestone": "未披露", "note": "平台优先模式的首个合作，用于其中枢神经项目", "src": "https://simplify.jobs/c/Verge-Genomics" } ], "pharma_partners": [ "Lilly" ], "total_raised": "已宣布股权融资约 $1.3 亿", "funding": [ { "date": "2021-12", "round": "B 轮", "amount": "$98M（Form D 为 $85M）", "lead": "BlackRock 旗下基金", "src": "https://healthcareventurecapitalfund.com/companies/verge-genomics/" }, { "date": "2018-07", "round": "A 轮", "amount": "$32M", "lead": "DFJ", "src": "https://healthcarediscovery.ai/companies/verge-genomics/" } ], "key_data": [ { "k": "脑数据集", "v": "逾 12000 份脑转录组、6500 名患者", "date": "2026-06", "src": "https://simplify.jobs/c/Verge-Genomics" } ], "note": "2026-05-27 改名 Verge Labs。首席财务、科学、医学官均已离职（据行业人士转述）。聚合站融资总额口径不一，以已宣布两轮为准。" }, { "name": "Basecamp Research", "layer": "t2", "url": "https://www.basecamp-research.com", "hq": "伦敦", "region": "欧洲", "founded": 2019, "desc": "自建全球生物样本宏基因组数据 BaseData，训练 EDEN 模型，转做自有疗法", "business_model": "平台加管线", "ai_ability": "专用科学模型", "fastest_clinical_stage": { "v": "临床前", "drug": "EDEN 设计的体内细胞疗法，共披露 6 个项目", "date": "2026-09", "src": "https://seedtable.com/companies/basecamp-research" }, "valuation": { "v": "$8 亿", "date": "2026-09", "kind": "投后估值，媒体报道（Tech Funding News）", "src": "https://techfundingnews.com/basecamp-research-lands-140m-from-anthropic-and-nvidia-to-push-ai-designed-cell-therapy-toward-the-clinic/" }, "funding": [ { "date": "2026-09", "round": "C 轮", "amount": "$140M", "lead": "S32（NVIDIA、Menlo Anthology Fund、Catalio、NATO Innovation Fund 等跟投）", "post": "投后 $8 亿（媒体报道）", "src": "https://www.basecamp-research.com/news-research/basecamp-research-raises-140m-to-advance-ai-designed-therapeutics" }, { "date": "2024-10", "round": "B 轮", "amount": "$60M", "lead": "本轮未核到领投方", "src": "https://en.wowtale.net/2026/09/29/235274/" } ], "key_data": [ { "k": "BaseData", "v": "逾 1000 亿个新基因，来自 30 多个国家（聚合站转述公司口径）", "date": "2026-09", "src": "https://seedtable.com/companies/basecamp-research" } ], "note": "Tech Funding News 标题称 Anthropic 也参投，但公司稿的投资方名单中没有 Anthropic，已不采。r1 的「C 轮前累计 $8500 万」未复核。r1 把它放在蛋白模型组，实为数据加自有管线，故放 t2。是否开放模型权重未查到。" }, { "name": "Helix", "layer": "t2", "url": "https://www.helix.com", "hq": "圣马特奥（加州）", "region": "美国", "founded": 2015, "desc": "人群基因组测序与临床基因组数据，向药企授权用于靶点发现", "business_model": "数据", "ai_ability": "专用科学模型", "model_open": "闭源", "wet_lab": "自有实验室", "fastest_clinical_stage": { "v": "不适用" }, "pharma_deals": [ { "pharma": "Recursion", "date": "2024-06", "upfront": "未披露", "milestone": "未披露", "note": "提供去标识临床基因组数据训练因果模型", "src": "http://www.tickertech.com/bankinvestor2/cgi/?a=news&ticker=a&w=&story=202406bwire24651491r1.xml" } ], "total_raised": "累计约 $4 亿（聚合站 $403M / $411M / $435M 三说，口径冲突）", "funding": [ { "date": "2021-06", "round": "C 轮", "amount": "$50M", "lead": "Warburg Pincus", "src": "https://profiles.crustdata.com/company/helix-631692" }, { "date": "2018-03", "round": "B 轮", "amount": "$200M", "lead": "DFJ Growth", "src": "https://profiles.crustdata.com/company/helix-631692" } ], "customers": [ "Recursion" ], "note": "2021 年之后未查到新融资。GSK 数据合作仅见 r1 的弱来源，未复核。研究网络约 20 家医疗系统、40 万以上参与者来自聚合站转述，未采入 data。" }, { "name": "Tempus AI", "layer": "t2", "url": "https://www.tempus.com", "hq": "芝加哥", "region": "美国", "founded": 2015, "desc": "肿瘤测序加临床基因组数据库，数据授权与 AI 模型卖给药企", "business_model": "数据", "ai_ability": "专用科学模型", "model_open": "闭源", "wet_lab": "自有实验室", "fastest_clinical_stage": { "v": "不适用" }, "pharma_deals": [ { "pharma": "Bristol Myers Squibb", "date": "2026", "upfront": "未披露", "milestone": "授权 BMS 肿瘤数据与模型，5 年最高 $1.375 亿（无预付拆分）", "note": "BMS 数据授权给 Tempus", "src": "https://ca.investing.com/news/company-news/tempus-ai-inc-tem-q3-2026-earnings-call-highlights-revenue-jumps-23-to-411--4923777" }, { "pharma": "Pathos AI（关联公司）", "date": "2026", "upfront": "未披露", "milestone": "Pathos 5 年内向 Tempus 支付 $5500 万", "note": "与 BMS 共建阿尔茨海默数据集和模型", "src": "https://www.fool.com/earnings/call-transcripts/2026/11/02/tempus-tem-q3-2026-earnings-call-transcript/" } ], "pharma_partners": [ "BMS" ], "valuation": { "v": "约 $131.7 亿", "date": "2026-11-02", "kind": "市值（东方财富页，2026-11-02；财报次日股价涨近 10%，时点可能不一致）", "src": "https://emweb.eastmoney.com/PC_USF10/pages/index.html?code=TEM&type=web&color=w#/hxbd" }, "revenue": { "v": "2026 全年指引 $16.0–16.05 亿", "date": "2026-09", "kind": "Q3 营收 $4.115 亿（+23%），数据与应用 $1.081 亿（+33%）；公司财报与指引（2026-11-02 发布）", "src": "https://www.sec.gov/Archives/edgar/data/1717115/000119312526442619/tem-ex99_1.htm" }, "key_data": [ { "k": "数据量", "v": "逾 600 PB，上一季新增 50 PB", "date": "2026-11", "src": "https://www.fool.com/earnings/call-transcripts/2026/11/02/tempus-tem-q3-2026-earnings-call-transcript/" }, { "k": "现金", "v": "$8.54 亿", "date": "2026-09", "src": "https://ca.investing.com/news/company-news/tempus-ai-inc-tem-q3-2026-earnings-call-highlights-revenue-jumps-23-to-411--4923777" } ], "customers": [ "Bristol Myers Squibb", "Recursion", "Moderna", "Merck" ], "public": true, "ticker": "TEM（纳斯达克）", "note": "拟收购 Personalis，监管审查已过，股东会定于 2026-11-30。主营是诊断（Q3 占 74%），数据授权占约 26%。BMS 金额 $1.375 亿 / $1.38 亿为四舍五入差异。官网抓取返回 429（限流）。" }, { "name": "Arctoris", "layer": "w1", "url": "https://www.arctoris.com", "hq": "牛津", "region": "欧洲", "founded": 2016, "desc": "自动化药物发现 CRO，Ulysses 平台，接手礼来机器人实验室", "business_model": "服务", "ai_ability": "专用科学模型", "model_open": "闭源", "wet_lab": "自有实验室", "key_data": [ { "k": "并购", "v": "2024-09 收购 Lilly Life Sciences Studio 大部分股权，平台从圣迭戈迁至牛津，化合物库扩至 400 万", "date": "2024-09", "src": "https://pharma-industry-review.com/arctoris-acquires-eli-lillys-life-science-studio-drug-discovery-automation-lab" } ], "customers": [ "Insilico Medicine（2020-07 技术合作）" ], "note": "【额外补充】融资金额在 Crunchbase 被遮挡，未查到。" }, { "name": "Automata", "layer": "w1", "url": "https://automata.tech", "hq": "伦敦", "region": "欧洲", "founded": 2015, "desc": "模块化机器人加编排软件，让湿实验室可编程、AI 就绪", "business_model": "纯平台", "ai_ability": "专用科学模型", "model_open": "闭源", "wet_lab": "无", "total_raised": "累计约 $1.44 亿（聚合站口径，弱；2026-06 另有金额未披露的 C 轮追加，Eckuity 领投，弱）", "funding": [ { "date": "2026-01", "round": "C 轮", "amount": "$45M", "lead": "Dimension（Danaher Ventures 战略投资；Octopus、Entrepreneurs First、Tru Arrow 跟投）", "src": "https://www.rdworldonline.com/automata-raises-45m-to-scale-lab-automation-platform-adds-danaher-as-strategic-investor/" } ], "key_data": [ { "k": "客户", "v": "5 家顶级药企在用（公司口径）", "date": "2026-02", "src": "https://www.rdworldonline.com/automata-raises-45m-to-scale-lab-automation-platform-adds-danaher-as-strategic-investor/" } ], "customers": [ "5 家顶级药企（未点名）", "Beckman Coulter Life Sciences / Danaher（合作与集成，2026-02）" ], "note": "估值、营收未披露。 参考：https://www.selectscience.net:443/article/beckman-coulter-life-sciences-partners-with-automata-to-accelerate-ai-ready-laboratory-automation" }, { "name": "Emerald Cloud Lab", "layer": "w1", "url": "https://www.emeraldcloudlab.com", "hq": "奥斯汀", "region": "美国", "founded": 2010, "desc": "远程可编程的全自动云实验室", "business_model": "服务", "ai_ability": "专用科学模型", "model_open": "闭源", "wet_lab": "自有实验室", "total_raised": "累计约 $9210 万（aVenture，弱）", "key_data": [ { "k": "政府项目", "v": "2026-07 与 Stanford、Purdue、Morehouse 参与 NSF 总额 $4 亿的自动化科学云实验室网络（Genesis Mission）", "date": "2026-07", "src": "https://news.morehouse.edu/morehouse-college-emerges-as-leading-partner-in-1m-nsf-grant-to-advance-automated-sciences#1" }, { "k": "员工", "v": "约 189 人", "date": "2026", "src": "https://pitchbook.com/profiles/company/61618-24#overview#1" } ], "customers": [ "Eli Lilly（2020 Studio Lab 相关，第一轮口径）", "Stanford / Purdue / Morehouse（NSF 项目）" ], "note": "近年无公开融资；Align to Innovate 报告提到 ECL 曾长时间停机（公众号转述，弱，未采信为事实）。估值、营收未查到。" }, { "name": "Ginkgo Bioworks", "layer": "w1", "url": "https://www.ginkgobioworks.com", "hq": "波士顿", "region": "美国", "founded": 2008, "desc": "自主实验室 Nebula 与云实验室，向 AI 药企卖数据生成", "business_model": "服务", "ai_ability": "专用科学模型", "model_open": "闭源", "wet_lab": "自有实验室", "pharma_deals": [ { "pharma": "Eli Lilly（TuneLab）", "date": "2026-09", "upfront": "未披露", "milestone": "未披露", "note": "Datapoints 为 TuneLab 提供数据生成服务", "src": "https://s28.q4cdn.com/823357996/files/doc_news/2026/Sep/16/Ginkgo-Datapoints-x-TuneLab-Announcement.pdf#1#1#1" }, { "pharma": "Novo Nordisk", "date": "2026-09", "upfront": "未披露", "milestone": "未披露", "note": "在 Waltham 建自主实验室", "src": "https://www.distillintelligence.com/link/u1443453/ginkgo-bioworks-selected-to-build-autonomous-lab-at-novo-nordisk-site?source=website&utm_source=distillintelligence.com&utm_medium=referral&utm_campaign=news_directory#1#1#1" } ], "pharma_partners": [ "Lilly", "Novo Nordisk" ], "valuation": { "v": "$6.633 亿市值（收盘价 $9.88）", "date": "2026-11-02", "kind": "市值（收盘日）", "src": "https://stockanalysis.com/stocks/dna/" }, "revenue": { "v": "过去 12 个月营收同比下降约 37%", "date": "2026-09", "kind": "已暂停营收指引；Q3 财报 2026-11-05 发布，未出；分析师/媒体报道", "src": "https://it.investing.com/news/analyst-ratings/btig-taglia-il-target-su-ginkgo-bioworks-per-timori-sulla-transizione-93CH-3541682#1" }, "key_data": [ { "k": "现金", "v": "$3.02 亿现金及等价物，另有 $8700 万受限现金", "date": "2026-08", "src": "https://finance.baidu.com/stock/us-DNA?mainTab=%E8%B4%A2%E5%8A%A1" }, { "k": "战略调整", "v": "2026-04 完成生物安全业务剥离；集中资源做自主实验室，RAC 小车从 50 台扩到 100 台", "date": "2026-09", "src": "https://it.investing.com/news/analyst-ratings/btig-taglia-il-target-su-ginkgo-bioworks-per-timori-sulla-transizione-93CH-3541682#1" } ], "customers": [ "Eli Lilly", "Novo Nordisk", "MIT、Caltech 等政府/高校自主实验室合同", "Amazon Bio Discovery 的实验室伙伴之一" ], "public": true, "ticker": "DNA（纽约证券交易所）", "note": "只写自动化与 AI 数据线，不是 AI 药企。" }, { "name": "Lila Sciences", "layer": "w1", "url": "https://www.lila.ai", "hq": "剑桥（马萨诸塞）", "region": "美国", "founded": 2022, "desc": "科学超级智能加自主实验室「AI 科学工厂」", "business_model": "平台加管线", "ai_ability": "两者", "model_open": "闭源", "wet_lab": "自有实验室", "valuation": { "v": "$85 亿", "date": "2026-07-31", "kind": "彭博称是投前估值；Forge 列为 B 轮估值，口径冲突，二级市场隐含估值更高（弱）", "src": "https://www.bloomberg.com/news/articles/2026-06-03/lila-sciences-said-in-talks-for-funds-at-8-5-billion-valuation" }, "total_raised": "累计约 $25.5 亿（Forge / StockAnalysis 口径）", "funding": [ { "date": "2025-03", "round": "种子轮", "amount": "$200M", "lead": "未核", "src": "https://pitchbook.com/profiles/company/719996-50?sourceType=NEWSLETTER#overview#1" }, { "date": "2025-10", "round": "A 轮（含 A-II）", "amount": "累计至 $550M", "lead": "未核", "post": "投后 $13 亿（CB Insights）", "src": "https://www.cbinsights.com/company/lila-sciences/financials#1" }, { "date": "2026-07-31", "round": "B 轮（B-1 $14.6 亿 + B-2 $5.4 亿，Forge 口径）", "amount": "约 $20 亿", "lead": "CalPERS 与 NVIDIA NVentures（彭博称 anchored）", "post": "$85 亿", "src": "https://forgeglobal.com/lila-sciences_ipo/#companyDetails" } ], "also_in": [ { "t": "AI for Science 图谱", "u": "https://ai-for-science-map.vercel.app/" } ], "note": "B 轮 2026-06 彭博报道谈判，7-31 完成数据来自 Forge（二手），未见公司新闻稿原文。药企合作未查到。业务含材料、能源，药物发现只是一部分。" }, { "name": "Medra", "layer": "w1", "url": "https://www.medra.ai", "hq": "旧金山", "region": "美国", "desc": "通用机器人加科学 AI，自主做实验的物理 AI 科学家", "business_model": "服务", "ai_ability": "两者", "model_open": "闭源", "wet_lab": "自有实验室", "pharma_deals": [ { "pharma": "Genentech", "date": "2025-12", "upfront": "未披露", "milestone": "未披露", "note": "接入 Genentech「lab in the loop」闭环", "src": "https://www.pharmalive.com/medra-raises-52-million-to-build-physical-ai-scientists-partners-with-genentech/" } ], "pharma_partners": [ "Roche / Genentech" ], "total_raised": "累计约 $63M", "funding": [ { "date": "2025-12", "round": "A 轮", "amount": "$52M", "lead": "Human Capital（Lux、Neo、NFDG 老股东；Catalio、Menlo、776、Fusion Fund 新进）", "src": "https://www.medra.ai/series-a" } ], "customers": [ "Genentech", "Cultivarium", "Addition Therapeutics" ], "note": "自有大型自主实验室计划 2026 启动（旧金山 Medra Lab 001，第一轮口径）。成立年来源冲突（2021/2022），未采。估值未披露。" }, { "name": "Strateos", "layer": "w1", "url": "https://strateos.com", "hq": "门洛帕克", "region": "美国", "founded": 2012, "desc": "机器人云实验室（原 Transcriptic），转向本地部署 LodeStar", "business_model": "服务", "ai_ability": "专用科学模型", "model_open": "闭源", "wet_lab": "自有实验室", "total_raised": "累计约 $9000 万–$1.06 亿（两家聚合站口径不一，弱）", "funding": [ { "date": "2021-06", "round": "B 轮", "amount": "$56.1M", "lead": "DCVC 与 Lux（Lilly 参投）", "src": "https://healthcarediscovery.ai/companies/transcriptic/" } ], "key_data": [ { "k": "礼来实验室", "v": "2020-01 与 Lilly 推出 Life Sciences Studio（Lilly 2017 年投 $9000 万建设），Strateos 运营；2024-09 Lilly 将其出售给 Arctoris，迁往牛津", "date": "2024-09", "src": "https://www.biopharmatrend.com/post/949-eli-lilly-sells-automated-lab-to-arctoris-platform-relocates-to-oxford/pdf/#1#1#1" } ], "owner": "状态未明：2023-04 宣布放弃自营云实验室、转为在客户现场部署 LodeStar 并重组裁员；此后无公开公告。公众号称 2023-12 被 Multiply Labs 收购（单一弱源，未核实）", "note": "没有证据显示正式关停；准确说法是业务转型且近三年无公告。对 AIDD 的现实意义偏小，可降级或只在注记中出现。" }, { "name": "Charles River Laboratories", "layer": "w2", "url": "https://www.criver.com", "hq": "威尔明顿（马萨诸塞）", "region": "美国", "founded": 1947, "desc": "曾有 Logica AI 小分子平台，2026 随欧洲发现业务卖给 IQVIA", "business_model": "服务", "ai_ability": "专用科学模型", "model_open": "闭源", "wet_lab": "自有实验室", "pharma_deals": [ { "pharma": "IQVIA（买方）", "date": "2026-02-25", "upfront": "未披露（交易额未在公告中给出）", "milestone": "不适用", "note": "出售 5 个欧洲体外发现站点、NAMs 与小分子 AI 平台；2026-05 完成", "src": "https://www.businesswire.com/news/home/20260225724183/en/IQVIA-Signs-Agreement-to-Acquire-Drug-Discovery-Assets-from-Charles-River-Laboratories-Expanding-End-to-End-Drug-Discovery-Capabilities#1" } ], "valuation": { "v": "$125.6 亿市值", "date": "2026-08-05", "kind": "Q2 财报后 StockStory 快照；市值（非 11-02 收盘；收盘日市值未查到）", "src": "https://www.barchart.com/story/news/3694000/crl-q2-deep-dive-strategic-portfolio-moves-and-biopharma-demand-fuel-margin-expansion#1" }, "revenue": { "v": "Q2 营收 $10.0 亿", "date": "2026-08", "kind": "同比 -2.7%（有机 +0.1%）；财报", "src": "https://pxsresearch.com/companies/charles-river-laboratories/" }, "customers": [ "Valo Health（Logica 合作伙伴，Flagship Pioneering 的 Pioneering Medicines 为首个先导项目）" ], "owner": "小分子 AI 平台（Logica 相关资产）与欧洲发现站点于 2026-05 出售给 IQVIA", "public": true, "ticker": "CRL（纽约证券交易所）", "note": "Logica 是与 Valo 的合作平台；买卖价格本轮未查到。CRL 目前已无自有 AI 药物发现业务线，卡片主要记录资产出售。" }, { "name": "Evotec", "layer": "w2", "url": "https://www.evotec.com", "hq": "汉堡", "region": "欧洲", "founded": 1993, "desc": "药物发现 CRO，平台加合作管线，推 AI 与组学", "business_model": "平台加管线", "ai_ability": "专用科学模型", "model_open": "闭源", "wet_lab": "自有实验室", "pharma_deals": [ { "pharma": "Bristol Myers Squibb", "date": "2026", "upfront": "未披露", "milestone": "$1000 万（BMS-986506 进入 1 期触发，第一轮口径）", "note": "CELMoD 项目", "src": "https://reportify.cn/reports/1290315157687373824#4#8#4" } ], "pharma_partners": [ "BMS" ], "valuation": { "v": "$5.41 亿市值（ADS 口径）", "date": "2026-11-02", "kind": "市值（东方财富，ADR）", "src": "https://emweb.eastmoney.com/PC_USF10/pages/index.html?code=EVO&type=web&color=w#/hxbd" }, "revenue": { "v": "H1 2026 营收 €3.001 亿", "date": "2026-08", "kind": "同比 -19.2%；全年指引下调至 €5.7–6.1 亿，调整后 EBITDA -€0.70 至 -€1.05 亿；财报", "src": "https://www.sharedeals.de/evotec-aktie-der-turnaround-bekommt-neue-nahrung/" }, "customers": [ "BMS", "Sandoz", "Almirall" ], "public": true, "ticker": "EVT（法兰克福）/ EVO（纳斯达克 ADS）", "note": "AI 业务线本轮没找到单独披露的收入或产品数据，Evotec 偏传统 CRO 加重组中，建议按「CRO 参照」处理。Q3 财报 2026-11-05。" }, { "name": "IQVIA", "layer": "w2", "url": "https://www.iqvia.com", "hq": "达勒姆（北卡罗来纳）", "region": "美国", "desc": "买下 Charles River 发现业务含 AI 平台，主推数据加 AI 智能体", "business_model": "服务", "ai_ability": "两者", "model_open": "闭源", "wet_lab": "自有实验室", "pharma_deals": [ { "pharma": "Charles River（卖方）", "date": "2026-02-25", "upfront": "未披露", "milestone": "不适用", "note": "购入 5 个体外发现站点、NAMs 和小分子 AI 平台，2026-05 完成", "src": "https://www.businesswire.com/news/home/20260225724183/en/IQVIA-Signs-Agreement-to-Acquire-Drug-Discovery-Assets-from-Charles-River-Laboratories-Expanding-End-to-End-Drug-Discovery-Capabilities#1" } ], "valuation": { "v": "约 $459.8 亿市值", "date": "2026-10-24", "kind": "Stockcircle 页面快照，收盘日未核；市值（媒体/聚合站，弱）", "src": "https://stockcircle.com/stocks/IQV" }, "revenue": { "v": "Q3 营收 $44.3 亿", "date": "2026-10-27", "kind": "+8%（有机约 +6%）；调整后 EBITDA $10.08 亿；上调全年指引；财报", "src": "https://stockcircle.com/stocks/IQV" }, "key_data": [ { "k": "数据壁垒", "v": "CEO 称药企所用数据约 70% 来自 IQVIA（公司口径）", "date": "2026-03", "src": "https://www.tikr.com/blog/iqvia-leerink-conference-30-target-price-from-ai-data-moat" } ], "public": true, "ticker": "IQV（纽约证券交易所）", "note": "只写 AIDD 相关线；NVIDIA 合作与 AI 智能体产品本轮未逐条核实。" }, { "name": "WuXi AppTec 药明康德", "layer": "w2", "url": "https://www.wuxiapptec.com", "hq": "无锡", "region": "中国", "founded": 2000, "desc": "CRDMO；2026 Q3 起点名承接 AIDD 客户的干湿闭环需求", "business_model": "服务", "ai_ability": "专用科学模型", "model_open": "闭源", "wet_lab": "自有实验室", "valuation": { "v": "¥4207.89 亿市值", "date": "2026-11-02", "kind": "收盘价 ¥138.65；市值（收盘日，A 股）", "src": "https://vip.stock.finance.sina.com.cn/quotes_service/view/cn_bill.php?symbol=sh603259" }, "revenue": { "v": "前三季度营收 ¥455.37 亿", "date": "2026-10-30", "kind": "同比 +38.59%；净利 ¥193.98 亿；2026 全年指引上调至 ¥610–619 亿（持续经营收入）；财报（三季报）", "src": "https://finance.eastmoney.com/news/11137,202610303916687731.html" }, "key_data": [ { "k": "AIDD 表述", "v": "三季报点名：HI+AI 一体化，承接 AIDD/AI4S 客户快速增长的干湿闭环需求；管理层称 AIDD 项目盈利与早期项目相当，中期可能成新收入流", "date": "2026-10", "src": "https://reportify.cn/transcripts/1312777265616130048" }, { "k": "测试业务", "v": "WuXi Testing 前三季营收 ¥39.1 亿，+32%；WuXi Biology ¥21.9 亿，+12.4%", "date": "2026-11", "src": "http://www.wabei.cn/Home/News/367828" } ], "customers": [ "AIDD 客户未点名；Reportify 纪要与 Goldman 口径称客户用其高通量测试生成专有数据训练模型" ], "public": true, "ticker": "603259（上交所）/ 2359.HK", "note": "AIDD 收入未单独披露。只写 AI 业务线表述，不展开 CRDMO 整体。" }, { "name": "康龙化成 Pharmaron", "layer": "w2", "url": "https://www.pharmaron.com", "hq": "北京", "region": "中国", "founded": 2004, "desc": "CRDMO；称 AI 药企客户为实验室服务增长驱动之一", "business_model": "服务", "ai_ability": "专用科学模型", "model_open": "闭源", "wet_lab": "自有实验室", "revenue": { "v": "前三季营收 ¥120.03 亿", "date": "2026-10-27", "kind": "+19.0%；新签订单 +30% 以上；前 20 大药企收入 +52.5%；财报（三季报）", "src": "https://data.eastmoney.com/notices/detail/300759/AN202610291831171510.html#1" }, "key_data": [ { "k": "AI 表述", "v": "2026-10-28 投资者关系活动把 AI 赋能类新型公司带来的业务机遇列为生物科学服务增长三大驱动因素之一；与逻辑比特（量子计算）、智平方（具身智能）合作", "date": "2026-10", "src": "https://finance.eastmoney.com/news/11137,202610303916687731.html" } ], "public": true, "ticker": "300759（深交所）/ 3759.HK", "note": "市值本轮未取到收盘价。AIDD 收入未单独披露，AI 属增量叙事而非独立业务线。" }, { "name": "金斯瑞 GenScript", "layer": "w2", "url": "https://www.genscript.com", "hq": "南京", "region": "中国", "founded": 2002, "desc": "Gene-to-Protein 基础设施，AIDD 服务收入 H1 翻倍", "business_model": "服务", "ai_ability": "专用科学模型", "model_open": "闭源", "wet_lab": "自有实验室", "valuation": { "v": "HK$798.6 亿", "date": "2026-11-02", "kind": "收盘价 HK$35.76；市值（收盘日，Yahoo Finance 港股）；StockAnalysis 为 HK$815.5 亿", "src": "https://hk.finance.yahoo.com/quote/1548.HK/key-statistics/" }, "revenue": { "v": "H1 2026 营收约 $4.04 亿", "date": "2026-08", "kind": "+27.3%；生命科学集团 $3.19 亿；AIDD 服务收入约 $4000 万，同比 +105% 以上（券商研报口径）；中期业绩", "src": "https://4g.stockstar.com/detail/IG2026101300009828" }, "key_data": [ { "k": "AIDD 业务", "v": "AI 药物发现业务连续第三个半年翻倍，需求来自 AI 药企和药企创新团队", "date": "2026-08", "src": "https://markets.ft.markitdigital.com/data/announce/full?dockey=600-202608181000PR_NEWS_EURO_ND__EN28577-1#1" } ], "customers": [ "AI 药物发现公司与药企（未点名）；药企及生物科技客户约占生命科学集团收入 82%" ], "public": true, "ticker": "1548.HK", "note": "另有传奇生物（CARVYKTI）、蓬勃生物（拟分拆港股上市）、百斯杰，均非 AIDD。只写生命科学集团的 AIDD 线。" } ] }