[Transfer] Huawei "Entering" pharmaceutical field

Source: Siqi Club/Four Leaf Grass

Yesterday, Yunnan Baiyao issued an announcement that the company had signed the "Artificial Intelligence Drug Research and Development Comprehensive Cooperation Agreement" with Huawei Technology Co., Ltd. (hereinafter referred to as "Huawei"). According to the agreement, the two parties will carry out exchanges and cooperation in the field of artificial intelligence drug research and development, including but not limited to large and small molecular design, related diseases, database development, etc., and the cooperation period is valid for 3 years.

The agreement stipulates that Huawei should use its advantages in ICT products and solutions, big data analysis, smart cities and cloud computing to provide Yunnan Baiyao with competitive products and services, assist Yunnan Baiyao structure, enhance the industry's leading information Ability. Yunnan Baiyao introduced that the agreement only reflects the cooperation intentions or principles of both parties, and does not involve specific amounts.

Some people in the industry said that the combination of Yunnan Baiyao and Huawei giants may play a certain catalytic role in the field of AI drug research and development.

AI Pharmaceutical:

No product is listed so far

For a long time, long R & D cycle, high R & D investment cost, and low success rate are the "three mountains" in the field of new drug research and development.

According to institutional statistics, using AI technology can shorten 40%of drug discovery time, save 50%-60%of the clinical trial time of drugs, and save tens of billions of dollars per year and cost clinical experimental costs. It can be seen that AI technology undoubtedly provides a new technical means and development possibility for the development of new drugs.

A few years ago, foreign pharmaceutical giants have begun to cooperate with technology companies to develop AI drugs. In 2016, Johnson & Johnson handed over some small molecular compounds in the experiment to an artificial intelligence company, hoping to use "machine intelligence" to accelerate the development of new drugs. In 2017, the British GlaxoSmithk cooperated with artificial intelligence startups to use big data and machine learning to accelerate the development of innovative small molecular drugs.

However, it is necessary to point out that there is no drug that is mainly filtered through the AI ​​method, and the FDA approval is approved to be listed. By the stage of clinical experiments.

A report from Cedai Counselor showed that as of the end of 2021, more than 40 AI participating in R & D pipelines in the world entered the clinic. Among them, the pipelines of eight foreign companies and two Chinese companies have entered the clinic period, but because of the high difficulty of AI pharmaceutical technology, there is no AI predictive structure to go public. As of the end of April 2022, the number of Chinese AI pharmaceutical companies exceeded 60, and the company was listed and profitable.

The report predicts that by 2023-2025, a number of AI predicted drugs will enter the second phase of the clinical phase of the "Valley of Death", and the first AI pharmaceutical products will only appear until 2026-2027.

Technology giant:

One after another in the field of AI pharmaceuticals

As a head player in domestic artificial intelligence technology, Huawei has already been deployed in AI auxiliary drug research and development business. In September last year, Huawei Cloud released the "Pangu Drug Molecular Model", which belongs to a new member of the "Pangu Family". It is a pre -training large model specifically launched in the field of drug research and development. Essence

In addition to the AI ​​pharmaceutical field, Huawei also deployed the field of medical device. In August last year, it obtained the second type of medical device registration certificate in the name of the terminal company.

Not only Huawei, in recent years, Internet giants such as Tencent, Ali, Baidu, and other Internet giants have also started to target the development of AI new drug research and development after layout of Internet medical care.

Baidu founder Li Yanhong initiated the establishment of Bai Tu Shengke; Alibaba Cloud and Zheng Datianqing, GHDDI and other GHDDI of Global Health Drug Research and Development Center; Tencent released the AI ​​-driven drug research and development platform "Yun Shenzhi Pharmaceutical"; the byte beating was specially responsible for responsibility The Aurora Department of the Big Health Business, and recruits the AI-DRUG team at home and abroad ...

Internet Data Information Network (BCC) data shows that in all application scenarios in the medical and health industry, the market size and growth rate of new drugs discovered by the new drugs occupy the first place. It is expected that the market size in 2024 will reach 3.117 billion US dollars, with an average annual growth rate of growth growth rates, with an average annual growth rate of growth rate. (Cagr) 40.7%.

According to the latest report from Grand View Research, by 2027, the market size of global AI+drugs is expected to reach 3.5 billion US dollars, and CAGR is 28.8%.

Yunnan Baiyao:

I introduced the Huawei executive twice

It is worth mentioning that in addition to this time with Huawei, Yunnan Baiyao has also hired two Huawei Chinese executives to serve in the company.

In March last year, Dong Ming hired by Yunnan Baiyao as the company's chief executive officer. Dong Ming has more than 20 years of work experience in Huawei. He has successively served as Huawei Technical Engineers, Minister of Marketing of Huawei Eastern European Ministry of Fixed Network Products, and Vice President of Huawei China. In June of this year, Dong Ming also nominated the former Huawei China CFO Maga as the chief financial officer of Yunnan Baiyao.

Yunnan Baiyao has continuously introduced two Huawei executives, and now has in -depth cooperation with Huawei. The reason behind may be related to the pressure of performance in recent years, and it is also "escorted" for the company's digital transformation.

According to the 2021 report, Yunnan Baiyao's net profit was 2.804 billion yuan, a year -on -year decrease of 49.17%. This is the first time that Yunnan Baiyao's net profit has declined for the first time in the past 20 years. In the first quarter of 2022, Yunnan Baiyao's revenue also showed negative growth, with revenue of 9.43 billion yuan, a year -on -year decrease of 8.7%. On March 28, 2021, Yunnan Baiyao said at the investor survey meeting that it would develop and transform around the "1+4+1" strategy. The first "1" refers to the development of deep cultivation in the field of traditional Chinese medicine; "4" refers to the field of oral cavity, the skin field, the field of bone injury, and the field of women's care; New technologies including artificial intelligence are introduced into all aspects of R & D and operation, so that development has a higher starting point.

In addition, Yunnan Baiyao also stated in the announcement that 2022 is a critical year for the company for digital transformation and the implementation of medium and long -term strategic implementation. Create the foundation.

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