2024年AI时代重塑药物研发：智能化技术如何变革生物制药行业研究报告

Reinventing R&D in the Age of AI

Preface

The biopharma industry is facing unprecedented challenges and opportunities driven by advancements in technology and a deeper understanding of human biology. While the industry's research and development (R&D) productivity has remained largely unchanged for a decade, the complexities of the competitive market continue to evolve. Intelligent technologies, such as AI, generative AI, machine learning, and next-generation computing, are accelerating scientific advances and addressing long-standing R&D challenges.

The R&D Opportunity

Biopharma companies are under increasing pressure to develop new medicines faster, at lower costs, and without compromising quality. Market forces, such as pharmacy benefit managers and insurance companies, along with government policies like the Inflation Reduction Act, are driving this demand. Technologies like AI and generative AI are enabling better business and patient outcomes, making them a top priority for biopharma CEOs.

Key Findings

1. Revolutionizing Drug Development: Advanced technologies and a better understanding of human biology are transforming drug development processes, from target selection to clinical trial design and patient recruitment.

2. Cost Savings and Speed: Companies can bring a new medicine to market four years faster and earn an extra $2 billion per successful drug by leveraging intelligent technologies. The cost of bringing a successful medicine to market can be reduced by 35-45% using these technologies.

3. Investment Requirements: Implementing a reinvention strategy will require dedicating 8-10% of the annual R&D budget to digital transformation initiatives over the next five years. For a $5 billion R&D budget, this amounts to $400-$500 million annually.

4. Key Risks: Success depends on overcoming technological, talent, cultural, and regulatory complexities. Maintaining a balanced portfolio of initiatives, combining near-term, high-confidence opportunities with longer-term, higher-risk/reward projects, is crucial.

Conclusion

It is time to reinvent biopharma R&D. The expected revenue gap and the urgent need to adopt intelligent technologies are driving a significant shift. Companies that embrace these changes and reinvent their R&D organizations will improve efficiency and patient outcomes, securing growth in an increasingly challenging macro environment.