AI制药赛道升温，圈外巨头入局：Anthropic自建湿实验室，与诺和诺德、百时美施贵宝合作并收购Coefficient Bio；字节跳动分拆的新生实验室完成首轮融资。目前AI主要加速新药早期研发，压缩候选分子筛选和实验迭代时间，但烧钱多、风险高的后续环节仍待突破。
百时美施贵宝与Anthropic达成战略合作，将Claude企业版作为全球统一智能平台，向超3万名员工开放。这标志着生物制药领域AI应用从“对话助手”向“智能代理”跨越，推动医药研发的深层数字化转型。
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