CITIC Securities says AIDD companies are generally at an early stage and the industry may be entering an accelerated growth phase. It identifies three commercial models in AI biotech: SAAS-only software providers; AI-enabled CROs offering drug screening and evaluation services; and AI-originator drug companies that use platforms to design drugs and advance pipelines. Most firms currently combine models and the overall AI drug market remains small, but greater capital inflows, technology iteratio

CITIC Securities says AIDD companies are generally at an early stage and the industry may be entering an accelerated growth phase. It identifies three commercial models in AI biotech: SAAS-only software providers; AI-enabled CROs offering drug screening and evaluation services; and AI-originator drug companies that use platforms to design drugs and advance pipelines. Most firms currently combine models and the overall AI drug market remains small, but greater capital inflows, technology iteration and validation as AI drug pipelines reach the market should support a transition to a harvest/accelerated growth period.