Department of Biomedical Engineering, Duke University, Durham, NC, USA.
Bellevue Asset Management, Zurich, Switzerland.
Nat Comput Sci. 2024 Feb;4(2):96-103. doi: 10.1038/s43588-024-00594-8. Epub 2024 Feb 26.
Computation promises to accelerate, de-risk and optimize drug research and development. An increasing number of companies have entered this space, specializing in the design of new algorithms, computing on proprietary data, and/or development of hardware to improve distinct drug pipeline stages. The large number of such companies and their unique strategies and deals have created a highly complex and competitive industry. We comprehensively analyze the companies in this space to highlight trends and opportunities, identifying highly occupied areas of risk and currently underrepresented niches of high value.
计算有望加速、降低风险并优化药物研发。越来越多的公司进入了这个领域，专注于设计新算法、利用专有数据进行计算，以及/或者开发硬件来改善不同的药物研发阶段。如此众多的公司及其独特的战略和交易，使得这个行业变得非常复杂和具有竞争力。我们全面分析了这个领域的公司，以突出趋势和机会，确定风险高度集中的领域和目前价值被低估的利基市场。
