AI 2.0: Healthcare's Next Prescription

研报英文原文证据摘录

AI 2.0: Healthcare's Next Prescription

China (PRC) | Healthcare EquityJulyResearch8, 2026

Why are MNCs writing checks to almost every Chinese AIDD company?

It's not about certainty, it's about exposure - MNCs are investing because

they can't afford not to. HC AI is moving from experimentation to

commercialization, where we see four themes emerging: AIDD, BCI,

intelligent medtech, and HC AI agents; of which we believe AI-native biotech

platforms offer the most compelling risk-reward. Buy Insilico, METiS, .Source: Jefferies

Mindray, UIH, MedBot, JDH.

In our AI Healthcare 1.0 report, we highlighted AI's potential to improve accessibility, accuracy,

and efficiency across healthcare. The industry has since moved beyond experimentation, with

milestones such as Insilico's Rentosertib advancing into Phase 3 and China's first approved

BCI product for paralysis. As AI enters clinical validation and commercialization, we see four

investable themes emerging: AIDD, BCI, intelligent medtech, and healthcare AI agents.

AI Drug Discovery = Data+Algorithms+Workflow, Driving Faster, Smarter, and More

Predictable Drug R&D - Healthcare AI is more than a science project - it's becoming a

commercial reality. In our view, the biggest risk in healthcare AI may no longer be investing,

but not investing. With Insilico advancing into Ph3 and China's first BCI approved, AI is moving

from concept to commercialization.

AIDD is evolving from software-driven efficiency to an AI + biotech asset creation story. By

integrating data, algorithms, and automated workflows into a closed-loop R&D engine, AI could

reduce drug discovery timelines by 70-90% and save >US$50bn of value across the drug

development chain. Our survey indicated AI adoption is broadening across the pharma value