过去三年,主流药企的AI合作大多停留在公关层面,未实质改变研发流程。Edison Scientific为Incyte部署的Kosmos系统是例外:它作为生产级工具,单次运行可处理1500篇文献并生成42,000行代码,且结果具有79%的可复现性,结论均可溯源。这标志着AI首次从理论演示进入实际研发管线,真正压缩研发周期,有望加速新药问世进程。
Every major pharma company announced an AI partnership in the last three years. Most of them changed nothing.
The press release went out, the stock moved, and the actual R&D pipeline stayed exactly the same.
Edison Scientific just deployed Kosmos across Incyte's full pipeline. Not a pilot. Not a proof of concept. A production system that reads 1,500 papers and writes 42,000 lines of code in a single run!
The difference between this and everything that came before it: receipts. 79% reproducibility. Every conclusion traceable to a specific paper or line of code.
This is the first time I'm looking at an AI deployment in pharma and thinking: this actually changes how drugs get made. Not in theory, or in a pitch deck - but in production, right now, across an entire R&D pipeline.