創薬向けAIの世界市場：2024-2031年

創薬向けAI市場は予測期間（2024-2031年）にCAGR 40.3%の飛躍的な成長が見込まれます。市場成長の背景には、薬剤の最適化、インパクトのあるターゲットの強調、仮想スクリーニングに対する需要の高まりがあり、AIは世界的に多様なテストを奨励することで研究を加速します。米国食品医薬品局（FDA）の医薬品評価研究センター（CDER）によると、2023年には米国で55の新薬が承認・上市されました。2023年に承認された新薬の51.0%に当たる55品目のうち28品目は、神経系を損傷する変性疾患、重篤で生命を脅かす真菌感染症であるカンジダ症、侵襲性カンジダ症、脳の発達に影響を及ぼす遺伝性神経疾患であるレット症候群などの希少疾患を対象としているため、希少疾病用医薬品の指定を受けています。

市場力学

薬剤の有効性と毒性の予測における機械学習（ML）の役割の増大

可能性のある治療用分子の毒性と有効性の予測は、医薬品化学におけるAIの主な用途の1つです。従来の医薬品開発手法では、化合物が人体に及ぼす可能性のある影響を評価するために、労働集約的で時間のかかる実験に頼ることが多かった。こうした制約は、機械学習などのAI手法によって解決できます。MLアルゴリズムは、人間の研究者が膨大なデータの調査に基づいて見逃してしまうようなパターンや動向を発見することができます。従来の手法と比べ、副作用の少ない新たな生理活性物質を格段に早く提案することが可能になります。

創薬プロセスへのAIの統合とコスト削減の可能性

特徴や機能を持つ新規分子の開発は、AIが創薬に利用されるもう一つの重要な方法です。従来の技術では、既存の分子を同定し改変するという、労力と時間のかかるプロセスに頼ることが多かった。一方、AIを用いた手法では、望ましい特性や活動を持つ新規化合物を迅速かつ効果的に構築することが可能です。例えば、溶解性や活性などの望ましい特性を持つ新しい治療薬分子を提案するために、ディープラーニング（DL）アルゴリズムが最近、既知の薬物化合物とそれに対応する特性のデータセットで訓練されました。これは、新薬候補を迅速かつ効果的に設計するためのこれらの手法の可能性を示しています。

市場セグメンテーション

• 市場は、コンポーネントに基づいてソフトウェアとサービスに区分されます。
• 治療領域に基づくと、市場は腫瘍、感染症、神経、代謝性疾患、心血管疾患、免疫、その他（炎症性疾患）に区分されます。
• 用途別では、薬剤最適化・再利用、前臨床試験、薬剤スクリーニングに区分されます。
• エンドユーザーに基づくと、市場は製薬・バイオテクノロジー企業、CRO・研究センター、学術・政府機関に区分されます。

腫瘍領域が最大セグメントを占めると予測

市場セグメンテーションでは、腫瘍領域が最大のシェアを占めると予想されています。成長を支える主な要因には、膨大なデータセットをふるいにかけ、洞察を導き出すために作られた現在のAIシステムの強化が含まれます。AIを活用することで、患者に個別の治療を提供することができます。患者の病歴や遺伝子配列の提供に加え、スキャンを利用することで、腫瘍の早期発見や患者に合わせた投薬のパターンを確立することができます。例えば、2024年4月、米国立衛生研究所（NIH）は、腫瘍内の個々の細胞からのデータを利用して、その人の腫瘍が特定の薬に反応するかどうかを予測する人工知能（AI）ツールを開発しました。今回の研究では、転移学習と呼ばれる機械学習技術を用いて、広く入手可能なバルクRNAシーケンスデータを用いて薬剤反応を予測するAIモデルを訓練し、その後、単一細胞のRNAシーケンスデータを用いてそのモデルを微調整できるかどうかを調査しました。

薬剤の最適化と再利用がかなりの市場シェアを占める

薬物の最適化および再利用分野は、市場でかなりのシェアを占めると予想されます。薬剤の有効性や副作用は、ディープラーニング（DL）や薬剤モデリングなどの革新的なAIシステムを使用して調査することができます。また、AI技術の開発により、医薬品の研究、比較、より効率的な形態への再利用が容易になり、副作用が減少し、全体的な効能が向上しています。例えば、アクセンチュアは2024年1月、クラウド上で臨床試験をシミュレートし、製薬会社やバイオテクノロジー企業がより迅速かつコスト効率よく患者のための治療法を開発できるようにするAIを活用した臨床試験デザイン企業であるQuantHealthに、アクセンチュア・ベンチャーズを通じて戦略的投資を行ったと発表しました。QuantHealthのプラットフォームは、臨床試験を大規模にシミュレーションすることで、リスクを低減し、医薬品開発を迅速化、最適化することができます。

地域の展望

世界の創薬向けAI市場は、北米（米国、カナダ）、欧州（英国、イタリア、スペイン、ドイツ、フランス、その他欧州地域）、アジア太平洋地域（インド、中国、日本、韓国、その他アジア太平洋地域）、世界のその他の地域（中東とアフリカ、ラテンアメリカ）を含む地域によってさらに細分化されます。

アジア太平洋における研究および製薬・バイオテクノロジー企業の成長

• アジア太平洋市場は、韓国、中国、インドなどの国々における研究および精密医療プログラムに対する政府融資の増加や、同地域で事業を展開する重要な製薬企業による創薬研究開発におけるAlベース技術の使用の増加により、成長が見込まれています。この地域の創薬市場における地位は、産官学および技術プロバイダー間のパートナーシップを通じたイノベーションの推進というコミットメントによってさらに強化されています。
• 2023年12月のIndia Brand Equity Foundation, Biotechnology Presentation Industry Reportによると、インドのバイオテクノロジー産業は2025年までに1,500億米ドルに達すると予想されています。インドのワクチン産業は20億米ドルから50億米ドルに成長する可能性があり、これはインドと世界の新しい製薬会社がワクチンをポートフォリオの重要な一部に入れているためです。インドには米国FDA認可工場が665カ所あります。世界の簡略新薬申請（ANDA）の44.0％、1,400以上の製造工場が（世界保健機関）WHOの要件に準拠しています。バイオテクノロジー省では1,484のプロジェクトが進行中。

北米が大きな市場シェアを占める

北米は、NuMedii, Inc.、NVIDIA Corp.、Recursion Pharmaceuticals Inc.、Schrodinger, Inc.、XtalPi Inc.など多数の著名な創薬向けAI企業やプロバイダーが存在するため、大きなシェアを占めています。市場成長の背景には、薬剤の研究、設計、再利用が増加していること、米国の大手IT企業が著名な研究機関と提携していることがあります。AIはまた、疾病を分析し、疾病管理に役立つ適切な結論を導き出すためにも使用されています。米国食品医薬品局（US FDA）によると、2024年3月、AI/MLコンポーネントを使用した医薬品・生物学的製剤の申請件数がここ数年で大幅に増加し、2021年には100件以上の申請が報告されました。医薬品開発分野のヘルスケア組織は、医師、製薬会社、病院に新たなビジネスの可能性を開くためにジェネレーティブAIを導入しています。これには、よりスマートなデジタルアシスタントの開発、早期の疾患特定をサポートするためのより良い患者データの収集、医療を進歩させるための数十億の薬理学的分子の検索などが含まれます。例えば、2024年3月、エヌビディアヘルスケアは、創薬、MedTech、デジタルヘルスを前進させるジェネレーティブAIマイクロサービスを発表しました。さらに、Parabricks（R）、MONAI、NeMo（TM）、Riva、およびMetropolisを含むNVIDIAアクセラレーションソフトウェア開発キットおよびツールは、創薬、医療画像、およびゲノム解析のためのヘルスケアワークフローを加速するNVIDIA CUDA-X（TM）マイクロサービスとしてアクセスできるようになりました。

創薬向けAI市場に参入している主要企業には、Merck KGaA、NVIDIA Corp.、Recursion Pharmaceuticals Inc.、Schrodinger, Inc.、Tencent Holdings Ltd.などがあります。市場競争力を維持するため、市場プレイヤーは提携、合併、買収などの戦略を適用し、事業拡大や製品開発にますます注力しています。

目次

第1章 レポート概要

• 業界の現状分析と成長ポテンシャルの展望
• 調査方法とツール
• 市場内訳
  • セグメント別
  • 地域別

第2章 市場概要と洞察

• 調査範囲
• アナリストの洞察と現在の市場動向
  • 主要市場動向
  • 推奨事項
  • 結論

第3章 競合情勢

• 主要企業分析
• Merck KGaA
  • 概要
  • 財務分析
  • SWOT分析
  • 最近の動向
• NVIDIA Corporation
  • 会社概要
  • 財務分析
  • SWOT分析
  • 最近の動向
• Recursion Pharmaceuticals Inc.
  • 概要
  • 財務分析
  • SWOT分析
  • 最近の動向
• Schrodinger, Inc.
  • 概要
  • 財務分析
  • SWOT分析
  • 最近の動向
• Tencent Holdings Ltd.
  • 概要
  • 財務分析
  • SWOT分析
  • 最近の動向
• 主要戦略分析

第4章 市場セグメンテーション

• 創薬向けAIの世界市場：コンポーネント別
  • ソフトウェア
  • サービス
• 創薬向けAIの世界市場：治療領域別
  • 腫瘍
  • 感染症
  • 神経
  • 代謝性疾患
  • 心血管疾患
  • 免疫
  • その他（炎症性疾患）
• 創薬向けAIの世界市場：用途別
  • 薬剤最適化・再利用
  • 前臨床試験
  • 薬剤スクリーニング
• 創薬向けAIの世界市場：エンドユーザー別
  • 製薬・バイオテクノロジー企業
  • CRO
  • 研究センター、学術・政府機関

第5章 地域分析

• 北米
  • 米国
  • カナダ
• 欧州
  • 英国
  • ドイツ
  • イタリア
  • スペイン
  • フランス
  • その他欧州
• アジア太平洋
  • 中国
  • インド
  • 日本
  • 韓国
  • その他アジア太平洋地域
• 世界のその他の地域
  • ラテンアメリカ
  • 中東・アフリカ

第6章 企業プロファイル

• AiCure, LLC
• Atomwise Inc.
• BenevolentAI Group
• BioXcel Therapeutics Inc.
• BPGbio Inc.
• Cloud Pharmaceuticals
• Cyclica Inc.
• Deep Genomics Inc.
• Envisagenics
• Euretos Services BV
• Exscientia Plc.
• Healx Ltd.
• Iktos
• Insilico Medicine
• Lantern Pharma Inc.
• NuMedii Inc.
• Pepticom Ltd.
• PHARNEXT SCA
• Predictive Oncology Inc.
• Turbine Ltd.
• Valo Health Inc.
• XtalPi Inc.

LIST OF TABLES

• 1. Global AI in Drug Discovery Market Research And Analysis By Component, 2023-2031 ($ Million)
• 2. Global AI Software In Drug Discovery Market Research And Analysis By Region, 2023-2031 ($ Million)
• 3. Global AI Services In Drug Discovery Market Research And Analysis By Region, 2023-2031 ($ Million)
• 4. Global AI in Drug Discovery Market Research And Analysis By Therapeutic Area, 2023-2031 ($ Million)
• 5. Global AI in Oncology Drug Discovery Market Research And Analysis By Region, 2023-2031 ($ Million)
• 6. Global AI in Infectious Diseases Drug Discovery Market Research And Analysis By Region, 2023-2031 ($ Million)
• 7. Global AI in Neurology Drug Discovery Market Research And Analysis By Region, 2023-2031 ($ Million)
• 8. Global AI in Metabolic Diseases Drug Discovery Market Research And Analysis By Region, 2023-2031 ($ Million)
• 9. Global AI in Cardiovascular Diseases Drug Discovery Market Research And Analysis By Region, 2023-2031 ($ Million)
• 10. Global AI in Immunology Drug Discovery Market Research And Analysis By Region, 2023-2031 ($ Million)
• 11. Global AI in Other Therapeutic Area Drug Discovery Market Research And Analysis By Region, 2023-2031 ($ Million)
• 12. Global AI in Drug Discovery Market Research And Analysis By Application, 2023-2031 ($ Million)
• 13. Global AI in Drug Optimization And Repurposing Market Research And Analysis By Region, 2023-2031 ($ Million)
• 14. Global AI in Drug Preclinical Testing Market Research And Analysis By Region, 2023-2031 ($ Million)
• 15. Global AI in Drug Screening Market Research And Analysis By Region, 2023-2031 ($ Million)
• 16. Global AI in Drug Discovery Market Research And Analysis By End-Users, 2023-2031 ($ Million)
• 17. Global AI in Drug Discovery For Pharmaceutical & Biotechnology Companies Market Research And Analysis By Region, 2023-2031 ($ Million)
• 18. Global AI in Drug Discovery For Contract Research Organizations (Cros) Market Research And Analysis By Region, 2023-2031 ($ Million)
• 19. Global AI in Drug Discovery For Research Centers And Academic & Government Institutes Market Research And Analysis By Region, 2023-2031 ($ Million)
• 20. Global AI in Drug Discovery Market Research And Analysis By Region, 2023-2031 ($ Million)
• 21. North American AI in Drug Discovery Market Research And Analysis By Country, 2023-2031 ($ Million)
• 22. North American AI in Drug Discovery Market Research And Analysis By Component, 2023-2031 ($ Million)
• 23. North American AI in Drug Discovery Market Research And Analysis By Therapeutic Area, 2023-2031 ($ Million)
• 24. North American AI in Drug Discovery Market Research And Analysis By Application, 2023-2031 ($ Million)
• 25. North American AI in Drug Discovery Market Research And Analysis By End-Users, 2023-2031 ($ Million)
• 26. European AI in Drug Discovery Market Research And Analysis By Country, 2023-2031 ($ Million)
• 27. European AI in Drug Discovery Market Research And Analysis By Component, 2023-2031 ($ Million)
• 28. European AI in Drug Discovery Market Research And Analysis By Therapeutic Area, 2023-2031 ($ Million)
• 29. European AI in Drug Discovery Market Research And Analysis By Application, 2023-2031 ($ Million)
• 30. European AI in Drug Discovery Market Research And Analysis By End-Users, 2023-2031 ($ Million)
• 31. Asia-Pacific AI in Drug Discovery Market Research And Analysis By Country, 2023-2031 ($ Million)
• 32. Asia-Pacific AI in Drug Discovery Market Research And Analysis By Component, 2023-2031 ($ Million)
• 33. Asia-Pacific AI in Drug Discovery Market Research And Analysis By Therapeutic Area, 2023-2031 ($ Million)
• 34. Asia-Pacific AI in Drug Discovery Market Research And Analysis By Application, 2023-2031 ($ Million)
• 35. Asia-Pacific AI in Drug Discovery Market Research And Analysis By End-Users, 2023-2031 ($ Million)
• 36. Rest Of The World AI In Drug Discovery Market Research And Analysis By Region, 2023-2031 ($ Million)
• 37. Rest Of The World AI In Drug Discovery Market Research And Analysis By Component, 2023-2031 ($ Million)
• 38. Rest Of The World AI In Drug Discovery Market Research And Analysis By Therapeutic Area, 2023-2031 ($ Million)
• 39. Rest Of The World AI In Drug Discovery Market Research And Analysis By Application, 2023-2031 ($ Million)
• 40. Rest Of The World AI In Drug Discovery Market Research And Analysis By End-Users, 2023-2031 ($ Million)

LIST OF FIGURES

• 1. Global AI in Drug Discovery Market Share By Component, 2023 Vs 2031 (%)
• 2. Global AI Software In Drug Discovery Market Share By Region, 2023 Vs 2031 (%)
• 3. Global AI Services In Drug Discovery Market Share By Region, 2023 Vs 2031 (%)
• 4. Global AI in Drug Discovery Market Share By Therapeutic Area, 2023 Vs 2031 (%)
• 5. Global AI in Oncology Drug Discovery Market Share By Region, 2023 Vs 2031 (%)
• 6. Global AI in Infectious Diseases Drug Discovery Market Share By Region, 2023 Vs 2031 (%)
• 7. Global AI in Neurology Drug Discovery Market Share By Region, 2023 Vs 2031 (%)
• 8. Global AI in Metabolic Diseases Drug Discovery Market Share By Region, 2023 Vs 2031 (%)
• 9. Global AI in Cardiovascular Diseases Drug Discovery Market Share By Region, 2023 Vs 2031 (%)
• 10. Global AI in Immunology Drug Discovery Market Share By Region, 2023 Vs 2031 (%)
• 11. Global AI in Other Therapeutic Area Drug Discovery Market Share By Region, 2023 Vs 2031 (%)
• 12. Global AI in Drug Discovery Market Share By Application, 2023 Vs 2031 (%)
• 13. Global AI in Drug Optimization And Repurposing Market Share By Region, 2023 Vs 2031 (%)
• 14. Global AI in Drug Preclinical Testing Market Share By Region, 2023 Vs 2031 (%)
• 15. Global AI in Drug Screening Market Share By Region, 2023 Vs 2031 (%)
• 16. Global AI in Drug Discovery Market Share By End-Users, 2023 Vs 2031 (%)
• 17. Global AI in Drug Discovery For Pharmaceutical & Biotechnology Companies Market Share By Region, 2023 Vs 2031 (%)
• 18. Global AI in Drug Discovery For Contract Research Organizations (Cros) Market Research And Analysis By Region, 2023 Vs 2031 (%)
• 19. Global AI in Drug Discovery For Research Centers And Academic & Government Institutes Market Research And Analysis By Region, 2023 Vs 2031 (%)
• 20. Global AI in Drug Discovery Market Share By Region, 2023 Vs 2031 (%)
• 21. US AI in Drug Discovery Market Size, 2023-2031 ($ Million)
• 22. Canada AI in Drug Discovery Market Size, 2023-2031 ($ Million)
• 23. UK AI in Drug Discovery Market Size, 2023-2031 ($ Million)
• 24. France AI in Drug Discovery Market Size, 2023-2031 ($ Million)
• 25. Germany AI in Drug Discovery Market Size, 2023-2031 ($ Million)
• 26. Italy AI in In Drug Discovery Market Size, 2023-2031 ($ Million)
• 27. Spain AI in Drug Discovery Market Size, 2023-2031 ($ Million)
• 28. Rest Of Europe AI in Drug Discovery Market Size, 2023-2031 ($ Million)
• 29. India AI in Drug Discovery Market Size, 2023-2031 ($ Million)
• 30. China AI in Drug Discovery Market Size, 2023-2031 ($ Million)
• 31. Japan AI in Drug Discovery Market Size, 2023-2031 ($ Million)
• 32. South Korea AI in Drug Discovery Market Size, 2023-2031 ($ Million)
• 33. Rest Of Asia-Pacific AI In Drug Discovery Market Size, 2023-2031 ($ Million)
• 34. Rest Of The World AI in Drug Discovery Market Size, 2023-2031 ($ Million)
• 35. Latin America AI in Drug Discovery Market Size, 2023-2031 ($ Million)
• 36. Middle East And Africa AI in Drug Discovery Market Size, 2023-2031 ($ Million)

AI in Drug Discovery Market Size, Share & Trends Analysis Report by Component (Software and Services), by Therapeutic Area (Oncology, Infectious Diseases, Neurology, Metabolic Diseases, Cardiovascular Diseases, Immunology, and others), by Application (Drug Optimization and Repurposing, Preclinical Testing and Drug Screening) and by End-Users (Pharmaceutical & Biotechnology Companies, Contract Research Organizations (CROs) and Research Centers and Academic & Government Institutes), Forecast Period (2024-2031)

AI in drug discovery market is anticipated to grow at an exponential CAGR of 40.3% during the forecast period (2024-2031). The market growth is attributed to the increased demand for drug optimization, impactful target emphasis, and virtual screening, Al speeds up research by encouraging more diverse testing globally. According to the US Food and Drug Administration (FDA) Center for Drug Evaluation and Research (CDER), in 2023, 55 novel drugs were approved and marketed in the US. In 2023, 28 of 55, or 51.0% of novel drug approvals received orphan drug designation as they target rare diseases, including degenerative disease that damages the nervous system, Candidemia, and invasive candidiasis, which are serious and life-threatening fungal infections, Rett syndrome, a genetic, neurological disorder that affects brain development.

Market Dynamics

Increasing Role of Machine Learning (ML) in Predicting Drug Efficacy and Toxicity

Predicting the toxicity and efficacy of possible therapeutic molecules is one of the main uses of AI in medicinal chemistry. Traditional drug development methods frequently depend on labor-intensive and time-consuming experiments to evaluate a compound's possible effects on the human body. These restrictions can be solved by AI methods such as machine learning. ML algorithms can spot patterns and trends that human researchers would miss based on the examination of copious amounts of data. In comparison to employing traditional techniques, this can allow the proposal of new bioactive substances with minimal side effects in a significantly faster manner.

Integration of AI in Drug Discovery Process and Potential Cost Savings

Developing new molecules with characteristics and functions is another important way that AI is being used in medication discovery. Conventional techniques frequently rely on the labor- and slow-intensive process of identifying and modifying already-existing molecules. On the other hand, AI-based methods can make it possible to build new compounds quickly and effectively with desired characteristics and activities. For instance, to propose new therapeutic drug molecules with desirable properties such as solubility and activity, a deep learning (DL) algorithm was recently trained on a dataset of known drug compounds and their corresponding properties. This shows the potential of these methods for the quick and effective design of new drug candidates.

Market Segmentation

• Based on the component, the market is segmented into software and services.
• Based on the therapeutic area, the market is segmented into oncology, infectious diseases, neurology, metabolic diseases, cardiovascular diseases, immunology, and other (inflammatory diseases).
• Based on the application, the market is segmented into drug optimization and repurposing, preclinical testing, and drug screening.
• Based on the end-users, the market is segmented into pharmaceutical & biotechnology companies, contract research organizations (CROs) and research centers, and academic & government institutes.

Oncology is Projected to Hold the Largest Segment

The oncology segment is expected to hold the largest share of the market. The primary factors supporting the growth include enhancing current AI systems that are made to sift through massive data sets and derive insight. AI can be leveraged to provide patients with individualized treatments. In addition to providing patient histories and genetic sequences, scans can be used to establish a pattern for early cancer detection and patient-specific medication delivery. For instance, in April 2024, the National Institutes of Health (NIH) developed an artificial intelligence (AI) tool that uses data from individual cells inside tumors to predict whether a person's cancer will respond to a specific drug. In the new study, the researchers investigated whether they could use a machine learning technique called transfer learning to train an AI model to predict drug responses using widely available bulk RNA sequencing data, but then fine-tune that model using single-cell RNA sequencing data.

Drug Optimization and Repurposing Segment to Hold a Considerable Market Share

The drug optimization and repurposing segment is expected to hold a considerable share of the market. Drug efficacy, as well as side effects, can be researched using innovative AI systems such as Deep Learning (DL) and drug modeling. The development of AI technology has also facilitated the study, comparison, and repurposing of medications into more efficient forms, reducing adverse effects and increasing overall efficacy. For instance, in January 2024, Accenture announced it has made a strategic investment, through Accenture Ventures, in QuantHealth, an AI-powered clinical trial design company that simulates clinical trials in the cloud, allowing pharmaceutical and biotech companies to more quickly and cost-effectively develop treatments for patients. By simulating trials at scale, QuantHealth's platform can lower risks, and expedite, and optimize drug development.

Regional Outlook

Global AI in drug discovery market is further segmented based on geography including North America (the US, and Canada), Europe (UK, Italy, Spain, Germany, France, and the Rest of Europe), Asia-Pacific (India, China, Japan, South Korea, and Rest of Asia-Pacific), and the Rest of the World (the Middle East & Africa, and Latin America).

Growing Research and Pharmaceutical & Biotechnology Companies in Asia-Pacific

• The Asia-Pacific market is expected to grow as a result of rising government financing for research and precision medicine programs in countries such as South Korea, China, and India, as well as a rise in the use of Al-based technologies in drug discovery research and development by significant pharmaceutical businesses operating in the area. The region's standing in the Al drug discovery market is further strengthened by its commitment to promoting innovation through partnerships between industry, academia, and technology providers.
• According to the India Brand Equity Foundation, Biotechnology Presentation Industry Report, in December 2023, the Indian biotechnology industry is expected to reach $150.0 billion by 2025. India's vaccine industry can grow from $2.0 billion to $5.0 billion, as new Indian and global pharmaceutical companies are including vaccines as a key part of their portfolios. India has 665 FDA-approved plants in the US. 44.0% of the global abbreviated new drug applications (ANDA) and more than 1,400 manufacturing plants are compliant with (World Health Organization) WHO requirements. The Department of Biotechnology has 1,484 ongoing projects.

North America Holds Major Market Share

North America holds a significant share owing to numerous prominent AI in drug discovery companies and providers such as NuMedii, Inc., NVIDIA Corp., Recursion Pharmaceuticals Inc., Schrodinger, Inc., and XtalPi Inc. in the region. The market growth is attributed to increasing medication research, design, and repurposing, major US IT corporations have collaborated with esteemed institutes. AI is also being used to analyze diseases and draw relevant conclusions that can help with disease management. According to the US Food and Drug Administration (US FDA), in March 2024, a significant increase in the number of drug and biologic application submissions using AI/ML components over the past few years, with more than 100 submissions reported in 2021. Healthcare organizations in the drug development area are implementing generative AI to open up new business potential for physicians, pharmaceutical companies, and hospitals. These include developing smarter digital assistants, collecting better patient data to support early disease identification, and searching for billions of pharmacological molecules to advance medicine. For instance, in March 2024, NVIDIA Healthcare introduced generative AI Microservices to advance drug discovery, MedTech, and Digital Health. Additionally, NVIDIA accelerated software development kits and tools, including Parabricks(R), MONAI, NeMo(TM), Riva, and Metropolis, can now be accessed as NVIDIA CUDA-X(TM) microservices to accelerate healthcare workflows for drug discovery, medical imaging, and genomics analysis.

The major companies serving the AI in drug discovery market include Merck KGaA, NVIDIA Corp., Recursion Pharmaceuticals Inc., Schrodinger, Inc., and Tencent Holdings Ltd., among others. The market players are increasingly focusing on business expansion and product development by applying strategies such as collaborations, mergers, and acquisitions to stay competitive in the market.

Recent Development

• In April 2024, Odyssey Therapeutics, Inc., a biotechnology company pioneering next-generation precision medicines, announced it entered a strategic research collaboration with Janssen Pharmaceutica NV, a Johnson & Johnson company, to jointly discover and optimize small molecule medicines against select therapeutic targets. The companies will combine their expertise in artificial intelligence (AI), machine learning (ML), computational chemistry, and drug discovery to unlock difficult-to-drug targets.
• In February 2024, QIAGEN introduced an AI-derived biomedical knowledge base to accelerate data-driven drug discovery. QIAGEN Biomedical KB-AI contains over 640 million biomedical relationships, including gene, disease, and drug causal relationships, to aid in data-driven drug discovery.
• In November 2023, Almirall and Absci announced an AI drug discovery partnership aimed at developing and commercializing AI-designed therapeutics to fight chronic and debilitating dermatological diseases. The partnership combines Absci's Integrated Drug Creation(TM) platform with Almirall's dermatological expertise to deliver life-changing medicines to patients, marking another step forward in AI drug creation.
• In October 2023, Fujitsu and RIKEN collaborated to develop AI drug discovery technology utilizing generative AI to predict structural changes in proteins. An AI drug discovery technology that can predict structural changes of proteins from electron microscope images as a 3D density map in a wide range by utilizing generative AI.
• In September 2022, Merck announced two new strategic drug discovery collaborations aimed at harnessing powerful artificial intelligence (AI)-driven design and discovery capabilities, further advancing the company's research efforts. The partnerships, with BenevolentAI, London, UK, and Exscientia, Oxford, UK, are expected to generate several novel clinical development drug candidates with first-in-class and best-in-class potential in key therapeutic areas of oncology, neurology, and immunology.

Table of Contents

1. Report Summary

• Current Industry Analysis and Growth Potential Outlook
• 1.1. Research Methods and Tools
• 1.2. Market Breakdown
  • 1.2.1. By Segments
  • 1.2.2. By Region

2. Market Overview and Insights

• 2.1. Scope of the Report
• 2.2. Analyst Insight & Current Market Trends
  • 2.2.1. Key Market Trends
  • 2.2.2. Recommendations
  • 2.2.3. Conclusion

3. Competitive Landscape

• 3.1. Key Company Analysis
• 3.2. Merck KGaA
  • 3.2.1. Overview
  • 3.2.2. Financial Analysis
  • 3.2.3. SWOT Analysis
  • 3.2.4. Recent Developments
• 3.3. NVIDIA Corporation
  • 3.3.1. Overview
  • 3.3.2. Financial Analysis
  • 3.3.3. SWOT Analysis
  • 3.3.4. Recent Developments
• 3.4. Recursion Pharmaceuticals Inc.
  • 3.4.1. Overview
  • 3.4.2. Financial Analysis
  • 3.4.3. SWOT Analysis
  • 3.4.4. Recent Developments
• 3.5. Schrodinger, Inc.
  • 3.5.1. Overview
  • 3.5.2. Financial Analysis
  • 3.5.3. SWOT Analysis
  • 3.5.4. Recent Developments
• 3.6. Tencent Holdings Ltd.
  • 3.6.1. Overview
  • 3.6.2. Financial Analysis
  • 3.6.3. SWOT Analysis
  • 3.6.4. Recent Developments
• 3.7. Key Strategy Analysis

4. Market Segmentation

• 4.1. Global AI in Drug Discovery Market by Component
  • 4.1.1. Software
  • 4.1.2. Services
• 4.2. Global AI in Drug Discovery Market by Therapeutic Area
  • 4.2.1. Oncology
  • 4.2.2. Infectious Diseases
  • 4.2.3. Neurology
  • 4.2.4. Metabolic Diseases
  • 4.2.5. Cardiovascular Diseases
  • 4.2.6. Immunology
  • 4.2.7. Other (Inflammatory Diseases)
• 4.3. Global AI in Drug Discovery Market by Application
  • 4.3.1. Drug Optimization and Repurposing
  • 4.3.2. Preclinical Testing
  • 4.3.3. Drug Screening
• 4.4. Global AI in Drug Discovery Market by End-Users
  • 4.4.1. Pharmaceutical & Biotechnology Companies
  • 4.4.2. Contract Research Organizations (CROs)
  • 4.4.3. Research Centers and Academic & Government Institutes

5. Regional Analysis

• 5.1. North America
  • 5.1.1. United States
  • 5.1.2. Canada
• 5.2. Europe
  • 5.2.1. UK
  • 5.2.2. Germany
  • 5.2.3. Italy
  • 5.2.4. Spain
  • 5.2.5. France
  • 5.2.6. Rest of Europe
• 5.3. Asia-Pacific
  • 5.3.1. China
  • 5.3.2. India
  • 5.3.3. Japan
  • 5.3.4. South Korea
  • 5.3.5. Rest of Asia-Pacific
• 5.4. Rest of the World
  • 5.4.1. Latin America
  • 5.4.2. Middle East & Africa

6. Company Profiles

• 6.1. AiCure, LLC
• 6.2. Atomwise Inc.
• 6.3. BenevolentAI Group
• 6.4. BioXcel Therapeutics Inc.
• 6.5. BPGbio Inc.
• 6.6. Cloud Pharmaceuticals
• 6.7. Cyclica Inc.
• 6.8. Deep Genomics Inc.
• 6.9. Envisagenics
• 6.10. Euretos Services BV
• 6.11. Exscientia Plc.
• 6.12. Healx Ltd.
• 6.13. Iktos
• 6.14. Insilico Medicine
• 6.15. Lantern Pharma Inc.
• 6.16. NuMedii Inc.
• 6.17. Pepticom Ltd.
• 6.18. PHARNEXT SCA
• 6.19. Predictive Oncology Inc.
• 6.20. Turbine Ltd.
• 6.21. Valo Health Inc.
• 6.22. XtalPi Inc.