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Barchart
Barchart
Mikhail Fedorov

How AI-Driven Protein Generation Is a Margin Killer for Drugmakers

Right now, the minds of many investors are occupied with one important question: What industry will artificial intelligence (AI) turn on its head next? Investors are looking for a new point of capital allocation, and the biotech space seems to be a potentially promising candidate.

If we analyze the fundamentals of the pharmaceutical business and overlay them with the capabilities of generative AI, the logic leads us in a certain direction. Of course, I don't claim to know exactly how AI will definitively improve or affect the biotech industry, as the future is always unpredictable. But if we conduct an analysis and consider some hypotheticals, we can start to identify what might happen next in the world of AI.

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