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丹纳赫:已具备人工智能药物发现增长所需的“基础要素”Danaher says it has 'building blocks' for AI drug discovery growth

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生命科学公司丹纳赫(Danaher,代码 DHR.N)首席执行官周三表示,随着制药公司日益采用人工智能开发新药,丹纳赫有望从中受益,并称这是一个重大的长期机遇。

Life sciences firm Danaher (DHR.N) is well positioned to benefit as drugmakers increasingly adopt artificial intelligence to develop new medicines, its chief executive said on Wednesday, calling it a major long-term opportunity.

随着企业转向机器学习模型来识别药物靶点、设计分子并简化研究,基于 AI 的药物发现兴趣激增。业界普遍预计该技术能够缩短研发周期并提升研究生产力。

Interest in AI-driven drug discovery has surged as companies turn to machine learning models to identify drug targets, design molecules and streamline research. The technology is widely expected to shorten development timelines and improve research productivity.

“我们将 AI 驱动的药物发现视为一个重要的长期机遇,”首席执行官朱莉·蒙哥马利在财报后电话会议上表示。

"We see AI driven drug discovery as a significant long-term opportunity for us," CEO Julie Montgomery said on a post-earnings conference call.

“我们相信丹纳赫在塑造这一市场方面具有独特优势。坦率说,因为我们拥有所有的构建模块。”丹纳赫称,其广泛的仪器、分子装置和技术组合能够在新兴的 AI 驱动药物发现市场中提供竞争优势。公司正加速在全企业范围内部署 AI,并建立 AI 合作伙伴关系。

"We believe that Danaher is uniquely positioned to help shape this market. Frankly, because we have all of the building blocks." Danaher said its extensive portfolio of instruments, molecular devices and technologies could provide a competitive advantage in the emerging AI-driven drug discovery market. It is accelerating AI deployment across the enterprise and establishing AI partnerships.

“我们拥有的规模使我们成为 Frontier Labs 的重点合作对象。因此虽然目前影响不大,但我们已经开始在订单和收入上看到一些温和的收益,坦率说,这已成为我在生命科学领域每次与客户交谈的核心话题,”蒙哥马利说,并补充称公司旨在成为客户采用 AI 时的领先合作伙伴。

"We have the scale that makes us a priority for the Frontier Labs. So while it's not material today, we have started to see a modest benefit to our orders and revenue, and frankly, it's at the forefront of every customer conversation I have in life science," Montgomery said, adding that the company aims to be a leading partner as its customers adopt AI.

本月早些时候,丹纳赫表示计划在 2027 年初之前推出首个 AI 驱动的自主研究实验室,目标是使新抗体的设计、构建和测试速度比传统方法快至八倍。公司还宣布与英伟达(NVIDIA,代码 NVDA.O)合作,以加速科学发现的进程。

Earlier this month, Danaher said it plans to launch its first AI-powered autonomous research lab by early 2027, aiming to design, build and test new antibodies up to eight times faster than conventional methods. It also announced a collaboration with NVIDIA (NVDA.O) to help accelerate the pace of scientific discovery.

丹纳赫表示,其生命科学业务正看到对有助于实现实验室流程和研究工作流自动化的工具的需求不断增长。该公司还表示,其生物技术和诊断平台有助于更高效地生产疗法,并支持更精准的治疗决策。

Danaher said it is seeing growing demand for tools that help automate laboratory processes and research workflows across its life sciences businesses. It also said its biotechnology and diagnostics platforms could help produce therapies more efficiently and support more precise treatment decisions.

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