On June 15, in Shanghai, China, a new AI-driven pharmaceutical R&D platform—MegaStream TechBio—was officially launched. It is a next-generation AI-powered drug discovery platform jointly initiated by HBM Holdings and BioMap.

This platform marks the transition of AI drug discovery from isolated technological applications to a new stage of systematic, scalable, and industrialized R&D, with a primary focus on the discovery and development of complex biologics.

The core objective of MegaStream is to build an AI-driven drug R&D and production system for FIC (First-in-Class) and BIC (Best-in-Class) complex biologic pipelines. By deeply integrating data, models, and experimental systems, it aims to establish an end-to-end closed loop from molecular design to clinical development.

In this rapidly accelerating industrial transformation, DengYueMed, as a pharmaceutical distributor focused on global innovative drugs and cross-border pharmaceutical circulation, continues to closely monitor this key inflection point where AI drug discovery is moving from technological validation toward industrial-scale deployment.

 

AI Drug Discovery Enters a Phase of Scaled Industrialization

In recent years, global pharmaceutical R&D has been facing persistent challenges, including rising costs and declining efficiency.

Under the traditional model, drug development has long been constrained by high investment requirements and low success rates, leading to a continuous decline in overall industry return on investment.

At the same time, AI technologies are increasingly being integrated into core drug discovery workflows and are evolving from auxiliary tools into fundamental R&D capabilities.

Recent global developments indicate that this trend is accelerating:

● AI-designed small molecules have achieved superior results in head-to-head Phase III clinical trials against competitors targeting the same mechanism, demonstrating validated industrial value in molecular design optimization

● Multiple large technology and pharmaceutical companies are spinning off or externally financing their AI drug discovery divisions, accelerating capitalization and industrialization

● Globally, AI drug discovery platforms are shifting from “project-based collaboration models” toward “platform companies + pipeline factory” structures

Against this backdrop, Chinese companies are accelerating their strategic positioning across data resources, engineering capabilities, and clinical translation capacity.

 

MegaStream Collaboration Structure and Operating Model

MegaStream is jointly built by two core organizations:

HBM Holdings provides antibody drug discovery platforms, accumulated target biology expertise, and clinical development capabilities.

BioMap provides a life science foundation model and AI systems engineering capabilities.

Together, they are building an AI-native drug discovery platform for complex biologics.

1. Data–Model Integration System

The technological foundation of MegaStream includes:

● High-quality biological data accumulated from HBM’s Harbour Mice® fully human antibody platform

● BioMap’s xTrimo V4 life science foundation model (approximately 268 billion parameters)

● Dedicated training and optimization frameworks for antibodies, multispecific molecules, and complex protein systems

This integrated system enables a specialized AI model for complex biologics, supporting end-to-end capabilities from sequence generation and structure prediction to developability optimization.

2. Hybrid Dry–Wet Closed-Loop Experimental System

MegaStream will establish a next-generation intelligent high-throughput laboratory, forming a closed-loop system of “AI design—experimental validation—data feedback—model iteration.”

Key characteristics of this system include:

● Experimental efficiency improved by approximately more than 5× compared to traditional models

● Data generation efficiency increased by more than 10×

● Annual production of PB-scale high-quality AI training datasets

● Fully automated, large-scale data flywheel infrastructure

Through continuous data feedback, the system will further strengthen model performance and improve downstream drug design quality.

 

Full Industrial Chain from AI R&D to Clinical Translation

MegaStream is not only an AI research platform, but also a complete drug development and commercialization system.

Its value chain includes:

1.  AI-driven molecular generation and optimization

2.  High-throughput experimental validation and screening

3.  Preclinical candidate selection

4.  Clinical development and regulatory execution (led by HBM Holdings)

5.  Pipeline commercialization and external partnerships (BD or licensing deals)

The revenue model primarily includes upfront payments, milestone payments, and subsequent royalty or equity-based sharing, consistent with standard global pharmaceutical industry practice.

The key feature of this model is the integration of AI capabilities across the entire drug development process, rather than limiting them to early-stage discovery.

 

Systemic Advantages of China’s AI Drug Discovery Capabilities

The establishment of MegaStream also reflects the emerging structural advantages of China in AI-driven drug discovery.

1. High-Quality Biological Data Resources

HBM Holdings operates one of the world’s leading fully human antibody technology platforms and has accumulated extensive high-quality biological datasets over many years, including:

● Antibody discovery and optimization data

● Functional and developability evaluation data

● Safety and clinical-related datasets

These datasets are critical for training AI models capable of real-world biological prediction.

2. Life Science Foundation Model Capabilities

BioMap’s xTrimo V4 achieves industry-leading performance across multiple protein structure prediction and biological system modeling tasks, and has demonstrated strong results in international benchmarks, providing a foundational AI layer for drug discovery.

3. R&D and Clinical Translation Capabilities

Unlike many AI drug discovery companies that remain focused on molecule design, Chinese companies possess integrated capabilities spanning clinical development, manufacturing systems, and regulatory execution. This enables faster translation of AI-generated molecules into real clinical programs.

 

From Project-Based Collaboration to Industrial Platforms

Unlike traditional AI drug discovery collaborations that are typically project-based, MegaStream adopts a platform-driven and industrialized “factory-like” model. Its key transformation can be summarized as follows:

● A shift from single-target collaborations to multi-pipeline parallel development

● A shift from small-scale model validation to an industrial-grade data flywheel system

● A shift from auxiliary R&D tools to an autonomous drug discovery system

● A shift from early-stage discovery to full lifecycle clinical development

This model signifies that AI is no longer used solely to improve R&D efficiency, but is directly involved in drug production itself.

 

Conclusion: China’s AI Drug Discovery Enters an Industrial Era

The launch of MegaStream represents a new phase in AI-driven drug discovery in China, characterized by:

● Deep integration of data, models, and experimental systems

● Systematization of complex biologics R&D capabilities

● Scaled AI-driven pipeline generation

● Establishment of a closed-loop R&D-to-clinical development chain

As such platforms continue to emerge, AI drug discovery is transitioning from a proof-of-concept stage into real industrial competition.

China’s combined advantages in data resources, engineering capabilities, and clinical systems are increasingly positioning its companies as key players in the global AI pharmaceutical landscape.

HongKong DengYueMed will continue to closely follow this trend, particularly the ongoing evolution of AI-driven complex biologics development and global clinical translation pathways.