Nvidia CEO Jensen Huang is betting on AI pharmaceuticals

Mondo Technology Updated on 2024-03-02

Nvidia, Yunnan Baiyao, and BGI are the keywords.

On February 28, local time, the White House released Biden's fourth physical examination report in office, calling him a "healthy" and "strong" 81-year-old man.

On the same day, Biden traveled to the Walter Reed National Military Medical Center in Maryland for his annual routine physical exam. Biden's doctor, Kevino'In the letter released by the White House, Connor mentioned that Biden benefits from healthy lifestyle habits, "* do not touch tobacco or alcohol, and continue to exercise at least 5 days a week." Biden is 183 centimeters tall and weighs nearly 807 kg.

The report pointed out that Biden was infected with the new crown virus in 2022, and then turned from yin to yang for a while, but because he was vaccinated and also received a booster dose, his symptoms were mild and he did not have long COVID symptoms.

Biden had two problems during his 2021 annual physical examination, one was that gastroesophageal reflux caused him to cough frequently; The second is that the "wear" of the spine leads to stiff walking movements.

This time, O'Connor said that although Biden's gait is still stiff, it has "not deteriorated" since last year; Biden's arthritis remains "moderate to severe," but "not to the point where nerve root compression is severe enough to require special **."

Shortly before Biden's medical report, a U.S. special counsel report on Biden's "documentgate" described Biden as an "old man with a poor memory."

However, the White House refused Biden's cognitive test. Biden is the oldest incumbent in U.S. history. A poll found that Biden's age is an important issue for most Americans. Biden is expected to announce his re-election bid in 2024, when he will be 82 years old.

Biden's strong opponent, former ** Trump, also released his own medical report on Biden's 81st birthday. According to his doctors, he is in excellent overall health, has a normal cardiovascular system, has negative cancer screening results, and is particularly "outstanding" on cognitive tests, and is able to enjoy a healthy and active life for years to come.

A few years ago, Trump also released the results of a medical examination when he was still in office. Its doctor, Ronnie Jackson, said that everything shows, "*in good health". In Trump's own words, if he can be re-elected next term, he will be physically fit to do the job.

Born in 1946, Trump is 77 years old. Some American preventive cardiologists have publicly questioned Trump's mild heart disease on their blogs, believing that his overall risk of having a heart event (heart attack) in the next 3-5 years is relatively high.

The conclusion he rolled out came from the CT test of Trump's heart revealed by Jackson. He revealed that Trump** has a coronary calcium score (CAC). This is a measure of the buildup of plaque in the arteries that supply blood to the heart. Because plaque is a mixture of fat and calcium, calcium can leave marks or deposits on the lining of arteries over time.

Trump has a calcium score of 133. This score puts him at moderate to high risk of heart attack for the next few years, and a score between 100 and 300 indicates a moderate level of plaque deposit, significantly increasing the risk of heart disease.

"It's hard for me to call a borderline-obese man with significant plaque buildup in the arteries of his heart, high cholesterol, and possibly inflammation as 'in great shape'. The aforementioned American preventive cardiologist wrote.

The days when everyone had to learn how to use computers are over, and human biology is the future. At the 2024 World Summit Summit, NVIDIA CEO Jensen Huang said.

Not only is NVIDIA trying to power healthcare solutions with accelerated computing, but it also has a strong focus on AI-powered healthcare startups. According to its official website, the NVIDIA Inception Program has cultivated more than 1,800 healthcare startups.

On January 8, NVIDIA launched Bionemo, a cloud-based generative AI platform designed to enable faster drug discovery and design.

As of November 23, 2023, Nvidia has invested in nine AI pharmaceutical companies, according to the MedAlpha database. Among them is the Chinese company Insilico Medicine.

In 2024, NVIDIA and Genentech, a subsidiary of Roche, a multinational pharmaceutical company, jointly announced that they have reached a strategic AI research collaboration to accelerate drug discovery and development.

Specifically, the two companies will join forces to accelerate and optimize Genentech's proprietary machine learning (ML) algorithms and models on NVIDIA's DGXCLOUD. DGXCloud is an AI supercomputing service platform launched by Nvidia this year, which includes Bionemo.

Back in 2021, Nvidia partnered with AstraZeneca to develop a drug discovery model, Megamolbart, which is planned to be used for reaction**, molecular optimization, and molecule generation.

From the perspective of the industrial chain of AI pharmaceuticals, NVIDIA is in a different position with AI companies and pharmaceutical companies. The upstream of the industrial chain is companies that provide hardware such as GPU chips and quantum computers, as well as software such as databases and cloud computing platforms, including Nvidia and Google. Midstream provides AI drug algorithm development, including AI drug R&D companies and IT companies, such as Insilico Medicine and XtalPi. Downstream are pharmaceutical companies that have demand for AI pharmaceuticals, including large pharmaceutical companies and biotechnology companies.

And Nvidia has bets on this industry chain. In July 2023, NVIDIA announced a $50 million investment in Recursion to accelerate breakthrough foundational models in the field of AI drug discovery. Recursion, on the other hand, is in the middle of this industry, providing algorithm development for AI drugs.

Huang said that if he had a chance to do it all over again, he would first consider biology, especially those related to humans. He realized that the discipline of engineering the life sciences was coming, and it would become a big field of engineering, not just a purely scientific field.

At the end of 2023, the cooperation between Changsha County** and the Provincial People's Hospital in Hunan Province will be terminated, and all employees will need to return to Changsha County hospitals for rotation and may face salary cuts.

In 2017, Changsha County officially announced that it signed a cooperation agreement with Hunan Provincial People's Hospital, and Changsha County People's Hospital under the overall trusteeship of Hunan Provincial People's Hospital is under construction. This is a ** general hospital. In the years that followed, the hospital recruited 515 employees under the name of Changsha County People's Hospital (Xingsha Campus of Hunan Provincial People's Hospital), including 30 doctors and 228 masters.

More than 500 people gathered at the Hunan Provincial People's Hospital for study and training, waiting for the hospital to open. However, at the end of 2023, these employees were informed by the Changsha County Health Bureau that the cooperation between the county and the Provincial People's Hospital had been terminated, and all employees needed to return to Changsha County hospitals for rotation and may face salary cuts.

However, a number of employees said that they applied for the hospital because of the "provincial people's doctor", and the termination of the cooperative medical service will affect the development of the hospital, as well as their personal income and future.

The Changsha County Health Bureau responded to the Jimu News reporter that the Changsha County People's Hospital plans to open for operation within this year. Regarding the salary of more than 500 employees, the staff said that they had communicated and replied.

From January to February 2024, the two sides have held several consultations, but there is no clear result yet.

On January 23, Yunnan Baiyao announced that Zhang Wenxue, then Secretary of the Party Committee of Yunnan Baiyao Group, was elected as the chairman of the 10th board of directors of Yunnan Baiyao.

Zhang Wenxue's resume shows that from 2001 to 2012, he served as the general manager and party secretary of Yunnan Phosphate Group; From December 2016 to September 2023, he served as Secretary of the Party Committee and Chairman of the Board of Directors of Yuntianhua Group Co., Ltd.

Yuntianhua Group is also a representative enterprise of state-owned enterprise reform in Yunnan Province, and Yuntianhua, a joint-stock company of the group, is the only listed enterprise in Yunnan Province that has been selected into the "Double Hundred Action" of state-owned enterprise reform.

On September 20, 2023, the people of Yunnan Province issued the "Notice on the Dismissal and Retirement of Comrade Zhang Wenxue", removing Zhang Wenxue from the position of chairman of Yuntianhua Group Co., Ltd. and retiring.

Five days after his retirement, Zhang Wenxue assumed the position of member and secretary of the new Yunnan Baiyao Party Committee. Until February 23, 2024, he will serve as Secretary of the Party Committee and Chairman of Yunnan Baiyao Group Co., Ltd.

In addition, two senior executives of Yunnan Baiyao recently resigned. On February 8, Yunnan Baiyao announced the resignation of Yin Pinyao, chief operating officer and senior vice president, and Yu Juan, chief human resources officer. Both are veterans of Yunnan Baiyao.

Among them, Yin Pinyao applied for resignation from the company's chief operating officer, senior vice president and all positions in the company and its holding subsidiaries due to personal reasons; Yu Juan also applied for resignation as chief human resources officer and all positions in the company and its holding subsidiaries for personal reasons.

As a veteran Chinese medicine company, in the 2022 annual report, Yunnan Baiyao Group said that it will focus on cultivating three new business units, including oral intelligent care, medical beauty, and new retail health services.

In addition, at the end of 2023, Yunnan Baiyao announced that it plans to use its own idle funds to invest in the bank's deposit products in 2024, including large-amount certificates of deposit, call deposits, agreement deposits, etc.; Wealth management products of major financial institutions, including banks and their wealth management subsidiaries, securities firms, ** companies, etc., as well as money markets**, reverse repo of treasury bonds, bonds** or asset management plans.

On the evening of February 29, gene sequencing giant BGI disclosed its 2023 performance report. During the reporting period, the operating income was 435.3 billion yuan, and the net profit attributable to the parent company was 09.1 billion yuan, both of which fell year-on-year. 64%。

During the reporting period, the total profit is expected to be about 12.2 billion yuan, down 8789%;It is estimated that the net profit attributable to shareholders of the listed company after deducting non-recurring gains and losses is 09.2 billion yuan, down 87. from the same period last year17%。

BGI's net profit has declined for three consecutive years, and the magnitude is not small. Its net profit attributable to the parent company fell from a big profit of more than 2 billion yuan in 2020 to less than 100 million yuan last year.

Regarding the sharp decline in performance, BGI said, "Affected by the industry cycle, the company's related testing business revenue has declined significantly. ”

Since the first half of 2023, the revenue of BGI's two businesses, basic research and clinical application services for infection prevention and control, and comprehensive solutions for precision medicine testing, have declined year-on-year, respectively. 18%。

BGI said that during the reporting period, the revenue of reproductive health business and multi-omics business increased slightly year-on-year, and the revenue of tumor prevention and control achieved significant year-on-year growth.

However, judging from the sharp decline in profits, these two businesses may still not be able to make up for the lost revenue of the testing business.

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