GenScript Biotech (01548) rose more than 8% during intraday trading. As of press time, the stock was up 5.84%, trading at HK$42.86, with a turnover of HK$221.4 million.

The company recently announced a collaboration with Eli Lilly's AI-driven drug discovery (AIDD) platform Lilly TuneLab. Under the arrangement, GenScript Biotech will provide wet-lab services to companies participating in TuneLab, helping them rapidly generate experimental data, convert AI predictions into biologically validated data, and accelerate the evaluation of drug candidates.

Everbright Securities Company Limited noted that as large-model developers enter the AI pharmaceutical space, the company's business model has undergone profound changes. In a research report, Everbright Securities stated that GenScript Biotech has entered into a partnership with Eli Lilly's AIDD collaboration platform Lilly TuneLab. According to the agreement, the company will provide wet-lab services including protein expression, purification, and characterization analysis to TuneLab participating companies. Through standardized and traceable experimental processes, it will validate AI-selected candidate sequences, helping participating companies translate AI predictions into biologically validated data and speed up drug candidate assessment.

On earnings forecasts, taking into account the incremental demand brought by changes in the AI pharmaceutical industry, Everbright Securities raised its 2026 net profit attributable to shareholders forecast to US$66 million (previously US$40 million), maintained its 2027 forecast at US$270 million, and added a 2028 forecast of US$372 million, corresponding to EPS of US$0.03/0.12/0.16, respectively, while maintaining a "Buy" rating.