WuXi AppTec: AI in drug discovery still exploratory, HI+AI strategy maintained

WuXi's framing is notable because it comes from a services incumbent rather than an AI-native player: the company is effectively arguing that AI lowers barriers without removing the need for integrated discovery, development and manufacturing capacity. That positions the CRDMO layer as the beneficiary of AI-driven molecule generation rather than its casualty, while keeping expectations for AI-designed molecules deliberately modest. The open question is whether that "HI + AI" hedge holds if AI-designed candidates mature and clients begin to internalize more of the workflow.