logo
Pharma GCCs tap artificial intelligence to fast-track drug discovery

Pharma GCCs tap artificial intelligence to fast-track drug discovery

Business Standard19 hours ago
They are not just cutting down drug development time, but also the cost involved in it. AI is reshaping how drugs and therapies are developed
premium
Avik Das
Listen to This Article
Pharmaceutical global capability centres (GCCs) in India are emerging as critical hubs in the global effort to cut drug development timelines and costs, thanks to the accelerated adoption of artificial intelligence (AI) and generative AI (GenAI).
From early-stage discovery to clinical trial optimisation and regulatory processes, GCCs are co-creating AI solutions that are reshaping how drugs and therapies are developed.
'The process of ideation to getting a medicine in a patient's hand is a 10 to 14-year process, but with artificial intelligence (AI), it will be reduced by 50 per cent. We should be able to see a higher success
Orange background

Try Our AI Features

Explore what Daily8 AI can do for you:

Comments

No comments yet...

Related Articles

Capgemini to acquire technology outsourcing firm WNS in $3.3 billion deal
Capgemini to acquire technology outsourcing firm WNS in $3.3 billion deal

Time of India

time2 hours ago

  • Time of India

Capgemini to acquire technology outsourcing firm WNS in $3.3 billion deal

NEW DELHI: French IT services provider Capgemini on Monday said it has agreed to acquire technology outsourcing company WNS in a $3.3 billion cash deal to capitalise on their agentic AI capabilities for companies that are seeking to digitally transform their businesses. Capgemini will pay $76.50 per WNS share, representing a 17% premium to the last closing price, and excludes WNS's financial debt, according to a joint statement. The transaction has been unanimously approved by both Capgemini's and WNS' Boards of Directors, and is expected to close by the end of calendar year 2025, as per the statement. With this acquisition, Capgemini aims to bolster its consulting service business, guiding enterprises to transform their operations through AI and agentic AI, which it said would attract a 'significant share of investments'. 'Enterprises are rapidly adopting Generative AI and Agentic AI to transform their operations end-to-end. Business Process Services (BPS) will be the showcase for Agentic AI. Capgemini's acquisition of WNS will provide the Group with the scale and vertical sector expertise to capture that rapidly emerging strategic opportunity created by the paradigm shift from traditional BPS to Agentic AI-powered intelligent operations,' said Aiman Ezzat, CEO of Capgemini. 'By combining our deep domain and process expertise with Capgemini's global reach, cutting-edge Gen AI and Agentic AI capabilities, a robust partner ecosystem, and advanced technology platforms, we are creating a powerful proposition that accelerates enterprise reinvention,' said Keshav R Murugesh, CEO of WNS. Through a vast partner ecosystem and network of delivery centers, WNS serves a large portfolio of blue-chip clients, such as United Airlines, Aviva, M&T Bank, Centrica, McCain Foods, and T-Mobile. Capgemini expects the deal to be immediately accretive to its revenue and operating margin. It said the transaction would increase its normalised earnings per share by 4% before synergies in 2026, and by 7% in 2027 post-synergies. Its financial guidance for this year was unchanged. Capgemini said its financial outlook for 2025 does not take into account the transaction and remains unchanged.

Morgan Stanley sees $60 bn upside as RIL powers Gen AI with new energy push.
Morgan Stanley sees $60 bn upside as RIL powers Gen AI with new energy push.

Economic Times

time4 hours ago

  • Economic Times

Morgan Stanley sees $60 bn upside as RIL powers Gen AI with new energy push.

Live Events Market Momentum Building Near-Term Earnings Catalyst (You can now subscribe to our (You can now subscribe to our ETMarkets WhatsApp channel Billionaire Mukesh Ambani could add up to $60 billion in market value for Reliance Industries Ltd (RIL) shareholders by integrating the company's new energy business with artificial intelligence (AI), according to Morgan Stanley Global brokerage firm Morgan Stanley sees significant potential for value creation as Reliance Industries Ltd (RIL) retools its sprawling Jamnagar energy complex to become India's AI infrastructure backbone. The move positions the conglomerate to capitalise on the artificial intelligence boom while addressing the global challenge of powering energy-intensive data centres.'Gen AI is the next frontier for RIL as it retools the Jamnagar energy complex to monetise its energy production – a key hurdle globally for Gen AI ramp-up,' Morgan Stanley said in its latest research report. 'We see potential for up to $60 billion in value creation from the new energy vertical as RIL uses the electrons to power chemicals, data centres, and refineries.'According to the company, Reliance views its New Energy business as 'more ambitious, far more transformational, and far more global in scope than anything it has ever done before.' The conglomerate is building Gen AI infrastructure in Jamnagar, which it plans to operationalise within two years. This includes a plan to power 1GW of data centre capacity using NVIDIA's cutting-edge Blackwell Stanley estimates that a 1GW data center facility would require approximately 678,000 B100 chips. If Reliance allocates around 200MW for internal use, it would need roughly 135,000 B100 chips. When scaled up—a process that typically takes 4–5 years from startup—1GW of data center capacity would require approximately 1.3GW of round-the-clock its Q3FY25 earnings call, Reliance shared more strategic insights, outlining its plans to capitalize on AI adoption trends by building a comprehensive national AI infrastructure. The company is already emphasising 'large-scale internal adoption of AI' and is actively embedding AI across all group-wide of RIL have surged 26% so far in the calendar year, reflecting growing investor confidence in Ambani's transformation strategy. Morgan Stanley remains overweight on RIL with a price target of Rs 1,617 per share, expecting a 14% earnings CAGR over F25–28."Investor focus on RIL's Gen AI investments is limited – earnings impact needs clarity. However, other energy/power players globally have re-rated on the strength of the Gen AI theme before earnings are realized," the brokerage firm values RIL's new energy business using a P/B multiple of 3x as it ramps up investments in solar supply chain, battery capacity expansion and progress in green hydrogen capacity. Morgan Stanley's bull case scenario value reaches Rs 2,034, while the bear case sits at Rs 1, upcoming Q1 earnings should provide immediate momentum, with Morgan Stanley forecasting a rise in O2C earnings supported by very strong global fuel margins, partly cushioned by refinery maintenance. Retail revenue growth is expected at approximately 17% year-on-year with stable quarter-on-quarter should show around 6.5 million subscriber net additions quarter-on-quarter with a slight increase in ARPU. Overall consolidated EBITDA should rise 16% year-on-year and consolidated earnings should surge 27%."Global pricing for panels has found a floor. Large players turned FCF-negative in 2024 and have seen increased capex and pricing discipline in the supply chain," Morgan Stanley observed. "The upcoming Jun-25 quarter (flat QoQ) should raise investor confidence in earnings delivery and quality, with refining, chemicals, and retail meeting expectations."The brokerage expects 14% earnings CAGR to be driven by O2C margins supported by lower feedstock prices and strong domestic demand, strong traction in consumer brands driving retail growth, and tariff hikes in telecom.

Morgan Stanley sees $60 bn upside as RIL powers Gen AI with new energy push.
Morgan Stanley sees $60 bn upside as RIL powers Gen AI with new energy push.

Time of India

time5 hours ago

  • Time of India

Morgan Stanley sees $60 bn upside as RIL powers Gen AI with new energy push.

Live Events Market Momentum Building Near-Term Earnings Catalyst (You can now subscribe to our (You can now subscribe to our ETMarkets WhatsApp channel Billionaire Mukesh Ambani could add up to $60 billion in market value for Reliance Industries Ltd (RIL) shareholders by integrating the company's new energy business with artificial intelligence (AI), according to Morgan Stanley Global brokerage firm Morgan Stanley sees significant potential for value creation as Reliance Industries Ltd (RIL) retools its sprawling Jamnagar energy complex to become India's AI infrastructure backbone. The move positions the conglomerate to capitalise on the artificial intelligence boom while addressing the global challenge of powering energy-intensive data centres.'Gen AI is the next frontier for RIL as it retools the Jamnagar energy complex to monetise its energy production – a key hurdle globally for Gen AI ramp-up,' Morgan Stanley said in its latest research report. 'We see potential for up to $60 billion in value creation from the new energy vertical as RIL uses the electrons to power chemicals, data centres, and refineries.'According to the company, Reliance views its New Energy business as 'more ambitious, far more transformational, and far more global in scope than anything it has ever done before.' The conglomerate is building Gen AI infrastructure in Jamnagar, which it plans to operationalise within two years. This includes a plan to power 1GW of data centre capacity using NVIDIA's cutting-edge Blackwell Stanley estimates that a 1GW data center facility would require approximately 678,000 B100 chips. If Reliance allocates around 200MW for internal use, it would need roughly 135,000 B100 chips. When scaled up—a process that typically takes 4–5 years from startup—1GW of data center capacity would require approximately 1.3GW of round-the-clock its Q3FY25 earnings call, Reliance shared more strategic insights, outlining its plans to capitalize on AI adoption trends by building a comprehensive national AI infrastructure. The company is already emphasising 'large-scale internal adoption of AI' and is actively embedding AI across all group-wide of RIL have surged 26% so far in the calendar year, reflecting growing investor confidence in Ambani's transformation strategy. Morgan Stanley remains overweight on RIL with a price target of Rs 1,617 per share, expecting a 14% earnings CAGR over F25–28."Investor focus on RIL's Gen AI investments is limited – earnings impact needs clarity. However, other energy/power players globally have re-rated on the strength of the Gen AI theme before earnings are realized," the brokerage firm values RIL's new energy business using a P/B multiple of 3x as it ramps up investments in solar supply chain, battery capacity expansion and progress in green hydrogen capacity. Morgan Stanley's bull case scenario value reaches Rs 2,034, while the bear case sits at Rs 1, upcoming Q1 earnings should provide immediate momentum, with Morgan Stanley forecasting a rise in O2C earnings supported by very strong global fuel margins, partly cushioned by refinery maintenance. Retail revenue growth is expected at approximately 17% year-on-year with stable quarter-on-quarter should show around 6.5 million subscriber net additions quarter-on-quarter with a slight increase in ARPU. Overall consolidated EBITDA should rise 16% year-on-year and consolidated earnings should surge 27%."Global pricing for panels has found a floor. Large players turned FCF-negative in 2024 and have seen increased capex and pricing discipline in the supply chain," Morgan Stanley observed. "The upcoming Jun-25 quarter (flat QoQ) should raise investor confidence in earnings delivery and quality, with refining, chemicals, and retail meeting expectations."The brokerage expects 14% earnings CAGR to be driven by O2C margins supported by lower feedstock prices and strong domestic demand, strong traction in consumer brands driving retail growth, and tariff hikes in telecom.

DOWNLOAD THE APP

Get Started Now: Download the App

Ready to dive into a world of global content with local flavor? Download Daily8 app today from your preferred app store and start exploring.
app-storeplay-store