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● Big Tech, Big Pharma Unite – Game Changer

Future Investment Strategies Based on Synergies Between Bio, Big Tech, AI & Quantum Computing

1. Convergence of AI·Quantum Computing and New Drug Development

Big Tech’s influence is already apparent in the bio industry.
Recently, the combination of AI and quantum computing technologies is causing innovative changes in new drug development.
In the past, it was difficult to process vast amounts of data, which limited the discovery of new drug candidates.
However, the emergence of quantum computing technology has made it possible to process complex calculations in a short amount of time.
For example, Insilico Medicine, a company that uses quantum computing technology to calculate the binding sites of antigens that were previously difficult to find,
has discovered new drug candidates.
As AI and quantum computing are incorporated into the bio field, the market is likely to be reorganized in a way that Big Tech and Big Pharma collaborate.

2. ODA Budget Cuts and Infectious Disease Risks

As developed countries such as the United States reduce their ODA (Official Development Assistance) budgets,
the health infrastructure of underdeveloped countries such as Africa is threatened.
The closure of health centers and the departure of medical staff are occurring, which is undermining the ability to prevent infectious diseases.
As a result, the risk of an infectious disease pandemic like COVID-19 may return.
If a large-scale infectious disease spreads around the world, the bio industry may see a surge in the development of vaccines and treatments,
which could lead to increased investment opportunities.
This part should be watched carefully as it can have a significant impact on the overall global economy.

3. Rise of Antibody-Based Therapies

Within the bio field, antibody-based therapies have recently been gaining significant attention.
Antibodies can effectively target specific antigens to combat diseases such as cancer and autoimmune disorders.
In particular, ADC (Antibody-Drug Conjugate), DAC (Degrader-Antibody Conjugate), bispecific antibodies, and other
forms are evolving and are being evaluated as innovative therapeutic solutions.
In this way, the application of antibody technology brightens the outlook for the growth of the bio industry as a whole.

4. Domestic and International Investment Strategies and Corporate Analysis

In the domestic bio industry, companies that possess multiple innovative technologies at the same time, rather than relying on a single technology, are attracting attention.
Companies with large amounts of cash on hand in their financial statements, and companies that can stably operate the funds needed for R&D,
are likely to show superior investment performance in the long run.
Big biotech companies are still rare in Korea, but
companies with global competitiveness are expected to expand their new drug pipelines in the future.
It is also possible to grow the market capitalization from 3~4 trillion won to 40~50 trillion won.
In other words, the portfolio should consist of bio companies with high potential,
and financial stability and technology should be carefully analyzed before investing.

5. Future Bio Investment Strategies and Outlook

The bio industry always has the potential for change.
In particular, the convergence of the latest technologies such as AI, quantum computing, and Big Tech is
expected to create inflection points in productivity and new drug development within the industry.
Investment strategies should not be concentrated solely on theme stocks, but rather
the key is to select companies that combine stable cash flow and strong R&D capabilities.
Over the next five years, the bio sector is expected to find a balance based on real economic sales and financial stability
as global economic and technological developments change.
Therefore, don’t be swayed by short-term stock price fluctuations, but
focus on solid bio companies from a mid- to long-term investment perspective.

The bio industry is undergoing revolutionary changes in new drug development through its convergence with AI, quantum computing, and Big Tech.
ODA budget cuts and weakening health infrastructure in underdeveloped countries can lead to the risk of an infectious disease pandemic,
potentially providing new investment opportunities in the bio and vaccine development sectors.
In addition, with the rise of antibody-based therapies,
domestic and international investment strategies should focus on companies with financial soundness and innovative technologies.
These changes are expected to lead to overall growth in the bio industry over the next five years, along with
increase in stable investment value.
Keywords: Bio, AI, Quantum Computing, Big Tech, Investment

[Related Articles…]
Future and Investment Strategies of the Bio Industry
Analysis of Investment Opportunities through Convergence of Innovative Technologies

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