Novo Nordisk's 24.9% Rally Validates AI Licensing Over Internal Cell Therapy
Novo Nordisk's stock gained 24.9% over 30 days after the company exited internal cell therapy and licensed its program to AI partner Cellular Intelligence, which secured FDA Fast Track designation for a Parkinson's therapy. NVIDIA's BioNeMo platform is simultaneously embedding GPU-accelerated drug discovery into Thermo Fisher and Eli Lilly pipelines. The moves signal that AI-enabled external licensing is displacing internal R&D as the preferred pharma capital allocation strategy.
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