GENSCRIPT BIO (01548) surged over 8% during intraday trading before settling with a 5.74% gain at HK$24.30, with turnover reaching HK$1.237 billion.

On the news front, the global AI-driven drug development sector is entering a phase of tangible results. U.S.-listed Twist Bioscience posted quarterly earnings that exceeded expectations, with AI-related orders doubling year-on-year, prompting an upward revision of its full-year revenue guidance to between $456 million and $457 million.

GENSCRIPT BIO's life sciences division covers DNA synthesis, protein production, antibody development, and functional validation, enabling the conversion of AI-generated sequences into physical proteins and experimental data. The growing demand for AI-powered drug development and multi-antibody therapeutics is driving rapid expansion in its gene-to-protein business. In 2025, the life sciences division reported revenue of $522 million, a 14.8% year-on-year increase, while continuing to scale up its automation and digital production capabilities.

Guolian Minsheng Securities believes that the core shift brought by AIDD is the increase in the number of candidate molecules and the amplification of validation throughput. The upstream life sciences sector, as the 'water seller' most directly positioned to absorb incremental demand, stands to benefit first. Upstream companies with AI business layouts and client collaboration foundations deserve close attention.

Huafu Securities notes that AI drug development is disrupting traditional research paradigms, generating entirely new research needs, and both CXO and upstream sectors are poised for systematic gains.