{ "report_id": "theme_ai_enabled_biology_node_pharma_buyers_and_data_owners", "report_type": "theme_value_chain_node", "site_path": "themes/ai-enabled-biology-and-scientific-discovery/nodes/pharma-buyers-and-data-owners/index.html", "title": "Pharma Buyers And Data Owners", "as_of": "2026-06-13", "generated_at": "2026-06-13T13:35:00-07:00", "freshness": { "price_data_as_of": "2026-06-12", "daily_ohlc_latest": "2026-06-12", "chart_interval": "weekly", "knowledge_reviewed_as_of": "2026-06-13", "web_research_as_of": "2026-06-13", "api_required": true }, "revision": { "version": 2, "updated_label": "Reformatted Pharma Buyers And Data Owners node page to latest value-chain node format", "metadata_path": "themes/ai-enabled-biology-and-scientific-discovery/nodes/pharma-buyers-and-data-owners/report.json", "template_reference": "themes/power-scarcity-and-grid-load/nodes/utilities-and-grid-recovery" }, "node": { "slug": "pharma-buyers-and-data-owners", "order": 1, "level": "L2 final-IP and data-owner node", "role": "Maps large drug developers that supply budgets, proprietary data, clinical execution, and final commercial ownership for AI-enabled biology.", "description": "Pharma buyers and data owners are drug developers that pay for AI-enabled discovery, supply proprietary biology or clinical data, run regulated trials, and own the final commercial drug rights. This node ranks the companies where AI can matter only if it changes target selection, molecule design, biomarker work, trial design, or pipeline capital allocation enough to improve revenue, margin, cash flow, or replacement-asset durability." }, "ticker_baskets": { "core": [ "LLY", "REGN", "AZN", "MRK", "PFE", "GILD", "JNJ", "INCY" ], "option": [], "watch": [] }, "ranking_method": { "primary_inputs": [ "10 primary subagents with distinct research lenses", "one merge subagent selecting the final basket", "local knowledge lanes", "bounded web source checks", "read-only discovery daily_ohlc setup data" ], "ranking_priority": [ "proprietary data and source-backed AI/R&D exposure", "financial materiality and pipeline conversion risk", "technical timing" ], "merged_rank": [ "LLY", "REGN", "AZN", "MRK", "PFE", "GILD", "JNJ", "INCY" ] }, "node_page_format": { "depth_level": "L2 final-IP and data-owner node", "current_setup_shape": "setup-visual-header with hidden setup-narrative source fields in order: Why It Matters To The Theme, Tailwinds, Headwinds", "basket_shape": "basket-rank-card list with rank-button and metrics-strip data-chart-ticker triggers", "basket_detail_sections": [ "Role in stack", "Revenue mix", "Latest qtr revenue" ], "evidence_shape": "neutral evidence-board preserving Area, What confirms, What weakens or invalidates, Watch next", "technical_setup_body_section": "removed; charts route through selected-security right rail", "generator_status": "Manual node build; no node-data.json or AI-biology generator found. Shared files were inspected but not edited by this worker." }, "basket_card_metrics": [ { "rank": 1, "ticker": "LLY", "market_cap": "$845.8B", "next_earnings": "Not confirmed", "next_earnings_source": "Nasdaq LLY earnings page and bounded company-event search checked 2026-06-13; no confirmed date captured.", "latest_qtr_revenue": "$19.799B", "latest_qtr_revenue_period": "Q1 2026", "latest_qtr_revenue_source": "LLY security lane; Q1 2026 10-Q and Q1 2026 earnings release evidence" }, { "rank": 2, "ticker": "REGN", "market_cap": "$74.9B", "next_earnings": "Not confirmed", "next_earnings_source": "Nasdaq REGN earnings page and bounded company-event search checked 2026-06-13; no confirmed date captured.", "latest_qtr_revenue": "$3.605B", "latest_qtr_revenue_period": "Q1 2026", "latest_qtr_revenue_source": "REGN security lane; Q1 2026 results evidence" }, { "rank": 3, "ticker": "AZN", "market_cap": "$283.6B", "next_earnings": "Not confirmed", "next_earnings_source": "Nasdaq AZN earnings page and bounded company-event search checked 2026-06-13; no confirmed date captured.", "latest_qtr_revenue": "$15.288B", "latest_qtr_revenue_period": "Q1 2026", "latest_qtr_revenue_source": "AZN security lane; Q1 2026 results PDF evidence" }, { "rank": 4, "ticker": "MRK", "market_cap": "$275.1B", "next_earnings": "Aug 4, 2026", "next_earnings_source": "Merck investor relations events and presentations page checked 2026-06-13", "latest_qtr_revenue": "$16.286B", "latest_qtr_revenue_period": "Q1 2026", "latest_qtr_revenue_source": "MRK security lane; Merck Q1 2026 company materials" }, { "rank": 5, "ticker": "PFE", "market_cap": "$146.4B", "next_earnings": "Not confirmed", "next_earnings_source": "Pfizer IR events page and Nasdaq earnings-page search checked 2026-06-13; no confirmed date captured.", "latest_qtr_revenue": "$14.451B", "latest_qtr_revenue_period": "Q1 2026", "latest_qtr_revenue_source": "PFE security lane; Q1 2026 company evidence" }, { "rank": 6, "ticker": "GILD", "market_cap": "$163.1B", "next_earnings": "Not confirmed", "next_earnings_source": "Gilead IR events page and Nasdaq GILD earnings page checked 2026-06-13; no confirmed date captured.", "latest_qtr_revenue": "$6.960B", "latest_qtr_revenue_period": "Q1 2026", "latest_qtr_revenue_source": "GILD security lane; Q1 2026 company evidence" }, { "rank": 7, "ticker": "JNJ", "market_cap": "$532.8B", "next_earnings": "Not confirmed", "next_earnings_source": "Johnson & Johnson IR events page and Nasdaq JNJ earnings page checked 2026-06-13; no confirmed date captured.", "latest_qtr_revenue": "$24.1B", "latest_qtr_revenue_period": "Q1 2026", "latest_qtr_revenue_source": "JNJ security lane; Q1 2026 10-Q evidence" }, { "rank": 8, "ticker": "INCY", "market_cap": "$19.7B", "next_earnings": "Not confirmed", "next_earnings_source": "Nasdaq INCY earnings page and bounded company-event search checked 2026-06-13; no confirmed date captured.", "latest_qtr_revenue": "$1.2727B", "latest_qtr_revenue_period": "Q1 2026", "latest_qtr_revenue_source": "INCY security lane; Q1 2026 10-Q and financial-update evidence" } ], "chart_artifacts": [ { "chart_id": "chart-lly", "ticker": "LLY", "source_table": "daily_ohlc", "chart_interval": "weekly", "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed", "indicators": [ "20w_ema", "100w_ema", "weekly_volume" ], "price_data_as_of": "2026-06-12", "visible_years": 3, "rendering": "report_api" }, { "chart_id": "chart-regn", "ticker": "REGN", "source_table": "daily_ohlc", "chart_interval": "weekly", "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed", "indicators": [ "20w_ema", "100w_ema", "weekly_volume" ], "price_data_as_of": "2026-06-12", "visible_years": 3, "rendering": "report_api" }, { "chart_id": "chart-azn", "ticker": "AZN", "source_table": "daily_ohlc", "chart_interval": "weekly", "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed", "indicators": [ "20w_ema", "100w_ema", "weekly_volume" ], "price_data_as_of": "2026-06-12", "visible_years": 3, "rendering": "report_api" }, { "chart_id": "chart-mrk", "ticker": "MRK", "source_table": "daily_ohlc", "chart_interval": "weekly", "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed", "indicators": [ "20w_ema", "100w_ema", "weekly_volume" ], "price_data_as_of": "2026-06-12", "visible_years": 3, "rendering": "report_api" }, { "chart_id": "chart-pfe", "ticker": "PFE", "source_table": "daily_ohlc", "chart_interval": "weekly", "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed", "indicators": [ "20w_ema", "100w_ema", "weekly_volume" ], "price_data_as_of": "2026-06-12", "visible_years": 3, "rendering": "report_api" }, { "chart_id": "chart-gild", "ticker": "GILD", "source_table": "daily_ohlc", "chart_interval": "weekly", "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed", "indicators": [ "20w_ema", "100w_ema", "weekly_volume" ], "price_data_as_of": "2026-06-12", "visible_years": 3, "rendering": "report_api" }, { "chart_id": "chart-jnj", "ticker": "JNJ", "source_table": "daily_ohlc", "chart_interval": "weekly", "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed", "indicators": [ "20w_ema", "100w_ema", "weekly_volume" ], "price_data_as_of": "2026-06-12", "visible_years": 3, "rendering": "report_api" }, { "chart_id": "chart-incy", "ticker": "INCY", "source_table": "daily_ohlc", "chart_interval": "weekly", "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed", "indicators": [ "20w_ema", "100w_ema", "weekly_volume" ], "price_data_as_of": "2026-06-12", "visible_years": 3, "rendering": "report_api" } ], "links_out": [ "theme_ai_enabled_biology_and_scientific_discovery", "theme_ai_biology_platform_validation", "sector_health_care", "theme_health_care_policy_reimbursement_dispersion" ], "knowledge_sources": [ "../../../../../knowledge/wiki/concepts/themes/ai-biology-platform-validation.md", "../../../../../knowledge/wiki/lanes/sector/health-care.md", "../../../../../knowledge/wiki/concepts/themes/health-care-policy-reimbursement-dispersion.md", "../../../../../knowledge/wiki/concepts/themes/funding-dependency-and-duration-tolerance.md", "../../../../../knowledge/wiki/lanes/security/lly.md", "../../../../../knowledge/wiki/lanes/security/regn.md", "../../../../../knowledge/wiki/lanes/security/azn.md", "../../../../../knowledge/wiki/lanes/security/mrk.md", "../../../../../knowledge/wiki/lanes/security/pfe.md", "../../../../../knowledge/wiki/lanes/security/gild.md", "../../../../../knowledge/wiki/lanes/security/jnj.md", "../../../../../knowledge/wiki/lanes/security/incy.md", "../../../../../knowledge/wiki/lanes/security/abbv.md", "../../../../../knowledge/wiki/lanes/security/amgn.md" ], "external_sources": [ "https://investor.lilly.com/news-releases/news-release-details/lilly-launches-tunelab-platform-give-biotechnology-companies", "https://lilly.gcs-web.com/news-releases/news-release-details/nvidia-and-lilly-announce-co-innovation-ai-lab-reinvent-drug", "https://www.merck.com/news/merck-and-mayo-clinic-announce-new-research-and-development-collaboration-to-support-ai-enabled-drug-discovery-and-precision-medicine/", "https://www.merck.com/data-science-and-artificial-intelligence/", "https://investor.regeneron.com/news-releases/news-release-details/regeneron-collaborates-trinetx-access-de-identified-electronic/", "https://owkin.com/newsfeed/owkin-to-build-ai-agents-as-part-of-a-multi-year-k-pro-license-agreement-with-astrazeneca", "https://evinova.com/press-releases", "https://investors.absci.com/node/8551/pdf", "https://www.pfizer.com/news/press-release/press-release-detail/cytoreason-announces-expanded-collaboration-deal-pfizer", "https://www.prnewswire.com/news-releases/boltz-and-pfizer-announce-strategic-collaboration-to-develop-and-deploy-state-of-the-art-biomolecular-ai-foundation-models-302656405.html", "https://www.biospace.com/press-releases/chai-discovery-announces-license-agreement-with-pfizer-to-accelerate-drug-discovery-with-ai", "https://www.tempus.com/news/pr/tempus-announces-strategic-collaboration-with-gilead-to-advance-oncology-rd-through-rwe/", "https://www.isomorphiclabs.com/articles/isomorphic-labs-enters-into-a-research-collaboration-with-johnson-johnson", "https://incytecorp.gcs-web.com/news-releases/news-release-details/incyte-and-genesis-expand-molecular-ai-collaboration-accelerate", "https://www.fda.gov/regulatory-information/search-fda-guidance-documents/considerations-use-artificial-intelligence-support-regulatory-decision-making-drug-and-biological", "https://www.merck.com/investor-relations/events-and-presentations/", "https://investors.pfizer.com/events-and-presentations/default.aspx", "https://investors.gilead.com/events-and-presentations", "https://www.investor.jnj.com/events-and-presentations/", "https://www.nasdaq.com/market-activity/stocks/lly/earnings", "https://www.nasdaq.com/market-activity/stocks/regn/earnings", "https://www.nasdaq.com/market-activity/stocks/azn/earnings", "https://www.nasdaq.com/market-activity/stocks/pfe/earnings", "https://www.nasdaq.com/market-activity/stocks/gild/earnings", "https://www.nasdaq.com/market-activity/stocks/jnj/earnings", "https://www.nasdaq.com/market-activity/stocks/incy/earnings" ], "discovery_sources": [ { "kind": "duckdb_readonly_query", "label": "Pharma Buyers And Data Owners daily_ohlc coverage and weekly chart provenance", "query_ref": "discovery:duckdb:daily_ohlc_coverage:LLY|REGN|AZN|MRK|PFE|GILD|JNJ|INCY:2026-06-12" }, { "kind": "report-api", "label": "Selected security weekly chart endpoint", "query_ref": "report-api:/api/securities/{ticker}/chart?frequency=weekly&window=3y&as_of=latest" }, { "kind": "lineage-status", "label": "Representative lineage checks", "query_ref": "discovery:lineage-status:daily_ohlc:LLY|MRK" }, { "kind": "duckdb_readonly_query", "label": "Market-cap metrics for basket cards", "query_ref": "discovery:duckdb:instruments.market_cap:LLY|REGN|AZN|MRK|PFE|GILD|JNJ|INCY:queried-2026-06-13" } ], "known_gaps": [ "RHHBY, SNY, NVS, and NVO have relevant external AI/data evidence but no local security lane in this workspace at build time.", "ABBV and AMGN have local security lanes and chart coverage but were not added to the ranked core because current node-specific AI/data evidence did not displace the eight parent-core names.", "AI partnership evidence is treated as adoption evidence. Clinical-success evidence requires filings, milestones, trial starts, readouts, approvals, or commercial economics.", "Only MRK had a confirmed next earnings date in the bounded 2026-06-13 earnings-date check; other basket cards use Not confirmed.", "The local report API was not running during validation on 2026-06-13, so selected-security chart hooks were structurally checked but not resolved through HTTP.", "Static setup thresholds from the prior page used 2026-06-05 weekly bars and are stale versus 2026-06-12 daily_ohlc coverage." ] }