세계의 AI 활용 희귀 질환 신약개발 시장 예측(-2032년) : 의약품 유형별, 적응증별, 기술별, 용도별, 최종 사용자별, 지역별 분석

According to Stratistics MRC, the Global AI-Driven Rare-Disease Drug-Discovery Market is accounted for $5.9 billion in 2025 and is expected to reach $37.7 billion by 2032 growing at a CAGR of 30.1% during the forecast period. AI-Driven Rare-Disease Drug Discovery uses machine learning to identify therapeutic targets, predict compound efficacy, and accelerate clinical trial design for rare and orphan diseases. By analyzing genomic, proteomic, and patient data, AI models uncover hidden patterns and repurpose existing drugs. This approach reduces R&D costs and timelines while improving success rates. Biotech firms and research institutions leverage these tools to address unmet medical needs, especially in conditions with limited commercial incentives, transforming how niche therapeutics are developed.

According to the National Institutes of Health, AI models trained on multi-omics data are now capable of identifying novel drug targets for rare genetic disorders that were previously considered "undruggable" due to a lack of understanding of their underlying pathology.

Market Dynamics:

Driver:

Advancements in machine learning algorithms

Rapid progress in machine learning is revolutionizing rare-disease drug discovery by enabling faster, more accurate target identification and compound screening. AI models can analyze complex genomic, proteomic, and clinical datasets to uncover novel therapeutic pathways. These algorithms reduce R&D timelines and improve success rates in early-stage drug development. As computational biology and deep learning techniques mature, pharmaceutical companies are increasingly integrating AI to address rare diseases with limited treatment options, driving innovation and expanding the scope of precision medicine.

Restraint:

Limited availability of patient datasets

Rare diseases inherently suffer from small patient populations, resulting in limited clinical and genomic datasets. This data scarcity hampers AI model training, validation, and generalizability. Incomplete or fragmented records reduce algorithmic accuracy and slow drug development. Privacy regulations and data silos further restrict access to high-quality datasets. Overcoming this restraint requires global data-sharing initiatives, synthetic data generation, and partnerships with patient advocacy groups. Without expanded data availability, AI's full potential in rare-disease drug discovery remains constrained.

Opportunity:

Collaborations between AI firms and pharma

Strategic partnerships between AI technology providers and pharmaceutical companies are unlocking new opportunities in rare-disease drug discovery. These collaborations combine computational expertise with clinical and regulatory know-how, accelerating pipeline development. Joint ventures enable shared access to proprietary datasets, compound libraries, and disease models. As pharma seeks to de-risk R&D and improve ROI, AI firms offer scalable platforms for target prediction, molecule design, and trial optimization. Such alliances are reshaping drug discovery workflows and expanding therapeutic possibilities.

Threat:

Ethical and data privacy concerns

AI-driven drug discovery raises ethical and privacy concerns, especially in rare diseases where patient data is highly identifiable. Misuse of sensitive health information, lack of informed consent, and opaque algorithmic decisions can erode trust. Regulatory scrutiny around data governance, bias mitigation, and explainability is intensifying. Companies must implement robust data protection protocols, transparent AI models, and ethical review frameworks. Failure to address these risks may lead to reputational damage, legal challenges, and reduced stakeholder confidence.

Covid-19 Impact:

The COVID-19 pandemic accelerated adoption of AI in drug discovery, including rare diseases. Disruptions in clinical trials and lab access prompted a shift toward in silico modeling and virtual screening. AI platforms enabled remote collaboration, rapid hypothesis testing, and repurposing of existing compounds. The crisis highlighted the need for agile, data-driven R&D approaches. Post-pandemic, AI continues to play a central role in rebuilding resilient drug pipelines, with increased investment and regulatory support for digital innovation in rare-disease research.

The small molecule drugs segment is expected to be the largest during the forecast period

The small molecule drugs segment is expected to account for the largest market share during the forecast period, due to its established development pathways, scalability, and compatibility with AI-driven screening. These compounds are easier to synthesize, modify, and test using computational models. AI accelerates lead identification, toxicity prediction, and optimization of pharmacokinetics. Small molecules remain the preferred modality for targeting intracellular pathways and rare genetic mutations. Their cost-effectiveness and regulatory familiarity further support widespread adoption in AI-assisted rare-disease drug development.

The rare cancers segment is expected to have the highest CAGR during the forecast period

Over the forecast period, the rare cancers segment is predicted to witness the highest growth rate, driven by unmet clinical needs and growing genomic data availability. AI tools are increasingly used to identify biomarkers, stratify patients, and design targeted therapies for rare oncology indications. Advances in multi-omics integration and real-world evidence analysis enhance treatment personalization. As precision oncology expands, rare cancer research benefits from AI's ability to uncover actionable insights from limited datasets. This segment's urgency and innovation potential fuel rapid growth.

Region with largest share:

During the forecast period, the Asia Pacific region is expected to hold the largest market share, supported by rising healthcare investments, expanding biotech ecosystems, and government-led AI initiatives. Countries like China, Japan, and South Korea are integrating AI into national drug discovery programs and rare-disease registries. Regional pharma companies are partnering with AI startups to accelerate pipeline development. The region's large population base and increasing rare-disease diagnosis rates further drive demand. Asia Pacific's proactive stance on digital health positions it as a market leader.

Region with highest CAGR:

Over the forecast period, the North America region is anticipated to exhibit the highest CAGR due to its advanced AI infrastructure, strong pharmaceutical presence, and supportive regulatory environment. The U.S. leads in AI-driven drug discovery through academic research, venture capital funding, and FDA pilot programs. Rare-disease advocacy groups and data-sharing networks enhance clinical trial recruitment and model training. Collaborations between tech giants and pharma firms are accelerating innovation. As precision medicine and orphan drug development gain momentum, North America drives rapid market expansion.

Key players in the market

Some of the key players in AI-Driven Rare-Disease Drug-Discovery Market include NVIDIA, Insilico Medicine, Exscientia, BenevolentAI, Google, Recursion Pharmaceuticals, Atomwise, Sanofi, Roche, Moderna, Genentech, Pfizer, IBM, AstraZeneca, CytoReason, BioNTech, Takeda and Novartis.

Key Developments:

In October 2025, Insilico Medicine announced the first AI-discovered novel target for a rare fibrosis disease has entered Phase I trials, potentially cutting years from the traditional discovery timeline.

In September 2025, NVIDIA and Recursion Pharmaceuticals expanded their collaboration, launching a new AI supercomputer platform to map the cellular biology of hundreds of poorly understood rare genetic disorders.

In August 2025, a consortium led by AstraZeneca and BenevolentAI initiated a $250 million project to apply their AI knowledge graphs to de-risk and accelerate the development of rare neurological disease therapies.

Drug Types Covered:

• Small Molecule Drugs
• Biologics
• Gene Therapies
• RNA-Based Therapeutics

Indications Covered:

• Neuromuscular Disorders
• Rare Cancers
• Metabolic Disorders
• Genetic Syndromes
• Immunological Disorders

Technologies Covered:

• Machine Learning
• Deep Learning
• NLP & Bioinformatics
• Computational Chemistry
• Knowledge Graph Modeling

Applications Covered:

• Target Identification
• Drug Repurposing
• Clinical Trial Optimization
• Biomarker Discovery

End Users Covered:

• Pharmaceutical Companies
• Biotechnology Startups
• Research Institutions
• Contract Research Organizations

Regions Covered:

• North America
  • US
  • Canada
  • Mexico
• Europe
  • Germany
  • UK
  • Italy
  • France
  • Spain
  • Rest of Europe
• Asia Pacific
  • Japan
  • China
  • India
  • Australia
  • New Zealand
  • South Korea
  • Rest of Asia Pacific
• South America
  • Argentina
  • Brazil
  • Chile
  • Rest of South America
• Middle East & Africa
  • Saudi Arabia
  • UAE
  • Qatar
  • South Africa
  • Rest of Middle East & Africa

What our report offers:

• Market share assessments for the regional and country-level segments
• Strategic recommendations for the new entrants
• Covers Market data for the years 2024, 2025, 2026, 2028, and 2032
• Market Trends (Drivers, Constraints, Opportunities, Threats, Challenges, Investment Opportunities, and recommendations)
• Strategic recommendations in key business segments based on the market estimations
• Competitive landscaping mapping the key common trends
• Company profiling with detailed strategies, financials, and recent developments
• Supply chain trends mapping the latest technological advancements

Free Customization Offerings:

All the customers of this report will be entitled to receive one of the following free customization options:

• Company Profiling
  • Comprehensive profiling of additional market players (up to 3)
  • SWOT Analysis of key players (up to 3)
• Regional Segmentation
  • Market estimations, Forecasts and CAGR of any prominent country as per the client's interest (Note: Depends on feasibility check)
• Competitive Benchmarking
  • Benchmarking of key players based on product portfolio, geographical presence, and strategic alliances

Table of Contents

1 Executive Summary

2 Preface

• 2.1 Abstract
• 2.2 Stake Holders
• 2.3 Research Scope
• 2.4 Research Methodology
  • 2.4.1 Data Mining
  • 2.4.2 Data Analysis
  • 2.4.3 Data Validation
  • 2.4.4 Research Approach
• 2.5 Research Sources
  • 2.5.1 Primary Research Sources
  • 2.5.2 Secondary Research Sources
  • 2.5.3 Assumptions

3 Market Trend Analysis

• 3.1 Introduction
• 3.2 Drivers
• 3.3 Restraints
• 3.4 Opportunities
• 3.5 Threats
• 3.6 Technology Analysis
• 3.7 Application Analysis
• 3.8 End User Analysis
• 3.9 Emerging Markets
• 3.10 Impact of Covid-19

4 Porters Five Force Analysis

• 4.1 Bargaining power of suppliers
• 4.2 Bargaining power of buyers
• 4.3 Threat of substitutes
• 4.4 Threat of new entrants
• 4.5 Competitive rivalry

5 Global AI-Driven Rare-Disease Drug-Discovery Market, By Drug Type

• 5.1 Introduction
• 5.2 Small Molecule Drugs
• 5.3 Biologics
• 5.4 Gene Therapies
• 5.5 RNA-Based Therapeutics

6 Global AI-Driven Rare-Disease Drug-Discovery Market, By Indication

• 6.1 Introduction
• 6.2 Neuromuscular Disorders
• 6.3 Rare Cancers
• 6.4 Metabolic Disorders
• 6.5 Genetic Syndromes
• 6.6 Immunological Disorders

7 Global AI-Driven Rare-Disease Drug-Discovery Market, By Technology

• 7.1 Introduction
• 7.2 Machine Learning
• 7.3 Deep Learning
• 7.4 NLP & Bioinformatics
• 7.5 Computational Chemistry
• 7.6 Knowledge Graph Modeling

8 Global AI-Driven Rare-Disease Drug-Discovery Market, By Application

• 8.1 Introduction
• 8.2 Target Identification
• 8.3 Drug Repurposing
• 8.4 Clinical Trial Optimization
• 8.5 Biomarker Discovery

9 Global AI-Driven Rare-Disease Drug-Discovery Market, By End User

• 9.1 Introduction
• 9.2 Pharmaceutical Companies
• 9.3 Biotechnology Startups
• 9.4 Research Institutions
• 9.5 Contract Research Organizations

10 Global AI-Driven Rare-Disease Drug-Discovery Market, By Geography

• 10.1 Introduction
• 10.2 North America
  • 10.2.1 US
  • 10.2.2 Canada
  • 10.2.3 Mexico
• 10.3 Europe
  • 10.3.1 Germany
  • 10.3.2 UK
  • 10.3.3 Italy
  • 10.3.4 France
  • 10.3.5 Spain
  • 10.3.6 Rest of Europe
• 10.4 Asia Pacific
  • 10.4.1 Japan
  • 10.4.2 China
  • 10.4.3 India
  • 10.4.4 Australia
  • 10.4.5 New Zealand
  • 10.4.6 South Korea
  • 10.4.7 Rest of Asia Pacific
• 10.5 South America
  • 10.5.1 Argentina
  • 10.5.2 Brazil
  • 10.5.3 Chile
  • 10.5.4 Rest of South America
• 10.6 Middle East & Africa
  • 10.6.1 Saudi Arabia
  • 10.6.2 UAE
  • 10.6.3 Qatar
  • 10.6.4 South Africa
  • 10.6.5 Rest of Middle East & Africa

11 Key Developments

• 11.1 Agreements, Partnerships, Collaborations and Joint Ventures
• 11.2 Acquisitions & Mergers
• 11.3 New Product Launch
• 11.4 Expansions
• 11.5 Other Key Strategies

12 Company Profiling

• 12.1 NVIDIA
• 12.2 Insilico Medicine
• 12.3 Exscientia
• 12.4 BenevolentAI
• 12.5 Google
• 12.6 Recursion Pharmaceuticals
• 12.7 Atomwise
• 12.8 Sanofi
• 12.9 Roche
• 12.10 Moderna
• 12.11 Genentech
• 12.12 Pfizer
• 12.13 IBM
• 12.14 AstraZeneca
• 12.15 CytoReason
• 12.16 BioNTech
• 12.17 Takeda
• 12.18 Novartis