第一部分:开场与 Hygieia 收购公告 (Opening & 赫吉亚 Acquisition)
发言人:Philip (Sino Biopharm)
英文逐字稿:"Good morning everyone. Uh welcome to the last day of our JP Morgan health conference and uh today uh this session will be presented by Saba and as we have our speaker on the stage without further ado let's get started sit down. ... So I'm Philip and today we have uh four people with us. Uh we have Crystal Qin who's founder of LaNova as well as CSO for Sino biopharm. Uh Stefan S who's executive vice president as well as board member of Sino Biopharm. And a new joiner today is Dr. Tu who's founder of 赫吉亚 and we'll uh start from there. So this week we made a very important announcement. Um we've acquired uh 赫吉亚 for 1.2 billion RMB. Um 赫吉亚 is a clinical stage SiRNA platform with a proprietary platform form that's designed to enable once a yearly dosing for chronic disease. ... It gives us a very differentiated delivery platform that can go beyond liver delivery which we believe is key to unlock next generation medicines. ... Third and most importantly this pipline allows us to enter into the chronic disease area where there's a unmet need for long duration treatments... ... With 赫吉亚 we're expanding into the core set of chronic diseases which includes cardiovascular, metabolic as well as CNS."
中文翻译:“大家早上好。欢迎来到摩根大通医疗健康大会的最后一天。今天的会议将由 Sino Biopharm(中国生物制药)呈献。我们的演讲嘉宾已经登台,话不多说,让我们开始吧。 我是 Philip,今天我们有四位嘉宾。包括 LeNova(礼新医药)的创始人兼中国生物制药 CSO(首席科学官)Crystal Qin 博士;中国生物制药执行副总裁兼董事会成员 Stefan S;以及今天的新成员,赫吉亚的创始人 Dr. Cui(崔博士)。 本周我们宣布了一项非常重要的消息:我们以 12 亿人民币收购了 赫吉亚。赫吉亚是一家临床阶段的小干扰 RNA (siRNA) 平台公司,拥有旨在实现慢性病‘一年给药一次’的专有平台。 这为我们提供了一个非常差异化的递送平台,能够超越肝脏递送,我们认为这是解锁下一代药物的关键。……最重要的是,这一管线使我们能够进入慢性病领域,满足长效治疗的未满足需求。 通过赫吉亚,我们正在扩展进入慢性病的核心领域,包括心血管、代谢以及中枢神经系统(CNS)疾病。”第二部分:赫吉亚技术平台与 siRNA 管线 (赫吉亚 Technology & Pipeline)
发言人:Dr. Kun (Founder of 赫吉亚)
英文逐字稿:"Uh we just um uh yesterday you know just announced and to be to be member of um uh Sopharma right now and I'm focused on the RI therapeutics and working on this area for over 20 years. ... I think we this one um our technology spor we call MVIP uh platform. If you look at the left side we This is uh the configuration of Galac um technology is different from others and uh this technology has uh very potent and of high potency and a long duration... ... one is uh uh HBV program if you see that if you see this figure 400 mgram uh can reduce HB has the AG up to 3.29 3.29 analog which is I think it's the best thing in class... ... and here's another uh clinical study which is RPA uh the dose can be as low as 9 mgram the reduction on of air pa in serum can be 80% and last for 24 weeks. ... If it's 200 migram 225 migram you can last 48 weeks just one dose... ... in general the RARI technology for for labor delivery our platform can be low dose and longlasting. ... we also have another program called DDP which is two targets in one structure... ... also has a uh CNS program we call NPD..."
中文翻译:“就在昨天我们宣布成为 Sino Biopharm 的一员。我专注于 RNAi 疗法,并在该领域工作了 20 多年。 我们的技术支撑被称为 MVIP 平台。如果你看左边,这是 GalNAc(N-乙酰半乳糖胺)技术的构型,与其他公司不同,该技术具有高效力和长效性。 其中一个是乙肝(HBV)项目,如图所示,400 毫克剂量可以将 HBsAg(乙肝表面抗原)降低 3.29 log,我认为这是同类最佳的。 另一个是 Lp(a)临床研究,剂量低至 9 毫克时,血清中的 Lp(a) 降低可达 80% 并持续 24 周。如果是 225 毫克剂量,仅需一次给药即可持续 48 周。 总的来说,我们的 RNAi 技术用于肝脏递送(原文误识为 labor delivery),具有低剂量、长效的特点。我们还有一个名为 DDP 的项目,即一个结构中包含两个靶点…… 此外还有一个名为 NPD 的中枢神经系统(CNS)项目……”第三部分:Lenova Medicines 与肿瘤管线 (Lenova & Oncology Portfolio)
发言人:Dr. Crystal Qin (CSO of Sino Biopharm, Founder of LaNova)
英文逐字稿:"Thank you Phil. I'm Crystal and the founder and the CEO of LaNova Medicines. Now also uh CSO for Sino Biopharma. ... LaNova was founded in 2019 to build a research-driven oncology company focused on antibbody- based innovation. ... What began in in early 24 as a single asset licensing deal with Sino biopharma became a strategic equity investment and accumulated in a full acquisition in July last year valuing Lenova at approximately 1 billion US... ... Next let so I actually want to tell what differentiates LaNova going forward. our tumor micro environment or you call we call TME platform. ... Using a proprietary screening approach, we identify antibodies that activates preferentially within the tumor micro environment while remaining largely inactive in the normal tissue. ... The first one is the LM302, our clouding 18.2 ADC, which we believe has the potential to be a first-in-class clouding 18.2 ADC. ... The second is the LM102 a CCR8 monoconal antibbody and a a potential global first-in-class asset. The 102 selectively depletes the tumor infiltrating regulatory tea cells...,"
中文翻译:“谢谢 Phil。我是 Crystal,LaNova Medicines(礼新医药)的创始人兼 CEO,现在也是中国生物制药的 CSO。 LaNova 成立于 2019 年,旨在建立一家以研究为驱动、专注于抗体创新的肿瘤公司。 我们与中国生物制药的合作始于 2024 年初的一个单资产授权交易,随后发展为战略股权投资,并最终在去年 7 月以约 10 亿美元的估值完成全资收购。 接下来我想谈谈 LaNova 的独特之处,即我们的肿瘤微环境(TME)平台。 通过专有的筛选方法,我们识别出那些在肿瘤微环境中优先激活、而在正常组织中基本不活跃的抗体。 我们有两个锚定近期价值的后期项目:第一个是 LM302,这是一款 Claudin 18.2 ADC,我们认为它有潜力成为同类首创。 第二个是 LM102,一款 CCR8 单克隆抗体,也是潜在的全球首创资产。LM102 能够选择性地耗竭肿瘤浸润的调节性 T 细胞(Treg)。”第四部分:其他技术平台、数据更新与总结 (Other Platforms & Closing)
发言人:Philip (Sino Biopharm)
英文逐字稿:"One is an AI enabled small molecule discovery platform and the other one's a protein degrader, our own in-house OAPD. ... So TQ B3019 is our most advanced protein degrader. It's a BTK grader built upon the short linker uh OAP chemistry that I just talked about. In animals we've achieved over 40% oral bio availability... ... The next program that I want to talk about is uh TQH3906. It's a next generation tick 2 inhibitor. ... Um but what we've seen in our phase 2 trial is best-in-class psoriasis efficacy. So we had 90% 93% passi 75 scores..., ... The last asset I'll talk about is uh TRD 205. Um it's a globally first-in-class A2R antagonist. ... Just as a reminder, the mechanism not only inhibits pain signaling, but it also reduces neurogenic inflammation... ... Hyia today unlocks access to innovative SRNA modality which will open up a clear pathway into a vast chronic disease and for us this is targeting big diseases and big products. ... in 2026 or in the next 3 years we're going to have a lot of highly differentiated exciting launches..., ... Um and just a reminder, we have our annual results announcements on March 26, 2026."
中文翻译:“(接下来介绍)一个是 AI 赋能的小分子发现平台,另一个是蛋白降解剂平台,即我们内部研发的 OAPD 平台。 TQ B3019 是我们进展最快的蛋白降解剂。这是一款基于我刚才提到的短连接子 OAP 化学构建的 BTK 降解剂。在动物实验中,我们要实现了超过 40% 的口服生物利用度。 下一个我想介绍的项目是 TQH3906,这是下一代 TYK2 抑制剂。我们在二期临床试验中看到了同类最佳的银屑病疗效,PASI 75 评分达到了 93%。,最后一个资产是 TRD205,这是全球首创的 AT2R 拮抗剂。 提醒一下,该机制不仅抑制疼痛信号,还能减少神经源性炎症。 今天,赫吉亚为我们解锁了创新的 siRNA 治疗形式,为进入巨大的慢性病领域开辟了清晰的路径,对我们而言,这是瞄准大病种和大产品。……在 2026 年或未来三年内,我们将迎来许多高度差异化且令人兴奋的产品上市。,最后提醒大家,我们将于 2026 年 3 月 26 日发布年度业绩公告。”
END
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