Kimia Therapeutics, Inc.

在关闭首期3.5亿美元基金不到两年后，新锐生命科学风险投资机构Dimension开始募集二期基金，仅用了两个月的时间就筹集到5亿美元，超过了其4亿美元的目标。 “我们首期基金的每一位投资者都很快回来了。”公司创始人兼管理合伙人之一的Zavian Dar说。 Dimension也在二期基金中引入了一些新的投资者，但最终“拒绝了绝大多数表达兴趣的LP”。目前，Dimension的LP名单包括北美和西欧的捐赠基金、基金会、医院、研究机构等。 Dimension创始人兼管理合伙人：Nan Li（图左）、Zavian Dar（图中）、Adam Goulburn（图右） 2022年初，ChatGPT席卷全球，引发人工智能和机器学习革命，Dimension就是在那时成立，并确定了在生命科学和技术的交汇处进行投资的策略。 Zavian Dar声称，Dimension是第一家专门致力于弥合生物学与计算机科学之间差距的VC。 合伙人之一Adam Goulburn表示，Dimension只有在“团队中有25%、30%甚至40%是计算生物学家”的情况下才会投资该生物技术初创公司。“他们是机器学习实践者、人工智能工程师、硬件机器人专家，他们与化学家和生物学家交织在一起，共同协作进行药物开发。” Dimension寻找的是那种具有跨界能力、大胆创新的创始人。 “今天，这种类型的企业家不仅熟悉随机对照试验和RNA疫苗是什么，而且对GLP-1s和肥胖症也了如指掌。”Zavian Dar说到，“我们想找的，是那种在2010年或2011年想要成为下一个Zuck或Evan Spiegel的企业家，在2016年或2017年想要成为下一个Travis并建立一个按需公司（on-demand company）的企业家。” 自成立以来，Dimension已投资了约20家公司，其中约一半目前仍处于隐秘状态。Dimension最初启动时主要关注早期投资，但到目前已经扩展到从创立到上市公司的所有阶段。 合伙人之一Nan Li在接受Endpoints采访时表示，Dimension主要投向支持药物发现的平台公司，以及“驱动生态系统”的软硬件基础设施公司。 Dimension已经公布的“出手”包括：用AI从天然化合物中开发药物的Enveda Biosciences，上个月完成了1.3亿美元的C轮融资；开发药物发现AI基础模型的Chai Discovery和Kimia Therapeutics，今年9月，Chai在Thrive Capital和OpenAI领投的种子轮融资中筹集了3000万美元；以及实验室自动化公司Automera。 Dimension表示，二期基金将会在下个季度开始运营，预计投向20~24个生物技术初创公司。 参考资料： [1] TechCrunch：Dimension raises $500M second fund for investing at the intersection of tech and life sciences [2]Endpoints News：Dimension nabs $500M second fund for 'still contrary' intersection of bio and machine learning 推荐阅读 Atlas风投年度展望：从中国获得创新至关重要 风投机构venBio完成5.28亿美元募资 Copyright © 2024 PHARMCUBE. All Rights Reserved. 欢迎转发分享及合理引用，引用时请在显要位置标明文章来源；如需转载，请给微信公众号后台留言或发送消息，并注明公众号名称及ID。 免责申明：本微信文章中的信息仅供一般参考之用，不可直接作为决策内容，医药魔方不对任何主体因使用本文内容而导致的任何损失承担责任。

Dimension has crossed a key threshold. The VC firm’s trio of New York and Bay Area managing partners has raised a sophomore fund in the arduous field of life sciences investing. That group — Zavain Dar, Nan Li and Adam Goulburn — raised $150 million more than their inaugural $350 million fund, and they did it quite quickly. The data room opened in August and the fund closed in October. They blew past a $400 million target and brought together all existing limited partners for their hard cap of $500 million, they told Endpoints News . They celebrated, and immediately got to work, at a team off-site in recent days and are now out with the fundraising news on Monday morning. They’ll likely start deploying the new fund next quarter, Li said in an interview. The fund announcement comes a few days after long-time biotech VC Atlas Venture unveiled its $450 million 14th fund, deciding to stay “disciplined” with a capital pool equal in size to its previous fund. Endpoints News reported on both Atlas’ and Dimension’s fundraising plans last month and October, respectively. North American and Western European endowments, foundations, hospitals, research institutions and others serve as LPs in the fund, Dar said. Raising the second pool wasn’t the difficult part, despite that being such a hurdle for many other sophomore fundraisers. It was “down-selecting for how to actually Tetris into that 500 number” that was the main hiccup, Dar said. Dimension was initially unveiled in January 2022. That was within days of ChatGPT taking the world by storm and opening up an AI and machine learning revolution that had been in development under the woodwork for years. It was also one of the “deepest troughs in biotech history from a capital markets perspective,” Dar said in an interview. The team weathered through it. They’re building a VC firm that backs both drug discovery platform companies as well as the software and hardware startups that “power the ecosystem,” Li said. “We try very much to be multidisciplinary and hold all aspects of this industry with equal importance,” Li said. Those initial investments have included plant chemistry-inspired Enveda Biosciences , lab automation company Automata, AI foundation model-based Chai Discovery and Kimia Therapeutics , the next bet from the founder of Roche-acquired Carmot Therapeutics. A biologics manufacturing platform company is also in stealth mode. “People are now paying more attention to techbio, or bio and machine learning, than they were two years ago,” Dar said. “I think it’s still contrary to be investing in this way. The tension still is not where it should be.” And that’s OK. For Dimension, at least. “It allows us to create our community. It allows us to take our time building the firm,” Dar continued. “But inevitably, this small, niche practice that we’re building today, within the next decade, this will be the way life science investing and company building is done.” At the outset of the first fund, the trio got together and created a whiteboard with a “dream list” of entrepreneurs they’d like to work with. It’s an “evergreen board,” Li said. “We put those names on a board, and then we went globally to go and access them,” Dar said. “We were extremely fortunate to find alignment with the vast majority of them and partner with them.” Entrepreneurs at about 20 to 24 startups will benefit from Dimension’s second fund, Goulburn said. He said he and his fellow managing partners are able to speak the same language as their entrepreneurs, noting their scientific and computational backgrounds. Nobody in the trio has an MBA. Dimension seeks bold founders. “The same ilk of entrepreneur who might have in 2010 or 2011 wanted to be the next Zuck or Evan Spiegel, maybe in 2016 or 2017 wanted to be the next Travis and build an on-demand company,” Dar said. “That exact same kind of entrepreneurial phenotype today is familiar with not only what a randomized control trial is and RNA vaccine is, but is also intimately familiar with GLP-1s and obesity.” “That imagination has really captured the zeitgeist of what life sciences/therapies/medicines are,” he continued, “and it’s really unlocked just a tremendous fire hose of immensely talented, amazing people who are inevitably going to alter the trajectory of humanity within the next two decades.”

据创鉴汇不完全统计，上周（12月18日至12月24日）全球大健康领域共披露融资事件26起，总额超44亿元。按照金额划分，亿元及以上融资12起，潜在最高融资额来自TYK2抑制剂开发公司Sudo Biosciences完成的1.16亿美元B轮融资。按照已披露的融资轮次划分，早期融资（B轮以前）11起，中后期融资（B轮及以后）9起。生物制药领域共11家公司获融资，涉及药物类型包含抗体药物、小分子靶向药物、细胞疗法等。 #01Sudo Biosciences完成1.16亿美元B轮融资 关键词：免疫性疾病小分子药物最新融资：1.16亿美元B轮本轮投资机构：Enavate Sciences、TPG、Eventide Asset Management、Frazier Life Sciences、德太投资、赛诺菲风险投资公司等. 12月21日，Sudo Biosciences宣布完成了由Enavate Sciences和TPG共同领投的1.16亿美元B轮融资。Sudo Biosciences是一家致力于设计和开发新药来改变患者生活的生物医药公司。该公司的管线靶向酪氨酸激酶2（TYK2）。该公司的下一代TYK2抑制剂产品线包括一种潜在“first-in-class”与“best-in-class”的脑渗透候选药物，有可能用于复发性和进展性多发性硬化、阿尔茨海默病和肌萎缩侧索硬化（ALS）等神经退行性疾病的治疗。其管线亦包含一种潜在“first-in-class”与“best-in-class”的候选药物，用于治疗如牛皮癣等免疫介导皮肤疾病。 #02Lyndra Therapeutics完成1.01亿美元E轮融资 关键词：长效口服药物最新融资：1.01亿美元E轮本轮投资机构：Polaris Partners、Sarissa Capital Management、Sun Pharmaceutical Industries 12月21日，Lyndra Therapeutics宣布完成了1.01亿美元的E轮融资。融资将支持Lyndra的管线开发，包括口服周剂量的risperidone（LYN-005），该药物正在进行关键3期研究。Lyndra Therapeutics是一家专门开发长效口服疗法的临床阶段生物制药公司。 其LYNX药物递送平台致力于突破口服药物递送方面挑战。在LYNX技术开发之前，口服药物一直被限制在“延迟释放”剂量形式，这种形式的药物只能在一天之内发挥作用。Lyndra的LYNX药物递送平台显著降低了剂量频率。Lyndra公司的技术源于罗伯特·兰格（Robert Langer）博士与麻省理工学院（MIT）实验室的研究成果。 #03Kimia Therapeutics完成5500万美元A轮融资 关键词：人工智能辅助药物发现最新融资：5500万美元A轮本轮投资机构：DIMENSION、Horizons Ventures、The Column Group 12月19日，Kimia Therapeutics宣布完成5500万美元A轮融资。Kimia Therapeutics是一家药物发现公司，致力于将高通量精密化学与基因组编辑和机器学习相结合，识别可成药位点。Kimia Therapeutics新型药物发现平台ATLAS将机器学习技术与自动合成和筛选相结合，由高通量的化学平台提供动力。机器学习和计算化学是ATLAS的核心组成部分，它利用化学合成数据和检测读数，在持续学习的循环中推动新化合物的设计、合成和筛选。据悉，本轮融资将有助于公司扩展ATLAS平台的研发，并在肿瘤、免疫疾病和炎症疾病领域发现新靶点和新药。 #04Atavistik Bio完成4000万美元融资 关键词：AI精准小分子疗法最新融资：4000万美元未知轮本轮投资机构：Lux Capital、Nextech Invest、The Column Group 12月19日，Atavistik Bio宣布完成4000万美元融资。Atavistik Bio是一家处于临床前阶段的生物技术公司，率先发现异生小分子与蛋白质之间的相互作用，致力于发现和开发肿瘤学和代谢疾病领域潜在“first-in-class”的药物。Atavistik Bio利用其专有技术结合了经过验证的平台、结构辅助药物设计能力与有关代谢系统调节的前沿见解。公司的核心技术平台能够快速筛选与目标蛋白别构结合的代谢产物。具体而言，别构调控是指通过将配体或效应分子附着到酶活性位点以外的位点，来调节蛋白质的活性。这在治疗新陈代谢类疾病与癌症方面具有巨大的潜力。据悉，本轮融资资金将用于推进公司精准别构调节药物的临床开发。 #05君圣泰医药在港交所正式上市 关键词：消化和代谢疾病药物最新融资：IP 根据君圣泰医药（HighTide Therapeutics）近日在港交所的公告，该公司于12月22日在港交所正式上市。君圣泰医药专注于就代谢及消化系统疾病的治疗发现、开发和商业化多功能及多靶点疗法。该公司已经研发包含5款候选药物的产品管线，涵盖代谢及消化系统的9种适应症。 君圣泰医药的核心产品HTD1801是一款新分子实体，由两个活性组分小檗碱及熊去氧胆酸组成。该产品通过独特的分子结构，充分发挥了小檗碱和熊去氧胆酸的加和作用以及协同作用。作为靶向肠道-肝脏的抗炎及代谢调节剂，HTD1801对人体代谢过程中至关重要的多种通路产生调节作用，包括与代谢及消化系统疾病相关的通路。在美国，HTD1801已经获得FDA授予针对代谢异常性脂肪性肝炎（MASH，又称非酒精性脂肪性肝炎[NASH]）及原发性硬化性胆管炎适应症的快速通道资格，以及针对原发性硬化性胆管炎适应症的孤儿药资格。