Mediar Therapeutics, Inc.

Acepodia’s platform is based on the click chemistry work of Nobel laureate Carolyn Bertozzi, Ph.D., who is a scientific adviser for the company. Call it a case of good chemistry: Acepodia, a biotech based on Nobel Prize-winning science, is entering into a new partnership with Pfizer’s Ignite program to support development of the biotech's unique cell immunotherapies.Under the terms of the deal, Pfizer will provide resources, expertise and strategic advice to help Acepodia complete ongoing clinical development of two cancer treatments and expand its program into autoimmune diseases, according to a Sept. 3 release. No financial exchanges are tied to the deal, an Acepodia spokesperson told Fierce Biotech in an email. Acepodia will retain all rights related to the program’s progress and future partnerships, the release said. Acepodia’s antibody-cell conjugate (ACC) platform is based on the work of Nobel laureate Carolyn Bertozzi, Ph.D., who is a scientific adviser for the company. Bertozzi pioneered the use of modular chemical reactions, known as click chemistry, inside of living cells without disrupting other important processes, a technique she termed bioorthogonal chemistry. She won the 2022 Nobel Prize in Chemistry for this work.Acepodia uses these modular reactions to create modified T cells that express antigens targeting tumors; in other words, the company makes CAR T cells using chemistry rather than gene editing. ACC CAR T cells are easily scalable and avoid side effects seen in other CAR T-cell therapies, according to the release. With Pfizer’s support, Acepodia hopes to next create T cells for undisclosed autoimmune targets.“We see a significant opportunity to bring the benefits of our ACC platform to autoimmune diseases, and working with Pfizer Ignite will position us well to deliver our immunotherapies to patients in desperate need of new options,” Acepodia CEO Sonny Hsiao, Ph.D., said in the release. The chemistry-inclined company’s lead asset is ACE1831, a cell therapy for non-Hodgkin lymphoma currently in phase 1 trials. ACE1831 T cells target CD20, a protein commonly found on the surface of cancerous B cells. In May, Acepodia reported that a single dose at the lowest dosage levels of ACE1831 had stabilized disease in three out of five patients who received it, with another patient’s cancer disappearing entirely. The biotech reported no serious adverse events from the treatment.In addition to ACE1831, Pfizer will also help Acepodia advance its other oncology treatment, ACE2016. ACE2016 targets solid tumor cells that express epidermal growth factor receptor and is slated to enter phase 1 trials before the end of the year. The biotech raised $100 million in a series D last year to support its oncology pipeline. Through its Ignite program, Pfizer partners with biotechs to help them advance new drugs from preclinical development all the way to market. Ignite mainly focuses on oncology, inflammation and immunology, according to the program’s website.In 2023, Pfizer Ignite partnered with Mediar Therapeutics to advance two drug candidates for fibrosis; in May 2024, Swiss anti-allergy biotech Mabylon joined the program to advance an antibody treatment for peanut allergies.

Results Highlights for Interim Results ended 30 June 2024 Revenue reached RMB981.8 million Gross profit amounted to RMB339.1 million Net profit grew by 956.0 YoY to RMB144.2 million Adjusted non-IFRS net profit reached RMB168.2 million, increased by 15.1% YoY HONG KONG, Aug. 29, 2024 /PRNewswire/ -- On August 29, 2024, Viva Biotech Holdings Group ("Viva Biotech", "the Group" or "the Company", stock code: 1873.HK) announced that the Group achieved a revenue RMB981.8 million; and the Group's gross profit of RMB339.1 million. The Group's net profit amounted to RMB144.2 million, a significant improvement from the net profit of RMB13.7 million for the corresponding period of last year, mainly benefiting from the elimination of relevant financial adjustments due to the full repayment of convertible bonds; Adjusted non-IFRS net profit improved from RMB146.1 million for the corresponding period of last year to an adjusted non-IFRS net profit of RMB168.2 million, representing a year-on-year increase of nearly 15.1%. This was mainly attributable to the investment income from the group successful exit of certain portfolio companies as well as the positive contribution from initiatives to reduce costs and increase efficiency. In addition, since the Group completed the introduction of strategic investors such as Temasek, HighLight Capital, True Light Capital and Investment Corporation of Dubai in 2023, the strategic investors have brought synergies in corporate governance, business operations, investment and financing plans and strategic development of the Group. CRO Growth to Gradually Recover in the Future Despite Fluctuations in the Short to Medium Term In the first half of 2024, the Company's revenue from CRO business amounted to RMB385.9 million and achieved a corresponding adjusted gross profit of RMB167.2 million. The revenue for the first half of 2024 decreased compared to last year, primarily due to the short-term impact from challenges in global biopharmaceutical investment and financing on the R&D of innovative drugs, as well as the strategic contraction of the Company's EFS business last year. Nevertheless, the Company effectively implemented measures such as cost reduction and efficiency enhancement to maintain a solid profitability for the CRO business. The gradual recovery of new CRO orders since the second quarter of 2024 will provide a strong support for the Company's business results in the second half of the year. As at June 30, 2024, the Company has cumulatively delivered more than 74,109 protein structures to our clients, approximately 9,074 of which were newly delivered in the first half of 2024. The Company's R&D has accumulated over 2,065 independent drug targets, 79 of which were newly delivered in the first half of 2024. Currently, the Company maintains a leading global position in the industry in the field of protein structure analysis. The cumulative number of CRO clients served had increased to 1,465, including the global top 10 pharmaceutical companies (by reported total revenue for the first half of 2024), and revenue from the top 10 customers accounted for 25.7% of our total revenue. Clients of CRO business are geographically diverse, overseas clients contributed approximately 88.8% of our total revenue, while those from the Chinese Mainland contributed approximately 11.2% of our total revenue. During the Reporting Period, our utilization of synchrotron radiation source reached 873 hours. The Company established long-term cooperation with 13 synchrotron radiation source centers around the world, which are distributed in ten countries/regions, i.e., Shanghai, China, the United States, Canada, Japan, Australia, the United Kingdom, France, Germany, Switzerland and Taiwan, China, thus guaranteeing uninterrupted data collection all year round. Continuing to Expand CDMO Capacity and Increase CMC Projects The Group is committed to building a one-stop service platform for global innovative drugs from research and development to production, and improved the production layout through acquisition of the entire equity interests in Langhua Pharmaceutical. In particular, we continued to expand CDMO capacity to prepare for commercial production of new molecules in the future. In addition, constant efforts were made to optimize and channel resources towards the CMC business during the Reporting Period. In the first half of 2024, Langhua Pharmaceutical's revenue amounted to RMB595.9 million, and its adjusted gross profit amounted to RMB179.0 million, primarily attributable to the impact from the delivery schedule of certain CDMO orders, most of which are expected to be delivered in the second half of 2024. As at June 30, 2024, Langhua Pharmaceutical had served a total of 885 clients, with the top ten clients accounting for 63.2% of its total revenue and a 100% retention rate of top ten clients. In addition, Langhua Pharmaceutical provided CMC and CDMO services to 12 incubator companies of the Group as well as companies channeled from CRO business. During the Reporting Period, in respect of production capacity, our current available total capacity reaches 860 cubic meters. Furthermore, Langhua Pharmaceutical plans to establish a new production capacity of 400 cubic meters between 2024 and 2025 to cater to commercial production of new molecules. The civil engineering project is largely completed while internal fire control facilities are under installation, and the next phase will involve procurement and installation of equipment. This endeavor will provide sufficient guarantee for the Company's revenue growth with the launch of new products and release of reserved capacity. The number of CMC projects continued to grow, but the new business is still in the profit ramp-up phase. Since its establishment, CMC has completed and is currently progressing with a total of 218 new drug projects. During the Reporting Period, CMC generated revenue of nearly RMB21.0 million. In the future, the Group plans to strengthen BD and channeling efforts for acquiring high-quality CMC projects. By fully utilizing internal project resources and implementing cost reduction and efficiency enhancement measures, the Group aims to achieve a balanced financial outcome for its CMC business. In addition, in terms of the number of customer orders, external BD accounted for nearly 75.0%, while channeled accounts from Viva represented approximately 25.0%. In terms of order amount, external BD contributed 49.0%, while channeled accounts from Viva contributed 51.0%. Successful Exits of Certain Incubation Portfolio Companies Continued to Realize Investment Returns, Accretive to the Group's Profits During the Reporting Period, the Company achieved partial investment exits from a number of portfolio companies (Focus-X, Saverna, Dogma and Riparian), realizing corresponding investment returns and generating total proceeds of nearly RMB144.1 million. In addition, the Company also achieved investment exit from one portfolio company (Nerio) subsequent to the Reporting Period in the end of July 2024, but the investment income therefrom will not be recognized in the interim report for the Reporting Period. As at June 30, 2024, the Group had invested in a total of 92 portfolio companies. The portfolio companies are mainly from the United States, Canada, Europe and China. 67.0% of the portfolio companies are from North America and 26.0% are from China. In the first half of 2024, five of our portfolio companies completed or were close to completing a new round of financing, raising approximately US$117.0 million in total. The R&D efforts of the portfolio companies were advancing smoothly, with the total number of pipeline projects reaching close to 222, of which 185 pipelines are in the preclinical stage and 37 pipelines in the clinical stage. So far, the Group has successfully realized 13 investment exits or partial exits. Furthermore, the Group may have several potential exits of our portfolio companies, and it also can be foreseen that a peak season of investment exits will arrive in the next three years. As at the end of the Reporting Period, Viva has strategically invested in a series of high-quality assets, including portfolio companies such as Dogma, Arthrosi, Basking, Triumvira, Deka, Mediar, Cybrexa, VivaVision, Haya and Nerio. In the future, as these portfolio companies continue to develop successfully, secure ongoing financing, and realize exits, the initial investments will gradually enter the harvesting phase, providing sustained cash returns and investment income for the Group. T echnological highlights and R&D Breakthrough s Riding on the rapid development of artificial intelligence (AI) technology recently, Viva has further introduced AI technology on the basis of structure-based drug discovery (SBDD) technology, focusing on new targets, novel mechanisms of action (MOA) and new modality to develop a unique AI-enabled SBDD one-stop R&D service platform for innovative novel drugs. Firstly, from the perspective of current research on new targets, new targets are the most important source of original innovation. During the Reporting Period, our R&D has accumulated over 2,065 independent drug targets, 79 of which were newly delivered in the first half of 2024. So far, the Company has delivered to clients a series of target protein structures that have not been reported in the Protein Structure Database (PDB), and clarified the structural principles of these proteins in functioning, laying a solid foundation for subsequent drug molecular design. For example, in the cancer therapeutic area, industry players are still searching for new targets as breakthroughs, in addition to traditional target proteins such as kinases, proto-oncogenes/tumor suppressor genes, immune checkpoints, etc. In the fields of new tumor target proteins related to cell division control and mRNA stability, we successfully analyzed many previously unreported protein structures and complex structures of proteins and drug candidate molecules, and explained structural details of the interaction between target proteins and compounds, which provide clear guidance for designing more effective compounds and lead to the emergence of a range of new drug candidate molecules. Besides, the Company contributed a number of new structures in the molecular glue protein complex structural field, which further provide effective clues for rational design and improvement of molecular glue drugs. Secondly, regarding novel MOA research progress, our CRO business has successfully established a one-stop platform for novel MOA-based drug discovery and research, and set up relevant technical platforms covering protein production, preparation and structure research, Cryo-EM technology, membrane protein research technology, drug screening technology, bioassay and so on. Moreover, based on the validation and tests of hit compounds, the Company can rely on its strong pharmaceutical chemistry team and computing team to help clients further optimize the structure of hit compounds until they reach the preclinical candidate (PCC) milestone. Meanwhile, the Company's pharmacology and pharmacokinetics platform can also provide clients with systematic compound druggability evaluation services for the development of novel MOA-based compounds. Thirdly, regarding current progress of new modality related technology platforms, during the Reporting Period, Viva Biotech drew upon a wealth of projects completed over the years to gradually integrate its macromolecular drug/antibody platform, peptide platform and micromolecule drug platform into a cross-field XDC platform. Deeply integrating computational chemistry and artificial intelligence technology with XDC technology, the Company explored in a wide range of innovative fields such as coupling site screening design, linker-drug payload design, overall hydrophobicity and stability modification of XDC drugs, and development of novel coupling reactions, expanding new directions for XDC drug R&D. On this basis, the Company further integrated the XDC platform with DNA encoded library (DEL) technology, leveraging strong screening capabilities of the Viva DEL platform to help screen special micromolecule linkers and drugs, and relying on its team's unique experience in nucleic acid conjugation to establish an antibody-oligonucleotide conjugate (AOC) platform. So far, based on full integration of our existing technology platforms across multiple fields, we have established a powerful, comprehensive and one-stop XDC technology service platform. Besides, regarding construction progress in the peptide technology platform, the Company has achieved the capability to synthesize a wide range of peptides, particularly the challenging and technologically advanced peptide chains. Extensive research and technical expertise have been accumulated in peptide coupling, peptide drug conjugates (PDC), radionuclide drug conjugates (RDC), monocyclic peptides, stapled peptides and other complex multi-cyclic peptides (involving peptide folding and selective cyclization), biotin-labeled peptides and fluorescent-labeled peptides. In terms of peptide coupling, our peptide platform works with antibody department to expand the peptide platform to the field of peptide antibody coupled APC, and has delivered relevant products. In the future, Viva's peptide technology platform envisions a collaborative approach with Viva's phage display platform and V-DEL platform, aiming to provide customers with one-stop comprehensive services encompassing the entire process from the discovery and validation of hit peptide chains to the identification and optimization of lead compounds, and ultimately the determination of candidate compounds. In addition, Viva also provides services relevant to PROTAC/molecular glue drug R&D, and revenue generated in this regard accounted for almost 10.87% of total revenue from the CRO business. Our services primarily include studies on protein preparation and structure, screening of PROTAC/molecular glue, kinetics, drug metabolism, pharmaceutical chemistry, Bioassay, computer-aided drug discovery (CADD)/ artificial intelligence in drug discovery (AIDD), etc. As at June 30, 2024, the Company has studied more than 50 E3 ligase complexes and delivered 140 PROTAC ternary complex structures. The PROTAC business also became a revenue contributor to the growth of our CRO business. Last but not least, regarding our AI-enabled SBDD one-stop R&D service platform for innovative novel drugs, our CADD and AIDD platforms employ physical chemistry models and artificial intelligence algorithms to advance drug R&D projects, based on deep understanding of structures and mechanisms of action to truly practice computation-driven drug R&D. Our computing platform has developed a series of project-specific advanced algorithms to solve practical problems in drug design such as covalent and non-covalent free energy perturbations (FEP), resulting in higher computational accuracy and larger adjustable parameter range. Addressing gaps in the traditional computational chemistry methodology, the computing platform introduced generative artificial intelligence algorithms, which break through the limitation of chemical space with ab initio generation, enabling drug design to achieve the breakthrough from zero to one with the aid of computation. Furthermore, ADME/PK prediction models were developed under the platform, enabling comprehensive coverage of various drug R&D stages and systematic integration of computing tools. The methods developed under the computational chemistry and artificial intelligence platform have been applied in the R&D of various drug modalities, such as small molecules, antibodies, peptides and RNA-targeting small molecules. In the process of algorithm development, our platforms maintain the integration of dry-lab and wet-lab and the computational results are verified through experimental validation, during which computational models are iteratively optimized to ultimately achieve breakthroughs. Generally, Viva's CADD and AIDD platforms have the capability to develop proprietary algorithms and enhance platforms and the experience in exploring various drug modalities, and fully leverage our advantages in SBDD, which can comprehensively empower various early drug R&D aspects with the computing power supported by the Shanghai supercomputing cluster. S taff and Facilities As at June 30, 2024, the Group had a total of 2,043 employees, of whom the number of CRO R&D personnel reached 1,117, and the headcount of Langhua Pharmaceutical was 704. The Company has well-established office and laboratory facilities in line with its workforce expansion plans, and is expanding production capacity to meet the fast-growing business needs, including: The Group's new headquarters in Zhoupu, Shanghai with a total area of approximately 40,000 square meters had been put into full operation. The incubation center located in Faladi Road, Shanghai has an actual usable area of approximately 7,576 square meters, including 5,552 square meters of laboratory area. The park in Chengdu has a GFA of approximately 64,564 square meters, of which 12,210 square meters of properties had been put into use as at June 30, 2024, including 10,800 square meters of laboratory area. A park in Suzhou with a total GFA of approximately 7,545 square meters, including nearly 5,305 square meters of laboratory area. A park in Jiaxing with a GFA of approximately 6,362 square meters, including nearly 5,335 square meters of laboratory area. Shanghai Supercomputing Center has been officially put into operation. At present, it can support CADD computation, AIDD related computation, and crystal structure and Cryo-EM (Micro-ED) computation. The factory of Langhua Pharmaceutical in Taizhou, Zhejiang has a GFA of approximately 35,168 square meters, including the Taizhou R&D center with an area of approximately 2,500 square meters. The R&D center of Ningbo Nuobai has an area of approximately 1,300 square meters and the office building of Ningbo Nuobai has an area of approximately 1,500 square meters. Dr. Cheney Mao, Chairman and Chief Executive Officer of Viva Biotech Holdings, stated, "With unique advantages in structure-based drug discovery (SBDD), the company will increase the cross-sell between biological and chemical businesses, continue to strengthen the construction of its one-stop innovative novel drug R&D platform and manufacturing service platform, deepen the synergy between CRO and CDMO business, improve the capacity building for front-end services and drive business to back-end services to further enhance the business funnel effect. Actively building an open collaboration platform and a win-win ecosystem for global biopharma innovators." About Viva Biotech Established in 2008, Viva Biotech (01873.HK) provides one-stop services ranging from early-stage Structure-Based Drug R&D to commercial drug delivery to global biopharmaceutical innovators. We offer leading early-stage to late-phase drug discovery expertise by integrating our dedicated team of experts, cutting-edge technology platforms, and state-of-the-art equipment in X-ray crystallization, Cryo-EM, DEL, ASMS, SPR, HDX-MS, AIDD/CADD, and much more. Our business covers all aspects of therapeutic strategies and drug modalities, including small molecules and biologics across the pharma and biotech spectrum. The experienced chemistry team, led by senior medicinal chemists and drug discovery biologists, provides services for drug design, medicinal chemistry (hit to lead and lead optimization), custom synthesis, chemical analysis and purification, kilogram scale-up, peptide synthesis and corresponding bioassays. With our subsidiary Langhua Pharmaceutical, we offer worldwide pharmaceutical and biotech partners a one-stop integrated CMC (Chemical, Manufacturing, and Control) service from preclinical to commercial manufacturing. Additionally, Viva Biotech embedded an equity for service (EFS) model to high potential startups to address unmet medical needs. As of June 30, 2024, Viva Biotech had cumulatively provided drug R&D and manufacturing services to 2,350 biotech and pharmaceutical clients around the world. We have invested and incubated 92 biotech start-ups in total. In the future, the company will continue to strengthen its technological barriers and improve R&D, production levels, and our service capacity to provide high-quality and diversified services for more drug discovery start-ups, as well as medium and large pharmaceutical enterprises around the world. SOURCE Viva Biotech Holdings

截至2024年6月30日止中期业绩亮点： 收入达人民币981.8百万元 毛利达人民币339.1百万元 净利润为人民币144.2百万元，同比增长956.0% 经调整后Non-IFRS净利润为人民币168.2百万元 同比增长近15.1% 中国，香港——2024年8月29日，维亚生物科技控股集团（1873.HK）公布，截至2024年6月30日止6个月（报告期），集团实现收入人民币981.8百万元，实现毛利人民币339.1百万元，实现净利润人民币144.2百万元，相较于去年同期净利润人民币13.7百万元大幅提升，这主要得益于因可转债的全额偿还而带来相关财务调整项的消除；经调整非国际财务报告准则（Non-IFRS）净利润由去年同期人民币146.1百万元提升至人民币168.2百万元，较去年同期增长近15.1%，主要归因于本集团部分投资孵化企业成功退出所带来的投资收益以及降本增效举措所产生的正向贡献。 此外，自2023年集团完成了对战略投资人淡马锡、弘晖基金、淡明资本及迪拜投资公司的整体性引进工作之后，战略投资人目前正在对维亚集团的公司治理、业务运营、投融资规划及战略发展发挥协同效应。 CRO中短期增速略有波动 未来有望逐步恢复 2024年上半年，公司CRO业务实现收入人民币385.9百万元，实现对应经调整毛利人民币167.2百万元。2024年上半年的收入较往年有所下降，主要归因于去年全球生物医药投融资承压对创新药研发投入所造成的短期性影响以及公司EFS业务的战略性收缩。但公司通过降本增效等措施的有效执行，仍将CRO的盈利水平维持在良好的水平上。随着2024年第二季度以来，CRO新签订单的逐步复苏，这将对公司下半年的业绩形成有力支撑。 截至2024年6月30日，公司累计向客户交付超过74,109例蛋白结构，其中2024年上半年新增交付约9,074例蛋白结构；研究累计超过2,065个独立药物靶标，其中2024年上半年新增交付79个。目前，公司在蛋白结构解析领域仍然保持全世界范围内行业龙头地位。 公司累计CRO客户数量增加至1,465家，包括全球前十大制药公司（根据2024年半年报总营收计），前十大客户收入占比25.7%。CRO业务客户分布地区多元化，来自海外地区收入占比约达88.8%，来自中国内地客户收入占比约为11.2%。 报告期内，同步辐射光源使用情况达873小时，为公司与全球13家同步辐射光源中心保持长期合作，分布在中国上海、美国、加拿大、日本、澳大利亚、英国、法国、德国、瑞士以及中国台湾十个国家及地区，可确保全年无间断的收集数据。 CDMO产能建设持续推进 CMC项目数不断增加 集团致力于打造全球创新药从研发到生产一站式服务平台，通过实现对朗华制药的全资收购，以完善生产端的布局。报告期内，一方面，不断推进对CDMO的产能建设以为未来商业化阶段的新分子做准备；另一方面，持续加强对CMC业务的优化及导流。 朗华制药2024年上半年收入总计人民币595.9百万元，经调整毛利总计人民币179.0百万元，主要受到部分CDMO订单交期的影响，预计将在2024年下半年集中交付。 截至2024年6月30日，朗华制药累计服务客户达885家，前十大客户收入占比63.2%，前十大客户留存率100%。此外，朗华制药已为12家集团孵化企业以及从CRO导流的公司提供了CMC及CDMO服务。产能建设方面，目前可使用的总产能为860立方米。此外，朗华计划于2024年至2025年之间新建400立方米的产能以服务于新分子的商业化生产，目前土建工程已经基本结束，内部消防工程正在安装之中，预计后续将进入设备采购安装阶段。未来，随着新产品的落地和储备产能的释放，这将为公司收入的增长提供充足保障。 CMC端项目数持续增长，但仍处于新业务的盈利爬坡周期之中。CMC从成立至今，已完成及正在推进的新药项目数为218个。报告期内，CMC实现收入近人民币21.0百万元。此外，集团导流的项目推进顺利，已有一项管线进入临床三期且进展迅速，显示集团一体化战略的成功。未来，集团会进一步加强对高质量CMC项目的BD及导流，在充分挖潜内部项目资源及降本增效的基础之上，以推动CMC业务实现盈亏平衡。此外，从客户订单数方面来看，CMC外部BD的占比近75.0%，维亚导流的占比近25.0%；从客户金额方面来看，CMC外部BD的占比为49.0%，维亚导流的占比为51.0%。 部分孵化公司已成功退出 持续兑现投资收益以增厚集团利润 报告期内，公司通过实现了对多家孵化公司（Focus-X、Saverna、Dogma、Riparian）的部分退出，成功兑现了相应的投资收益，累计获得近人民币144.1百万元回款。此外，2024年7月底还发生了1家期后退出项目（Nerio），但该项目的投资收益并不确认在当期半年报当中。截止2024年6月30日，共累计投资孵化92家初创公司。投资孵化企业主要来自于美国、加拿大、欧洲以及中国，其中67.0%来自北美地区，26.0%来自中国。 2024年上半年，公司已孵化的公司当中已有5家完成或者接近完成新一轮融资，融资总额约117.0百万元美金。各孵化公司研发进展顺利，累计在研管线总数近222条，其中185条管线处于临床前阶段，37条管线已经处于临床阶段。目前，孵化项目已有13家公司实现全部或部分退出。此外，还存在数个有潜在退出可能性的项目，预计在未来3年内将迎来退出高峰期。 于报告期末，维亚的投资孵化企业当中已布局了例如：Dogma、Arthrosi、Basking、Triumvira、Deka、Mediar、Cybrexa、维眸生物、Haya和Nerio等一系列优质资产。未来，随着孵化企业的顺利发展、持续融资及退出，前期的投资将逐渐进入收获期并为集团持续带来现金回报及投资收益。 技术亮点及研发突破 近年来，随着人工智能（AI）技术的快速发展，维亚在基于结构的药物研发（SBDD）技术的基础上，又进一步引入了AI技术，围绕新靶点（New Target）、新机理（Novel MOA）及新分子形式（New Modality）开发了独具特色的AI赋能SBDD一站式原创新药物研发服务平台。 其一，从新靶点研究的现状来看 新靶标是原始创新最重要的来源。报告期内，维亚研究累计超过2,065个独立药物靶标，其中2024年上半年新增交付79个。截止目前，公司已向客户交付了一系列在蛋白结构数据库（PDB）未有报道的靶标蛋白结构，阐明了这类蛋白行使功能的结构原理，为后续药物分子设计奠定了坚实的基础。在癌症治疗领域，业内在传统的靶标蛋白，诸如激酶、原癌基因/抑癌基因、免疫检查点等之外，仍在寻找新的靶标作为突破口。本公司在细胞分裂控制、mRNA稳定性相关的新肿瘤靶标蛋白方面，成功解析了诸多此前未被报道的蛋白结构以及蛋白和药物待选分子的复合体结构，解释了靶标蛋白和化合物相互作用的结构细节，为设计更有效的化合物提供了明确的指导，推动了一批新候选药物分子的出现。此外，公司亦在分子胶蛋白复合体的结构领域，贡献了较多新结构，进而为理性设计和改良分子胶药物提供了有效线索。 其二，以新机理研究的建设现状来看 公司CRO业务已成功建立了一站式新机理药物发现与研究的平台，打造了蛋白生产制备与结构研究、冷冻电镜技术、膜蛋白研究技术、药物筛选技术（DEL、ASMS、SPR、晶体浸泡、Intact-MS等）、Bioassay等相关技术平台。并且，立足于对苗头化合物的验证测试，公司还可以依托强大的药物化学团队和计算团队帮助客户进一步优化苗头化合物结构，直至达到临床前候选化合物（PCC）里程碑。同时，公司的药理及药代平台亦能为客户新机理化合物的开发提供系统的化合物成药性评价服务。 其三，从新分子模式相关的技术平台 发展现状来看 报告期内，维亚生物经过多年的项目积累，已将大分子药物/抗体平台、多肽平台、小分子药物平台，逐步整合形成了覆盖多领域的XDC大平台。公司将计算化学和人工智能技术与XDC技术深度融合，在偶联位点筛选设计、连接子-药物载荷设计、XDC药物的整体疏水性及稳定性改造、新型偶联反应的开发等多个创新领域进行探索，拓展了XDC药物研发的新方向。在此基础上，公司进一步将XDC平台与DEL技术整合，利用自有DEL平台的强大筛选能力助力特殊小分子连接子及药物的筛选，并结合团队在核酸偶联领域的独特经验，建立了抗体-寡核苷酸偶联物（AOC）平台。目前，基于对现有多个领域技术平台的充分整合，维亚已打造出了功能强大且全面的一站式XDC技术服务平台。 另外，从多肽技术平台的建设情况来看，目前本公司已能够提供各种多肽的合成，尤其是多肽合成中难度大、技术新的肽链合成技术，在偶联肽、PDC、RDC、单环肽、订书肽等复杂的多重环肽（采用肽链折叠和选择性环化技术）、生物素标记肽和荧光标记肽方面都有深入的研究和技术经验积累。在偶联肽方面，维亚多肽平台与抗体部门合作，将多肽平台拓展到多肽抗体偶联APC的领域，并已提供了相应的产品。未来，维亚的多肽技术平台将联合噬菌体展示平台及DEL平台，从苗头肽链的发现和验证，到先导化合物的确定和优化，再到候选化合物的确定，为客户提供一站式服务。 此外，维亚亦提供PROTAC/分子胶药物研发方面相关的服务，其收入占比已接近CRO总收入的10.87%。服务内容主要包括：蛋白制备与结构研究、PROTAC/分子胶筛选、动力学研究、药物代谢、药物化学、Bioassay、CADD/AIDD等。截止2024年上半年，公司已累计研究E3连接酶50多个，交付PROTAC三元复合物结构140个，PROTAC业务亦为CRO业务的发展贡献了相应的收入。 最后，就AI赋能SBDD一站式原创新药物研发服务平台的情况来看 公司CADD/AIDD平台使用物理化学模型和人工智能算法，帮助推进各类药物研发项目，以对结构和机理的深入理解为立足点，真正实践计算驱动的药物研发。本公司计算平台已开发出一系列针对项目的先进算法来解决药物设计中的实际问题，例如共价和非共价自由能微扰（FEP），计算准确度更高、可调参数空间更大。针对传统计算化学方法的空白领域，计算平台引入生成式人工智能算法，用从头生成突破化学空间限制，使得药物设计在计算的帮助下能完成从零到一的突破。此外，平台还着力开发ADME/PK预测模型，实现了药物研发各阶段的全面覆盖和计算工具的系统性整合。计算化学和人工智能平台开发的方法被应用于多种药物形态，如小分子、抗体、多肽、靶向RNA小分子药物开发等；在算法开发的过程中，各个平台保持干湿实验联动，计算结果通过实验验证、计算模型在此过程中迭代优化，最终取得突破。总体而言，维亚的CADD/AIDD平台具备自研算法及平台建设的能力，拥有研发多种药物形态的经验，并且充分发挥了维亚基于结构的药物研发优势，在上海超算集群的算力支持下，能够对早期药物研发的各个环节进行全面赋能。 人员及设施 截至2024年6月30日，本集团员工总人数为2,043人，CRO研发人员数量达到1,117人，朗华制药总人数为704人。公司已经建设了完善的办公和实验场地，产能扩张以满足公司高速发展的业务需求和人员扩张计划，包括： 上海周浦总面积约40,000平方米的集团新总部已全面投入使用。 上海法拉第路投资孵化中心实际可使用面积约7,576平方米，其中包含实验室面积5,552平方米。 成都园区的建筑面积约为64,564平方米，截至2024年6月30日，已有12,210平方米物业部分正式投入使用，其中包含实验室面积10,800平方米。 苏州园区总建筑面积约为7,545平方米，其中实验室面积近5,305平方米。 嘉兴园区建筑面积约为6,362平方米，其中实验室面积近5,335平方米。 上海超算中心已正式使用，目前能够支持计算化学（CADD）计算、人工智能（AIDD）相关计算以及晶体组和冷冻电镜组的运算等。 朗华制药浙江台州工厂的建筑面积约为35,168平方米，台州研发中心面积约为2,500平方米。宁波诺柏研发中心面积约为1,300平方米，宁波诺柏办公楼面积约为1,500平方米。 维亚生物集团主席兼首席执行官毛晨博士： “公司凭借在基于结构的药物研发（SBDD）领域的独特优势，提升生物和化学业务之间的导流效应，持续加强一站式原创新药物研发平台和生产服务平台的建设，深化CRO与CDMO业务间的协同性，提升前端项目业务能力建设，促使漏斗效应进一步显现，加速为后端业务导流，积极构建面向全球生物医药创新者的开放式合作平台和共赢生态圈。” 维亚生物（01873. HK）成立于 2008 年，向全球创新药研发企业提供从早期基于结构的药物研发到商业化药物生产的一站式综合服务。凭借在基于结构的药物研发（SBDD）技术领域的领先优势，我们向全球合作伙伴提供新药研究阶段的CRO服务，搭建了X射线蛋白晶体技术、冷冻电镜技术（Cryo-EM）、DNA编码化合物库技术（DEL）、亲和力质谱筛选技术（ASMS）、表面等离子共振技术（SPR）、氢氘交换质谱技术（HDX-MS）、AIDD/CADD等多个先进技术平台，并有资深药物化学家与药物发现生物专家领军的团队提供药物设计、药物化学（H2L，LO）、化合物合成、化学分析及纯化、公斤级放大及多肽合成及相应的生物活性测试服务。通过子公司朗华制药，我们提供从临床前开发到商业化生产的一站式CMC/CDMO解决方案。同时，我们专注于发现、投资高潜力生物医药初创公司，以独创的技术服务换取股权（EFS）的商业模式，解决未满足的临床需求。 截至2024年6月30日，维亚生物已累计为全球2,350家生物科技及制药客户提供药物研发及生产服务，共计投资孵化92家生物医药初创企业。未来，公司将持续增强技术壁垒、提升研发与生产服务能力，为全球更多的初创新药公司及中大型药企提供优质的多元化服务，助益全球病患。