HYBIO(SZ:300199) Zheng Quan Shi Bao Wang·2025-05-13 00:35Core Viewpoint - The collaboration between Hanyu Pharmaceutical and Shenzhen Carbon Cloud Smart Peptide Technology Co., Ltd. aims to develop a novel peptide drug targeting metabolic diseases, particularly for weight control, leveraging advanced technologies in drug discovery [1][4]. Group 1: Collaboration Details - Hanyu Pharmaceutical and Carbon Cloud Smart Peptide have signed a joint development agreement for a GLP-1R/GIPR/GCGR triple agonist peptide drug [1]. - Hanyu will handle preclinical research, IND application, clinical trials, and product registration, while Carbon Cloud will focus on molecular screening and bear the associated costs [1]. - Hanyu will pay up to 38 million yuan in milestone payments and will share revenue with Carbon Cloud based on sales, up to 10% in North America and 3% in other regions [1]. Group 2: Market Position and Product Potential - Hanyu Pharmaceutical has established a strong position in the GLP-1 market, with the new collaboration marking its entry into the weight loss drug sector [2]. - The new drug shows promising preclinical results, outperforming existing treatments in weight loss and demonstrating comparable blood sugar control [3]. - The global sales potential for similar drugs is significant, with projected sales of $11.54 billion for the new drug by 2024, indicating a competitive market landscape [2]. Group 3: Technological Innovation - The collaboration utilizes silicon-based peptide chip technology combined with AI algorithms, representing a new paradigm in peptide drug development [4][5]. - Carbon Cloud's technology allows for high-throughput screening of peptide molecules, enhancing drug discovery efficiency [5]. - The partnership is expected to strengthen both companies' international competitiveness and align with supportive government policies for innovative drug development [6].