沃森生物布局肠道菌群和合成生物新赛道

Core Insights - Watson Bio has approved a proposal to sign an exclusive re-licensing agreement for microbiome health targeted technology with Notitia Biotechnologies Company, marking a new milestone in the company's "Big Bio" strategic development [2] - The collaboration aims to establish a new technology platform for Core Guild Therapy, focusing on gut microbiome intervention as a novel clinical strategy for chronic disease management [3] - The company plans to leverage its vaccine manufacturing advantages and the policy support for synthetic biology in Yunnan to explore new natural molecules and implement differentiated strategies in synthetic biology manufacturing [3] Financial Performance - Over the past five years, Watson Bio has achieved cumulative sales revenue of 18.5 billion yuan, with significant breakthroughs in technological and product innovation, as well as international business expansion [3] - The company has ranked among the top 10 global vaccine manufacturers for two consecutive years and has maintained the highest export value among Chinese vaccine companies for five years, excluding COVID-19 vaccines [3] Strategic Focus - Watson Bio is actively seeking a second growth curve by focusing on chronic disease management based on gut microbiome and synthetic biology manufacturing, in response to the new adjustment cycle in the global and domestic vaccine markets [4] - The company aims to build a comprehensive capability from clinical trials to industrialization in the new technology platform for gut microbiome intervention [3]