独家对话|周露：生物医药出海，超过了新能源车

Core Viewpoint - Gene therapy is rapidly transforming the landscape of disease treatment, with a focus on integrating artificial intelligence (AI) and biomedicine to enhance accessibility and effectiveness for patients [1] Group 1: Company Background and Development - The company, founded by Zhou Lu, transitioned from business development services to innovative drug development during the COVID-19 pandemic, recognizing the potential in gene therapy [3][5] - The company has successfully secured its first round of investment in 2023, despite entering the market during a capital winter, indicating resilience and strategic timing [6][7] Group 2: Technological Innovations - The company is developing a fifth-generation lentiviral vector platform, which aims to improve the safety and efficacy of gene therapy by enabling in vivo modifications rather than ex vivo [8][10] - The new approach focuses on enhancing the body's natural tumor suppressor genes, rather than merely targeting cancer cells, representing a paradigm shift in cancer treatment [12][20] Group 3: Market Trends and Opportunities - The biopharmaceutical sector has seen significant international transactions, with a total of nearly $50 billion in overseas deals in the first half of the year, surpassing the total sales of electric vehicles [7][25] - The company aims to capitalize on the growing recognition of the biopharmaceutical industry's value, especially as the market rebounds from previous downturns [7][19] Group 4: Regulatory and Ethical Considerations - The company emphasizes the importance of intellectual property (IP) protection and compliance with regulatory standards, which are critical for successful market entry and international collaboration [25][28] - The regulatory landscape is acknowledged as stringent but necessary for ensuring patient safety and drug efficacy, with a commitment to high compliance standards [28][30] Group 5: Talent and Industry Dynamics - The company highlights the need for interdisciplinary talent, combining expertise in medicine, life sciences, and artificial intelligence to drive innovation in drug development [38][39] - The rapid evolution of the biopharmaceutical industry necessitates continuous adaptation of educational programs to align with current technological advancements [39][40]