Sun-Novo(SH:688621) Zheng Quan Shi Bao Wang·2025-10-19 08:35Core Viewpoint - Sunshine Nuohong (688621) is investing 15 million yuan in Yuanma Zhiyao Biotechnology Co., Ltd. to enhance its strategic layout in CAR-T cell therapy and nucleic acid drugs, acquiring an 8.2% stake after the capital increase [1][4] Company Overview - Sunshine Nuohong is a comprehensive enterprise focused on drug innovation and development, with expertise in various drug development fields including peptides, long-acting microsphere preparations, controlled-release preparations, local delivery, transdermal absorption drugs, medical aesthetics, and pet medicine [1] - Yuanma Zhiyao, founded by industry experts and a diverse team of overseas PhDs, specializes in the innovation and research of circular mRNA-based CAR-T nucleic acid drugs, aiming to address unmet clinical needs for autoimmune diseases and tumors [1][4] Technological Advancements - Yuanma Zhiyao has established a leading circular mRNA new drug development platform, achieving breakthroughs in several high-barrier technical areas such as seamless high-efficiency cyclization, AI sequence design, chemical modification of circular mRNA, and targeted delivery of T cells [2][3] - The company possesses three core technology platforms: the byterna.AI platform for intelligent design and optimization of circular mRNA drug molecules, the cmCAR platform for efficient and durable expression of CAR molecules, and the CellectLNP platform for high-efficiency delivery of CAR-T cells [3] Research and Development Progress - Yuanma Zhiyao is advancing multiple early-stage pipelines of circular mRNA-based CAR-T therapies towards clinical research, with the potential to become the first globally to enter clinical trials for modified circular mRNA CAR-T therapy [2][3] - The company has completed key concept validation in non-clinical studies for its core pipelines and is rapidly progressing towards clinical research, indicating industry-leading development speed [3] Team Expertise - The founding team of Yuanma Zhiyao has achieved significant accomplishments in both academic and industrial fields, including multiple R&D patent authorizations and important clinical results [4] - The team possesses comprehensive capabilities from early research to clinical trial design and execution, supported by a strong foundation in R&D and extensive experience in innovative drug development [4] Strategic Alignment - The investment aligns with Sunshine Nuohong's strategic layout in the CAR-T field and business development plans, facilitating complementary collaboration in technology, resources, and industry chain segments [4] - The funding for this investment comes from the company's own resources, ensuring no pressure on cash flow or impact on existing business operations [4]