Xin Lang Cai Jing·2026-01-13 10:07Core Viewpoint - The acquisition of Hegia Biotech by China National Pharmaceutical Group for 1.2 billion RMB marks a significant strategic move in the siRNA sector, enhancing the company's capabilities in the chronic disease treatment market and expanding its innovative drug pipeline [1][10]. Group 1: Acquisition Details - China National Pharmaceutical Group announced a full acquisition of Hegia Biotech for a total price of 1.2 billion RMB, further expanding its presence in the siRNA innovation drug sector [1]. - This acquisition follows the investment in Saintin Biotech, indicating a strategic focus on the siRNA field [1]. - The deal is expected to enhance the company's core competitiveness in the siRNA sector and open up new opportunities in the global chronic disease treatment market [1][10]. Group 2: Hegia Biotech Overview - Hegia Biotech, established in 2018, specializes in siRNA innovative products with a focus on long-acting and low-dose advantages [4]. - The core R&D team at Hegia has over 20 years of experience in siRNA drug development and holds more than 50 core patents [4]. - Hegia has developed six delivery platforms and has four innovative drugs in clinical stages, with over 20 projects in preclinical stages [4]. Group 3: Technological Advancements - Hegia's MVIP liver delivery platform is the first clinically validated siRNA platform capable of "one injection per year" [5]. - The dual-target delivery platform (DDP) allows for simultaneous delivery of dual-target siRNA, offering significant therapeutic breakthroughs [5]. - The neuro delivery platform (NSDP) aims to address unmet clinical needs in central and peripheral nervous system diseases, with products expected to enter clinical stages by 2026 [5]. Group 4: Market Potential - The global market for siRNA drugs is projected to reach $15 billion, driven by the need for effective treatments for conditions like elevated lipoprotein(a) [7]. - Hegia's Kylo-11 is the first siRNA product to achieve a 95% reduction in lipoprotein(a) levels with a single injection lasting over a year, positioning it favorably in the market [8]. - The potential market for Hegia's innovative therapies is significant, with estimates suggesting a peak sales potential of $15 billion to $21 billion for similar products [8]. Group 5: Strategic Implications - The acquisition is seen as a strategic alignment of technical capabilities and industrialization potential, enhancing Hegia's drug pipeline and accelerating market entry [10]. - The collaboration between Hegia and China National Pharmaceutical Group's existing resources is expected to foster the development of new innovative therapies [10]. - This acquisition represents a significant move in the domestic siRNA sector, marking the first major acquisition initiated by a large pharmaceutical company [10].