新股消息 | Exegenesis Bio Inc.递表港交所 公司拥有全球领先的递送载体技术

Company Overview - Exegenesis Bio Inc. is a biopharmaceutical company focused on gene therapy and oligonucleotide drugs, possessing leading delivery vector technology according to Frost & Sullivan [3] - The company was established in 2019 and has developed a diverse and scalable product pipeline, including its core candidate EXG001-307 for SMA type 1 and two key candidates EXG102-031 and EXG202 for age-related macular degeneration and retinal vascular diseases [3][4] Product Pipeline - The core candidate EXG001-307 is designed to reduce systemic exposure risks and enhance overall safety while restoring SMN physiological balance in motor neurons, addressing limitations of current SMA gene therapies [4] - EXG001-307 received IND approval from the National Medical Products Administration in June 2022 and has completed a Phase I/II clinical trial in China [4] - EXG102-031 and EXG202 are single-dose AAV-based gene therapies aimed at overcoming limitations of existing anti-VEGF biologics [4] Financial Information - The company reported no revenue during the fiscal year ending December 31, 2024, and generated revenue of RMB 1.299 million from R&D services for an overseas client in the nine months ending September 30, 2025 [5] - R&D expenses were RMB 145 million for the fiscal year 2024 and RMB 81.64 million for the nine months ending September 30, 2025 [6] Industry Overview - The global gene therapy market is projected to grow from approximately USD 2.8 billion in 2024 to USD 12.6 billion by 2030, with a compound annual growth rate (CAGR) of 28.4% [8] - The Chinese gene therapy market is expected to grow from RMB 0 in 2024 to RMB 2.3 billion by 2030, with a CAGR of 123.0% [11] SMA Market Insights - The global SMA drug market is anticipated to grow from USD 3.0308 billion in 2020 to USD 4.6401 billion in 2024, with a CAGR of 11.2% [14] - The Chinese SMA drug market is projected to increase from RMB 0.070 billion in 2020 to RMB 0.5509 billion in 2024, with a CAGR of 67.5% [17]