Core Viewpoint - Rebio Biotech-B (06938) is recognized as a leader in the small RNA field in China, with significant market potential and a robust pipeline of drug candidates [1] Company Overview - Rebio Biotech has a fully integrated technology platform, particularly in delivery technology, and is often referred to as the "Chinese version of Alnylam" [1] - The company has six self-developed siRNA drugs currently in clinical trials, targeting seven indications, with four of them in Phase 2 trials [1] - Over 20 preclinical assets are also in development [1] Market Potential - By 2026, approximately 26.7 million people globally will be affected by thrombotic diseases, with the anticoagulant drug market projected to reach around $70 billion [1] - The company's pipeline targets FXI, effectively mitigating bleeding risks associated with existing drugs, and siRNA offers long-lasting and safe treatment options [1] Competitive Landscape - The company's pipeline has first-in-class (FIC) potential and has already entered Phase 2 clinical trials, specifically in a Phase 2a trial for coronary artery disease [1] - The company plans to initiate Phase 2b clinical trials within the year [1] - Phase 1 clinical data indicates that the company's product demonstrates superior anticoagulant effects with strong safety profiles, showing no serious adverse events related to the drug [1] - The peak potential of the product is estimated to reach a scale of $10 billion [1]
港股异动 | 瑞博生物-B(06938)午前涨超3% 公司管线具备FIC潜力 已经率先进入2期临床