36氪精选：小核酸药爆发在即，上游设备耗材供应商「聚海恒创」完成数千万元融资

Core Viewpoint - The article discusses the recent funding round of Hangzhou Juhai Hengchuang Technology Co., Ltd., highlighting its focus on the development of nucleic acid drug equipment and related consumables, as well as its expansion into overseas markets [6]. Company Overview - Hangzhou Juhai Hengchuang is a platform company in the upstream field of nucleic acid synthesis, providing a full range of equipment, reagents, consumables, raw materials, and process development [6]. - The company was founded by Wu Guangxi, who has nearly 20 years of experience in the nucleic acid synthesis industry, previously working for a leading global manufacturer [6]. Market Trends - There is a growing enthusiasm among domestic and international pharmaceutical companies for the research and development of small nucleic acid drugs, transitioning the nucleic acid industry from basic research and molecular diagnostics to drug commercialization [6][7]. - By 2025, approximately 20 small nucleic acid drugs are expected to be approved globally, with significant commercial successes already seen, such as Novartis's long-acting lipid-lowering injection [6]. Product Development and Strategy - The company initially focused on small supporting devices for nucleic acid synthesis but has since expanded to core equipment in the nucleic acid synthesis chain, particularly targeting the development of equipment and consumables for nucleic acid drug production starting in 2023 [7]. - Juhai Hengchuang emphasizes the importance of automation and intelligence in nucleic acid synthesis, as production efficiency is limited by equipment variety, supporting capabilities, and operator experience [10]. Competitive Landscape - Domestic nucleic acid synthesis equipment is reported to be capable of replacing overseas equipment in research and testing fields, but there remains a gap in the production of nucleic acid drugs due to higher requirements for capacity, compliance, and processes [9]. - The company believes that while some domestic nucleic acid synthesis equipment is comparable to imported products in terms of parameters, the challenge lies in finding pharmaceutical pipelines willing to validate their equipment in actual production [9]. International Expansion - Since 2022, the company has been expanding its overseas presence, achieving significant market share in regions such as Southeast Asia and the Middle East, and has successfully helped clients establish nucleic acid production lines from scratch [10].