基于公司结构代谢分析的药物发现平台，公司不仅推出了临床阶段候选产品ABP-671和ABP-745，更推 出了一系列临床前管线，包括AT6616、ABP-6016、ABP6118。 新元素药业是一家专注于代谢、炎症和心血管疾病疗法开发的生物技术公司。公司核心产品ABP-671是 一种URAT1抑制剂，正在中美进行2b/3期临床试验，有望成为一线痛风和高尿酸血症治疗药物。ABP- 671在治疗合并高尿酸血症CKD和难治性痛风方面也展现出临床前潜力。 新元素药业已向港交所提交上市申请，中信证券为其独家保荐人。 ...

Economic Indicators - In August, the industrial added value above designated size grew by 5.2% year-on-year, with a month-on-month increase of 0.37% [1] - From January to August, the industrial added value increased by 6.2% year-on-year [1] Policy Developments - New policies to promote private investment are being formulated, including minimum shareholding requirements for private investment in major projects in sectors like railways, nuclear power, and oil and gas pipelines [1] - Beijing's GDP is expected to exceed 5 trillion yuan by the end of the 14th Five-Year Plan in 2025 [1] Industry Innovations - Shanghai is accelerating the development and application of AI technologies in the high-end medical device industry, focusing on building a high-quality health corpus and promoting smart product upgrades [1] Corporate Actions - Xibei Restaurant Group announced adjustments to its menu, including using non-GMO soybean oil and preparing certain dishes fresh in-store by October 1, 2025 [2] - Xiaomi's upcoming smartphone series, renamed from Xiaomi 16 to Xiaomi 17, aims to compete directly with the iPhone [3] - 17 major automotive companies, including BYD and NIO, are committed to a payment initiative to enhance collaboration with suppliers [4] Market Trends - Nvidia is under investigation for violating antitrust laws related to its acquisition of Mellanox Technologies [3] - Tesla's German factory plans to increase production due to strong sales data [11] - Apple's first smart glasses are expected to launch within the next 12 to 16 months [7]

Group 1 - The South Korean government announced an increase in the National Growth Fund to 150 trillion KRW, with 75 trillion KRW sourced from pension funds, financial institutions, and private capital, and the remaining 75 trillion KRW established by the Korea Development Bank (KDB) for advanced strategic industry funding [1] - The National Growth Fund will support key industries aligned with President Lee Jae-myung's vision of becoming one of the top three AI nations, achieving a potential growth rate of 3%, and ranking among the world's top five economies, with specific allocations of 30 trillion KRW for AI, 20.9 trillion KRW for semiconductors, 15.4 trillion KRW for mobile transportation, 11.6 trillion KRW for biotechnology and vaccines, and 7.9 trillion KRW for secondary batteries [1] - The Vice Chairman of the Financial Services Commission emphasized that the fund will prioritize large projects that can create significant ripple effects in the industry and serve as turning points for economic growth, aiming to create a "Korean version of Nvidia" [1] Group 2 - The financial industry suggests that to ensure participation and sustainability of the fund, tax incentives and a robust management system should be established to enhance fund returns [1]

Core Viewpoint - Monte Rosa Therapeutics announced a collaboration with Novartis to develop novel molecular glue degraders (MGDs) for immune-mediated diseases, marking a significant advancement in their partnership and the potential for innovative treatments in this area [2][12][14]. Group 1: Collaboration Details - The collaboration is Monte Rosa's second agreement with Novartis, following a previous global exclusive license for the VAV1-directed degraders, including MRT-6160 [2][4]. - Monte Rosa will receive an upfront payment of $120 million, with the potential for up to $2.1 billion in development, regulatory, and sales milestone payments, as well as tiered royalties on global net sales [4][9]. - The agreement aims to accelerate the clinical development of MRT-6160 while allowing Monte Rosa to retain substantial value from the collaboration [4][12]. Group 2: Financial Aspects - The total deal value for the collaboration could reach $5.7 billion, which includes various milestone payments and royalties [9][12]. - Monte Rosa is eligible for a 30% share of profits and losses in the U.S. and tiered royalties outside the U.S. [4][9]. Group 3: Strategic Goals - The partnership is designed to expedite the development of MGDs targeting immune-mediated diseases, leveraging Monte Rosa's proprietary AI/ML-supported QuEEN™ platform and Novartis's capabilities [6][12][14]. - The collaboration aims to broaden the scope of clinical development and discover new insights for previously undruggable targets in cancer and neurological diseases [4][12]. Group 4: Technology and Innovation - Monte Rosa's QuEEN™ platform utilizes advanced AI/ML algorithms for rapid discovery and optimization of MGDs, supported by a growing library of compounds and specialized assays [16][23]. - The platform's capabilities include in silico discovery, structure-based design, and integrated proteomics to identify novel targets and enhance drug development [16][17][21].

Core Viewpoint - Mirxes-B (02629) has seen a significant stock price increase, rising over 150% from its IPO price of 23.3 HKD, reaching a high of 59.5 HKD, and currently trading at 54.75 HKD with a trading volume of 566 million HKD [1] Company Overview - Mirxes is a Singapore-based company specializing in microRNA (miRNA) technology, focusing on making disease screening and diagnostic solutions accessible in key Asian markets [1] - The company has one core product, GASTROClearTM, along with two other commercialized products, LUNGClearTM and FortitudeTM, and six candidates in preclinical stages [1] Product Details - GASTROClearTM is a blood-based miRNA detection kit consisting of 12 miRNA biomarkers for gastric cancer screening, which received Class C in vitro diagnostic (IVD) certification from the Health Sciences Authority (HSA) of Singapore in May 2019 and has been successfully commercialized in Singapore [1] Market Inclusion - Mirxes has been included in the Hang Seng Composite Index, effective from September 8, which has contributed to its stock price surge and its designation as a stock eligible for the Shanghai-Hong Kong Stock Connect [1]

中化新网讯 近日，中国科学院天津工业生物技术研究所在亚胺还原酶催化动态动力学拆分还原胺化合 成双手性中心N-取代氨基酰胺和氨基酯研究中取得新进展，为这类重要手性化合物的绿色高效合成提 供了新方法。 研究人员通过对亚胺还原酶酶库的筛选及蛋白质工程改造，获得了催化性能显著提升的突变体，该突变 体的催化效率较野生型酶提高了102倍。利用该工程酶，团队成功实现了抗癫痫药物布瓦西坦的克级规 模制备，并合成了一系列具有双手性中心的N-取代氨基酰胺、氨基酯及其内酰胺。通过晶体结构分析 与分子动力学模拟，研究人员揭示突变酶活性提高的机制。该研究为双手性中心氨基酸衍生物及其内酰 胺的高效、绿色不对称合成提供了新的生物催化策略，拓展了生物催化剂在动态动力学拆分还原胺化反 应中的应用范围。 据介绍，手性N-取代氨基酰胺和氨基酯是多种药物和农药的关键结构单元。该类化合物尤其是含多个 手性中心的N-取代氨基酰胺/氨基酯的高效不对称合成一直存在挑战。传统化学合成方法往往依赖苛刻 反应条件或贵金属催化剂，且难以精确控制还原胺化过程中的立体选择性。因此，开发生物合成方法具 有重要意义。 ...

Core Insights - A 67-year-old American man, Tim Andrews, has survived six months after receiving a genetically modified pig kidney transplant, marking a significant milestone in organ transplantation [1] - The transplant was performed under the "compassionate use" principle, allowing the use of unapproved treatments for patients in critical need [1] - The pig kidney was sourced from a genetically edited pig, which underwent three modifications to reduce rejection risks and complications [1] Group 1 - The six-month survival period post-transplant is considered the most critical phase for patients, with potential complications including anemia and immune rejection [1] - Successful survival beyond six months is viewed optimistically, with a further milestone anticipated at twelve months [1] - The previous record for the longest survival of a genetically modified pig organ was four months and nine days, achieved by a 53-year-old woman, Tawana Rooney, before experiencing rejection [1]

新增的 3 家生物技术与生命科学企业实体具体名单如下： 14. Beijing Tianyi Huiyuan Biotech（北京天一辉远生物科技有限公司） 15. Beijing Tsingke Biotech Co., Ltd. （北京擎科生物科技股份有限公司） /生物制造产业社群/ 让上下游聚在一起, 未来食农、绿色化工、大健康、美妆个护 等产业同行❤️↓ 16. Sangon Biotech (Shanghai) Co., Ltd. （生工生物工程（上海）股份有限公司） 截至目前，美国已经将多家生物技术与合成生物企业列入"黑名单"，更多阅读如下： 继关税之后，美国对华"生物科技战"再次拉响！ 美国《生物安全法》风波扩散，又一家合成生物公司被关注！ 全球政策进展 | 美国 商务部工业与安全局 【SynBioCon】 获 悉，9 月 12 日，美国商务部工业与安全局（ BIS ）发布公告，以存在"违背美国国家安全或外交政策利益"的行为为由，宣布将 23 家 中国实体列入实体清单。其 中 3 家来自生物技术与生命科学领域 。 被列入实体清单的实体，所有受 EAR 管辖的物项对其出口均须申请许可证；许可证审查 ...

Group 1 - Recent foreign capital inflow into the Chinese market has reached its highest monthly net purchase since September 2024, with a significant shift towards onshore markets [1][3] - The increase in foreign investment is attributed to China's leading position in advanced fields such as artificial intelligence and robotics, as well as positive signals from recent economic stabilization policies [1][4] - High-growth technology, high-dividend assets, and high-end manufacturing are the primary sectors attracting foreign investment [1][6] Group 2 - Foreign investors' interest in the Chinese market is on the rise, with over 90% of surveyed U.S. investors indicating plans to increase their exposure, the highest level since early 2021 [4] - The trading activity of foreign capital has significantly increased, with a notable rise in participation through ETFs and programmatic trading rules [4][5] - The structure of foreign investment is shifting from defensive to offensive, with a focus on technology growth and high-end manufacturing, driven by policy and valuation factors [7][8] Group 3 - The average daily trading volume of northbound funds in ETFs reached 3.282 billion yuan in July, indicating a substantial increase in foreign participation [5] - The overall net inflow of overseas funds into the A-share market reached 836 billion yuan by the end of June, with a significant concentration in the information technology and industrial sectors [7] - The recent rise in the A-share market is driven by multiple factors, including policy adjustments, improved liquidity, and enhanced economic fundamentals [8]

Core Viewpoint - The U.S. Department of Commerce has added 23 Chinese entities to its Entity List, bringing the total to 1,112 Chinese companies on the list, citing national security and foreign policy concerns [1][2]. Group 1: Entities Listed - The 23 entities include 13 related to semiconductors and integrated circuits [3]. - Three entities are involved in biotechnology and life sciences [4]. - Two entities are research institutes related to aerospace, quantum technology, and timing systems [5]. - Two entities are related to industrial and engineering software [5]. - Three entities are involved in supply chain and logistics services [7]. Group 2: Reasons for Listing - The U.S. government claims these entities are involved in acquiring U.S. origin items for China's modernization, aerospace defense, and quantum technology development [2]. - They are also accused of supporting advanced computing, integrated circuit manufacturing, and distribution, directly serving government and security systems [2]. - There are concerns regarding their participation in biotechnology, engineering software development, and semiconductor manufacturing equipment procurement, with risks of circumventing export controls [2]. Group 3: Export Control Implications - All items controlled under the Export Administration Regulations (EAR), including hardware, software, and technology, require a license from the U.S. Department of Commerce for export, re-export, or domestic transfer to the listed entities [7].