Core Insights - A new mRNA sequence design and optimization platform named mRNAdesigner has been developed by a collaborative team from various institutions, laying the groundwork for the next generation of nucleic acid drugs [1][2]. Group 1: mRNA Drug Development - mRNA drugs are becoming a significant focus in modern biomedicine, but current designs face challenges such as cross-species adaptability, neglect of upstream and downstream untranslated regions, and insufficient control of immunogenicity [2]. - The mRNAdesigner platform integrates cutting-edge research on RNA translation dynamics, optimizing mRNA sequence design by considering codon preference, GC content, and secondary structure impacts on protein translation [2]. Group 2: Optimization Features - The platform enables comprehensive optimization of key mRNA structural regions (5'UTR, CDS, 3'UTR), enhancing codon adaptation index and optimizing base pairing while avoiding long stem-loop structures and GC-rich areas, thus reducing the risk of natural immune recognition and degradation [2]. - For the 5'UTR region, the platform improves ribosome loading (MRL) to enhance translation initiation and elongation efficiency [2]. - In the 3'UTR region, the platform employs regulatory element annotation algorithms to identify and reduce the number of degradation-related regulatory elements, thereby improving overall mRNA stability [2]. Group 3: Experimental Validation - Simulations and experimental evaluations indicate that mRNA sequences generated by mRNAdesigner show improvements in codon adaptability, base pairing rates, and reduction of long stem-loop structures compared to wild-type sequences, resulting in higher protein expression levels in eukaryotic cell systems [3]. - The research findings have been published in the journal Nucleic Acids Research, providing robust support for nucleic acid vaccine development, protein drug production, and molecular biology research [3].

划发行股份及可转换公司债券购买资产并募集配套资金暨关联交易事项的停牌 公告》 北京阳光诺和药物研究股份有限公司董事会 关于本次交易履行法定程序的完备性、合规性 及提交法律文件的有效性的说明 北京阳光诺和药物研究股份有限公司（以下简称"公司"或"上市公司"） 拟通过发行股份及可转换公司债券方式购买江苏朗研生命科技控股有限公司（以 下简称"朗研生命"）100%股权，并向不超过 35 名特定投资者发行股份募集配 套资金（以下简称"本次交易"）。 根据《上市公司重大资产重组管理办法》等有关法律法规及规范性文件的相 关规定，公司董事会对于本次重大资产重组履行法定程序的完备性、合规性及提 交的法律文件的有效性说明如下： 一、关于本次交易履行法定程序完备性、合规性的说明 且充分的保密措施，限定相关敏感信息的知悉范围。 密制度，限定相关敏感信息的知悉范围，确保信息处于可控范围之内。公司对本 次交易涉及的内幕信息知情人进行了登记，并将内幕信息知情人登记表向上海证 券交易所进行了上报。 公司股价在本次交易相关事项信息公告前 20 个交易日内累计涨跌幅未超过 20%， 未达到《上海证券交易所上市公司自律监管指引第 6 号——重大资 ...

证券代码：688621 证券简称：阳光诺和 公告编号：2025-037 北京阳光诺和药物研究股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 一、关于非独立董事离职及选举职工代表董事的情况 公司董事会于近日收到公司非独立董事李文然先生递交的书面辞职报告，李 文然先生因个人原因申请辞去公司第二届董事会非独立董事职务。李文然先生离 任后将不在公司以及子公司担任其他职务。截至本公告日，李文然先生未持有公 司股票，不存在应当履行而未履行的承诺事项。公司及董事会对李文然先生在任 期间的辛勤付出和贡献表示衷心感谢。 根据《中华人民共和国公司法》（以下简称"《公司法》"）《上海证券交 易所科创板股票上市规则》及新修订的《公司章程》等有关规定，公司董事会由 工代表大会选举产生，直接进入董事会。 公司于2025年5月12日召开第三次职工代表大会，经与会职工表决通过，同 意选举张金凤女士（简历附后）为公司第二届董事会职工代表董事，本次职工代 表大会选举产生的1名职工代表董事将与公司8名非职工代表董事共同组成公司 第二届董事会，任期 ...

北京阳光诺和药物研究股份有限公司 北京阳光诺和药物研究股份有限公司（以下简称"公司"）第二届董事会独 立董事专门会议第六次会议于 2025 年 5 月 12 日在北京以现场与通讯相结合的方 式召开。会议应出席独立董事 3 人，实际出席独立董事 3 人。本次会议的召开符 合《中华人民共和国公司法》《上市公司独立董事管理办法》等法律、法规及《北 京阳光诺和药物研究股份有限公司章程》的有关规定。 经与会独立董事审议，同意公司拟通过发行股份及可转换公司债券方式购买 江苏朗研生命科技控股有限公司 100%股权，并向不超过 35 名特定投资者发行股 份募集配套资金（以下简称"本次交易"）相关议案并同意提交公司第二届董事 会第十九次会议审议，现发表审核意见如下： 市公司重大资产重组管理办法》《上海证券交易所上市公司重大资产重组审核规 则》 《上市公司证券发行注册管理办法》 《上市公司向特定对象发行可转换公司债 券购买资产规则》等法律、法规和规范性文件关于发行股份及可转换公司债券购 买资产并募集配套资金的规定。 议通过，关联董事回避表决。本次董事会的召集和召开程序、表决程序及方式符 合相关法律、法规及公司章程的规定。根据《上 ...

Group 1: Recent IPOs - Five new companies went public last week, including two SPACs [1] - Aspen Insurance (AHL) raised $398 million at a market cap of $2.78 billion, closing up 15% [2][1] - American Integrity (AII) raised $110 million at a market cap of $313 million, closing up 8% [2][1] - Apimeds Pharmaceuticals US (APUS) raised $14 million with a market cap of $47 million, closing down 45% [1] Group 2: Upcoming IPOs - eToro Group (ETOR) plans to raise $480 million with a market cap of $4.5 billion, focusing on combining social networking with trading [5][6] - OMS Energy Technologies (OMSE) plans to raise $50 million with a market cap of $399 million, primarily serving the oil and gas sector [5][6] - Antalpha Platform Holding (ANTA) plans to raise $46 million with a market cap of $309 million, providing financing solutions for the digital asset industry [6][7] Group 3: Filings and Market Activity - Omada Health (OMDA) filed for $100 million to provide digital health tools for chronic conditions [3] - Several SPACs are targeting various sectors, including energy storage and technology [3]

Core Insights - InSilicoMedicine has submitted an application for listing on the Hong Kong Stock Exchange, aiming to leverage its AI-driven biotechnology platform Pharma.AI, which has generated over 20 clinical or IND-stage assets [1] Group 1: AI-Driven Drug Development - InSilicoMedicine, established in 2014, focuses on AI-driven drug development, utilizing its Pharma.AI platform composed of four modules: Biology42, Chemistry42, Medicine42, and Science42, providing end-to-end services from target identification to clinical outcome prediction [1] - The company has significantly improved drug development efficiency, exemplified by the new TNIK target, which took only 18 months from discovery to the first human clinical trial, compared to the traditional average of 4.5 years [1] - Multiple candidate drugs are currently in clinical stages, including ISM001-055, which has completed Phase IIa trials in China and received FDA orphan drug designation, and ISM3091, which has initiated Phase I trials in the U.S. [1] Group 2: Major Licensing Agreements - InSilicoMedicine has successfully licensed three candidate drugs to international pharmaceutical companies, with total contract values exceeding $2 billion [2] - In September 2023, ISM3091 was licensed to Exelixis for a total value of up to $875 million, including an $80 million upfront payment [2] - In December 2023, ISM5043 was licensed to Stemline for a total value of up to $506 million, with a $12 million upfront payment, and another agreement for an AI-based preclinical asset for solid tumors was made in December 2024, valued at over $550 million [2] Group 3: Revenue Growth and Diversification - InSilicoMedicine has established a diversified business model, including drug discovery and pipeline development, software solutions, and other discoveries, with revenue growing from $30.15 million in 2022 to $85.83 million in 2024 [3] - Over 90% of the revenue comes from drug discovery and pipeline development, primarily through strategic collaborations with companies like Fosun Pharma and Sanofi [3] - The company is expanding its AI technology into non-pharmaceutical sectors such as advanced materials, agriculture, nutrition products, and veterinary medicine [3]

Summary of Key Points from Conference Call Records Industry/Company Overview - **Xiaomi**: Launched the MiMo inference model with only 7 billion parameters, surpassing OpenAI's o1-mini and Alibaba's Qwen-32B-Preview, indicating a trend towards lightweight AI models for edge computing [1][8] - **North American Cloud Service Providers (CSPs)**: Major tech giants reported better-than-expected revenue and net profit despite macroeconomic uncertainties due to tariff policies [2] - **Pharmaceutical Industry**: Companies like Bidder Pharma are transitioning towards high-quality development, with increasing domestic demand for alternatives to international products [2] - **Automotive Supply Chain in Mexico**: Benefiting from tariff exemptions, companies are enhancing local production capabilities to mitigate trade risks [2] Core Insights and Arguments - **Xiaomi's AI Model**: The lightweight design of the MiMo model is expected to drive explosive demand for AI at the edge, with a consensus on the need for enhanced edge computing capabilities [1][9] - **CSP Financial Performance**: Despite expectations of weaker performance, CSPs demonstrated strong capital expenditure (Capex) reflecting robust demand for AI infrastructure [2] - **Pharmaceutical Market Dynamics**: Bidder Pharma's pricing strategy positions it competitively against international leaders, with projected net profits increasing significantly over the next few years [2] - **Automotive Supply Chain Strategy**: The establishment of production bases in Mexico is seen as a strategic move to strengthen cost advantages and localize supply chains [2] Additional Important Content - **Market Calendar Effects**: Historical analysis indicates that the A-share market typically performs better in May compared to April and June, with a rebound expected in July following a dip in June [3][5][7] - **Sector Performance**: In the context of A-share performance, sectors such as food and beverage, pharmaceuticals, electronics, and computers have shown positive returns in May [7] - **AI Hardware Trends**: The trend towards edge AI models is supported by advancements in System on Chip (SoC) technology, which is expected to significantly enhance AI processing capabilities [9][10] Conclusion The records highlight significant developments in the AI, pharmaceutical, and automotive sectors, with companies adapting to market demands and leveraging technological advancements to enhance their competitive positions. The analysis of market trends and sector performance provides valuable insights for potential investment opportunities.

Core Viewpoint - The strategic cooperation agreement between Palin Bio (000403) and XtalPi Holdings Limited aims to enhance innovation and quality management in the blood products industry through collaboration in product development and intelligent management solutions [1][2]. Group 1: Strategic Cooperation Details - The cooperation focuses on three main areas: drug research and optimization, intelligent management of drug production and quality, and protein structure and function research [1]. - The partnership will leverage Palin Bio's expertise in blood products and XtalPi's strengths in artificial intelligence to align with national strategies for integrating AI with the real economy and enhancing regulatory oversight in the blood products sector [2]. Group 2: Impact on Financials - The signing of the framework agreement is not expected to have a significant impact on the current financial status and operating performance of Palin Bio, with future effects dependent on the implementation of specific cooperation projects [2].