智通财经APP获悉，美国制药公司百时美施贵宝(BMY.US)已同意以15亿美元现金收购生物技术公司 Orbital Therapeutics。该交易有望加强百时美施贵宝的细胞治疗产品组合。 据悉，Orbital正在开发新一代RNA药物，旨在在体内重新编程细胞，从源头治疗疾病。其领先的RNA 免疫疗法临床前候选药物OTX-201，通过清除B细胞以重置免疫系统，用于治疗自身免疫性疾病。除 OTX-201外，此次交易还涵盖了Orbital的专有RNA平台。该平台整合了环状与线性RNA工程技术、先进 的脂质纳米颗粒递送系统(LNP)，以及人工智能驱动的药物设计，以实现持久、可编程的RNA疗法，并 针对广泛疾病的不同生物学特征进行定制。 百时美施贵宝细胞治疗事业部总裁Lynelle B. Hoch表示："通过收购Orbital及其下一代RNA平台，我们获 得了一个令人振奋的机会，可以让CAR-T细胞疗法更加高效，并惠及更多患者。" ...

Group 1 - The innovative drug sector has become one of the main lines of the market this year, driven by technological spillover from the accumulation of research and development in China over the past two to three years, indicating a long-term optimistic outlook for the industry [1] - With the disclosure of mid-year reports, there is a divergence among innovative drug stocks, where companies with better-than-expected fundamentals and reasonable short-term valuations tend to perform stronger, while those with significantly lower-than-expected earnings show signs of mean reversion [1] - Many biotech and biopharma companies have achieved a revaluation of international estimates this year, with ongoing business development (BD) driving market performance, although some companies may have already reflected optimistic future pipelines, necessitating an assessment of actual realization probabilities [1] Group 2 - The next generation of biotechnologies, such as multi-antibodies, novel antibody-drug conjugates, protein degraders, and RNA drugs, are expected to present more certain high-growth opportunities [2] - The traditional pharmaceutical sector's innovative drug pipelines are beginning to show potential, particularly in non-oncology areas such as immune diseases, metabolism, and neurology, which may also present revaluation opportunities [2] Group 3 - Recent large-scale business development transactions have primarily focused on the oncology sector, but there is an emerging interest in autoimmune therapies, with significant deals expected in the range of $1 billion to $2 billion starting in 2024 [3] - The autoimmune sector is entering a new era of technology iteration, transitioning from monoclonal antibodies to bispecific antibodies, with clinical advancements gaining global attention [3] Group 4 - Targeted protein degradation (TPD) technology is anticipated to become the next technical hotspot following antibody-drug conjugates (ADC) and bispecific antibodies, offering new solutions for targeted disease treatment [4] - The GLP-1 receptor agonists for metabolic weight loss treatment have evolved to target three pathways and are expanding into new markets such as metabolic-associated fatty liver disease (MASH), which has a significant patient population [4] Group 5 - The company will continue to focus on intrinsic value and growth potential, seeking alpha opportunities that can withstand cycles, with a focus on companies that have leading technology layouts, clear overseas growth potential, and high realization rates in research and development [4]

Core Viewpoint - Recently, Libo Biotech announced the completion of nearly 100 million yuan in Pre-A round financing, indicating increased capital recognition for its exploration in the RNA field and laying a solid foundation for future technological innovation and industrial development [2][3]. Company and Team Background - Libo Biotech was founded in September 2022 by Professor Zhou Yaoqi, Dr. Zhan Jian, and Dr. Fang Chao. Since its establishment, the company has received angel round financing from Sequoia China and Innovation Works [3]. - Notably, Libo Biotech is a project incubated by the Shenzhen Bay Laboratory, whose director is the globally renowned scientist Yan Ning. Yan Ning's support has attracted more industry attention and further enhanced the company's competitiveness in research and technology [3].