在主题分享环节，先声药业、梦阳药业、炘诺生物等企业代表分别围绕创新药产业转移、中药国际 化、RNA药物研发等议题展开深度交流。 推介会由海南省工业和信息化厅主办，海南省医疗保障局、海南省药品监督管理局、琼海市人民政 府等单位支持，中国技术创业协会生物医药园区工作委员会、中国药科大学等多家单位协办。 海南日报讯(海南日报全媒体记者 王培琳 通讯员 曾金 江曦)近日，海南自贸港生物医药(南京)招 商推介会在南京举办。推介会以"政策新高地，封关新机遇"为主题，聚焦海南自贸港政策优势与生物医 药产业发展机遇，吸引了政府代表、行业专家、知名生物医药企业高管等近百人参会。 当天，活动通过政策解读、园区推介、企业分享与互动交流，全面呈现了海南在生物医药领域的制 度创新、产业生态与投资潜力。在随后的投资推介环节，主办方详细解读了海南自贸港的整体建设进 展、独特政策优势以及在生物医药领域的重点布局。海口国家高新区、海南博鳌乐城国际医疗旅游先行 区、三亚崖州湾科技城管理局以及洋浦国际投资咨询有限公司多个单位负责人分别介绍了各自的生物医 药产业投资发展机遇。 ...

Group 1: Financial Support for Technology Enterprises - Financial institutions play a crucial role in facilitating the upgrade of industries through technology finance, creating a virtuous cycle of "technology-industry-finance" [1] - As of June 2025, SPDB has served over 240,000 technology enterprises, including more than 70% of listed companies on the Sci-Tech Innovation Board, with technology finance loans exceeding 100 billion yuan [1] - SPDB has adopted a new paradigm of technology finance services, focusing on digital intelligence to support technology enterprises from R&D to application [1] Group 2: Robotics Industry Development - Wusiyuan Communication Technology Co., Ltd. has developed the "A Tie" intelligent nursing robot, which is now present in over 50 nursing homes across China [2] - The company has invested decades in R&D for intelligent robots, focusing on elderly care, and aims to enhance the robot's capabilities with flexible arms [2][3] - Estun Automation Co., Ltd. is a leading domestic brand in industrial robots, with a comprehensive product line that meets various market demands, and has received significant financial support from SPDB since 2014 [5][6] Group 3: Biopharmaceutical Sector - Jiachen Xihai Biotechnology Co., Ltd. is a pioneer in mRNA drug development in China, having achieved clinical validation in Europe and the U.S. with multiple innovative drug pipelines [7] - SPDB has provided a customized credit line of 60 million yuan to support the company's R&D efforts, including a specialized loan product for research needs [7] - Jiangsu Jicui Pharmaceutical Technology Co., Ltd. leads the market in experimental model mice, receiving a credit loan of 100 million yuan from SPDB to support its R&D and international expansion [8] Group 4: Financial Ecosystem for Innovation - The banking sector is evolving from providing single credit to offering ecosystem empowerment, emphasizing the importance of financial support for technology enterprises [9] - SPDB aims to deepen its understanding of technology enterprises to provide tailored financial solutions, even for those that are not yet profitable [3][6]

Group 1 - Bristol Myers Squibb agrees to acquire Orbital Therapeutics for $1.5 billion in cash to enhance its cell therapy product portfolio, focusing on next-generation RNA drugs [1] - Fonda Holdings plans to acquire 100% of Shanghai Guanhua Medical Technology for RMB 270 million, which specializes in clinical trial technology services [2] - Shengxing Holdings announces the acquisition of machinery from A and B sellers for a total of HKD 6.45 million and HKD 6.2 million, respectively, along with a financing lease agreement [3] Group 2 - Jiufu Lai completes the acquisition of 100% equity in Henan Lixuan Network Technology, with all conditions met for the transaction [4] - Zijin Mining completes the acquisition of 100% equity in the Raygorodok gold mine project in Kazakhstan, which has rich resources [5] - Luxshare Precision announces progress in acquiring equity and assets from subsidiaries of Wentech Technology [6] Group 3 - Tianjin Jieqiang Power Equipment completes the acquisition of 51% equity in Shandong Carbon Seeking New Materials as part of its strategic development plan [7] - Global Infrastructure Partners (GIP) is in advanced negotiations to acquire Aligned Data Centers from Macquarie Group, with a potential transaction value of up to $40 billion [8]

Core Viewpoint - Bristol-Myers Squibb (BMY) has agreed to acquire Orbital Therapeutics for $1.5 billion in cash, aiming to enhance its cell therapy product portfolio [1] Group 1: Acquisition Details - The acquisition is valued at $1.5 billion in cash [1] - The deal is expected to strengthen Bristol-Myers Squibb's capabilities in cell therapy [1] Group 2: Orbital Therapeutics' Innovations - Orbital is developing next-generation RNA drugs designed to reprogram cells in vivo to treat diseases at their source [1] - The leading RNA immunotherapy candidate, OTX-201, aims to reset the immune system by clearing B cells for the treatment of autoimmune diseases [1] - The acquisition includes Orbital's proprietary RNA platform, which integrates circular and linear RNA engineering technologies, advanced lipid nanoparticle delivery systems (LNP), and AI-driven drug design [1] Group 3: Strategic Implications - The acquisition presents an exciting opportunity for Bristol-Myers Squibb to enhance the efficiency of CAR-T cell therapies and benefit more patients [1]

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].