消息面上，9月16日，百奥赛图宣布与德国ADC开发企业Tubulis签署一项抗体许可协议，利用百奥赛图 自主开发的RenMice全人抗体开发平台，Tubulis将结合其专有的连接子和有效载荷技术，用于开发创新 ADC疗法。根据协议条款，百奥赛图将获得一笔首付款，并有权获得开发、监管及商业化里程碑付 款，以及个位数净销售额分成。 值得注意的是，9月4日，百奥赛图刚刚与德国默克签署一项抗体选择权与评估协议，默克希望评估百奥 赛图RenMice平台开发的全人抗体，共同开发用于核酸药物递送的抗体偶联脂质纳米颗粒（LNP）等前 沿解决方案。百奥赛图董事长、CEO沈月雷表示，Tubulis行使选择权，以及和默克的协议，都彰显了 全人抗体平台的国际竞争力和药物转化潜力。 智通财经APP获悉，百奥赛图-B(02135)午后涨超7%，截至发稿，涨4.07%，报26.58港元，成交额 1673.54万港元。 （原标题：港股异动 | 百奥赛图-B(02135)午后涨超7% 再与Tubulis达成许可交易 公司月初与默克达成合 作） ...

Core Viewpoint - 百奥赛图-B has signed a licensing agreement with German ADC developer Tubulis to utilize its RenMice fully human antibody development platform for innovative ADC therapies, indicating strong international competitiveness and drug conversion potential [1] Group 1: Company Developments - 百奥赛图-B's stock rose over 7% in the afternoon trading session, with a current price of 26.58 HKD and a trading volume of 16.7354 million HKD [1] - The agreement with Tubulis includes an upfront payment, milestone payments for development, regulatory, and commercialization, as well as a single-digit percentage of net sales [1] - On September 4, 百奥赛图-B signed an antibody option and evaluation agreement with Merck to assess antibodies developed using the RenMice platform for advanced solutions like nucleic acid drug delivery [1] Group 2: Market Implications - The agreements with Tubulis and Merck highlight the international competitiveness of 百奥赛图-B's fully human antibody platform and its potential for drug conversion [1]

Core Viewpoint - The company BaiO Saite-B (02135) has signed a licensing agreement with German ADC developer Tubulis, leveraging its RenMice fully human antibody development platform for innovative ADC therapies, which is expected to enhance its market position and revenue potential [1] Group 1: Licensing Agreement with Tubulis - On September 16, BaiO Saite announced a licensing agreement with Tubulis to utilize its RenMice platform for developing ADC therapies, which includes an upfront payment and milestone payments based on development, regulatory, and commercialization achievements, along with a single-digit percentage of net sales [1] - The stock price of BaiO Saite increased by over 7% in the afternoon trading session, reflecting positive market sentiment regarding the agreement [1] Group 2: Previous Agreement with Merck - On September 4, BaiO Saite signed an antibody option and evaluation agreement with Merck to assess the fully human antibodies developed using the RenMice platform for potential applications in nucleic acid drug delivery [1] - The agreements with Tubulis and Merck highlight the international competitiveness and drug conversion potential of BaiO Saite's fully human antibody platform, as stated by the company's Chairman and CEO Shen Yuelai [1]

Core Viewpoint - The strategic partnership between Biocytogen and Megvii Technology aims to enhance the digital and intelligent upgrade of fully human antibody research and production, leveraging their respective strengths in technology and automation to drive high-quality development in the biopharmaceutical industry [1][4][5]. Company Overview - Biocytogen is an international biotechnology company focused on innovative technology-driven drug development, with a comprehensive R&D platform covering target discovery, fully human antibody sequence development, preclinical evaluation, and collaborative transformation [3][10]. - The company has established a large-scale development system for antibodies through its "Thousand Mice, Ten Thousand Antibodies" program, which encompasses over a thousand potential drug targets and a library of over one million fully human antibody sequences [3][10]. - Megvii Technology is a leading provider of autonomous agents in the field of robotics, dedicated to offering comprehensive solutions for smart laboratories and intelligent manufacturing scenarios [10][11]. Strategic Cooperation Details - The collaboration focuses on integrating Biocytogen's technical expertise in antibody development with Megvii's innovative automation capabilities to create an intelligent upgrade system for antibody discovery, preparation, and screening [4][5]. - The partnership aims to optimize research labor input through a multi-agent solution, achieving automation at a scale exceeding one million, thereby enhancing the efficiency and precision of antibody preparation [4][5]. - The LabillionTM data intelligence system will facilitate the efficient integration, real-time analysis, and deep correlation of sequence and functional data generated from high-throughput screening [4][5]. Future Implications - The collaboration is expected to accelerate the innovation process of antibody drugs and explore new models driven by AI and automation, contributing to higher quality development in the biopharmaceutical industry [5][7]. - The integration of Megvii's autonomous intelligent agents with Biocytogen's advanced platforms is anticipated to address core challenges in large-scale antibody discovery and screening, setting a benchmark for the application of AI in the biopharmaceutical sector [7][9].