7月18日，新冠疫苗巨头Moderna突然宣布，将取消在日本建设mRNA药物生产工厂的计划。Moderna称 这一决定是由于全球及日本商业环境发生变化。据第一财经记者了解，Moderna中国工厂的建设目前也 未有进展。(第一财经) ...

受近期经营环境影响 莫德纳放弃在日本建mRNA药物活性成分工厂 智通财经7月18日电，莫德纳就拟在日本湘南健康创新园建设两座研究和制造设施发布更新。声明称， 经过对近期经营环境的慎重考虑，决定不再继续发展由莫德纳日本公司主导的mRNA药物活性成分工厂 建设计划。由Moderna Enzymatics主导的mRNA药物研究和制造设施大楼则已经完工。莫德纳表示，将 继续把日本业务扩张定位为其战略的重要组成部分。若未来商业环境变得有利，该公司计划重新考虑建 设mRNA药物活性成分工厂。 ...

Core Viewpoint - Ningbo Meihua Pharmaceutical Co., Ltd. (Meihua) expects significant profit growth for the first half of 2025, driven by increased revenue and improved gross margins [1][2]. Financial Performance - The projected net profit attributable to shareholders is between 46 million to 52 million yuan, representing a year-on-year increase of 142.84% to 174.52% [1]. - The net profit after deducting non-recurring gains and losses is expected to be between 30.6252 million to 36.6252 million yuan, reflecting a year-on-year increase of 55.80% to 86.33% [1]. Business Growth Drivers - The growth in Meihua's performance is attributed to rising pharmaceutical demand, optimized cost control, and increased R&D investment [2]. - The company’s product offerings align with market demands driven by an aging population, enhancing profitability and core competitiveness [2]. International Expansion - Meihua's overseas business has been growing rapidly, with foreign revenue accounting for 69.77% of total revenue in 2024, predominantly from the European market [2]. - The company has established long-term partnerships with renowned pharmaceutical firms such as KRKA, MSD, and SERVIER, showcasing a competitive advantage through an integrated model of formulations and active pharmaceutical ingredients [2]. Innovation and R&D - Meihua is advancing its internationalization efforts while increasing its focus on innovative R&D, including a strategic collaboration with the University of Michigan for the development of the GLP-1 delivery system product "JH389" [3]. - Positive data from animal models have been reported, with plans for commercialization in Europe expected to commence after regulatory approval in 2026 [3]. Diverse Growth Strategies - The company is pursuing multiple business lines, including formulations, CDMO, and innovative projects, which collectively support diversified growth [4]. - Meihua's dual strategy of leveraging both international and domestic markets positions it well to capitalize on global opportunities while ensuring steady development through local resources [4].

Core Insights - A new type of smart mRNA drug developed by a team from Osaka University and the Tokyo Institute of Technology can "listen to the body's signals" and autonomously adjust its therapeutic effects based on real-time biological signals within the human body [1][2][3] - This innovative drug consists entirely of mRNA components that respond to specific "body fluid factors" such as hormones or inflammation-related molecules, allowing for dynamic regulation of therapeutic protein production [1][2] - The system is designed with three synthetic mRNA components that work together like a miniature biological logic circuit, enabling the production of therapeutic proteins only when disease-related signals are detected [1][2] Summary by Sections Technology and Mechanism - The smart mRNA drug operates by detecting key disease-related molecules, such as arginine vasopressin, prostaglandin E2, and bradykinin, and initiates the synthesis of anti-inflammatory proteins only in response to inflammation signals [2] - This self-regulating drug offers a solution to the traditional fixed-dose approach, which may lead to side effects or insufficient efficacy, by adjusting drug output in real-time according to the body's needs [2] Applications and Implications - The technology is particularly suitable for chronic diseases with dynamic conditions and can also optimize mRNA vaccines to adjust immune responses as needed, enhancing safety and effectiveness [2] - This development marks a significant step towards precision mRNA therapies, transitioning from "passive delivery" to "active sensing and response" [2][3] Research and Development - This is the first instance of integrating disease signal sensing and therapeutic adjustment capabilities into a single drug, potentially reducing unnecessary production and interference with the body [3] - The research encourages interdisciplinary collaboration across biology, medicine, and bioengineering, paving the way for more complex and efficient treatment solutions [3]