According to the news from Tianjin Industrial Biotechnology Institute of the Chinese Academy of Sciences, the institute has increased the production of Nicotinamide Mononucleotide (NMN) by over 100 times through the development of a de novo synthesis pathway.

Influenced by this news, today's macrobiotic NMN concept stocks led the gains, with ABA Chemicals Corporation rising over 16%, Hainan Poly Pharm rising over 12%, TeYi Pharmaceutical Group and Xiamen Kingdomway Group both hitting the limit up, Brother Enterprises Holding, Guangdong Zhongsheng Pharmaceutical, and Hunan Er-Kang Pharmaceutical rising over 4%.

The latest announcement from the Chinese Academy of Sciences, increasing by 100 times.

According to the official WeChat account of Tianjin Industrial Biotechnology Institute of the Chinese Academy of Sciences, the institute has increased the production of Nicotinamide Mononucleotide (NMN) by over 100 times through the development of a de novo synthesis pathway.

Reports state that Tianjin Industrial Biotechnology Research Institute has successfully developed a de novo synthesis pathway for NMN in Escherichia coli through systematic engineering, effectively increasing the metabolic production of NMN in vivo.

First, researchers knocked out the pncC and nadR genes using gene editing technology to achieve over 100 times increase in NMN production; subsequently, they optimized the de novo synthesis pathway of NMN and integrated it with the NMN biosynthesis pathway mediated by NadV, and introduced two transport proteins to enhance the absorption of NAM and the efflux of NMN, increasing the NMN production to approximately 1300μM; finally, by further optimizing the conversion enzyme PRPP synthetase, the NMN production was further increased to over 3000μM after 24 hours of shaken flask fermentation.

Schematic diagram of dual-pathway synthesis of NMN

Market space may reach billions

Information shows that NMN, namely nicotinamide mononucleotide, is a naturally occurring biologically active nucleotide in the human body, belonging to the vitamin B family derivative.

Research indicates that as age increases, the NAD+ levels in organisms gradually decrease, while supplementing NMN can effectively increase its content, thereby helping to delay aging, known as the "anti-aging magic drug" by the industry, with hundreds of related brands in the health product sector already laying out such products.

The research report "Development and Consumer Demand Study of the Anti-aging Industry in Global and China for 2022-2023" released by iMedia Consulting shows that the global anti-aging market has rapidly grown from $139.5 billion in 2015 to $216 billion in 2021, with a year-on-year growth rate of 11.1%. It is predicted that by 2024, the global anti-aging market size is expected to exceed $271 billion.

However, with the increasing aging population, market chaos is rampant, and regulatory efforts are gradually strengthening. Earlier reports mentioned that on May 31, several e-commerce platforms received the latest policy notification issued by the General Administration of Customs, stating that starting from June 1, food containing NMN (β-nicotinamide mononucleotide) is not allowed to be sold on cross-border e-commerce platforms.

On April 17, the Import and Export Food Safety Bureau of the General Administration of Customs released a "Risk Reminder on Purchasing Food Products containing NMN Ingredients through Cross-border E-commerce Channels," where retail imported goods via cross-border e-commerce for personal use are subject to monitoring, with related products meeting the standards or technical specifications of the country of origin but may differ from China's standards or relevant requirements. Customs reminds consumers to carefully read the risk disclosure content on the e-commerce website when purchasing products containing NMN, pay attention to the origin information, and make a purchase judgment based on their own risk tolerance.

Industry insiders point out that in response to NMN products available on e-commerce platforms, the industry needs to strengthen standardized construction to promote healthy market development. At the same time, regulatory authorities should also enhance supervision of NMN products, strengthen supervision of cross-border e-commerce channels, and crack down on illegal sales activities. In addition, promoting NMN products can enhance consumer awareness and guide rational consumption.

Citic Securities' research report indicates that the current market space for NMN corresponding to every 1% of health products in China is 30.4 billion yuan. With the continuous promotion of anti-aging products in the future, the industry's long-term market is expected to reach 100 billion yuan.

List of concept stocks:

Aba Chemicals Corporation: The company successfully completed human clinical efficacy trials on anti-aging effects using NMN nutritional supplements produced by ABA, in cooperation with its US subsidiary Abino and a professional human clinical trial consulting company from India.

Shaanxi Kanghui Pharmaceutical: The company's increased investment Hubei Colewe Biopharmaceutical Co., Ltd. has the production technology for NMN-nicotinamide mononucleotide.

Brother Enterprises Holding: The company focuses on the pharmaceutical, food, and specialty chemicals sectors, having completed an 8,000-ton annual production project of niacinamide, used to synthesize NMN.

Shanxi C&Y Pharmaceutical Group: The company holds a drug approval number for niacinamide tablets, and has invested in new drug research and development companies, RNA innovative drug development companies, children's hospitals, and medical instrument enterprises.

Xiamen Kingdomway Group: Its new product Doctor's Best NMN β-nicotinamide mononucleotide NAD+ anti-aging rejuvenation, under Doctor's Best brand, has been launched for sale. Its subsidiary Honest Pharm (86% ownership) specializes in raw material products including β-nicotinamide mononucleotide (NMN).

Teyi Pharmaceutical Group: has production approvals for two specifications of nicotinamide tablets, 50mg and 0.1g, but has not started production yet; Wholly-owned subsidiary Xinning Pharmaceutical is currently conducting research and validation of NMN-related technical processes.

Dezhan Healthcare: Its subsidiary Honghui Xin Medicine is carrying out R&D work on NMN products, and the laboratory research work for the NMN project has been basically completed, but commercial sales conditions have not been met yet.

Hunan Er-Kang Pharmaceutical: has the production qualifications for the active pharmaceutical ingredient nicotinic acid, and has the corresponding technical reserves. The company will organize production and sales according to market demand.