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腾盛博药(02137.HK):专注传染病和CNS领域的创新疗法 公共卫生赛道新星

Tenshengbo Pharmaceutical (02137.HK): A rising star on the public health circuit with innovative treatments focusing on infectious diseases and CNS

興業證券 ·  Jul 9, 2021 00:00

Main points of investment

Focus on innovative treatments for infectious diseases and diseases with huge unmet medical needs: the company focuses on innovative treatments for major infectious diseases in China and around the world, such as HBV, HIV, MDR/XDR Gram-negative bacterial infections, and other diseases with significant public health burdens, such as central nervous system (CNS) diseases.

Core products BRII-179 and BRII-835 offer the dawn of functional cure for hepatitis B patients: unlike other antiviral therapies that only inhibit HBV replication, the company's HBV program aims to restore immune control of HBV infection and achieve continuous viral remission or functional cure. The combination of BRII-179 (a hepatitis B virus-specific B-cell and T-cell therapy vaccine) and BRII-835 (an innovative HBV-targeted siRNA therapy) combines immuno-irritant therapy vaccines licensed from VBI and siRNA therapy licensed from Vir, and is expected to be the first functional cure for chronic HBV infection.

Internal R & D and external cooperation license to improve pipeline layout: through internal R & D and external cooperation license, the company has established a pipeline consisting of more than 10 innovative candidates for infectious diseases and CNS diseases, ranging from preclinical to clinical projects. Internal R & D and external introduction of pipelines enable the company's product pipelines to include preclinical and clinical product combinations with different development timelines, and product pipelines at different development stages enable the company to better manage development risks and investment opportunities in product development.

The team has rich experience and international vision, and has been recognized by well-known investment institutions: senior management has rich experience in drug development in the world's leading pharmaceutical companies, including Alexion Pharmaceuticals,Inc., AstraZeneca PLC, Chiron Corporation, Gilead Sciences, Inc. GlaxoSmithKline PLC (GSK). The team has extensive industry experience at all stages of the drug development cycle and has experience in the successful development and commercialization of innovative therapies, including trillions of dollars in products such as Harvoni, Tivicay, Triumeq and Genvoya. The company is recognized by well-known investment institutions, including Boyu, 6 Dimensions, ARCH, Sequoia China, Yunfeng and Blue Poo among the founding investors.

Risk tips: major risks related to the company's business, business operations, intellectual property rights and financial prospects, risks related to the company's business, financial position and additional capital requirements, etc.

The translation is provided by third-party software.


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