Tibet Pharmaceutical invests in Ruizheng Gene, and is involved in the field of in vivo gene editing

Tibet Pharmaceutical invests in Ruizheng Gene, and is involved in the field of in vivo gene editing

Recently, Tibet Pharmaceutical (stock code: 600211) announced a strategic investment in Ruizheng Gene and officially entered the field of in vivo gene editing. This action has quickly become a hot topic in the pharmaceutical industry. As the cutting-edge direction of biomedicine, gene editing technology has attracted much attention from the capital market in recent years. This cooperation marks the deep integration of traditional pharmaceutical companies and innovative biotechnology, and is expected to bring breakthrough progress in the treatment of rare and hereditary diseases.

1. Event background and investment details

Tibet Pharmaceutical injected RMB 150 million into Ruizheng Gene in cash, with a shareholding ratio of 15%, becoming its second largest shareholder. Ruizheng Gene focuses on the research and development of in vivo gene editing technologies such as CRISPR-Cas9, and has established several preclinical pipelines for rare diseases. The following are the key data of this cooperation:

2. Industry hot spot analysis

In the past 10 days, there have been three major investment and financing events in the gene editing field. Tibet Pharmaceutical's investment is the only case involving A-share listed companies. According to public data, the global gene editing market size and growth forecast are as follows:

3. Technological breakthroughs and clinical progress

Ruizheng Gene’s core technology platform includes three major innovations:

1.Targeted delivery system: Lipid nanoparticles (LNP) efficiency increased to 80%
2.Editing accuracy control: Off-target rate is less than 0.1%
3.Extraliary tissues Edit: Break through the limitations of existing technology

Its leading project, RZG-001, targets transthyroxine amyloidosis (ATTR), has completed non-human primate experiments and is expected to submit an IND application in 2024. The following table lists the comparison of major competitive products:

4. Capital market reaction

After the announcement was released, Tibet Pharmaceutical's stock price rose by 12.6% in three days, far exceeding the 1.8% increase in the pharmaceutical sector during the same period. Institutional research data shows:

5. Expert views and industry outlook

Professor Zhang from Tsinghua University School of Medicine pointed out: "In vivo gene editing requires breakthroughs in three technical bottlenecks: delivery efficiency, tissue specificity and immunogenic control. The combination of Tibet Pharmaceutical and Ruizheng Gene has both the industrialization experience of traditional pharmaceutical companies and the technical sharpness of an innovative team."

It is worth noting that the FDA has recently approved two gene therapies in succession, and the industry's regulatory path has gradually become clear. With more capital entering, it is expected that more than 20 gene-edited drugs will enter the clinical stage in 2024, and Chinese companies have formed differentiated competitive advantages in sub-sectors such as liver disease and ophthalmic diseases.

Tibet Pharmaceutical said that in addition to financial support, it will open its 28 marketing centers across the country to assist in the commercialization of subsequent products. This strategic investment not only rewrites the company's own development trajectory, but also may reshape the competitive landscape of the domestic gene therapy industry.