Recently, Biocytogen's presence in the global innovative drug industry chain has become increasingly prominent. Entering September, the company has announced three consecutive collaboration updates, covering nucleic acid drug delivery, ADC development, and bispecific ADC partnership progress, fully demonstrating the depth of its "dual business lines" strategy and international competitiveness.

New Approach in Nucleic Acid Delivery: Partnering with Merck to Advance Antibody-Conjugated LNPs

In the latest collaboration with Merck, Biocytogen provides fully human antibodies based on its RenMice® platform, while Merck will evaluate their application potential in antibody-conjugated lipid nanoparticles (LNPs). LNPs represent a key technology in the current nucleic acid drug field, and enhancing delivery precision through antibody conjugation could open new possibilities for next-generation nucleic acid therapies.

The agreement grants Merck exclusive option rights, and upon exercise, Biocytogen will receive fees, milestone payments, and sales royalties. This collaboration not only validates the broad adaptability of Biocytogen's fully human antibody platform but also highlights its application prospects in emerging therapeutic modalities.

ADC Pipeline Acceleration: Tubulis Signs Antibody Licensing Agreement

Meanwhile, German biotechnology company Tubulis announced the introduction of a proprietary fully human antibody developed by Biocytogen for next-generation antibody-drug conjugate (ADC) development. This molecule also originates from the RenMice® platform and possesses high affinity and strong development potential.

The advancement of this bilateral cooperation means that Biocytogen's antibody assets can not only provide research-stage support but also truly enter subsequent clinical development and commercialization channels. Under the agreement, the company will receive upfront payments, milestone payments, and future sales royalties, thereby enhancing the monetization capability of its antibody assets.

Bispecific ADC Combination: New Progress in IDEAYA Project

At partner IDEAYA Biosciences' R&D day, the jointly developed B7-H3/PTK7 bispecific ADC (IDE034) became a highlight. This molecule originates from Biocytogen's RenLite® common light chain platform, features dual-target synergistic effects, and demonstrates strong synergistic efficacy when combined with IDEAYA's DDR small molecule drugs.

Preclinical data shows that IDE034 demonstrates significant tumor inhibition effects in multiple solid tumor models and is expected to submit an IND application in the fourth quarter of 2025, with indications covering high-incidence tumors such as lung cancer and colorectal cancer. This project represents Biocytogen's technical capabilities in the bispecific ADC field and underscores its important position in international collaborations.

From nucleic acid drug delivery to ADCs and bispecific ADCs, Biocytogen is continuously expanding the application boundaries of antibodies. As multiple collaborations enter substantive phases, the international influence of the company's platform is expected to expand further. In the future, as more candidate molecules enter clinical stages, Biocytogen also has the opportunity to establish a dual profit model of "platform + assets" through licensing income, milestone payments, and sales royalties.

As the innovative drug industry enters trends of combination and precision medicine, Biocytogen has successfully achieved a transformation from traditional CRO to innovative platform enterprise through its "dual business lines" logic. Going forward, whether it can continue to leverage international collaborations and technological accumulation to drive more differentiated products to market will become a focal point of market attention.