智通财经APP在《从单抗到双抗,从国内到海外:荃信生物(02509)如何成为自免赛道新标杆?》中指出,凭借在自免领域十余年的深耕,荃信生物率已形成4款潜在全球首创或同类最佳的长效双抗储备,其中3款将在今年内集中递交IND。商业化方面,荃信生物在国内可以通过公司第二大股东华东医药的销售渠道销售产品,进而加快商业化步伐;在海外,公司通过BD交易把自免双抗的版图迅速铺向全球。值得注意的是,在近日的配售中,荃信生物获得真脉投资(TruMed Health Innovation Fund LP)重金入股。据悉,真脉投资曾作为基石投资者深度参与科伦博泰、映恩生物、维立志博、美丽田园等港股明星项目,被誉为香港医疗健康IPO投资的风向标。
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