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Kaisai creature Liu Xiucai: gene editing and artificial intelligence bring "excitement", Chinese biological manufacturing has the opportunity to run at the forefront of the world
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2024-02-21 04:24:02Kaisai creature Liu Xiucai: gene editing and artificial intelligence bring "excitement", Chinese biological manufacturing has the opportunity to run at the forefront of the world

来源:Fast information website
 When Liu Xiucai, chairman of Kai Sai Bio, was a recent visit to the first episo Time information website



When Liu Xiucai, chairman of Kai Sai Bio, was a recent visit to the first episode of "Shanghai City Hui · Hardkeeper".Three topics of understanding of the capital market.

"The reasons for the rapid development of the synthetic creature are divided into two major factors: social needs and technological progress. Social needs can be divided into two points of human demand for green manufacturing and materials; and technological progress is related to gene editing and artificial intelligence.The breakthrough of core technologies brings a lot of 'excitement' for synthetic biological development. "Liu Xiucai said.

Regarding the differences between China and Europe and the United States in the development of biological fields, Liu Xiucai pointed out that the difference between Europe and the United States and China is that basic research is more solid.Have the opportunity to run at the forefront of the world.

"Our enterprise also has a responsibility. Everyone holds up. On the one hand, we must let the capital market see confidence in a short period of time. On the other hand, the industry must maintain long -term communication and interpretation with the capital market to allow the capital market to understand the huge industrial prospects of the industry."Liu Xiucai said.


Liu Xiucai, Chairman of Kai Sai Biology

Two major technical breakthroughs

Help industrial development

Synthetic creatures have shown huge development potential.

According to McKinsey data, it is expected that by 2025, the economic value of synthetic biology and biological manufacturing will reach $ 100 billion, and 60%of the global material production in the world can be realized through biological manufacturing.

Talking about the reasons for the rapid development of the synthetic creature, Liu Xiucai believes that its development is inseparable from the two factors. One is social needs and the other is technological progress.

Liu Xiucai believes that social needs can be divided into two points of human demand for green manufacturing and material demand.

"The modern chemical industry is too developed to release a large amount of carbon dioxide. As a solution, green manufacturing has become a fundamental demand. At the same time, there are many natural materials in nature.But it cannot be imitated. "Liu Xiucai explained that people need to rethink whether they can imitate nature and produce materials by biological manufacturing. Therefore, synthetic biology has become a manufacturing plan that has received high attention.

Technological progress is related to the breakthrough of two core technologies.

The first is gene editing method.Liu Xiucai said that the word "synthesis" is the synthesis of the biological perspective, that is, the genes of different biological sources are synthesized together.The second is that the development of artificial intelligence and artificial intelligence has brought great hope to the industry.

For example, Liu Xiucai said that in the past, the prediction process of the protein structure in the pharmaceutical industry was very long. DeepMind developed an artificial intelligence program Alphafold2, and the protein structure would only take one minute.

"After the entire biological system changes, the influence of each other, including how the cell regulation genes and how to express regulation, are not necessarily related to the protein structure. Artificial intelligence can play a great role, but it is not automatic.A large pile of mathematical models, the understanding of all the processes of biology and chemistry, is a huge research work. "Liu Xiucai said.

Although artificial intelligence has certain limitations at present, Liu Xiucai insisted that the two technologies of gene editing and artificial intelligence have brought great "excitement" to the development of synthetic creatures.

"I believe that humans can replace traditional chemical manufacturing with biological manufacturing, construct a natural and natural compound that existing or even naturally does not exist. The methods of biological manufacturing are possible.The higher the higher. "Liu Xiu was looking forward to the next step, artificial intelligence can construct a protein structure according to the response of people.

European and American foundation is solid

But the Chinese government pays more attention to

According to public information, Liu Xiucai studied in the United States in the 1980s, creating a precedent for the exchange of the Chinese and American biomedical circles. After returning to China, he founded the Kaisai creature in 2000.

Regarding the differences between China and Europe and the United States in the development of biological fields, Liu Xiucai believes that the difference is that the European and American basic research is more solid, but China attaches great importance to the synthetic biological field than the United States.

"The theory of the three generations of gene editing technology is studied in the United States. Then a college graduate will use gene editing after training, but the key is to study how new technology is generated, which is essentially different." Liu Xiu saidIn contrast, there are not many original research on the underlying research of genetic editing technology in China, and it is more of the use of this tool.

Liu Xiucai believes that China ’s advantage is that in recent years, policies and support for new energy vehicles, new energy photovoltaics, and wind power are greatly supported, which has driven the development of the entire industry.In the process of industrial development, entrepreneurs will learn a lot of technologies and know which technologies are useful, so that the development speed becomes faster.

"The country has attached great importance to synthetic creatures, and various meetings are talking about open markets." Liu Xiucai said.

On the evening of June 25, the Kaisai creature released a fixed increase plan. The plan to raise funds will not exceed 6.6 billion yuan. China Merchants will indirectly hold the Kaisai biological shares exceeding 5%.In addition, the two parties also signed a business cooperation agreement.

From the perspective of the industry, this fixed increase plan is one of the cases of "state -owned assets+technical leaders" in a strategic emerging field this year.According to the "Central Enterprise High -quality Development Report (2023)", the investment in strategic emerging industries of central enterprises is maintaining a high level. Over the past three years, central enterprises have increased their annual investment in the strategic emerging industry in three years by more than 20%.

"Our shortcomings have no foundation in the consumer market in the past, so they want to cooperate with China Merchants to create an industrial chain. In addition, local governments are interested in new energy, new materials, and synthetic biology.Local governments organize funds, and at the same time, the application of the biological polypeamide materials based on the protein structure of the protein structure is the application of the application of thermoplastic composite materials developed in the new energy field. It is both a synthetic creature and a new material. "Liu Xiucai said.

In a short time

Let the capital market see confidence

"The capital market has also played a great role in the development of the industry." Liu Xiucai pointed out that the maturity of the Sino -US capital market has different maturity, and investors have different understanding of the composite biological industry.

"China's capital market is still understanding where the essence and long -term competitiveness of the synthetic biology industry '. And the US capital market is relatively mature, and the synthetic biology will change tremendous." Liu Xiucai, for example, the United States, the United States’s from the United States ,’s from the United States.Ginkgo is a company with a loss of over 2 billion US dollars a year, and the capital market still gives it billions of dollars in market value, which is impossible in China.

Liu Xiucai believes that the industry should trigger more interests in the capital market and do a good job of exchanges and interpretation.

"Do one thing, first clarify the progress of all long -term goals and professional technology, so that the capital market can be understood." Liu Xiucai further explained.

"Our enterprise also has a responsibility. Everyone holds up. On the one hand, we must let the capital market see confidence in a short period of time. On the other hand, the industry must maintain long -term communication and interpretation with the capital market to allow the capital market to understand the huge industrial prospects of the industry."Liu Xiucai said.

Liu Xiucai believes that China and Europe and the United States have their own advantages. In the future, Chinese companies are likely to run at the forefront of the world.

"From another perspective, the Chinese capital market also forced entrepreneurs to take care of the market experience in the short term when making long -term plans. Using the huge market in China and the support of the Chinese government, maybe other countries have not understood it yet.Previously, Chinese companies ran out of a batch. I think these two methods have their own advantages. "Liu Xiucai emphasized.

Based on the recognition of industry prospects, Kaisai Bio is not only a contestant, but also an investor in the field.

In February 2023, the company's heart of the AI protein design platform announced that it had obtained a strategic investment in Kaisai Biology, Lenovo Venture Capital, and Sequoia China.

Talking about the cause of investment, Liu Xiucai admitted that there were something in this industry that could not be done by itself, but it was also very important. For example, in terms of artificial intelligence, Kaisai creatures must be a layman and are willing to provide help to empower the startup.

"In terms of AI protein structure prediction, the existing technology is far from enough, and the founders of the molecular heart are willing to do it from the perspective of the predictive predictive predictive of the synthetic biological protein structure. I think it is very meaningful.express.

Regarding the investment concept, Liu Xiucai emphasized that "we are not only a capital investor, but also hope to learn something through this project, but also want to add some confidence to the market."

There is a point of view in the investment community. The leaders of startup companies that synthetic biology are often scientists, but they may not understand business. In many cases, the management needs to make "nanny -type investment".

In this regard, Liu Xiucai, a scientist, appeared: "If I am not a decision maker of an enterprise, it is difficult to imagine that the research of Kaisai biological polyamide can be supported for nearly 30 years.It is not possible to rely on technology itself, and the role of scientists is critical. Especially a scientist with disruptive technology has no decision -making power in startups, then the probability of obtaining long -term support is not high. "

Liu Xiucai believes that scientists and entrepreneurs can make up for shortcomings through some means.

"If scientists want to realize their ideals, they must force themselves to learn when they are determined to start a business. They must understand the local governments and the market upstream and downstream. At the same timeTo do it, although this persistence will be difficult. "Liu Xiucai believes that those scientists who are emotional and not stupid will find some people with different backgrounds in the process of entrepreneurship to help the management company.

As a leading company in the industry, Kaisai Bio has also experienced market differentiation and steep fluctuations in stock prices.For this differentiation and fluctuations, Liu Xiucai believes that it cannot be deformed for short -term market value management.

For investor relations, setting up smooth communication channels allows investors to understand the company's progress, but it is not necessary to be too deliberate.When the company is planning, we must pay attention to the use of the company's technical advantages and industrialized resources, focus on core projects, and while taking into account short -term benefits, adhere to long -term values, this is the most important thing."Liu Xiucai pointed out.

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