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PR Newswire BiotechnologyCodex · 实盘不做把握 8/10
北京时间·🕒 发布 19:00:00·⟳ 抓取 19:00:31 +31s·⚡ 决策 08-20 19:01:37 +1m06s·68.1 天前

Matwings披露参与金赛药业GenSci148蛋白AI优化,但临床获批已于8月10日公告

GenSci148临床获批本身对长春高新属正面研发进展,但该核心催化已在2026-08-10由上市公司公告披露。

📄 原文PR Newswire Biotechnology↗ 原文
Matwings Demonstrates Closed-Loop Protein AI Through Four AI-Wet Lab Cycles and 222 Protein Variants
News provided by Shanghai Matwings Technology Co., Ltd.; Shanghai Biowings Therapeutics Co., Ltd.Aug 20, 2026, 07:00 ET…
不做 长春高新(000661.SZ)
不做长春高新(000661.SZ):GenSci148临床获批已于2026-08-10公告,本次Matwings PR只补充AI优化技术叙事,未带来新增审批、临床数据、金额或可量化业绩弹性。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

🔎 新鲜度:最早出现 2026-08-10 · 扩散 medium · price-in 风险 high ↗ ↗

消息传播链

  1. 2026-08-10官方确认/否认长春高新公告/财经媒体转载一手源原文 ↗
    长春高新已披露子公司金赛药业GenSci148注射液境内生产药品注册临床试验获批,这是本次PR引用的核心临床进展。
  2. 2026-08-20 07:00 ET财经媒体扩散PR Newswire非一手原文 ↗
    Matwings发布PR,新增披露AI-湿实验闭环和222个蛋白变体等技术细节,但未披露长春高新新的审批、临床数据或商业金额。

关键理由

  • GenSci148临床获批本身对长春高新属正面研发进展,但该核心催化已在2026-08-10由上市公司公告披露。
  • 本次PR新增重点是Matwings的AI蛋白工程能力展示,对长春高新的收入、利润或管线阶段没有新增可量化变化。

主要风险

  • GenSci148仍处临床早期,安全性和疗效未建立,短线难以量化新增业绩贡献。
  • 本条为合作方PR而非上市公司新增公告,主要是旧临床获批事实的技术包装。

反向证据

  • 做多前查反向 · 来源 web · 日期 2026-08-10 · 影响 invalidates
    核心临床获批催化已在10天前公告,削弱本次PR作为新鲜交易信号的有效性。
    检索:GenSci148 临床试验获批 8月10日 长春高新 原文 ↗

先例如何影响了这次决策

对本次决策的影响:先例不足未改变结论;最终因重复旧催化和新增信息重大性不足而回避。

方向:未使用外部先例校准交易方向,因为本次可交易核心事实属于已公告旧催化,新增PR不足以形成独立事件窗口。

涨幅量级:无新增可量化订单、销售或临床疗效数据,无法用先例幅度支撑入场。

形态:早期IND/临床获批类研发进展通常依赖新鲜度和管线弹性,本条新鲜度不足。

原文全文

展开原文 · 7,886 字
Matwings Demonstrates Closed-Loop Protein AI Through Four AI-Wet Lab Cycles and 222 Protein Variants
News provided by
Shanghai Matwings Technology Co., Ltd.; Shanghai Biowings Therapeutics Co., Ltd.Aug 20, 2026, 07:00 ET
The GenSci148 program illustrates a shift from one-time mutation prediction to iterative protein engineering under real drug-development constraints
SHANGHAI, Aug. 20, 2026 /PRNewswire/ -- Shanghai Matwings Technology Co., Ltd. ("Matwings") today announced that GenSci148 Injection, an investigational ophthalmic biologic developed by Changchun GeneScience Pharmaceutical Co., Ltd. ("GenSci"), has received clinical trial clearance in China for neovascular age-related macular degeneration (nAMD), diabetic macular edema (DME) and retinal vein occlusion (RVO).
Matwings supported the GenSci148 program through four iterative AI–wet lab cycles covering 222 protein variants. Rather than applying AI as a one-time mutation-prediction tool, the teams repeatedly used experimental results to redesign both molecules and optimization objectives. The program progressed from improving biological activity to balancing potency, stability, expression, formulation and other development-relevant properties—illustrating a shift from predicting mutations to engineering therapeutic proteins under real drug-development constraints.
Four AI–Wet Lab Cycles, 222 Variants
Matwings and GenSci implemented a closed-loop workflow combining AI-guided molecular design, wet-lab testing, experimental feedback and redesign.
Across four iterative cycles, the teams evaluated 222 protein variants. The first two rounds assessed 92 and 30 variants, respectively, with an initial focus on biological activity. The next two rounds evaluated 50 variants each, expanding the optimization objectives to include high-concentration formulation viscosity and broader developability requirements.
Experimental results from each round were incorporated into subsequent design cycles, allowing not only the molecular designs but also the optimization objectives to evolve as evidence accumulated.
The campaign therefore progressed from:
activity optimization → broader developability optimization → multi-objective molecular engineering
Across the optimization campaign, experimentally tested variants demonstrated improvements or favorable performance across six development-relevant properties:
Development Parameter |
Observed Result |
VEGF-A binding affinity |
Up to approximately 10-fold improvement |
VEGF-A/C/D functional |
Up to approximately 3-fold improvement |
Nonclinical in vivo activity |
Inhibitory activity observed 84 days after dosing in the |
Thermal stability |
Tm increased by up to approximately 4.5°C |
Protein expression |
Increased by up to approximately 27.6% |
High-concentration formulation |
Reduced by approximately 13 cP |
Together, these results reflect optimization across three increasingly demanding dimensions of therapeutic protein development: biological performance, molecular developability and formulation-relevant properties.
In the nonclinical retinal model evaluated during the program, the optimized molecule maintained inhibitory activity 84 days after dosing. Under the specific experimental conditions tested, it also showed greater inhibition than aflibercept and faricimab.
These findings are preclinical and do not establish comparative clinical efficacy or safety.
Beyond Mutation Prediction: Engineering Proteins Under Real Drug-Development Constraints
Therapeutic protein engineering requires balancing biological activity with stability, expression, formulation and other development constraints. In the GenSci148 program, experimental results continuously informed subsequent AI-guided designs, enabling the optimization process to move beyond a single fixed objective.
Some experimentally validated mutations were located away from the conventional target-binding interface, illustrating how AI-guided exploration can identify productive regions of sequence space beyond interface-focused design.
The program also illustrates a broader progression in protein AI validation:
computational benchmarking → experimental validation → repeated integration within a real drug-development workflow
GenSci148 represents the third stage of this progression, with AI-guided design and experimental evidence repeatedly linked across successive engineering cycles.
The Venus Protein AI Stack
Matwings' Venus protein AI stack has evolved from sequence-centered modeling toward systems integrating three-dimensional structure, evolutionary information and task-specific capabilities. Importantly, the AI-guided engineering work supporting GenSci148 was conducted using Venus 1.0, while Venus has since advanced to Venus 3.0, represented by VenusREM, which integrates protein sequence, three-dimensional structure and evolutionary information for mutation-effect prediction.
Rather than relying on a single model, different components are applied to different protein R&D and engineering tasks within the broader closed-loop workflow.
Generation |
Representative Model(s) |
Information Integrated |
Primary Role |
Venus 1.0 |
Venus 1.0 |
Protein sequence |
Sequence- |
Venus 2.0 |
Venus-ProSST |
Sequence + 3D structure |
Structure-aware |
Venus 3.0 |
VenusREM |
Sequence + 3D structure + |
Mutation-effect |
Task-Specific |
Venus-FSFP, Venus-Maxwell, Venus-Mine, Venus-RXN, Venus- |
Task-dependent |
Protein R&D and |
Certain models within the broader Venus portfolio are in development or planned stages.
Together, these models form a specialist AI stack that can be combined with experimental data and iterative design across different stages of protein engineering.
From External Validation to Therapeutic Creation
The GenSci148 collaboration provides external validation of Matwings' protein-engineering capabilities in a real therapeutic development program.
In March 2026, Matwings established Shanghai Biowings Therapeutics Co., Ltd. ("Biowings Therapeutics") to apply the same closed-loop engineering approach to internally originated therapeutic programs. Matwings develops the underlying AI and protein-engineering technology engine, while Biowings Therapeutics combines these capabilities with disease biology and drug-development expertise to create and advance therapeutic candidates.
"The real test of AI for science is not whether a model performs well on a benchmark, but whether it can create measurable value through repeated design–experiment cycles in an actual R&D program," said Prof. Liang Hong, Founder and Chief Scientist of Matwings. "GenSci148 marks an important step from demonstrating individual model capabilities toward building a repeatable protein-engineering system."
"Matwings contributed important molecular engineering and optimization capabilities to the GenSci148 program," said Dr. Lei Jin, CEO of GenSci. "Rather than relying on one-time predictions, the teams repeatedly combined AI-guided design with experimental evidence to improve properties relevant to drug development."
About Matwings
Shanghai Matwings Technology Co., Ltd. is an AI-driven protein R&D company integrating specialist AI models, computational molecular design and experimental validation to support iterative protein engineering and drug development.
For more information, visit www.matwings.com.
About Biowings Therapeutics
Shanghai Biowings Therapeutics Co., Ltd. focuses on AI-enabled therapeutic asset creation and clinical translation.
Scientific and Development Notice: GenSci148 is an investigational product. Its safety and efficacy have not been established. Preclinical findings are specific to the experimental systems and conditions evaluated and may not predict clinical outcomes.
Contact:
Website: www.matwings.com
E-mail: [email protected]
SOURCE Shanghai Matwings Technology Co., Ltd.; Shanghai Biowings Therapeutics Co., Ltd.

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