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            <h2 class="font-medium">启明观点 | 启明创投胡旭波：陪伴仁度生物9年，期待更多新技术在诊断行业里涌现</h2>
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          <span class="date-display-single">30/03/2022</span>    
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          启明创投    
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          <p><strong><span style="font-size:16px;"><span style="font-family:Arial,Helvetica,sans-serif;">2022年3月30日，专注于RNA分子诊断技术与产品的仁度生物正式以“688193”为股票代码在上交所科创板挂牌上市。</span></span></strong></p>

<p><span style="font-size:16px;"><span style="font-family:Arial,Helvetica,sans-serif;">成立至今，仁度生物已获得启明创投等多家知名机构的投资。<strong>其中，启明创投于2013年领投了仁度生物的A轮融资，并在2014年继续加码，IPO前持有仁度生物约24.46%的股份，为最大机构投资方；启明创投主管合伙人胡旭波自2013年起担任仁度生物董事至今。</strong></span></span></p>

<p class="rtecenter"><img alt="" src="/sites/default/files/article/%E8%83%A1%E6%97%AD%E6%B3%A2.jpg" style="width: 1080px; height: 608px;"></p>

<p class="rtecenter"><span style="font-size:8px;"><span style="color:#7f8c8d;"><span style="font-family:Arial,Helvetica,sans-serif;">启明创投主管合伙人胡旭波&nbsp;</span></span></span></p>

<p><span style="font-size:16px;"><span style="font-family:Arial,Helvetica,sans-serif;">胡旭波回忆称，在启明创投投资的2013年，仁度生物已经在RNA分子诊断领域里专注研发了6年多，为RNA分子诊断开发出核心技术平台SAT。</span></span></p>

<p><span style="font-size:16px;"><span style="font-family:Arial,Helvetica,sans-serif;">“尽管当时公司基本没有收入，每年亏不少钱，<strong>我们还是很看好RNA分子诊断的临床潜力和仁度生物SAT技术平台的独特性。</strong>我们和公司创始人居金良博士（注：居金良博士是仁度生物创始人、董事长兼首席科学家）聊得也很投机，感觉我们启明创投也能为仁度生物的发展出点力，就达成了投资协议。”</span></span></p>

<p><span style="font-size:16px;"><span style="font-family:Arial,Helvetica,sans-serif;"><strong>胡旭波进一步指出，RNA是分析各类疾病的主要靶标之一。</strong>理论上，几乎所有疾病都可以用RNA来进行分析和诊断。</span></span></p>

<p><span style="font-size:16px;"><span style="font-family:Arial,Helvetica,sans-serif;">“仁度生物会有计划地开发一系列新产品。<strong>最近获批投放市场的一个重磅产品是全球首款超敏乙肝RNA定量检测产品，这是极少数由中国的分子诊断公司开发出来的全球首款产品，这一产品在临床上具有极大的价值</strong>，可以持续监测乙肝治疗效果，提示临床及时进行治疗方案的调整和精准地进行病程管理。”</span></span></p>

<p><span style="font-size:16px;"><span style="font-family:Arial,Helvetica,sans-serif;">至于技术层面，胡旭波认为，由于技术的特点，高通量全自动对于PCR来说难度大、技术壁垒高；而同类进口品牌的售价又非常高。</span></span></p>

<p><strong><span style="font-size:16px;"><span style="font-family:Arial,Helvetica,sans-serif;">“仁度生物开发获批的中国第一台全自动高通量的RNA分子检测仪极大提高了分子诊断自动化的可及性，投放市场的时间不长，已经在超过300家医院里开始使用，我们相信未来公司必将帮助更多的医疗机构建立起分子诊断的能力。”</span></span></strong></p>

<p><span style="font-size:16px;"><span style="font-family:Arial,Helvetica,sans-serif;">作为陪伴仁度生物时间最久的投资人，<strong>在胡旭波看来，居金良博士对技术的自信以及对产品的高要求令其颇为欣赏。</strong></span></span></p>

<p><span style="font-size:16px;"><span style="font-family:Arial,Helvetica,sans-serif;">“我们经常在一起讨论，聊起技术进步和产品开发，我总能感受到居博士发自内心的骄傲感。尤其是我们讨论在我们产品的临床价值时，他都会很兴奋。作为一位科学家，他对公司产品的要求非常高。比如仁度生物在研发全国第一台全自动高通量的RNA分子检测流水线时，因为对产品的质量要求是非常高的，因此亦提高了对设计和生产的要求。”胡旭波补充道。</span></span></p>

<p><span style="font-size:16px;"><span style="font-family:Arial,Helvetica,sans-serif;">值得注意的是，<strong>某种程度上而言，罗氏、雅培等国际巨头亦为仁度生物的竞争对手。</strong></span></span></p>

<p><span style="font-size:16px;"><span style="font-family:Arial,Helvetica,sans-serif;">对于这一点，胡旭波坦言，从规模上看，仁度生物离罗氏等国际同行的距离非常非常远。不过他同样强调，<strong>聚焦到RNA检测上看，仁度生物的技术和产品能力从全球范围看，都更有特点。</strong></span></span></p>

<p><span style="font-size:16px;"><span style="font-family:Arial,Helvetica,sans-serif;">“我们需要做的是专注于产品、继续持续投入到产品研发和市场开发上，包括国际市场开发。”胡旭波表示，“<strong>我对公司的未来非常有信心，我期望仁度生物能够成为全球RNA诊断的领导者。</strong>当然，这也意味着公司的规模、组织、收入等都需要达到一个很高的水平。”</span></span></p>

<p><span style="font-size:16px;"><span style="font-family:Arial,Helvetica,sans-serif;">事实上，在今日仁度生物登陆科创板之前，<strong>启明创投在诊断赛道已经收获了贝瑞基因、艾德生物、透景生命等数个IPO，以及多家成长速度相当可观头部公司。</strong>“诊断是一个在成长中的行业，我们在医疗上的第一个关键需求就是精准诊断。我们也希望看到有更多新的技术在诊断这个行业里涌现。”胡旭波说道。</span></span></p>

<p><span style="font-size:16px;"><span style="font-family:Arial,Helvetica,sans-serif;">在商业层面的成功之外，<strong>仁度生物在2020年新冠疫情初期迅速研发出全自动新冠病毒核酸检测平台</strong>，并在之后不断迭代以实现更大通量、更高效率的新冠病毒检测，其新冠病毒核酸快速检测试剂盒则于当年3月26日即通过国家药监局审核。</span></span></p>

<p><span style="font-size:16px;"><span style="font-family:Arial,Helvetica,sans-serif;">除了仁度生物，启明创投的被投企业在无论是2020年疫情爆发初期、抑或是当下的又一波“倒春寒”中均纷纷积极采取行动，支援疫情防控，<strong>据不完全统计，已有近80家启明创投投资企业通过各种方式驰援抗击疫情行动，覆盖中国内地及境外多个国家和地区。“履行社会责任一直是启明创投的重要考虑因素，对于医疗企业来说更是如此。”</strong></span></span></p>
    
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