老师：这次参加完金瓶梅大会，有什么收获吗？
肖恩：老师，是JPM健康大会...
老师：哦，老师就喜欢健康的会，对了，飞机到哪了？
肖恩：让我拨开遮光板看看，人生如雾，来去无痕，何处是路，何其飘忽啊。
老师：... ...
看了近80家在JPM路演的未上市公司，整体上，以生物、制药、微创器械与耗材、基因测序和信息处理、医疗服务这5个细分行业为多。其中生物制药的集中于肿瘤和一些细分领域的较多，器械类的以微创手术相关的为多，同时还有很多基于基因测序的和信息挖掘的公司，另外就是一些基础医疗服务、偏连锁或多个区域运营的为多。
这里，列出15家已经获得过VC机构投资的公司供大家参考，非常期待其中的部分可以成为Unicorn和更高Billion级别！
1) 10x Genomics 【测序相关，2016年国内这一行也很火】
10x Genomics meets the critical need for long range,structural and cellular information, with an innovative system that transformsshort read sequencing technologies. The Chromium System supports comprehensivegenomics and high-throughput single cell tranomics. It enablesresearchers to discover previously inaccessible genomic information atunprecedented scale, including phased structural variants, phased singlenucleotide variants, and dynamic gene expression of individual cells whileleveraging their existing sequencing systems and workflows.
Website: www.10xgenomics.com
Investors: MorganStanley Venture Partners, SoftBank Capital Partners
2) Allena Pharmaceuticals, Inc.【新药研发】
Allena Pharmaceuticals, Inc. is a specialty biopharmaceutical company dedicated to bringing first in class, specific,nonabsorbed, oral protein therapeutics to patients with serious renal,urologic, and orphan diseases. Allena is currently conducting a Phase 2 programfor its lead product candidate, ALLN177, in patients with hyperoxaluria. The company's technological approach enables the design and development of oral protein therapies that remain in the gastrointestinal (GI) tract, where the protein exerts its therapeutic effect by degrading toxic metabolites, without being absorbed into the blood stream.
Website: www.allenapharma.com
Investors: FidelityManagement & Research Company, HBM Partners
3) Aprea Therapeuticshy【抗肿瘤新药，经典的那个P53抑制，小分子药开发其实还是挺难的】
Aprea Therapeutics is a Stockholm, Sweden and Boston,Massachusetts based Biopharmaceutical Company focused on the discovery anddevelopment of novel anticancer compounds reactivating the tumor suppressor protein, p53. The Company's lead program, APR246, a first in class small molecule drug candidate, is in Phase Ib/II clinical development in ovariancancer patients, and additional clinical studies with APR246 in other cancerindications are planned.
Website: www.aprea.com
Investors: VersantVentures, Karolinska Development
4) CureVac AG【mRNA这个领域开发成功的并不多，这家和好多个MNC有合作】
Founded in 2000 as a spinoff from the University of T?bingenin Germany,
CureVac is a technology leader in the development of drugs that are based on the molecule Messenger RNA (mRNA). The fully integrated biopharmaceutical company has more than 15 years of expertise in handling andoptimizing this versatile molecule for medical purposes and has the mostadvanced product pipeline and IP portfolio in the industry. The basic principle of CureVac's proprietary technology is the use of mRNA as a data carrier toinstruct the human body to produce its own proteins capable of fighting a widerange of diseases. CureVac has entered into various collaborations with multinational corporations and organizations,including agreements with Boehringer Ingelheim, Sanofi Pasteur, the Bill &Melinda Gates Foundation and IAVI. In 2006, CureVac successfully establishedthe first GMP facility worldwide for the manufacturing of mRNA.
Website: www.curevac.com
Investors: Coppelfamily, Sigma Group
5) DNAnexus 【这家基于大数据，很有意思】
DNAnexus, Inc. provides cloudbased genome informatics anddata management tools for enterprises and organizations that are engaged in thedevelopment and delivery of genomic medicine. The company's platform enablesthe companies to analyze raw sequencing data? Integrate genomic data withclinical and other phenotypic data? And collaborate seamlessly. It servesbiopharmaceutical companies, genome centers, diagnostic test providers, andothers.
Website: www.dnanexus.com
Investors: Google
6) Guardant Health 【抗肿瘤和液体活检相关，不错】
Guardant Health is focused on conquering cancer by using its breakthrough
Blood based assays, vast data sets, and advanced analytics.Using both molecular and digital tools, Guardant Health is addressingchallenges across the cancer care continuum. Its first product,Guardant360, came to market in 2014, and is now the most validated and sensitive comprehensive liquid biopsy commercially available. In 2016, itannounced Project LUNAR, an effort to apply Guardant Health's technologyplatform to early detection, recurrence monitoring, and assessing minimal residual disease.
Website: www.guardanthealth.com
Investors: SequoiaCapital, Lightspeed Venture Partners
7) Kala Pharmaceuticals【眼药相关】
Kala Pharmaceuticals, Inc. (Kala) is a late clinical stage pharmaceutical company focused on innovative treatments for ocular diseases affecting both front and back of the eye. Kala is currently conducting Phase 3programs for KPI121 in dry eye disease and for the treatment of inflammationand pain following ocular surgery. Kala leverages its proprietary mucus penetrating particle (MPP) technology to develop topical ophthalmic medicines with enhanced delivery into ocular tissue by facilitating penetration throug hthe tear film mucus. The Phase 3 programs are expected to be completed in 2017 with NDA filings planned for each indication in late 2017 or early 2018.
Website: www.kalarx.com
Investors: OrbiMed, VivoCapital
8) MillendoTherapeutics Inc 【这家也挺有意思的，激素相关】
Millendo is a clinical stage biopharmaceutical company focused on developing novel treatments for endocrine diseases caused by hormonedys regulation. Based on its understanding of the novel biology underlying hormone dysregulation in endocrine diseases, Millendo is developing product candidates for conditions where current therapies are insufficient. The companyis currently advancing two clinical stage product candidates to treat five diseases. Millendo's most advanced product candidate, MLE4901, a potentially first in class neurokinin 3 receptor (NK3R) antagonist, is in development forthe treatment of polycystic ovary syndrome, and vasomotor symptoms. Millendo isalso pursuing development of ATR101, a potentially first in class acyl coenzymeA: cholesterol acyltransferase 1 (ACAT1) inhibitor, for the treatment ofclassic congenital adrenal hyperplasia, as well as for endogenous Cushing'ssyndrome and adrenocortical carcinoma, all of which are orphan indications.
Website: www.millendo.com
Investors: RocheVenture Fund
9) ModernaTherapeutics【RNA治疗领域】
Moderna Therapeutics is a clinical stage pioneer ofmessenger RNA Therapeutics?, an entirely new in vivo drug technology that produces human proteins, antibodies and entirely novel protein constructsinside patient cells, which are in turn secreted or active intracellularly. This breakthrough platform addresses currently undruggable targets and offers asuperior alternative to existing drug modalities for a wide range of diseasesand conditions. Moderna is developing and plans to commercialize its innovative mRNA medicines through its own ventures and its strategic relationships withestablished pharmaceutical and biotech companies. Its current ventures includeValera (infectious diseases), Onkaido (immune oncology), Caperna (personalized cancer vaccines) and Elpidera (infectious diseases). Founded by Flagship VentureLabs?, Cambridge based Moderna isprivately held and currently has strategic agreements with AstraZeneca, AlexionPharmaceuticals, Merck and Vertex Pharmaceuticals.
Website: www.modernatx.com
Investors: VikingGlobal Investors LP, Wellington Management Company, AstraZeneca
10) Neon Therapeutics【免疫肿瘤领域，这个领域其实还是挺火的，也是比较有前途的，虽然在国内短期可能有所被影响】
Neon Therapeutics is an immune oncology company focused ondeveloping novel therapeutics leveraging neoantigen biology to treat cancer.The Company utilizes its expertise in bioinformatics, neoepitope prediction andimmune monitoring to identify tumor specific mutations and monitor clinicalresponse to their personalized vaccines. Neon Therapeutics' lead program isNEOPV01, a bespoke neoantigen vaccine that builds upon years of research anddevelopment at the Broad Institute and Dana Farber Cancer Institute. NEOPV01 is now being studied in a Phase 1b clinical trial combining the vaccine with Opdivo, a PD1 immune checkpointinhibitor from BristolMyers Squibb, in patients with measurable metastaticmelanoma, non-small cell lung cancer and bladder cancer. Also in developmentare NEOPTC01, a bespoke autologous T cell therapy, and a Shared NeoantigenProgram leveraging neoepitopes that are common across patients and tumor types.
Website: www.neontherapeutics.com
Investors: FidelityManagement & Research Company, Wellington Management Company
11) NightstaRx 【又是眼科用药相关】
Nightstar is a private biopharmaceutical company focused onthe development of therapies for retinal dystrophies. The Company’s lead programme is a retinal gene therapy for choroideremia, a rare inherited causeof blindness that affects around 1 in 50,000 people. Gene therapy has thepotential to be an effective treatment for choroideremia and a range of otherretinal dystrophies. The Company’s lead investors are Syncona LLP and NEA Inc.Syncona is an evergreen investment company, taking an active role inidentifying, supporting and developing technologies with the potential toimpact significantly the healthcare market of the future. Website: www.nightstarx.com
Investors: NewEnterprise Associates
12) NuCana【抗肿瘤相关，和Gilead还扯上关系了】
NuCana is a clinical stage biopharmaceutical company developing an expansive portfolio of new medicines to treat cancer. We areharnessing the power of phosphoramidate chemistry to generate new medicinescalled ProTides. These compounds have the potential to create a paradigm shiftin cancer treatment by markedly enhancing the efficacy and safety of severalcurrent standards of care. The unique feature of ProTides is their ability to overcome the key innate and acquired resistance mechanisms associated with nucleoside analogues. Gilead's ProTides,Osvaldo and TAF, have shown the potential of this new class of medicines forantiviral therapy. NuCana has worldwide exclusive rights to the novel ProTidetechnology in oncology. The firstProTide, Acelarin, has shown durable, 93%+ disease control in two separatestudies of patients with advanced ovarian cancer that had exhausted all othertherapeutic options. Acelarin is currently in a Phase III study in pancreaticcancer, a Phase Ib study in biliary cancer, and will shortly enter a Phase IIstudy in platinumresistant ovarian cancer.
Website: www.nucana.com
Investors: SofinnovaPartners, Morningside Ventures.
13) OptiNose US Inc【耳鼻喉科相关】
OptiNose is a commercial stage ENT / Allergy Specialty Biopharmaceutical Company on a mission to improve patient lives. The Company's patented closed palate Breath Powered technology is a platform for developing novel treatments that are aimed at creating meaningful benefits with high and deep intranasal deposition of medication. OptiNose developed and outlicensed a first product at the end of phase 3 (Onzetra Xsail, licensed to Avanir in NorthAmerica, since acquired by Otsuka Pharmaceutical Co) which received FDA approval in January 2016 and was launched in May 2016. OptiNose is also in latestage development of an Exhalation Delivery System for fluticasone (OPN375) for patients with chronic nasal inflammatory diseases, and has completed Phase 3investigational studies in patients with chronic rhinosinusitis and nasalpolyps.
Website: www.optinose.com
Investors: AvistaCapital Holdings, The Entrepeneurs' Fund
14) Sharecare, Inc.【信息和平台，可以连接医疗服务】
Sharecare, Inc. is the digital health company helping providers, employers and health plans effectively scale outcomes based health and wellness solutions across their entire populations. The Sharecare platform provides each person no matter where they are in their health journey with acomprehensive and personalized health profile, where they can dynamically and easily connect to the information, evidence based programs and healthprofessionals they need to live their healthiest, happiest and most productivelife. The company was founded by Jeff Arnold and Mehmet C. Oz, MD in October2010, and is headquartered in Atlanta.
Website: www.sharecare.com
Investors: HCA, WellingtonManagement Group
15) Welltok【SAAS + 医疗】
Welltok, the leading consumer health enterprise Software as a Service company, is on a mission to empower consumers to achieve theiroptimal health. It's a ward winning CaféWell Health Optimization Platformconnects consumers with available and relevant benefits, resources and rewardsby designing personalized action plans. Additionally, the company’s technology enabledservices leverage both advanced analytics to derive meaningful consumerinsights and multichannel communications to reach consumers through the rightchannel with the right message. Welltok drives greater consumer engagement andhealthcare value for customers across the healthcare continuum includingpayers, employers, government programs (Medicare and Medicaid) and providers.
Website: www.welltok.com
Investors: SigmaPartners, IBM, Highland Capital Partners
以上，难免有疏漏或不正确之处，请多多指出，并在文下留言处留言，谢谢！
点击左下角阅读原文看肖恩大侠强烈推荐的书单及潜在业务联系
肖恩大侠 华盖医疗基金董事总经理，北京。
毕业于北京大学工学院/医学院（医学硕士）、北京大学法学院（法学硕士）。资浅PE从业人士。躬耕于太湖，游学至未名，当过医生，学过法律，改行至风险投资，喜好读书写作，经史文集，现代科技都甚喜欢，偶尔有点愤青，时常有点较真，总是怀着理想，万一，实现了呢？
欢迎交流医疗、文化、消费，欢迎交流一级市场、二级市场，欢迎交流国内及海外并购（有标的需要一起合作）。
邮箱：shawn.shi@qq.com
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