BIO Asia – Taiwan 2026 - Day 1 takeaways

研报英文原文证据摘录

BIO Asia – Taiwan 2026 - Day 1 takeaways

Taiwan Equity | Biotechnology

Event Analysis

Fubon Research BIO Asia – Taiwan 2026

July 17, 2026

Day 1 takeaways

BIO Asia – Taiwan 2026

1. GGA (4160 TT): AI deployment extends from new drug development to regulatory

affairs, manufacturing, precision health

2. TMB (4147 TT): Expanding long-acting HIV therapies, immunotherapies with CD4-

targeted antibody platform

3. HeXun (6986 TT): Dual-track development of cell therapy, CDMO, focusing on

cardiovascular, regenerative medicine applications

Source: BIO Asia

For the 2026 BIO Asia Day 1 exhibition, we participated in the biotech industry forum

organized by the Taipei Exchange and Fubon Securities. The listed companies presented in

order were: GGA (4160 TT), TMB (4147 TT), and HeXun (6986 TT). The following are the

key points from the visits:

GGA: AI deployment extends from new drug development to regulatory affairs,

manufacturing, precision health

GGA has integrated its existing molecular computing and bioinformatics capabilities into

the ‘AI and Data Application Center.’ Currently, its AI-related businesses cover three major

areas: new drug design, eCTD electronic submission and registration, and GMP quality

management. In new drug development, the company integrates nVidia computing

resources, the BIOVIA drug design platform, and the QIAGEN bioinformatics database to

provide virtual design, prediction, and screening of small molecule and peptide drug

candidates, which have already been applied to projects in oncology, infectious diseases,

and targeted therapies. On the regulatory and manufacturing side, the company leverages

the EXTEDO system and GMP Assist AI to enter the fields of electronic drug submission,

document management, and deviation event analysis.