In the paradigm shift of global biopharmaceuticals from “target discovery” to “accurate delivery,” Jetai Technology-P (07666) relies on the innovative self-developed NanoForge platform, a key biological AI infrastructure. The company is deeply involved in AI for Science and the core innovation value of leading the biological AI circuit is continuously being explored in depth.
The Zhitong Finance App learned that on August 25, Jietai Technology disclosed the 2026 interim results. During the reporting period, the company's revenue reached 154 million yuan, a sharp increase of 13339% over the previous year, exceeding 47% of last year's annual revenue. At the same time, the company's financial structure continued to be optimized: the company's current R&D expenditure increased 48.1% year-on-year to 172 million yuan; adjusted net loss narrowed sharply by 56.4% to 51.1 million yuan; current cash reserves were 3,025 billion yuan, and the balance ratio was optimized to 9% from 19.3% at the end of 2025.
The obvious acceleration and positive trend of a series of core financial indicators not only confirms that the AI for Science circuit is entering an inflection point of large-scale verification, but also further shows that JETAI Technology's main business has full potential for growth.
As the commercialization results of NanoForge enter a period of centralized release, it is expected that Jietai's core innovation value will continue to be double verified by the global industry and capital markets.
Commercialization milestones have been achieved at an accelerated pace, and industrial ecological empowerment continues to advance
In the first half of 2026, NanoForge's platform capabilities were substantially recognized by international professional investment institutions and leading multinational pharmaceutical companies, and continuously achieved commercial milestones, once again verifying NanoForge's ability to continuously produce innovative assets with global value.
On June 30 of this year, Jietai Technology announced that it had reached a global exclusive licensing agreement with Boulevard Bio, which was founded with the support of Deerfield, the world's top health investment and innovation platform, with a total price of up to 1.6 billion US dollars, thus setting a new record for a single pre-clinical TCE license in China.
During the reporting period, Jietai also realized the external industrial infrastructure-level application of NanoForge, promoting cooperation between the company's AITEM artificial intelligence formulation innovation platform and Hengrui Pharmaceutical; signed an exclusive license agreement with BioThunder AG, obtaining an exclusive license fee of 15 million yuan, covering up to 10 candidate products; and also signed a strategic cooperation agreement with Pro-Pharmaceuticals to jointly build an “AI+CDMO” pharmaceutical innovation ecosystem.
In addition, relying on the NanoForge platform capabilities, the company continues to empower global CGT partners. At present, it has reached technical cooperation with a number of leading companies in the field, covering various directions such as cell therapy, gene therapy, fibrosis cell programming, and in vivo immunotherapy. The cooperation model covers scientific research cooperation, joint development and delivery technology licensing, and the total potential transaction amount has exceeded 6 billion yuan.
The hierarchical layout of more than 10 pipelines has increased capacity in three dimensions
On the R&D side, Jietai Technology's overall R&D expenditure reached 172 million yuan during the reporting period. With strong R&D investment, and relying on the full stack capabilities of the nanoForge platform in aILNP, aiRNA, AIprotein, and aiTEM, the company has established more than 10 research pipelines, covering fields such as tumors, immunity, metabolism, and central nervous system diseases, forming a hierarchical layout of small molecule formulations, mRNA-coding TCE (T cell connector) /NKCE (natural killer cell connector), mRNA therapeutic vaccines, protein/antibodies, etc.
Take the variety MTS-128, which the company mentioned above and Deerfield reached a major BD deal. This variety is a next-generation three-specific TCE independently developed by Jetai Nanoforge. Unlike traditional antibody development models, MTS-128 relies on the AI-driven molecular engineering technology of the NanoForge platform to achieve end-to-end R&D from molecular design to optimization, demonstrating Jetai Technology's ability to deeply integrate artificial intelligence with protein drug design, and also verifying the potential of NanoForge to continuously produce innovative assets.
Recently, the world's first clinically proven mRNA therapeutic cancer vaccine confirmed the viability and commercialization value of mRNA technology for cancer treatment. In this context, the NanoForge platform's ability to develop mRNA cancer vaccines and LNP delivery capabilities have been recognized by the secondary market, driving the company's stock price to a maximum increase of more than 35% in a single day.
The reason why Jietai was able to achieve centralized implementation of commercialization results and technological breakthroughs was driven by NanoForge's ability transition in the field of life sciences.
During the reporting period, the company continued to refine NanoForge's end-to-end biological AI capabilities, and the law of scale for implementing biological AI in the three dimensions of design space (design space), delivery capacity (delivery), and drug modality (modality) is moving towards empirical evidence. Its core value is not only improving the efficiency of existing R&D processes, but also continuously expanding the design space that can be calculated and engineered in life science.
Simply put, Jietai is relying on NanoForge to establish an innovative paradigm of “AI design molecules - AI design macromolecules and biological functions - AI understands and regulates cell state” to reconstruct the underlying logic of the cell reprogramming era.
As Lai Caida, Chairman and CEO of Jietai Technology, said, “We want to use AI to upgrade drug development from project trial and error to a life engineering system that can continuously learn, repeatedly verify, and export on a large scale. From drug delivery to programming life, it is the most important strategic transition in the next phase of Jietai Technology. ”