您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。[港股财报]:康诺亚-B2023中期报告 - 发现报告

康诺亚-B2023中期报告

2023-09-19港股财报f***
康诺亚-B2023中期报告

Keymed Biosciences Inc.康諾亞生物醫藥科技有限公司 ( 於開曼群島註冊成立的有限公司 )股份代號 : 2162 中 期 報 告2023 2572234353637394143 Bo CHENChangyu WANG Bo CHENChangyu WANG 97927 2023627 Floor 4, Willow House, Cricket SquareGrand Cayman KYI-9010Cayman Islands 18D2610219 20236272023627 Changyu WANG 21701 Bo CHEN20236272023627 Campbells Corporate Services LimitedFloor 4, Willow House, Cricket SquareGrand Cayman KY1-9010Cayman Islands 1831717121716 www.keymedbio.com 2162 202178 T(nTCE)20236309 AD=ADC=AR=CRS=CRSwNP=COPD=GEJ=mAb=MM=Ph=RRMM= •CM310IL-4Rα C M 3 1 0A4α(IL-4Rα)IL-4RαIL-4RαCM3104 (IL-4)13 (IL-13)IL-4IL-13IICM310IIIaIb/IIaIIbCM310 2023CM310III20233III2023NDA 2023CM310III20235IIIIII18024(NPS)(NCS)2024NDA 20237CROWNS-1The LanceteClinicalMedicineIF15.1CROWNS-1CM310(eCRSwNP)IICM31016CTLund-Mackay CTCM310eCRSwNP≥55≥27%CRSwNPRCTCM310eCRSwNPII CM310II/III •CM326TSLP CM326(TSLP)TSLPTSLPTSLPCM326CM310 2023CM326II20236II2023CM326Ib/IIa20232Ib/IIa CM326II •CMG901Claudin 18.2 CMG901Claudin 18.2Claudin 18.2E (MMAE)Claudin 18.2Claudin 18.2CMG901FDAClaudin 18.22023CMG901I 202312023CMG901Ia202284CMG901 Ia271314CMG9013/27(11.1%)343.4 mg/kg(MTD)2.2 mg/kg18CMG901Claudin 18.275%100%2.63.03.4 mg/kg100%(mPFS)(mOS) 20232KYM70%AstraZenecaAstraZenecaCMG901KYM631,125632023331KYMAstraZenecaKYMAstraZenecaCMG901 •CM313CD38 CM313CD38CM313CD38CM313 2023CM313ICM31320236CM313I28(EHA)I(NCT04818372)CM313202210103431CM31316.0 mg/kg≥20%1229(ORR)34.5%(PFS)132(OS)CM313CM313≥2.0 mg/kg CM313CM313CM313Ib/IIa •CM338MASP-2 CM3382 (MASP-2) 20233CM338A(IgAN)IIII •CM355/ICP-B02CD20xCD3 CM355BCD20xCD3T(TDCC) I/IICM355(IV)(SC)IVSCCM355(FL)B(DLBCL) •CM336BCMAxCD3 CM336BCMAxCD3BCMACM336BCMABCMATCD3T CM336I •CM350GPC3xCD3 CM350GPC3xCD3(HCC)CM350GPC3GPC3TCD3TGPC3CD3TT CM350I •CM369/ICP-B05CCR8 CM369C-C8(CCR8)T(Treg)CM369TregCCR8(ADCC)TregTMECM369Treg ICM369NHLIND202332023DLTT 18A .08(3)C M310C M326CMG901CM313CM338CM355CM336CM350CM369 CRO(PI) 18,600FDAcGMP NDA/BLA •T(nTCE) nTCETTT nTCETCM355CM336CM350T • (Fc) • CRO • (CMC) 2023112023118 20232KYMAstraZenecaCMG901CMG901Claudin 18.22023223 2023618.6992%2023626 cGMP 1. AZ 2. 2022630130502023630806922 3. (i)CRO(ii)(iii)(iv)2023630202263016486250(i)37(ii)27(iii)11(iv)9 4. (i)(ii)(iii)(iv)2023630202263051318221 5. 202263018944 6. 50%2 7. 9. 2023630202212312,9432312,712AZ 20236303,1471,1151,59743520236302293416512182023630173 2023630402022630165AZ 20236304442022630343 20236304202263064 20236302672023630 10. 2023630283173 20236301749 2023630146 202363017%2022123115%2 11. 20231253,543,6001 20236150,598,90418.6992% 20236302023630 12. 2023630 13. 202363019 14. 2023630430234 15. 2023630750 2021452021202212120222022121202212820212022430,535 C.2.1ChenChenChen F.2.2ChenChangyu WANG2023627 2023630 2023630 241034 13.2013.2113.22 13.51B(1) 53.367,004,0002,841202178 2023630 2023630XVXV78352 (1)L (2)Bo CHENMoonshot Holdings LimitedMoonshot65.36%Changyu WANGMoonshot13.31%13.31%8.02% 2023630XVXV78352 2023630XV23336 (1)L(2)Bo CHENMoonshot65.36%Changyu WANGMoonshot13.31%13.31%8.02%(3)Boyu Capital Group Holdings Ltd.XYXY Holdings Ltd.Xiaomeng TONGSpringAquila Limited13,623,979Boyu Capital Opportunities Master Fund1,456,500(4)K e y m e dT a l e n t S u c c e s s T r u s t2 0 2 1E a g l eH e r oManagement LimitedEagle Hero Management Limited20212021 2023630336 2021 20214520212021 (a)2021 20212021 (b) 2021 (c) 2021 (d) 2021203177202120212021 20212021 (e) 20212021 2021 20212021203177 20212021365 (f) (g) (a)(b)2021(c)(d)20212021121% (a)(60) (b)(30) 14A.73(6) (h) 17,976,15320236306.43%2023112023630202110,602,30510,798,3293.86%Keymed Talent Success TrustEagle Hero Management Limited20212021 2021 (2)25%75%55.25 (3) 202212312022 2022 202212120222022 (a)2022 20222022 (b) 2022 (c) 2022202220221.00 (d) 2022(i)2032120(ii)202220222022 (e) 20222022 (1)(2) (f) (a)(60) (b)(30) 20222022(i)2022(ii)(iii)2022 (g) 5,594,71120236302.0%2022121279,735,5661%202363020225,594,7112.0%20236303,040,0002022 10% 20236302022 35662023630343434 2410 34 2023824 48,1452,524 2023630 2023630 1. 2018423Floor 4, Willow House, Cricket Square, Grand Cayman KY1-9010,Cayman Islands 2023630 2.1 3420221231 2.2 20221231 179 171717 1281212 2.2 1212202211 (i)(ii)202211 1220232022630 3. 3. (a) (b) 20236308 326,450,0002022630100,000,0004 4. (a) (b) CM326 202111TSLPCM32620221100 2023630CM326433,0002022630100,000,000 4. (b) CMG901 20232KYM Biosciences Inc.70%30%K Y MA s t r a Z e n e c aA BA ZA ZC l a u d i n1 8 . 2CMG901AZKYMAZ63,000,00044,100,00018,900,000KYM20233AZKYM63,000,000 2023630CMG901326,450,000 5. 6. 7. 8. 21% 25%202215% 16.5% 9. 10. 11. 2023630242,680,0002022630261,600,000 20236307,0002022630270,000 20236302022630 13. 202363020221231 16,77110,001 6,769,000Rona Therapeutics Inc.20221020236301,000 14. 14. 2023630 202363020221231 15. 2023630 16. 202363020221231 17. 19. 2019