永泰生物-B2023中期报告

2 4 5 6 20 32 33 35 37 57 20233 24 20238 2520233 2420233 2420233 2420238 25 •88135 183401 255 P.O. Box 309Ugland HouseGrand Cayman KY1-1104Cayman Islands 1816 Maples Fund Services (Cayman) LimitedP.O. Box 1093, Boundary HallCricket SquareGrand Cayman, KY1-1102Cayman Islands 17 183171712-1716 118 6978 www.eaal.net 131 20207 10 17TEAL®EAL®2006EAL® EAL®EAL® EAL®6B11CAR-TTCR-T 18A.08(3) EAL® EAL®EAL®TCD8+TCD3 EAL®IIEAL®EAL® II43020232024 CAR-T CAR-TCAR-T-19 CAR-T-19B(B-ALL)2525202012CAR-T-19INDINDCAR-T-19I20212 25ICAR-T-19I1020232023CAR-T-19 II 20233RC19D2CAR-T-19-D2CAR-T-19-DNRTGF-ßBCAR-T2023 CAR-T-19aT19CAR-TCAR-TTCR-T TCR-T TCR-TTHLATCRTCRTHLATCR TCRCXCR3 IL-12 TGF-ß DNRTCR-TTCR-T TCR-TNY-ESO-1CMVEBV HPV 20211 11T-CureHLA A-11TCR 6B11-OCIK 6B11-OCIKT6B11COC166-9OC166-96B116B11-OCIK 6B11-OCIKI2023 27,86640,000EAL® EAL® • –202110 999.1EAL® –20216 1712200,000 • –20212 24EAL®20236 30 –20225 1121,848.620 GMPGMP EAL® 20236 3045 EAL® EAL® EAL®2018 9IIII43020232024 EAL® EAL®EAL®EAL®EAL®2025 84IIIc IV42EAL®42EAL®27.013.932EAL®16EAL®EAL®EAL® CAR-TTCR-T202332023 TTTGF-ß aT19 TCRTCRTCR-TCMVEBVHPVTCR-T GMPCAR-T 202320226 30 20226 304.814.6%20236 305.5 20226 303.1753.6%202363020.320236 306 20226 3046.345.9%20236 3025.0 20226 30100.125.7%20236 3074.3 20226 303.141.1%20236 304.416 20226 30142.216.6%2023630118.6 20236 3025%201810 31202112 1715% 202212 3158.475.320236 30133.7 202323002023220 20236 30140.0 202261.0203060.6%20236 301.0 20232 (1)(2) Tan Zheng LtdTan Yue Yue LtdTan Zheng Ltd19,285,714Tan Yue Yue Ltd6,714,286 20236 30 20207 1011.00100,000,000 20207 3114,584,00014.58%TanZheng Ltd20236 30514,584514,584,000 20236 3062.6%37.4%202212 3142.4%57.6% 20232 203004.814.380.00120231 1168,493,1506 202212 16 20232300(a)102.3EAL®2023(b)197.72025 20236 3063.320236 30 (1)(2)(a)(b)(3) 202212 310.5720236 301.81202212 310.5320236301.78202212 3158.420236 30133.720236 300.00 20207 1020207 3114,584,00014.58%Tan Zheng Ltd 1,127.81,120.3382.7EAL®374.5CAR-T-19TCR-T212.5EAL®95.854.8 20236 30 (1) 2025 20236 3020320236 3038.320226 3062.9 XVXV78352 (i) (1)LXV 5,000,000 Tan Zheng LtdTan Zheng Ltd180,480,000142,080,000Tan Zheng LtdTan Zheng Ltd180,480,000 23,450,000 Evodevo LtdEvodevo Ltd XVXV78352 XV23336 (1)LXV514,584,000(2)165,595,72197,102,57168,493,1504.8112.94%202210 30(3)20198 29Tan Zheng Ltd19,285,714(4)(BVI)53.39%(BVI)(5)Poly PlatinumPoly Platinum(GP)(GP)Poly Platinum(6)59,794,28646,080,000Tan Xiao Yang Ltd13,714,286Tan Xiao Yang LtdTan Xiao Yang LtdTan Yueyue LtdTan Yueyue Ltd6,714,286Tan Xiao Yang LtdTan Zheng Ltd(7)43,680,71441,691,428Zhang Jun Zheng Ltd1,989,286Zhang Jun Zheng LtdZhang Jun Zheng LtdZhang Jun Zheng LtdTan Zheng Ltd XV23336 2019123120206 6 20236 30 20236 30 (1)(2) 35,930,0006.98% 10 20231 120236 3012,500,00012,500,000 20236 30 20236 30 20236 30 20206 63.213.10(2) 20236 30 (1)20238 25(2)20238 25 20238 25 13.51B(1) 18 20236 30 20236 30 20236 30 20236 30 ii10%50% 20236 30 20236 30 1. 20184 11221961320207 10P.O. Box 309, Ugland House, Grand Cayman KY1-1104,Cayman Islands118 2. 34 3. 20236 30202212 31 20236 30 3. 20231 1 17202062021121781212 4. 20236 3020226 3020236 30587,786,000202212 31615,362,000 20236 30 5. 6. 20236 30 7. 25% 201810 3115%201310202120241220236 3015%20226 3015% 20236301,407,336,000202212311,272,704,00020236 30202212 31 20236 30 8. 9. 20226 30 20236 30 10. 20226 30 20236 30 11. 3,126,00020226 3029,102,000 20236 30 12. 20211 11T-Cure Bioscience, Inc.T-CureT-CureT-Cure202233,000,00019,316,000 1,409,00020226 304,384,000 13. 20236 30 i.202012Tasly Bioscience Fund LimitedTasly Bioscience Fund, L.P.TaslyFund156.8Tasly FundTaslyBioscience Fund LimitedTasly Fund 9156,800,000131,969,000202012 3120216Tasly Fund146,220,000119,769,000Paul International Investment LimitedPaul International100%A12.3% 20236 30Tasly Fund Tasly FundPaul InternationalTaslyFund A2023 6 30202212 31A 20236 30 14. A202212 31202420236 302028A ii.20212Shaoxing FundShaoxing FundShaoxingFund 50,000,000202149Shaoxing Fund500,000,000B6%20245Shaoxing FundShaoxing FundB Shaoxing Fund 20236 30Shaoxing Fund Shaoxing FundB12.50%2022 12 318.05%Shaoxing Fund 20236 30 14. iii.202211202383,000,00022,029,0009 15. 2.70%3.00% 20236 30 16. 17. 20236 30 20236 30 19. 20236 30 20. 202210 283004.814.386Tasly FundTasly Holding Group Co., Ltd 20232300 20236 30 20. 20236 30 2.6473.31%2.17%38.46% 20236 302.64 20236 30 202212 31 309,818 348.67%2.40%26.78% 202212 31 20236 30 20. 20236 30 21. 202261,000,000203060.6%20236 301,000,000885 22. 201912 3137,500,0007.50% 2019123172537,500,000 20236 30 22. 20206 6233,395,000213,710,000 20236 3020226302,583,000 20236 3035,930,000202212 3135,930,000 20236 30 23. 20236 30 24. 20236 30 24. i.1%Tasly Fund20236 3010,290,000202212 3112,053,00012,233,000202212 3114,441,00010%Tasly Fund20236 30578,000202212 31267,0005