华领医药-B中期报告2023

( 於開曼群島註冊成立的有限公司 )股份代號 :2552 2 4 7 22 23 24 25 26 28 47 53 Robert Taylor NELSEN Robert Taylor NELSEN William Robert KELLER • William Robert KELLER PO Box 309, Ugland House, Grand Cayman,KY1-1104, Cayman Islands William Robert KELLER 362201203 Robert Taylor NELSENWilliam Robert KELLER 362202 Maples Fund Services (Cayman) LimitedPO Box 1093, Boundary Hall, Cricket Square,Grand Cayman, KY1-1102, Cayman Islands 1617 1 232 277 www.huamedicine.com 2552 •Dorzagliatin華堂寧®20221020221020236 3087.9202370.32022299.6%華堂寧® •華堂寧®2(T2D)4002023402.620236 30881.3202212 31490.679.6% •dorzagliatindorzagliatin華堂寧®(NRDL)華堂寧® •dorzagliatin(GK)GLP-1dorzagliatinGLP-120233dorzagliatinGLP-120236(ADA)dorzagliatinGK •20236SEED-DREAM52DREAMSEEDdorzagliatinSEEDβT2DTIR •GKA20232024(IND)dorzagliatindorzagliatinDPP-4SGLT-2β •dorzagliatinSENSITIZEII(IGT)(NGT)IGT25IGTIGTDorzagliatinIGTNGT •20236 30881.3•20236 3070.3華堂寧®212,000•20236 3038.621.7•20236 30181.571.0•20236 3020226 301.31.8%71.0•2023630202263014.513.9%90.1•20236 3020226 3014.013.4%90.5 Dorzagliatin華堂寧®202220221020236 3087.9202370.32022299.6%華堂寧®(NRDL) dorzagliatinNMPA4002023402.620236 30881.3202212 31490.679.6%2023華堂寧®DorzagliatinαβLGKβT2D 2023dorzagliatindorzagliatin20232024400 dorzagliatinGKGLP-1dorzagliatinGLP-120233dorzagliatinGLP-1dorzagliatinGKT2DdorzagliatinNMPA 2022dorzagliatinGLP-1(RWS) 20236(ADA)dorzagliatinGK(NGT)dorzagliatinDorzagliatinGKdorzagliatinABGLUT3dorzagliatin 20236SEED-DREAM5265%dorzagliatinTIRSEEDdorzagliatinSEEDβTIRTIR GKA(DKD)TIR20232024INDdorzagliatindorzagliatindorzagliatinDPP-4SGLT-2β dorzagliatinSENSITIZEIIIGTNGTIGT25IGTIGTDorzagliatinIGTNGT dorzagliatindorzagliatin40%(DKD)dorzagliatin(CKD)DorzagliatinβDPP-4SGLT-2dorzagliatin20232024IND GKAGLP-1RAGKGLP-1dorzagliatinGLP-1GLP-1RADPP-4dorzagliatin AIFKIIVD mGLUR5 NAMPOMFXSX dorzagliatinGK2023ADAIGTMODY2 2GKDorzagliatinGKMODY-2SENSITIZE IDiabetes 20232(J Diabetes Res 2017)dorzagliatinGK NDA dorzagliatin dorzagliatin(MAH)dorzagliatin(PPG)2β(TIR)dorzagliatin(NRDL)dorzagliatin2dorzagliatinDKD 20238 17華堂寧®dorzagliatinHMS555280020238 18 20236 30 華堂寧®華堂寧®βT2D 20236 30華堂寧®212,00070.320236 30華堂寧®265,00087.9 20236 3044.062.6%2022123143.7%18.9% 20226 3021.417.220236 3038.6202363021.76.210.7 7.920236 3020226 30 20226 3068.514.520236 3054.0i11.2ii5.320236 30NDA2022NDAiii1.1 20236 303.520226 301.820222023 20236 3052.915.029.08.9 20226 3072.31.320236 3071.0 •dorzagliatin20226 300.83.220236 304.020232022 •20226 309.02.9202363011.920232022NMPA •20226 3047.312.420236 3034.9 •20226 3011.54.420236 3015.920222023 20236 3020226 30 20236 30258.820236 30881.3 20236 3020236 305%20236 30 202320226 30 20236 30258.890.1360.912.020236 30 20226 30116.7104.610.51.62022630 20236 300.720226 3017.0 20236 30122.720226 304.3 202212 31751.920236 30717.5202212 31940.320236 30974.020236 3070.3 20236 3054.5162.7 20236 3020236 30 5%5%20236 305%5%5% 202320226301231 (9,342)(9,893)(2,499)(2,250) 20236 30202212 31717.5751.9 (2) (3) 20236 30202212 311.220236 30202212311.320236 30202212 3169.3% 20236 307.8 4,696,000202212314,696,0001.50%1,565,000202212311,565,0002.75%20245 13101,565,000202212311,565,0002.75%202411 1210 202320226301231 20236 30dorzagliatin 20236 3020226 30 13.2013.22 13.2013.2113.22 20236 30170202212 311442023630 20236 3081.920226 3080.4 20236 30 D. 1717 11,400,0001.1% 1. HLYYLimited117,000,000 202212 31202312 31 2. (1)25%75%3610 (2)3.4004.984 (3) (4)20 (5)2 0 2 3112 0 2 363 05 3 , 2 7 5 , 5 7 042,533,262 234620236 30343434 24102410 34 20238 24 20236 30 63020232022 370,331–(26,284)– (451)72 (90,547)(104,547) (90,547)(104,547) (0.09)(0.11) 13131514 161718 20236 30 20236 30 63020232022 258,769 20236 30 1. 1.1 200911 1020189 142DorzagliatinHMS5552 1.2 34 2. 20236 30202212 31 2. 20231 1 17 172020620211281212 3. 63020232022 70,331– 4. 63020232022 70,331– 5. b a 1)2) 5. b 20208 17(dorzagliatin20236 30700,000,000660,377,000NDA21,652,00020226 3020236 30627,899,00020221231649,551,000 6. 202320226 30 7. 8. : 70,29863,5613,8845,72511,62616,810 720647511355 9. 25% 202212 142022202415%202315% 9. 21% 10. 201112Hoffman-La Roche Inc.F. Hoffman-La Roche AGGKAGKA20122,000,000 2017III1,000,000 2021(NDA)1,000,000 20223,000,000 33,000,000500,000,00015,000,0001,000,000,00040,000,000 11. 12. (90,096)(104,619) 20226 30 202320226 30 13. 1,805,00020226 304,319,00026,000202263064,000202263038,00020226 3020236 3049,479,0002022123153,855,000 2,005,00020226 306,068,0002,005,00020226 306,068,00020236 3077,968,000202212 3185,853,00054,548,000202212 3163,659,000 14. 20236302022123116,10011,1214,8223,96940,13316,5425,5175,4906206034,8974,8872,9341,6381,5965051,3381,1331,829871117446,5017,2675,8016,837700430–400,00077,847447,64270,912441,1926,9356,45077,847447,642 14. 60 0606190 15. 20236 300.05%4.66%2022 12 310.001%4.03% 4,696,000202212314,696,0001.50%1,565,000202212311,565,0002.75%20245 131