药明巨诺-B2023中期报告

股份代號:2126(於開曼群島註冊成立的有限公司)JW (Cayman) Therapeutics Co. Ltd* 中期報告2023 24793046474850515273 Yiping James Li Yiping James LiKrishnan ViswanadhanDebra Yu Sungwon Song(1) Debra Yu(6)Krishnan Viswanadhan(2)Yiping James Li(7) Debra YuKrishnan Viswanadhan(2)Ann Li Lee(3) Yiping James Li 826 Ann Li Lee(3)(4)Debra YuSungwon Song(1) Maples Corporate Services LimitedPO Box 309, Ugland HouseGrand Cayman, KY1-1104Cayman Islands 1.2023829SungwonSong20238292.Krishnan Viswanadhan20238293.Ann Li Lee20238294.20238295.20238296.Debra Yu20238297.Yiping James Li2023829 17 699B5 22 131 Maples Fund Services (Cayman) LimitedPO Box 1093, Boundary Hall, Cricket SquareGrand Cayman, KY1-1102Cayman Islands 2126 www.jwtherapeutics.com 183171712–1716 •202263066.032.9%202363087.7CD19TCAR-T®relma-celJWCAR029®r/rBLBCLr/rFL® 202263023.193.9%202363044.8202263035.0%202363051.1%® 2022630195.910.5%2023630216.5(i)2022(ii) 202263084.428.7%202363060.2® 202263090.913.4%202363078.7 202363081.2202263090.9 2023630380.42022630429.3(i)®(ii)(iii) 20236301,272.92022630314.72023630110.4 1 2022630289.222.12023630267.1® 2023630®®r/r LBCLINDrelma-celSLEINDJWATM 214IIT 2023 202394®85 2023202351.1%2023630®6291202363049%38%100% 20233®r/r LBCLIND20233®LBCLIIT20237®r/rMCLII2023 20233relma-celIITrelma-celSLE •20234relma-celSLEINDrelma-celSLE 20232JWATM214HCCIITJWATM214JWATM214JWATM204Lyell T 2023A4MAGE-A4DeltaNotch3DLL320222seventybio,Inc.2seventy bioJuno Therapeutics Inc.Juno CARCAR TBCARCAR ®98%LBCL 20232023630 2016 CAR-T®JunoCAR-TCD19CAR-T®r/r LBCL24r/r FL®1CAR-TCAR-T 2023CAR-TCAR-TCAR-T2030CD19CAR-T2023®relma-celSLE 2023®202363094®85 ®CAR-T®CAR-T2023630118®® ®2023630®6291202363085®422023630®49%38%100%®® 2020(i)1-2—(ii)2-3—(iii)3-5—2022202220236302023630202218.1%51.1% CAR-TCAR-T®CAR-T® 2023®relma-celSLEr/r MCL2023JWATM204JWATM214HCCMAGE-A4DLL320233relma-celSLE20234relma-celSLEIND LBCLBFLMCLALLCLLMMNHLSLE *1.Relma-celJunolisocabtagene maraleucel (Breyanzilisocabtagene liso-cel)CAR20212FDA2.JWCAR129Junoorvacabtagene autoleucel (orva-cel)CAR3.SLEBSLE —®relma-celJWCAR029 ®CAR-TCD19LBCLFLNHLB®LBCLrelma-celNHLALLCLLr/rMCLLBCL® ®2JunoCARCARJunoBreyanzilisocabtageneliso-cel20212FDALBCL2022612LBCL LBCL 202191®r/r LBCL®1CAR-TCAR-T ®CAR-T®LBCLIIORR77.6%CRR53.5%5.1%sCRS3.4%sNTOS69.3%20226 ® LBCL I®LBCLI1293CRSNT3ORRCRR75.0%33.3%3ORRCRR41.7%33.3%OS20226 202112INDIII®LBCL+/–TRANSFORMBreyanzi®CARCAR-TBreyanziFDALBCL20223IND20231®r/r LBCLINDBreyanziFDABreyanzi20233IND LBCL 20233®LBCLIITCD19CAR-T®IIITLBCLR-CHOP3100® LBCLILBCLIITORR75%2023 FL 20209®r/rFL20222202210®r/r FLCAR-T ®r/rFL®r/rBRELIANCEB6320211263RELIANCEB®r/rFLORR=100.0%CRR=85.2%ORR=92.6%CRR=77.8%CAR-T 20221264®r/rFLIIRELIANCEB20211217®2811.7®CRRORRORRCRR100.0%92.6%—3NT3CRSRELIANCE r/r MCL ®CD-20BTKiMCLII®r/r MCL59CD-20BTKir/rMCL20224®MCL20237 20221264®MCL2021113011r/r MCLORR=81.8%CRR=54.5%1113CRS1202320231265 ALL I/IIr/r ALL®20224IND® JWCAR129 JWCAR129MMCAR-TJunoCARH125MMBMMJWCAR129BCMAMM202112JWCAR129r/r MMIND JWCAR129MM SLE SLEBSLE30/100,000270,000—440%SLE50% BBCDTSLE CD19BCD19CAR-TBCAR-T15,000CAR-T relma-celrelma-celSLErelma-celIIRP2DSLE20234relma-celSLEIND SLECAR-TB HCCNSCLCAFPGPC3-3r/rHASMAGE-A4A4DLL3Delta3 1.JWATM204IJWATM203JWATM204CARINDI/II202111FDAJWATM203HBHCCHB20222FDAJWATM203JWATM204 2.Lyell JWATM204/214 JWATM204-3GPC3ARTEMIS®E-ALPHA®HCCHLATTTCR-THCCJWATM204GPC3HCC202065JWJWATM204relma-cel2021JWATM20420227JWATM204IITHCCJWATM204JWATM204 LyellLyellTJWATM204JWATM214HCC2022JWATM21420232JWATM214HCCIITJWATM214 JWATM203/213 JWATM203AFPHCCTTCRmT20206JWJWATM203JWATM204LyellTJWATM203ARTEMIS®JWATM213HCC JWTCR001 JWTCR001MAGE-A4MAGE-A4TCRMAGE-A4TCR-TRegeneronCTBR12 TGF-betaFLIP6MAGE-A4TCR-TMAGE-A4AdaptimmuneFDA 2022102seventybioMAGE-A4MAGE-A42seventy bio20232024 JWCAR031 JWCAR031DLL3CAR-TJunoJWNotchSCLCDLL3SCLCDLL380%SCLCDLL3 202212JunoJunoJunoDLL3 18A.05® CD19CARCAR CARCAR BCAR TCAR2024BCAR2024 CAR2025 CAR 2020610,000GMPQMSTNKGMP 20213relma-celPAI20216AsAs+CsAMAHCCMOsGMPLBCL98%20222023 ®® 20236302022630 1. 202363087.7202263066.0CD19CAR-T®relma-celJWCAR029®r/r LBCLr/r FL®® 2. 202363042.9202263042.9 3. 202363044.893.9%51.1%202263023.135.0% 4. 20222023630 2022630195.92023630216.5(i)20227.6(ii)7.75.5 5. 20222023630 202263090.9202363078.79.6 6. 20222023630 202263084.4202363060.2® 7. 20236301.820226307.1 8. 202363081.2202263090.9202363081.4202263091.1 9. 20222023630 10. 2023630380.42022630429.3(i)®(ii)(iii) 11. 2022630289.222.12023630267.1® 12. 20236301,341.21,272.968.3348.6213.393.025.2 20222023630337.3(i)135.0(ii)202.3202363071%29%202243%57%400.2 20236301,272.92022630314.72023630110.4 13. (1)(2)(3)100%(4) 14. 2023630 15. 2023630 16. 2023630 17. 2023630 18. 20236302023 19. 2023630490202263058916.8%2023630 2023630174.52022630207.8 2023630— D. 142023630 20236302 C.2.1 202311 (a)3.10(1) (b)3.25 (c)3.27A 202331Debra Yu3.10(1)3.253.27A202331 2023630 2023630 2023630 34