友芝友生物-B2023 中期报告

2023中 期 報 告 2 10 12 13 24 36 37 38 39 40 41 H1.00 HCC 2021826 2021827 IND 2023913 RBD 16 Zhou Pengfei 3485 H 183171712-1716 Dai Weiguo 88173121209 Yi Jizu 666 13381 Zhou Pengfei •8835 Zhou PengfeiDai Weiguo 835 2496 71810-11 797G-1 724-4 www.yzybio.com (BsAb) 2010(MA)(MPE)BsAbTBsAbM701M802Y150TMEBsAbY101DY332M701EpCAMCD3TBsAbM701MAMPE (1)Y2019 (2) (3)COVID-192022COVID-19COVID-19Y2019Y2019IIa (4)Y4000867.HKY4005100Y400(i)IND(ii)IIIIIIY400IIICMC *Y180Y224Y229IND MonoComboEpCAMCD33PD-L11TGF-ββCD3838COVID-192019RBDHER22VEGFANG22wAMDDME M701 M701BsAbEpCAMTCD3M701MAMPE •MAIIM701MA •MPEM701MPEIb/II Y101D Y101DPD-L1TGF-βBsAbY101DPD-1/PD-L1TGF-β •IY101DIY101D •Y101DIb/II20237Ib/IIII •HCCY101D(HCC)Ib/II Y150 Y150CD38CD3BsAbY150(MM)CD38TCD3TTT •rrMMY150rrMMII Y2019 Y2019COVID-19(RBD)SARS-CoV-2COVID-192022COVID-19COVID-19Y2019Y2019IIa M802 M802HER2CD3BsAbM802HER2CD3TM802HER2M802IM802M802 Y332 Y332VEGFTGF-βBsAb20234Y332INDY332VEGFTGF-β Y400 Y400VEGFANG2 BsAbY400CMC20234Y400INDY400IY400Y400Y400 18A.08(3)M701Y101D Y150 Y2019M802Y332Y400 CMO/CDMO 1,400500200502024M701Y150Y332 CMO/CDMO(i)M701(ii)Y101DCMO/CDMO M701M701M7012024M701 Y101DIb/IIIIY400I 2023(a)(b)(c)M701MAM701(d)Y101D(e) (i)(ii)(iii) 1.26.95.6 (i)(ii)(iii) 0.71.40.6 (i)(ii)(iii)(iv)(v)CROSMO CMO/CDMO 82.471.6Y400Y3322022Y400Y332Y400Y332 (i)(ii)(iii)(iv)(v)(vi) 7.98.3 0.513.5 0.81.4 89.686.6 202363020221231153.576.4 2023630122.476.410.036.02023630107.540.830.033.33.3 72.377.386.6(i)11.0(ii)3.4(iii)3.2(i)2.9(ii)1.3(iii)0.5 44.215.3476.0439.0 49.032.866.520.0 202363030.021.09.02022123176.5202363030.02023630240.0 6300.9202212310.2 100%2022123149.2%202363044.5% 2023630 2023630 202363014.8 20236301229923 17 28,413,11822,602,9135,810,205H14.72% 2023925H16.0011,001,200HH1.00121.4 2023630 2023630352XV78 XV(i)XV78(ii)352(iii) (1)82,380,386110,620,814H (2)Zhou Pengfei201863020201026202362(i)(ii) (3)50%30%1,342,6002023922 (4)60.00%1,426,827H1,611,513 (5)H 2023630XV23336 XV233365% (1)82,380,386110,620,814H (2)ZhouPengfei201863020201026202362(i)(ii) (3)(i)(ii)50.76%(iii)ZhouPengfei49.95% (4)54.06%45.94%100.00%51,241,785H (5)(i)72.38%(ii)(iii)(i)6,695,271H3,447,526(ii)3,700,872H(iii)1,426,827H1,611,513 (6)(i)CDH Growth FundSooner Star Limited(ii)CDH R-IIIParallel Holdings Company LimitedCDH Growth Fund(iii)CDH R-III Parallel Holdings Company LimitedCDH GP Holdings Company Limited43%CDH GP Holdings Company LimitedCDH Investment ManagementCompany LimitedCDH 2018 VGC Investment Fund, L.P.57%CDH Management CompanyLimited100%(iv)CDH Investment Management CompanyLimitedCDH Management Company LimitedCDH Griffin(v)CDH GriffinCentral Oak Company Limited33.2%Central Oak Company LimitedSooner Star LimitedCDH Growth FundCDHR-III Parallel Holdings Company Limited CDH GP Holdings Company Limited CDH InvestmentManagement Company LimitedCDH 2018 VGC Investment Fund, L.P.CDH Management Company LimitedCDHGriffinCentral Oak Company Limited7,916,510H (7)(i)(ii)31.13%(ii)60%40%7,628,713H (8)(i)(ii)60%40%40%7,196,835H (9)98.59%7,000,000 (10)5,600,0002,686,000H2023922 (11)50.91%49.09%57.00%43.00%35.00%90.00%54.61%1,400,000 (12)50%30%1,342,600H2023922 (13)H XV233365% 2023630 2023630H C.2.1 C.2.1ZhouPengfei 2023630 13.51B(1) 3.21 •2410 2023630 Zhou Pengfei 2023928 37522023630343434 24102410 34 • 2023928 20236 30 20236 30 20236 30 20236 30 20236 30 1. 201078202211320239132023925666 (BsAb) 20236 30 2. 343416 3. 2023630202212312023531 4. 202363020226302023630 5. 6. 7. 8. 9. 2023630783,027,00020221231632,811,00020236307,959,0002022123116,256,000 10. 2022113168,000,0001.00 20236 30 10. 2023630202263020236302022630 11. 2022630 12. 202263023,000202263023,0002022630 795,0002022630754,000 131,211,000202263058,0001,211,000202263058,000 13. 15. (i)20161231202212312023630 15. 090 16. 20,000,000202263062,500,0003.85%4.50% 16. 11,000,00020236306,236,0008,180,000514,0009,000,000 17. 202363020221231 18. 20227 5,000,0001,000,000202342720236 20236 30 19. 120221132022112022630202212312023630 20221132021831175,384,000168,000,0001.00 20. 21. 20232022630 22. (a) (b) (c) 23. 202392516.0014.6411,001,2001.00