再鼎医药2024中期报告
2024中期報告 247264951525354567174 510232301 John DiekmanRichard Gaynor頴William LisScott W. MorrisonLeon O. Moulder, Jr.Michel VounatsosPeter Wirth Harbour Place, 2nd Floor103 South Church StreetP.O. Box 472George TownGrand Cayman KY1-1106Cayman Islands 456014201210 International Corporation Services LtdHarbour Place, 2nd Floor103 South Church StreetP.O. Box 472George TownGrand Cayman KY1-1106Cayman Islands 314 Main Street4th Floor, Suite 100Cambridge, MA 02142USA 1831717121716 456014201210 Michel VounatsosLeon O. Moulder, Jr. F. Ty Edmondson314 Main Street4th Floor, Suite 100Cambridge, MA 02142USA 3485 3485 Scott W. MorrisonJohn DiekmanPeter Wirth Peter WirthJohn DiekmanLeon O. Moulder, Jr. KPMG LLP Leon O. Moulder, Jr.John DiekmanWilliam Lis 9688ZLAB Richard GaynorMichel Vounatsos http://www.zailaboratory.com/ 1995 FDAEMACOVID-19ADS 2023202310-K202410-Q202410-Q 2023 ®OPTUNE®®®OPTUNEGBM® 2024630187.342%20239202412024PARP202320242023 20245NDAROS1NSCLCI/IITRIDENT-1TKITKIROS1NSCLC20246BMSFDANTRK (PARP)20247CellCCR8ZL-1218HRD Tisotumab Vedotin2024 4Genmab A/SFDAtisotumab vedotinTIVDAK®IIIinnovaTV 301 20243NovoCure LimitedIIIMETIS1–10NSCLCMETIS21.911.3METIS AdagrasibIIIKRYSTAL-12adagrasibKRASG12CNSCLCadagrasib ZL-1310 (DLL3 ADC)IZL-1218(CCR8)I 20245CIDP20246argenxFDAVYVGART® Hytrulo 20247(AChR)gMG (SUL-DUR)20245 Xanomeline-Trospium (KarXT)20244BMSIIIEMERGENTIIIEMERGENT-4KarXT52IIIEMERGENT-4 EMERGENT-5KarXT52 20247IIIADEPT-2KarXT 20245IIZL-1102IL-17 20247ROR1 ADC ZL-6301ROR1ZL-6301ZL-6301 20244BMSRafael AmadoHarald Reinhart2024630 OPTUNE CROCMO 2024630294.5561.220246301,980.0 232025 (Trust for Life) 20246302023 202463055.6202392024120246302024PARP202320242023 202463023.7 20246300.40.1 20246308.9 CRO/CMO/9.2 20246304.98.3CRO/CMO/3.420246308.111.0CRO/CMO/2.9 202463018.5 13.420239 10.4 5.3 202310.0 20246301.3 20246300.62024 202463025.0 20246300.420236300.23.21.2MacroGenics, Inc.3.8 20242023630 2024630133.70.141.372023630170.00.181.77 202463020231231 2024630731.2(1)708.7(2)21.1(3)1.4 2023123116.32024630 202463010.469.6 20246303.041.8 20246303.150.6 202463030.744.1 202463014.4127.3 202463036.546.5 2017920209164.62,462.720242023630132.3128.020246301.0 2024630730.012 20242164.51,171.7202463070.3501.014.0100.0 3.45%56.3401.02.95%20247250.034.420247833.9242.82.85%3.15%1118 20246304.331.49.236.3 20246302.4202363011.3100.03.568.211.5202310.0 202463069.920236305.4202469.87.11.7 202463012 20246301.0 20246302023123121.125.13% 19837.801.007.801.00 202463020231231630.0790.216.3202463020231231 202463023% 2024630 20246302023123110% 2202463020231231 2024630 2024 20246302,010202312312,148 13 20242023153.4141.4 202463020231231 20246302023123114 20242023 2 2024630XV(a)XV78(b)352(c) (1)2024630996,087,670 (2)(1)42,951,810(2)2,692,980 (3) Ying Du Revocable Trust 2024630(DION)XV23336 (1)(L)(S)(P) (2)2024630996,087,670 (3)20246252024620124,665,43618,742,607102,364,135JPMorgan Chase & Co.568,4393,531,9003,909,780 (4)2024642024531107,384,7006,345Wellington Management Group LLP73,273,4403,7356,353 (5)2024628202462669,183,840The Capital GroupCompanies, Inc.61,211,140 (6) (7)202010520209285,232,7604,2025,200,946Citigroup Inc.5,080,5734,202137 (i)Baillie Gifford & Co20228813F (https://www.sec.gov/Archives/edgar/data/1088875/000108887524000084/xslForm13F_X02/edgbgcojun24.xml)2022630737,152Baillie Gifford & Co202472513F(https://www.sec.gov/Archives/edgar/data/1088875/000108887524000067/xslForm13F_X02/edgbgcomar24.xml)2024630 (ii)Citigroup Inc202481213F(https://www.sec.gov/Archives/edgar/data/831001/000083100124000117/xslForm13F_X02/CITIGROUP_13F_HR_INFOTABLE.xml)2024630105,003 2024630336 420152017202220242022201520172024202461820246182022 20231231201520172022104,584,05020246302015201720222024121,522,950 202220243.74% 1.2015 201520153520164102015202312312024630201511,835,79011,835,790 2015 (2)10 (3)2015 (4)2015 2.2017 2017201787201720172017202312312024630201771,103,56074,966,150 2017 (1) (2) (3) (4)10(5)10(6)10 202463020172017 2017 (1)100%50%0%202112120251231 (2) (3) 3.2022 2022202262220222022202220242022 2024112024630202257,670,92325,154,563 2022 2022 (1) (2) (3) (4)10(5)(i)10(ii)10(6)202463020222022(7)(i)(ii)(iii)(iv)IPO(8)10 202463020222022 2022 2022 (1)(2)(3)(4)(5)20246302022(6)10(7)10 4.2024 20242024618202420242024202417202417 2024630202497,508,503 2024 202463020242024 2024 2024 (2)20246302024 (3)10 (4)10 2 C.2.1John Diekman 2 20214 202141,164.20116.42224,0002,240,000150.005,492,400857.52(a) 2021421818.0 30.0%30.0%20.0%15.0%5.0% 2024630 202142027 20209286,636.2850.82024328 7.2%6.2%16.0%8.0%20.6%25.0%7.0%10.0% 2024328 2027 202463019 HKEX-GL111-2219 (i)202463020242023630202463020231231 (ii) (iii) 3000 (i)2024630(ii)(iii)(iv) 30002024630 (i)2024630 (ii) (iii) Scott W. MorrisonJohn DiekmanPeter WirthMorrison 2024630 18 1. 2013328 2. (a) 2023202312312023 20241231
