永泰生物-B2024中期报告

2024 2 4 5 6 20 33 35 36 38 39 40 •88135 20247 2620247 2620247 26 183401 20247 2620247 26 255 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 18TEAL®EAL®2006EAL® EAL®EAL® EAL®6B11CAR-TTCR-T 18A.08(3) EAL® EAL®EAL®TCD8+TCD3 EAL®IIEAL®EAL®20239EAL®EAL®EAL® II4302024NDA2025 6B11-OCIK 6B11-OCIKT6B11COC166-9OC166-96B116B11-OCIK 6B11-OCIKIII CAR-T CAR-T-19 CAR-TCAR-T-19CAR-T-19B-ALL2525CAR-T-19B-ALLIND20198 202012CAR-T-19INDINDCAR-T-19I20212 25I202310II CAR-T-19II252026 RC19D2CAR-T-19-D2 CAR-T-19-DNRTGF-ßBCAR-T20233 I20242025 aT19 aT19CD19TCD19CAR-T–19aT19CAR-TCAR-TCD19CD19CAR-TCAR-TCD19 20242aT19IINDI CAR-T-19aT19CAR-TCAR-TTCR-T TCR-T TCR-TTHLATCRTCRTHLATCR TCRCXCR3 IL-12 TGF-ß DNRTCR-TTCR-T TCR-THERV-ECMVHBV 20211T-Cure20223 18A.08(3) 27,60440,000EAL® EAL® • 20216 1712200,000 • 20212EAL®10EAL®60 –20225 1121,848.620 GMPGMP EAL®CAR-T-19 20246 3045 EAL® EAL®II EAL® EAL®2018 9IIII4302024NDA2025 CAR-TTCR-T2023320242aT19 CMVTCMVTCRCMVTCR-T-CMV2025TCR-T-CMV TCRTCRTCR-TCMVHBVTCR-T GMPCAR-T CDMO 202420236 30 20236 305.517.9%20246 306.5 20246 3019.820236 3020.320246 306 20236 3025.07.9%20246 3023.0 20236 3074.322.6%20246 3091.1 20236 304.411.9%20246 303.916 20236 30118.622.0%202463092.6 20246 3025%201810 31202112 17202312 2015% 202312 3152.227.520246 3079.6 20246 30123.5 20232(1)(2)Tan Zheng LtdTan Yue Yue LtdTan Zheng Ltd19,285,714Tan Yue Yue Ltd6,714,286 20246 30 20207 1011.00100,000,000 20207 3114,584,00014.58%TanZheng Ltd20246 30514,584514,584,000 20246 3089.1%10.9%20236 3062.6%37.4% 20232 203004.810.00120231 1168,493,1506 202212 16 20232300.0(a)102.3EAL®2025(b)197.72025 20246 30192.720246 30 (1)(2)(a)(b)(3)20246 3020246 30 202312 310.4020246 300.38202312 310.3920246300.36202312 31124.820246 3065.7 20207 1020207 3114,584,00014.58%Tan Zheng Ltd 1,127.820246 301,124.8385.6EAL®374.5CAR-T-19TCR-T212.5EAL®95.856.4 20246 30 (1) 2025 20246 3065.7 20233 2020236 20110.020237 2020243 2020246 2082.630.020246 20 20246 305% 20246 3020120246 3036.620236 3038.3 20246 30 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 (ii) XVXV78352 XV23336 (1)LXV514,584,000(2)217,054,121(BVI)51,458,400165,595,72120248 420248 4418,306,00220248 428.0%63.02%(BVI)53.39%(BVI)(3)165,595,72197,102,57168,493,1504.8112.94%202210 30(4)20198 29Tan Zheng Ltd19,285,714(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 Yue Yue LtdTan Yue Yue 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 20246 30 20246 30 (1)(2) 35,930,0006.98% 10 12,500,00012,500,000 C120246 30 C3 20246 30 20246 30 20246 30 20206 63.21C13.10(2) 20246 3020246 302410 202320248 2313.51B (1) 18 2024 (www.hkexnews.hk)(www.eaal.net)202463018317Mimmunotech.ecom@computershare.com.hk 355720246 30343434 24102410 34 20236 302410 •20248 23 20246 30 20246 30 20246 30 20246 30 ii10%50% 20246 30 20246 30 1. 20184 1122196132020710PO Box 309, Ugland House, Grand Cayman KY1-1104,Cayman Islands118 2. 34 20246 3020246 3020246 3092,515,0001,712,662,00020246 3079,516,00020256 30 20246 3012 i)202312 3115202312 31202463020258 3114 ii)31 20246 30 2. iii) 3. 20246 30202312 31 20241 1 161177 20246 30 3. 3.112020 3.1.1 3.1.2 (a) 322020202312 31202312 31 202020236 30 20246 30 3. 3.112020 3.1.2 (a) 20246 30202312 312020 20246 30 4. 20246 3020236 3020246 30534,360,000202312 31581,596,000 5. 20246 30 6. 20211 11T-Cure Bioscience, Inc.T-CureT-CureT-CureT2022320223,000,00019,316,00019,316,000T-Cure5,183,000 20246 30 7. 25% 201810 3115%20131020211231202412202312 2015%20231020246 3015%20236 3015%20246 3015%20236 3015% 20246301,702,414,000202312311,594,145,00020246 30202312 31 20246 30 8. 9. 20236 30 20246 30 10. 202420236 3016 20246 30 12. 20246 30 12. i.A920246 30A ii.20212Shaoxing FundShaoxing FundShaoxingFund 50,000,000202142024624,195,0009Shaoxing Fund500,000,000B6%20245Shaoxing FundShaoxing FundB20243B180,000,000320,000,00020255Shaoxing Fund2025 20246 30Shaoxing Fund Shaoxing FundB44.42%2023 12 3112.16%12.86%Shaoxing Fund 20246 30 12. iii.202312 31202433,171,00022,461,000202431,701,00012,087,0009 iv.202312 313.00% 13. 20246 30 13. 14. 20246 30 15. 202210 28300Tasly FundTasly Holding Group Co., LTD 2023230036%4.388% 20246 30 15. 20246 30 1.6467.34%1.59%44.71% 16. 201912 3137,500,0007.50% 2019123172537,500,000 20246 30 16. 20246 30202312 3135,930,000 17. 20246 30 18. i.1.00%2023 12 311.20%Shaoxi