堃博医疗-B中期报告2024

堃博醫療控股有限公司Broncus Holding Corporation 中期報告2024 （於開曼群島註冊成立的有限公司）股份代號: 2216 4 7 23 37 醫療 (ACGHKACG)* * David Scott Lim 97927 David Scott Lim David Scott Lim Davis Polk & WardwellA 1831717121716 PO Box 309, Ugland HouseGrand Cayman, KY1-1104Cayman Islands 8888801 2216 50211101-4 www.broncus.com 24840 +86 0571-8659 5016+86 0571-8796 9085IR@broncuschina.com Maples Fund Services (Cayman) LimitedPO Box 1093, Boundary HallCricket Square, Grand CaymanKY1-1102, Cayman Islands 1.46% 2024InterVapor®80%46% 2. 2024630InterVapor®®BroncTru® •InterVapor®60180 InterVapor®28 •®28 •BroncTru®20239BroncTru®(TBNA)23 3. InterVapor®LungPoint • • • 4. 2024 •RF-II•(TLD)80 5. RF-IITLDBTVABTPNA 2012 2024630InterVapor®RF-IITLD 2022233.61072025258.4109.62022111620224013.7%7030%27.0%54.0%351.6%(ICU) InterVapor®(TLD)InterVapor®CENMPA(TLD) InterVapor® InterVapor®InterVapor® InterVapor®CENMPAInterVapor®6018028 (TLD) (TLD) TLD2023201892024630208020267 202444(IARC)2022202225012.4%180(18.7%)202210622%73.3328.4%20251.012.6%2.9%RF-II RF-II RF-II RF-IIRF-IIBRONC-RF-II20233RF-II ® ® ®20241,000 BroncTru® BroncTru®X BTPNABroncTru®BTPNA 20239(TBNA) EndoscopicUltrasound(EUS)BroncTru®EBUS-TTCB) LungPointLungPoint Plus/Archimedes Lite LungPro/Archimedes LungPointLungPoint PlusArchimedes LiteLungProArchimedes •LungPointLungPoint(VBN)LungPoint2009FDA2011BSI2014 •LungPoint Plus/Archimedes Lite2020CTLungPoint Plus202020213 •LungProArchimedesLungPro/ArchimedesLungPointVBNArchimedesVBNArchimedes2014FDA2014BSI2017 TLDRF-II InterVapor®FlexNeedleATVLungPointInterVapor®3,122863 LungPointLungPoint PlusArchimedesISO13485 InterVapor®LungPoint20239LungProArchimedes2024 ISO13485NMPAGMPFDAOSRMDR 2024630866442140114170InterVapor®RF-II16389 2024 • • InterVapor® BTPNABTVA 2024 • 2024402024202490220 10 2024 • 0.120236300.05 ••••• 20246303.72.31.829%InterVapor®®BroncTru® 20246300.81.238% 20246303.04.0202363077%202463080%InterVapor® 20246303.520236301.0 20246303.841% CRO 20246306.537% 20246303.622% 2024630146.3 33,9872023123184,00013,8102023123116,00025,0002023123125,000 20246301.06%202312311.27% 2024630 2024630238,00020231231238,000 (1) (2) 202463020818325 7.9202312.6 2021913 2023630 13.51B(1)2023123113.51(2)(a)(e)(g) 2024419(i)(ii)(iii)(iv)(v)David Scott Lim 20247 13.51B(1) 3.10(1)3.10A 3.213.27A 2021913202427 (i)3.10(1)(ii)3.10A(iii)3.21(iv)3.27A 2024313.10A 2024419David Scott Lim3.10(1)3.213.27A 2024630XV(a)XV78(b)352(c) (1) (1)2024630527,198,076 (2)1,505,9122024630(3)Wise Seed Limited36.63%Wise Seed Limited2,999,396Wise Seed Limited 2024630XVXV78352 2024630XVXV23336 (1)2024630527,198,076 (2)Qiming Venture Partners IV, L.P.QM12 96.94%Qiming GP IV,L.P.Qiming Venture Partners IV, L.P.Qiming Corporate GP IV, LtdQiming GP IV, L.P.QM12 (3)Xin Nuo Tong Investment LimitedXin Nuo Tong Investment LimitedDinova Capital LimitedDinova Capital LimitedDinova Venture Partners GP III, L.P.Dinova Venture Partners GPIII, L.P.Dinova Healthcare Gamma Fund (USD) L.P.Dinova Healthcare Gamma Fund (USD) L.P.Broncus Biomedical LimitedXin Nuo Tong Investment LimitedBroncus Biomedical Limited21,785,249Dinova Venture Partners GP III, L.P.3,460,008Xin Nuo Tong Investment Limited9,172,328 (4)Xin Nuo Tong Investment LimitedDinova Venture Capital Limited 40%Dinova VenturePartners GP IV L.P.Dinova Venture Partners GP IV L.P.Dinova Healthcare Delta Fund (USD) L.P.XinNuo Tong Investment LimitedDinovaVenturePartners GP IV L.P.1,799,015Dinova Healthcare Delta Fund (USD) L.P.6,044,883 (5)39.6%40% (6)DinovaVenture Partners Limited 33.33%DinovaVenture Partners LimitedDinovaVenture Partners GP II, L.P.Dinova Venture Partners GP II, L.P.Dinova Venture Partners LP II,L.P.Dinova Venture Partners LP II, L.P.BRS Biomedical LimitedBRS Biomedical Limited14,643,5882,160,0002024630 (7) 2024630XVXV23336 (i)(ii) 2021596,451,0161.22% 1. (1)(2)(3) 121% 25% 1065 2. (i)(ii)1%(iii) 202159202175 2021979,877,19739,508,788 2023102520231117(i)(ii)52,719,8075,271,980 52,719,8075,271,980797,241202453051,922,5665,271,980 51,922,5669.85% 1. (i)(ii) (i)(ii) 121% 12 2021591065 2. 1. 2. 3.20245300.582024530 4.(i)0(ii)11*80% 5.(i) 0(ii)*50% 6.20226132,613,064(i)2,163,064FelixHerth120.1%2,163,06420231231(ii)450,00020231231 7.(i)(ii)1%(iii) 8. D.2023104 1,620.1 2024630642.3977.8 25% 1717 17 2024630 C12024630 C.2.1 C3 David Scott Lim3.10(2)3.212024630 醫療 2024829 2024630 20246 30 1. 2012430POBox 309,UglandHouse, Grand Cayman, KY1-1104, Cayman Islands888880150211101-4 2021924 2. 20246303420231231 允允 3. 20231231 161177 20202022 20246 30 3. (a)1616 (b)2020202212 202311202411 (c)77 20246 30 4. (a) (b) 4. 10% 5. 20246 30 5. 20246 30 6. : 7. 8. 20246302023630 20246 30 9. 488,674,1362023630488,474,9652023630 10. 允 允 20246 30 12. 20246 30 13. 14. 20215 2024630 20246 30 14. 111,0002023630440,000 20246 30 15. 20242023630123112,27612,3