翰森制药二零二四年中期报告

2456203132333436373964 11 11 3692 600,000,00040546 Maples Fund Services (Cayman) LimitedP.O. Box 1093, Boundary HallCricket SquareGrand Cayman, KY1-1102Cayman Islands P.O. Box 309, Ugland HouseGrand Cayman, KY1-1104Cayman Islands 287 1617 3485 45 97927 www.hspharm.com 50037 ••••• 1HS-105012 1HS-10398A HS-20117PM1080 1HS-10504 HS-20137QX004N (S&P Global)2024ESG1% www.hspharm.com/ GSKGSKBD ®®®®®®® ® ®EGFR-TKIEGFR-TKIT790MNSCLCEGFR1921(L858R)NSCLC ®(ELCC)(ASCO)Frontiers in Pharmacology ®EGFR1921(L858R)NSCLCNDA ®EGFR1921(L858R)NSCLCNDA ®III®cMETHS-10241IIIEGFR-TKIEGFRMETNSCLC ®I2023®EGFR ® ®Bcr-AblTKI®Bcr-AblTKI® ® ®GLP-1RA2®®®(CDS)22020 ® ®(HBV)® ®®III4896144®®(APASL)®(EASL) ®20222022I®2024A ® ®VielaBioHorizonTherapeutics plcHorizon Therapeutics plcAmgenCD19 B4(AQP4)NMOSDFDA VielaBio®NMOSDAmgenIgG4(IgG4-RD)(gMG)AmgenIIIIgG4-RD ®®2021A ® ®1ESA®CKDESA® ®EPO(EPOR)EPORESAsEPORCD131®IIIeClinicalMedicineEPOESAs ®2024 ® ®®2019® 1HS-1050121HS-10398A1HS-10504NSCLCHS-20137 HS-20094GLP-1GIPGLP-1GIP(ADA)HS-20094IIaHS-200942 HS-20093B7-H3ADCB7-H3(TOPOi)HS-20093IIIASCOHS-20093IIARTEMIS-002HS-20093HS-20093GSKGSK5764227HS-20093FDA HS-10370KRASG12C(AACR)HS-10370IHS-10370KRAS G12CNSCLC BD BD BDGSKGSKBDGSK HS-20117EGFR/c-met HS-201171+1EGFR/c-metEGFRc-metI HS-20137 HS-20137HS-20137II (ESG) ESG 2023CSAS&P20241%2023CSAMSCIESGAAESG 590,622,000 5% BD GMP 2,300,000232.615.663,000,0001,315,065D. 11,397,5901,300,000291,85014A.73(6)14A.95 10.13,810,96014.31 XV(i)XV78(ii)352(iii)C3 1. (1)5,935,650,070 (2)StellarInfinityStellar InfinitySunriseInvestmentSunriseInvestmentHarmoniaHoldingHarmonia HoldingSunriseTrustSunriseTrustSunriseTrustXVStellarInfinity (3)StellarInfinity1,246,2002,554,100 (4)1,387,050852,850 (1)Sunrise InvestmentHarmonia HoldingHarmonia HoldingSunrise TrustSunriseTrustSunriseTrustXVHarmoniaHoldingSunrise Investment XVXV78352 XVXV23336 (1)5,935,650,070 (2)StellarInfinitySunriseInvestmentSunriseInvestmentSunriseTrustHarmoniaHoldingSunrise InvestmentHarmoniaHoldingStellarInfinity (3)Cantrust (Far East) LimitedJQC International LimitedApex Medical950,000,000XVCantrust (Far East) LimitedJQC International Limited XV23336 (i)(ii)D. 114,118,3842% 52,290,59444,348,204 0.19% 44,348,2040.75% (i)(ii)(i)(ii)(iii)(iv)(v) 27,512,8900.46% 1. (1)(2)(3)(4)(5)1916.48(6)17.23(7)1,300,000291,85014A.73(6)14A.95 (i)120.1%(ii)1% 13.51B(1) •2185 ®EGFR1921(L858R)NSCLCNDA (BTKi) LP-168 ®NDAEGFR1921(L858R)NSCLC GSKB7-H3ADCGSK5764227HS-20093)FDAADCES-SCLC C1 C.2.1 C.2.1 C.2.1 C3 3.212D.3 590,622,00099.10%5,378,000 1617 MorganStanley&Co.International plcCitigroupGlobal MarketsLimited130,380,000 590,622,000 326320240630343434 2410 34 2024827 1. 2.1 202406303420231231 2.2 20231231 161177 20202022 (a)1616 2.2 (b)2020202212 202311202411 (c)77 3. 80%8 GSKplc20%10% 4. 5. * 6. 16.5%2023 16.5%2,000,00020232,000,0008.25%20238.25%16.5%2023:16.5% 25%200811 20232023202515% 20212021202315% 7. 202314.2220225.00 202461314.222023615.00768,760,0002023630268,852,000 8. 5,925,786,07420235,923,743,166 9. 10. 503512 10. (b) 10. (c) 11. 12. 2024063020231231 (a) (a)1.05%2.88% (b)2024630 13. 2024063020231231 5.53%5.75% 14. (a)1.85%6.07% 15. 16. 2024063020231231 17. 20211226.0202620213460.002023123158.1320246262026122 562,489,0003,634,633,000 37,511,000242,387,000 4,000,00025,847,000 2024122590,622,0004,183,198,0002021342024630 17. 18. (a)2 0 2 441 92 0 1 952 7Computershare Hong Kong Trustees Limited2,300,0002.60 19. 2019527RSU2029613202463044,348,204RSU 202462711,397,5902024627202462716.4834%33%33% 6 7 , 5 8 7 , 0 0 02 0 2 363 086,225,000 19. 202462713.10 2024627 16.483.379347.58%-50.31%1.7%3.59%-3.65% 20. 20240630 21. 2024063020231231 22. (a) (b) 22. 23. 23. 20240630 2024063020231231 23. 23. 12320231231 24. 2 0 2 471 72 0 2 31 4 . 2 2768,760,000 202488LP-168LP-1687.29 ADC Apex MedicalAPEXMEDICAL COMPANY LTD. GSK Harmonia Holding Investing (PTC) Limited C3 NDA NMOSD Stellar Infinity Company Ltd.Sunrise Investment100% Stellar Infinity Sunrise InvestmentSunrise Investment Advisors LimitedHarmonia Holding100% Sunrise TrustSunriseTrustHarmonia Holding 22 FDA Viela Bio Viela Bio, Inc. %