您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。 [港股财报]:药明巨诺-B2024中期报告 - 发现报告

药明巨诺-B2024中期报告

2024-09-26 港股财报 秋穆
报告封面

2024 24793351525355565781 (1) (5)(1)Debra Yu Yiping James Li(2)Sungwon Song Debra Yu(6)(1)(7) (3)(4) Debra Yu(8) (1) (5)(8) 826 Debra Yu(6)Sungwon Song(8) 1.20247312.Yiping James Li2024731Yiping JamesLi20247313.Ann Li Lee2024731Krishnan Viswanadhan20247314.202473120248285.202473120248286.Debra Yu2024731Krishnan ViswanadhanDebra Yu20247317.20247318.2024828 17 Maples Corporate Services LimitedPO Box 309, Ugland HouseGrand Cayman, KY1-1104Cayman Islands 22 699B5 2126 131 www.jwtherapeutics.com Maples Fund Services (Cayman) LimitedPO Box 1093, Boundary Hall, Cricket SquareGrand Cayman, KY1-1102Cayman Islands 183171712–1716 202463086.8202363087.7CD19TCAR-T®relma-celJWCAR029®r/rBLBCLr/rFLr/rMCL 202463043.7202363044.8202363051.1%202463050.4% 2023630216.530.3%2024630151.0(i)(ii)(iii)(iv) 202363060.226.6%202463076.2 202363078.724.7%202463059.2 20246306.7202363081.22023 2024630240.32023630380.4(i)(ii)(iii)® 2024630869.02023630110.42024630136.9 1 12023630267.152.42024630214.7(i)(ii)(iii)® 2024630®®r/r LBCL2024820234(i)®r/rMCL(ii)®SLEIND®r/r MCLJWATM 214HCCIIT 2024 2024202450.4%2024630®7896 20248®r/r MCLBTKi2024ASCO 2024®LBCLII®r/rALLI/II2024®r/r FLRELIANCE2024 ®LBCLIII2024®IITLBCL20242024JWCAR201IIT2024 relma-celSLEIIT2024202412seventy bio, Inc.2seventy bioCAR-T JWATM214HCCIIT20242024IIT 20243A4MAGE-A4IIT CARCAR TBCARCAR ®98%LBCL 20242024630 2016 CAR-T®JunoTherapeutics, Inc.JunoCAR-TCD19CAR-T®r/rLBCL24r/rFL®1CAR-TCAR-T 2024CAR-T2023CAR-TCAR-T2030CD19CAR-T2024®relma-celSLE NHLCAR-T®2023 ®CAR-T ®CAR-T ®2024630®7896®® 2020(i)1-2—(ii)2-3—(iii)3-5—202220222024630 CAR-TCAR-T®r/r NHL® 2024®relma-celSLE20248®r/r MCLBTKi2023112L LBCL®20242024JWATM204HCCIITJWATM214HCCIIT20232JWATM214HCCIIT2024MAGE-A4DeltaNotch3DLL320243MAGE-A4IIT20233relma-celSLE20234relma-celSLEINDIND2seventy bioCAR-T JWCAR201BCAR T2024JWCAR201IIT2024 LBCLBFLMCLALLCLLMMNHLSLE *1.Relma-celJunolisocabtagene maraleucel (Breyanzilisocabtagene liso-cel)CAR20212FDA2.JWCAR129Junoorvacabtagene autoleucel (orva-cel)CAR3.SLEB —®relma-celJWCAR029 ®CAR-TCD19LBCLFLMCL NHLB®LBCLr/r FLr/r MCLrelma-celNHLALLCLLLBCL® ®2JunoCARCARJunoBreyanzilisocabtageneliso-cel20212FDALBCL2022612LBCL LBCL 202191®r/r LBCL®1CAR-TCAR-T ®CAR-T®LBCLIIORR77.6%CRR53.5%5.1%sCRS3.4%sNTOS69.3%66.7%202312ASCO 2024 LBCL I®LBCLIrelma-cel129relma-cel3CRSNT3ORRCRR75.0%33.3%3ORRCRR41.7%33.3%OS20226 202112INDIII®LBCL+/–TRANSFORMBreyanzi®CARCAR-TBreyanziFDALBCL20223IND20231®r/r LBCLINDBreyanziFDABreyanzi20233IND2023112024 LBCL 20233®LBCLIITCD19CAR-T®IIITLBCLR-CHOP3100® LBCLILBCLIIT2024 FL 20209®r/rFL20222202210®r/r FLCAR-T ®r/rFL®r/rBRELIANCEB6320211263RELIANCEB®r/r FLORR=100.0%CRR=85.2%ORR=92.6%CRR=77.8%CAR-T 20221264®r/rFLIIRELIANCEB 20211217®2811.7®CRRORRORRCRR100.0%92.6%—3NT3CRSRELIANCE2024 r/r MCL ®CD-20BTKiMCLII®r/r MCL59CD-20BTKir/rMCL20248®r/r MCLBTKi20224®202312 20231265®MCL202363056®42®CRRORRORR78.57%CRR66.67%®56≥3CRS5.36%≥3NT7.14%≥326.79% ALL I/IIr/r ALL®20224IND®2024 JWCAR129 JWCAR129MMCAR-TJunoCARH125MMBMMJWCAR129BCMAMM202112JWCAR129r/r MMIND JWCAR129MM SLEBSLE30/100,000270,000—440%SLE50% BBCDTSLE CD19BCD19CAR-TBCAR-T15,000CAR-T 20234relma-celSLEINDrelma-celrelma-celSLE relma-celIIRP2DSLE2024SLE SLECAR-TB HCCNSCLCAFPGPC3-3r/rHASMAGE-A4A4DLL3 Delta3 1.JWATM204IJWATM203JWATM204CARINDI/II202111FDAJWATM203HBHCCHB20222FDAJWATM203JWATM204 2.Lyell JWATM204/214 JWATM204-3GPC3ARTEMIS®E-ALPHA®HCCHLATTTCR-THCCJWATM204GPC3HCC202065JWJWATM204relma-cel2021JWATM20420227JWATM204IITHCCJWATM204 LyellLyellTJWATM204JWATM214HCC2022JWATM21420232JWATM214HCCIITJWATM214HCCIIT20242024IIT JWATM203/213 JWATM203AFPHCCTTCRmT20206JWJWATM203JWATM204LyellTJWATM203ARTEMIS®JWATM213HCC JWTCR001 JWTCR001MAGE-A4MAGE-A4TCRMAGE-A4TCR-TRegeneronCTBR12 TGF-betaFLIP6MAGE-A4TCR-TMAGE-A4BLA2024131FDA 2022102seventy bioMAGE-A4MAGE-A42seventybioMAGE-A4IIT2024 JWCAR031 JWCAR031DLL3CAR-TJunoJWNotchSCLCDLL3SCLCDLL380%SCLCDLL3 JunoJWCAR031Juno202212DLL3 18A.05® CD19CARCAR CARCAR BCAR TCARJWCAR2012024BCAR2025 CAR2025 CAR T 2020610,000GMPQMSTNKGMP 20213relma-celPAI20216AsAs+CsAMAHCCMOsGMPLBCL98%20222023 ®® 20246302023630 1. 202463086.8202363087.7CD19CAR-T®relma-celJWCAR029®r/r LBCLr/r FL®® 2. 202463043.1202363042.9 3. 202463043.750.4%202363044.851.1% 4. 20232024630 2023630216.52024630151.0(i)23.7(ii)24.4(iii)8.9(iv)3.1 5. 20232024630 202363078.7202463059.213.7 6. 20232024630 202363060.2202463076.224.28.8® 7. 20246301.920236301.8 8. 20246306.7202363081.220246307.0202363081.42023 9. 20232024630 10. 2024630240.32023630380.4(i)(ii)(iii)® 11. 2023630267.152.42024630214.7 12. 2024630944.4869.075.4323.4192.591.423.2 20222024630333.6(i)163.6(ii)170.0403.9 2024630869.02023630110.42024630136.9 13. 202463020231231 (1)(2)(3)100%(4) 14. 2024630 15. 2024630 16. 2024630 17. 2024630 18. 20246302024 19. 2024630323202363049034.1%2024630 2024630128.02023630174.5 20246301%120.1% 2024630C1 20246302 C.2.12024731202