德琪医药-B2024 中期报告

(於開曼群島註冊成立的有限公司)股票代號: 6996 2 0 2 4中期報告 2 4 6 8 21 25 38 39 40 41 42 43 John F. Chin20248 1 20246 14 Maples Corporate Services LimitedPO Box 309, Ugland HouseGrand Cayman, KY1-1104Cayman Islands Rafael Fonseca 1065SOHOB1206-1209 Rafael Fonseca 110 Rafael Fonseca 881739901 Rafael Fonseca20246 14 97927 Maples Fund Services (Cayman) LimitedP.O. Box 1093, Boundary HallCricket SquareGrand Cayman, KY1-1102Cayman Islands 6996 183171712-1716 www.antengene.comwww.antengene.cn Davis Polk & Wardwell3A10 20201120 717710 161 3 20246302023630 202363072.011.2202463060.8202383692.HK®202312®20232024630202363015.6% 2023630121.193.8202463027.3 2023630226.195.32024630130.8 202363088.232.2202463056.02024 202363083.825.3202463058.5 2023630218.751.72024630167.0 2023630189.436.82024630152.6 2023630281.7123.02024630158.743.7% 2024630 •ATG-010XPOVIO®®XPO1 •20246(NHIS)®(rrMM)202471® •20247(NMPA)®B(rrDLBCL) •OnatasertibATG-008 mTORC1/2 •20245I/IITORCH-22024(ASCO 2024)ATG-008PD-1(CPI)(ORR)53.3%(DCR)86.7%ATG-008 •ATG-101PD-L1/4-1BB •ATG-101B(B-NHL)IPROBE-CNPROBE•20243ATG-101Cancer ResearchATG-101PD-L1×4-1BBPD-L1PD-L14-1BB •ATG-037CD73 •ATG-037ISTAMINA •ATG-022Claudin 18.2 •20243ATG-022IICLINCH •20246ICLINCHASCO 20242023109100.32.4(DLT)I72.4 mg/kgCLDN 18.2(CR)1.8 mg/kgCLDN 18.2(PR) •ATG-031CD24 •20246IPERFORMASCO 2024202444 ATG-042PRMT5-MTAATG-201CD19 x CD3 T 2+1TAnTenGager™T(CRS) •• 2017 18®(NDA)(BPOM)®NDAB 2024 20246NHIS20246®202471® 20246®B ATG-010®®XPO1 ®(SINE)Karyopharm Therapeutics Inc.Karyopharm® Karyopharm201973(FDA)®(PI)(IMiD)CD38(mAb) 2020622®FDABB20201218FDA® 20217(MFDS)®CD38NDAB202112MFDS(sNDA)® 202112®CD38 20235®NDAB 20236®(XVd)(PBS) 20237®NDA(Xd)PIsIMiDsCD38 20238®®®200100100535® 202312®NDA(Xd)PIsIMiDsCD38 202312®PIIMiDCD38mAb2023202411 ®NDA®(Xd)(XVd)PBS®(Xd)BPOM®NDA ® IIIBENCH R-GDPBII/IIIKaryopharm(XPORT-DLBCL-030) OnatasertibATG-008 mTORC1/2 Celgene CorporationonatasertibonatasertibPD-1I/IITORCH-2 20245I/IITORCH-22024 ATG-008(ONATASERTIB) ATG-101PD-L1/4-1BB20223ATG-101I(IND)2022820229ATG-101FDA(ODD) ATG-037CD7320222(HREC)I20226202211ATG-037I202372024630STAMINA ATG-022Claudin18.2202212HRECATG-022I2023320233IND2023520235ATG-022FDAODD2024630ATG-022II ATG-031CD2420235FDAINDB-NHLPERFORMI2023122024630PERFORM ATG-042PRMT5-MTAATG-042IND(CTA) ATG-201CD19 x CD3 TATG-201IND/CTA AnTenGager™TAnTenGagerT 202463099ATG-010XPO1ATG-008onatasertibmTORC1/2ATG-101PD-L1/4-1BBATG-037CD73ATG-022Claudin18.2ATG-031CD24®2023PIIMiDCD38mAb202320241120246®B 20242023630121.7207.72024630(PCT)911 20248®NDA(1)(2)CD38 821IICLINCH21CLDN18.2ATG-022125(PR)ORR41.7%CLDN18.2DCR100%II CLINCH 20249®NDA(1)(2)CD38 2021®ATG-010NDA202220232024BNDA NDA® 202363072.011.2202463060.820238®202312®20232024630202363015.6%® 2023630121.193.8202463027.320246306.2202363092.3 2023630226.195.32024630130.8(i)49.9(ii)20246302023630Calithera40.5ATG-037 202363088.232.2202463056.0(i)202463021.3(ii)10.620238 202363083.825.3202463058.5 2024630 202463014929 20246301,023.7202312311,187.72024630 2024630 20246301,112.61,023.788.92024630194.4182.811.6 100%2024630572.4%20231231650.6% 100%202463032.0%2023123129.1% 20246302024630 2024630 2024630 202463043.0 5920188282020818 3070 2001820012Johnson & Johnson Pharmaceutical Research & Development,L. L. C.20064200810NovartisAGNOVN.SIXNVS.NYSENovartis Oncology20081020173CelgeneBMY.NYSE®POMALYST®IDHIFA®201411202012201742022224202415SanReno Therapeutics Holding Limited 19897199412006 422020682021618 16200462008112012820176Pine River Capital Management201782019820191020206BFAM Partners(Hong Kong) Limited 20045201511 492020119 199972002720053200812McKinsey &Company20091201032010420121Boehringer Ingelheim Pharmaceutical Co.,Ltd.20121201312Fidelity Growth PartnersAsia20142201810FountainVest2018102023122024Trumed Investment 199671999720045 412020119 20057200772007720119201110201252013120161200820163201762017920197Canada Tenkey Holdings20182Sheng Qian Plus Corp 200572015120126201492018620187 Rafael Fonseca572023414 FonsecaGetz FamilyFonsecaDamon Runyon-Walter WinchellInternational Waldenström Macroglobulinemia(ASCO)(ASH)(R01, P01, SPORE)Damon RunyonFonseca300 Fonseca199119941998Damon RunyonGoldwater 5920188282020818 47202212(CMO) 207181012(GCL)Exjade®Nexavar®Xofigo®Stivarga®6002763.5(IND)(NDA) 422020682021618 402020818 20082200952010102011520111020125CBRE2013320175CITIC Senior Living Ltd.CITIC Senior LivingLtd.20176120176 20077201011 C1C.2.1 C.2.1 202412 31 C3 2024630 202011202,274.702024630508.35 202011920243222024630 (1) (2)202432220231231553.932024322 (3)2024630508.3520251231 2024630571XV(a)XV78(b)352(c) (1)L(2)2024630(3)Meiland Pharma Tech SPCMeiland175,927,994MeilandAM & Beyond TrustJAY MEI2022 GRATJAY MEI 2023 GRAT16.48%15.15%1.28%67.09%AM & Beyond TrustJAY MEI 2022 GRATJAY MEI 2023 GRATMeiland(i)4,670,000(ii)3,000,000(4)John F. Chin135,496John F. Chin(i)1,380,000(ii)310,000John F. Chin202481(5)(i)3,600,00