圣诺医药-B2024中期报告

2 4 28 60 61 62 63 64 110 115 公司資料 202462820246282024620 David Mark Evans2024620 20245102024620 Sirnaomics, Inc.20511 Seneca Meadows Parkway, Suite 200GermantownMD 20876U.S. 2024620 218A4415 20246282024620 18346 公司資料 1 PO Box 309, Ugland HouseGrand Cayman, KY1-1104Cayman Islands Wells Fargo Bank, N.A.420 Montgomery StreetSan FranciscoCA 94104U.S. Maples Fund Services (Cayman) LimitedPO Box 1093, Boundary HallCricket SquareGrand Cayman, KY1-1102Cayman Islands 127 183171712–1716 66101001 8835 Maples and Calder (Hong Kong) LLP1826 99 www.sirnaomics.com 2257 管理層討論與分析 Sirnaomics2007RNASirnaomics— PNPGalAhead™ STP705STP707(NMSC)PNPRNAi GalNAcGalAhead™mxRNAmuRNAGalAhead™STP122GIGalAhead™ RNAi RNARNAimRNARNASirnaomicsRNAimmunemRNAEDIRNA 管理層討論與分析 SirnaomicsSTP705STP707STP122GRNAimmunemRNARV-1730RV-1770I 1.RNAimmune isSCC =BCC =PNP =(PNP) RNAiPNP-IT =PNPPNP-Subcu =PNPPNP-ID =PNPPNP- IV =PNPGalAhead™ =GalNAcRNAiGalNAc RNAiLNP-IM =mRNA(LNP)RSV =mxRNA-= mxRNA™RNAimuRNA-= muRNA™RNAiATTR =OL China = 管理層討論與分析 2024STP705STP122G202420245172024531 STP705NMSC STP705(STP705)TGF-ß1COX-2pixofisiran INNlixadesiran INNPNPTGF-ß1COX-2TGF-ß1COX-2STP705PNP 69isSCCSTP705IIaIIb30BCCIIFDAsiRNA STP705isSCCFDAII/IIIIIISTP7052024416FDA 管理層討論與分析 STP705 (RF)(DCA)(LSR)LSRTGF-ß1COX-2/PTGS2PNPsiRNASTP705(AE)LSR(ECG)32STP705LSR DCALSRSTP705DCASTP705LSRSTP705DCASTP705STP705DCALSRSTP705ILSRDCA STP705 STP707 STP707(STP707)STP705siRNAI 管理層討論與分析 STP70750STP707283 mg6 mg12 mg24 mg36 mg48 mg284STP707 FDA1150STP707(SD)STP707T(TME)SDSTP707 20246STP707 I115664Folfirinox12119212mg3124mg6548mg112128111(TRAE)12 TMETGF-ß1COX-2TSTP707PD-L1ISTP707 管理層討論與分析 STP122G STP122GGalAhead™siRNAGalNAcISTP122G(DVT) 20241STP122GI8140140STP122GSTP122G 20247STP122G202478 RV-1770 RV-1770RNAimmunemRNA(RSV)AIRSVRV-1770RSVABFDA(IND)(CDE)IND RV-1730 RV-1730RNAimmunemRNASARS-CoV-2DeltamRNAFDAINDRV-1730RV-1730RNAimmunemRNA 管理層討論與分析 siRNAPNPGalAhead™RNAimmuneLNP PNP STP355 STP355TGF-ß1VEGFR2 siRNATMESTP355PNPSTP355STP355INDSTP355P<0.05TGF-ß1siRNA(siTF1)(FACS)STP355TNKSTP355IND STP369 STP369BCL-xLMCL-1 siRNAPNPSTP369STP369——STP369 管理層討論與分析 GalAhead™ STP125G STP125GC3(APoC3)siRNAsiRNAGalNAcAPoC3-GalNAc-siRNAGMP 20247STP125GINDGalAhead™mxRNA(NHP)FDAINDSTP125GINHP(N=4)STP125G1mg/kg3mg/kg10mg/kg10mg/kg4913STP125G50mg/kg100mg/kg250mg/kg10mg/kg STP144G STP144GB(CFB)siRNAsiRNAGalNAcSTP144GGMP STP136G STP136G(AGT)siRNAsiRNAGalNAcSTP136G 管理層討論與分析 STP237G STP237GAGTAPoC3siRNAsiRNAGalNAcSTP237G STP247G STP247GCFB5 (C5)siRNAsiRNAGalNAcSTP247G --(AODC) 20246-(ODC)ODCODCCHK1 mRNAsiRNACHK1IC50100ODCCHK1CHK1siRNANSCLCTNBCSirnaomicsAODCRNAi RNA(1)PNPRNAi(2)GalNAcRNAiGalAhead™siRNA 管理層討論與分析 PNP18PNPPNP——RNA—RNAPNPPNPPNPRNA GalNAcRNAiGalAhead™SirnaomicsRNAiRNAmRNAmxRNA™muRNA™mxRNA™30ntmuRNA™ASGPRsiRNANHP 20248Gore Range(i)Gore RangeSagesseSagesseBio(ii)Sagesse BioSirnaomicsRNAiGoreRange Sagesse BioSirnaomicsSirnaomics33Sagesse Bio(60%)Gore RangeGore RangeSagesseBio 管理層討論與分析 2024812024822 Sirnaomics(MNC)PNPSirnaomicsMNC—(HKP)——(HKP+H) Sirnaomics GMPPNPPNPPNPPNP GalAhead™CDMO 2021GalAhead™STP122GGalAhead™Sirnaomics 管理層討論與分析 SirnaomicsRNARNAi 20232024 管理層討論與分析 (1)202478——(2)(3) STP705STP707STP122G STP705STP705isSCCSTP705BCCSTP707STP122GSTP705 isSCCSTP705FDAisSCCsiRNASTP705FDAII/IIIIIISTP7052024416FDASTP705 管理層討論與分析 STP705STP707PNPSTP707PNPSirnaomicsRNA20246272024628STP707 IIISTP707CCAHCCIISTP707STP707 STP122GII5212I2025STP122GI STP705STP707GalAhead™STP122GSTP125GSTP144G 2024(i)RNAimmuneRV-1770(ii)SirnaomicsGore Range 管理層討論與分析 STP705isSCCisSCCSTP705STP7052027FDAFDAFDAFDA (i)(ii)(iii)(iv)(v)(vi)(vii)(viii)(ix)(x)(xi)(xii)(xiii) 管理層討論與分析 2024630202463043.5202363041.1 2024630 (i)(ii)(iii) 管理層討論與分析 202463020236301.10.111%1.020236300.8202463036,00020246300.7 (i)(ii)(iii) 20236300.2202463023,000(i)20236300.2202463041,000(ii) 20236300.2202463018.1—— RNAimmuneRNAimmuneA 202463020236300.41.0215%1.4RNAimmune 管理層討論與分析 (i)(ii) 2024630202363010.80.66%10.2 管理層討論與分析 (i)(ii)CRO(iii)(iv)(v)(vi)CRO 2024630202363030.716.454%14.32024630 管理層討論與分析 20246307,0002023630150,000 202463020236300.40.118%0.5 2024630 202363041.1202463043.52024630 管理層討論與分析 202363038.322.960%202463015.4 20236305.620246300.2(i)(ii) 20236303.83.182%20246300.7 202463020246300.4 2024630 20246302023123123.97.7 202463021.67.71.912.0202463044.610.738,0000.70.432.00.8 20246302023123124.517.8(i)2023123120.020246301.9(ii)2023123123.920246307.7 管理層討論與分析 1. 2. 202220231231155 202212292023112 2023123120.0 202478202475 管理層討論與分析 2024729(i)(ii) 2024815202463020246301,935,000 20246301,935,0005.6%202463018,108,000 20249 2024630 2024630 2024630 管理層討論與分析 2024630 2024630902024630 20246308.51.6202363011.91.8 — 企業管治及其他資料 202112112,770,00020224222024630 1717.12 (1) (2) (i)(ii)(iii)(iv) 企業管治及其他資料 (3) (i)(ii)(iii)(iv) (4) 企業管治及其他資料 (5) (i)(ii)(iii)(iv) (6) 12,770,00012,770,000 (7) 企業管治及其他資料 (8) (i