AI智能总结
LUYE PHARMA GROUP LTD. 02186 20241231 •2023123181.71.3%6,061.4•EBITDA20231231114.25.5%2,191.7•20231231160.03.8%4,044.266.7%•20231231139.119.9%839.2•645.020231231105.9•471.92023123160.7•12.542023123114.29•20241231 20241231 20241231 20242023 20241231 1 20037220045520121129201479 Clarendon House, 2 Church Street, Hamilton HM 11, Bermuda33207 2 20241231 (a) (b) (c) 3 20202022 161117 (a)1616 (b)20202022 2023202411 (c)77 5 20242023 (ii) 30 1231 169,955133,58412,35168,640 182,306202,224 * 7 16.5%202316.5%2,000,00020232,000,0008.25%20238.25%16.5%202316.5% 17%24%13.5%29.125%19%30% 21%202321%2023 20081125% 15%202315% 20242023 23.1%202323.0% 2024123120241231 202412312024 9 202412312023 10 3,761,670,64320233,728,362,856 202320241231 202412319131,227,0002023377,023,0002024264,739,0002023 12 90 202412 3146,371,0002023326,390,000 (a) (i)165,711,000202361,761,000(ii)794,133,0002023460,627,000(iii)28,950,00020235,735,000(iv) (b)4.85%6.00%297,004,0002023350,227,000 15 Steward Cross Pte. Ltd.Steward CrossLuye Pharma Venture CapitalLPVCGeneleap Biotech LLCGeneleap Biotech (i)(ii)(iii) (b) (c) 2010 8GMP3080 20241231 202312311.3%6,061.42023123162.11.1%5,689.5 IQVIA6531 ErzofriRykindoLY30410 4.8%1,613.31.8%2,084.61.6%1,660.013.7%388.9 17 20241120242024202511 20214VEGF20241231mCRCBLA ADT202320241120242024202511 NASDAQBGNE06160688235 202412SCLC 2020FDA199728FDASCLC®17 1202412312009 20246 IR50 202211120241120242024202511 2021120241231202312Rykindo20231FDAI Erzofri Erzofri20247505(b)(2)505(b)(2)202311,666,5732039 20246 202467CDS 20241231IQVIA2024122IQVIA2024 IQVIA2024362024 IQVIA2024 2024IQVIA2024112024 T-cell EngagerADC20241231649583182024123127582580124 2024123123125611 LY01610SCLC LY01610122LY01610(ORR)(DOR)(PFS)(OS)LY01610 •20243LY016103 LY30410 2021AD202310AD •20246Towa Pharmaceutical Co., Ltd.NDAAD CDE20221220246 •20246 NDA20238CDE20246 CDSDA7CDS •20246 •20246 Erzofri 202311,666,5732039Erzofri505(b)(2) •20241505(b)(2)FDAFDAErzofriNDAErzofriNDA•20246FDAErzofriNAI483FDA(PAI)•20247ErzofriFDA LY030201(TAAR1)52C(5-HT2CR) LY03020ADPEPS •20248CDEAD •20251FDA LY03021NETDATA(GABAAR PAM) LY030212421NOAEL50 •202411CDE 2020FDA199728FDASCLC17 •202412SCLC LY03015VMAT22Sigma-1TDHD LY03015LY03015VMAT2LY03015CYP2D6 •20251LY03015LY03015TD ®BA610160mgRANKG2Prolia 202211 •202413FDAEMAPMDAFDAEMAPMDA3BA6101BA1102BLA BA1102120mgRANKLG2 •202413FDAEMAPMDAFDAEMAPMDA3BA6101BA1102BLA •20245GCTB1≥45kg BA51011(GLP-1)Trulicity BA51012BLA •202433•20245CDEBLA•20248FDABA5101 BA9101 (nAMD)(DME)(RVO)(DR)(mCNV)(ROP) •202443 7CDEBLA BA2101IgG44IL-4R BA2101BA21011BA2101 •202412 BA1301Claudin18.2ADC BA1301Claudin18.2ADCClaudin18.2 1BA1301FDAODD BA1302CD228ADC BA1302CD228ADCBA1302CD228CD228sMFI2BA1302(BNLD11)4BNLD11 BA1302CD228(PDX)BA1302 •20247BA1302CDECD228ADC•202411BA13021•20253BA1302FDAODD 8050 20241231311,0001,73022,430202412312,31089.5%6,04067.0%14,08065.0% •20241BA2101BA2101COPDBA2101COPD •20242Myung In Pharm •202411BA6101BA1102 •20251BA6101BA1102 8GMP2024123120241GMPGMPUCB Neupro©2027 20241.0%202420234.0%20247.2% 10 2021IQVIA202410021.0%2023IQVIA2024GnRH111 202412 20245GCTB20246 1050 RykindoErzofri 202235,000 Erzofri20247Erzofri202431.25Erzofri Erzofri50 320241120242024202511 (BA5101)(BA9101)BLA2025BA6101BA1102320252026BLA BA2101BA1106 BA1202 BA1301BA1302LY03014LY03015LY03017 LY03020LY03021 6,061.4202312316,143.181.71.3% 2,084.6202312312,122.437.81.8% 1,660.0202312311,687.427.41.6% 388.920231231450.461.513.7% 1,613.3202312311,694.681.34.8% 314.720231231188.3126.467.1% 202312311,938.92,017.233.3%20231231 4,044.2202312314,204.2160.03.8%66.7%2023123168.4%20231231 360.020231231501.8141.828.3% 1,816.4202312312,056.2239.811.7%30.0%2023123133.5% 582.020231231644.062.09.6% 604.020231231631.127.14.3% 561.820231231675.5113.716.8%20231231 194.220231231161.033.220.6%23.1%2023123123.0% 645.020231231539.1105.919.6% 202412312,539.0202312312,565.5202312311.32202412311.24 202412318,294.4202312317,486.16,574.01,720.45,845.720241231 202412312023123155.3%52.7% 20241231 2023 202376180,000,0006.25%202320237720238162028764.8820232026762028766.25%1676 2024 2024103020241213100,000,00050,000,0005.85%2024202412102025123202510293.6722024202510295.85%1304307301029 20241231 202412312023 20255282025523202552820255282025522183171712–1716 C1 20241231 C.2.1 C3 20241231 2024 2024(www.luye.cn)(www.hkexnews.hk) 2025328