友芝友生物-B2024年度报告

2 8 10 12 13 24 36 58 82 84 89 90 92 93 95 CDMO CMO CRO 2024H 2024H2024H H1.00 2021827 H MAC3MPENSCLC2024HHH19,384,800H10.0%202391320241231 666 Zhou Pengfei 20244302024102220241022 16 33191915 H 183171712-1716 Dai Weiguo2024730 88173121209 Zhou Pengfei 724-4 13381 Zhou PengfeiDai Weiguo20247302024829 •8835 2496 835 488 71810-11 www.yzybio.com 2010142024 2024 1.2024202394.1 2.M7012024103.15M701 3.Y400Y400II 4.CSO 5.CMCM701 2025M701 Zhou Pengfei 2025328 2010(BsAb)Y-BODY®Check-Body Nano-Ybody® (MA)(MPE)BsAbTBsAbM701(TME)BsAbY101DY332M701Y101DM701EpCAMTCD3BsAbM701MAMPEY101DPD-L1TGF-βBsAb (1)M701 (2)Y400CMSR&D (3) MonoComboEpCAMCD33PD-L11TGF-ββVEGFANG22wAMDDME M701 M701BsAbEpCAMTCD3M701MAMPE •MAM701MAIIIM701MA 20242M701MAIII(CDE) 20243M701MAIII 20246M701MAII2024(ASCO)M701 202412M701MAII2024ESMO-ASIAM701 •MPEM701MPEIb/IIIb24IbM701NSCLCMPE 20243II 20249(ESMO)2024IbM701 202410M7012024107 M701MAIIIMPEII Y101D Y101DPD-L1TGF-βBsAbY101D1PD-1)PD-L1TGF-β20249Y101DI •Y101DIb/II20236Ib/IIIbII202310II2025Ib/II II •HCCY101D(HCC) Y332 Y332VEGFTGF-βBsAbY332VEGFTGF-β202310Y332I 20252Y332I18Y332 Y400 Y400Y400CMSR&DY4001VEGFA/ANG2VEGFAANG2VEGFY400IIY400III Y225 Y225EmicizumabY22550LGMP Y232 Y232TL1A×XBsAb 18A.08(3)M701Y101D Y332Y225Y232Y400 CMO/CDMO 1,4005002005020-24M701Y3322024M7013Y225Y400 CMO/CDMOM701CMO/CDMO 2025(i)M701M701MAMPEIIIII(ii)Y101DIb/IIIIY332I(iii)M701 (i)(ii) 2024123182.8 2024123125.0 (i)(ii)(iii) 13.011.13.42024 (i)(ii)(iii) 1.90.3(i)20242.0(ii)20241.6 (i)(ii)(iii)(iv)(v)CROSMO CMO/CDMO 155.1165.0M701MAIIIMPEIIY101D Ib/II (i)(ii)(iii)(iv)(v)(vi) 26.622.3 4.12.41.737.4 97.6191.794.1(i)107.8(ii)22.7(iii)24.6 2024123120231231196.7126.3 20241231221.3126.390.74.320241231186.175.849.439.520.60.50.4 100.7186.097.6(i)20.6(ii)7.0(iii)5.9(iv)16.0(i)54.7(ii)2.6 4.754.85.71.52.6 33.0176.3129.492.0 20241231 20241231126.976.950.02023123189.520241231126.92024123190.0 12310.5202312310.6 100%2023123170.6%20241231249.8% 20241231 20241231 202412315.57.90.4 20241231 Zhou Pengfei582014102018320229202211 Zhou34Zhou2005520061Schering-Plough Corporation201072008920106KY(6554)20117201732012120224 Zhou1989619946200511 Zhou201812201810 582010720221120107201812010720183 1995101999112002320117 1990620079202312 5520107202211 199271998820003202242002420106200762014720117 199261997122007720141220236EMBA 5020201202211 199910200122001320053200542009620097201222012320148201492015610932015720201220197202012 19997 4020229202211 20127201510201511201792017102019920191020253 2006620127 5220181202211 199671998101998102012920226 1996720096 43202410 202483005362023124302492015420111020177201342015320088201332003920087 2003720139EMBA200911 4120229202211 2007720114201152016520165201942019820198201911202311 2007620181020199 58202211112023925 3019947 19896199462002120014201212 40202211112023925 1420136AbaxGlobalCapital (Hong Kong) Limited20205 2008112011 45202211112023925 2009520124201792022920229 2004620097201311A202412 63202211112023925 1990719981199812006820069201852018620238 198212198771990620022 4920181 2004420121110932012112015820143201582014320161020161020177201882018820201220201120246 19977201512000120107 4720163 200632010320121 1999620095 3620215 2014420156201562016920169202032020420221 2011620147 42201822011120235 2008820101220226 2004620087202312 362023102011720244 20204202012 20116 Zhou Pengfei 4320216 CMC102008720215 200362008720206 452020720235 2014320207 2001620041220138 20218202211202011320114201512016120218 2001620047200292008112019920207 20236252023925VistraGroup12 20117(HKCGI)(CGI) 20241231 • • • C1 20241231 C3C3 2024123120241231 20241231 Zhou Pengfei 20244302024102220241022 Dai Weiguo2024730 Zhou Pengfei201863020201026202362 20241022202410153.09D 20241231 20241231 (1)(2)(3)(4)2024(5)(6)(7)2024829 C.2.1Zhou PengfeiZhouPengfei 20241231 3.13 20241231 20241231 20241231 20241231 AB 2024123120241231(i)2024630(ii)20241231(iii)20241231(iv) 20241231 20241231 E.1.520241231 Zhou Pengfei 20241231 1. 2. 3. 4. (1)(2)(3)(4) (1) (2)(3) •••18••• 20241231 A.2.120241231 ••• 20241231 20241231 1231 VistraGroup 202412313.2915 10% 10%9010% 3% 21152115 66633191915 info@yzybio.com (a) (a)(b)(c)(d)(e)(f)(www.hkex.com.hk) (b) (c) (https://www.yzybio.com/investor-relations/corporate-governance) (d) (1)(2)(3)(4)(5) (e) H 66633191915 (f) (g) 202461020245292024930 2010782022113H2023925 (BsAb) 5 8994 • •M701MAMPEMAMPEM701MAMPE •BsAbBsAbBsAbBsAbBsAbBsAb • • • • • 2024 202412311138825 17 28,413,11822,602,9135,810,205H2024123114.66% 19.9%46.6% 5% 5% 2024H 12 20241231 29 29 20241231XV(i)XV78(ii)352(iii) (1)2024123182,380,386111,468,814H (2)Zhou Pengfei201863020201026202362(i)(ii) (3)50%30%1,342,600H (4)50.76%Zhou Pengfei49.95%Zhou Pengfei16,792,707 (5)(i)72.38%(ii)(iii)(i)6,695,271H3,447,526(ii)3,700,872H