创胜集团-B2024年年度报告

2024 24671239717699102103105106108179181 Kumar Srinivasan20244 30 20246 720244 302025228202531 20246 720248 28 Kumar Srinivasan •88135 20246 720248 28 Walkers Corporate Limited190 Elgin Avenue, George TownGrand Cayman KY1-9008Cayman Islands Kumar Srinivasan 218B6-501215123 8240 3319192820251 10 Walkers Corporate Limited190 Elgin Avenue, George TownGrand Cayman, KY1-9008Cayman Islands Skadden, Arps, Slate, Meagher & Flom1542 1617 81111101-1104 110158 86/10/11/16/17 Walkers (Hong Kong)1815 6628 http://www.transcenta.com/ 2024 Claudin18.2osemitamab (TST001)FDAMFDS3osemitamab (TST001)ASCO 2024ESMO2024IIosemitamab (TST001)CAPOXG/GEJ2024Claudin18.22025 20242024WCO-IOF-ESCEOblosozumab (TST002) I(BMD)blosozumab (TST002)II LIV-1(ADC)ADCI BAFF/APRILTST801BB CDMO2025 osemitamab (TST001)blosozumab (TST002)II 2025 20253 30 •202312 3153.842.5202412 3111.3CDMO•202312 3137.313.8202412 3123.5202412 31•202312 312.422.62024123120.2•202312 31382.0189.9202412 31192.1•202312 31117.446.9202412 3170.5•202312 31465.7171.4202412 31294.3 •202312 3153.842.5202412 3111.3CDMO •202312 3137.313.8202412 3123.5202412 31•202312 31372.5194.4202412 31178.1•202312 3198.638.1202412 3160.5•202312 31437.3166.9202412 31270.4 Claudin18.2osemitamab (TST001)(G/GEJ)(FDA)()(MFDS)9ESMO()2024osemitamab (TST001)(G/GEJ)(TranStar102) GCLDN18.2PD-L1(PFS)14.268%III(TranStar301)osemitamab (TST001)Claudin18.2(G/GEJ)(G/GEJ)Claudin18.220248Claudin18.2202411Claudin18.220253Claudin18.2 blosozumab (TST002)42024WCO-IOFESCEO(SAD)1,200 mgblosozumab (TST002)85BMD3.52%6.20%BMD1.30%2.24%BMD(2.77%) 202412(SABCS)TST013TST013LIV-1(ADC)I(TNBC)MMAEADC 2024TST801INDTST801BAFFTACIBAFFAPRILTACIB(SLE)(LN)IgA(IgAN)TST801 HiCBosemitamab(TST001)GMP OsemitamabTST001ADCCClaudin18.2 •202442024(AACR)TranStar101PKOsemitamab(TST001)TranStar102 •20246(ASCO)osemitamab (TST001)CAPOXTranStar102GCLDN18.2PD-L1 CPSClaudin18.2PDL1(PFS)12.6IIICLDN18.2•20248Claudin18.2•20249ESMOosemitamab (TST001)CAPOX(TranStar102)GCLDN18.2PD-L1PFSPFS14.268%82CLDN18.21273.8%•202411Claudin18.2 Osemitamab (TST001)(CDx) •CDxClaudin18.2(CDx)osemitamab (TST001)Claudin18.2TranStar301III20244AACRosemitamab (TST001)III Blosozumab (TST002) •Blosozumab (TST002) SAD2024WCO-IOF-ESCEO42024(CSOBMR)1,200 mgblosozumab (TST002)85BMD3.52%6.20%BMD1.30%2.24%BMD(2.77%) TST003GREMLIN-1 •TST003-1001FIHTST003PK•2024AACRTST003-1001(TiP) TST105ADC •TST105FGFR2b(ADC)FGFR2bADC TST013ADC •TST013LIV-1ADCLIV-1ADCTOPO-IPKADCINDADCTST013 •2024122024(SABCS)TST013LIV-1ADCITNBCMMAEADCLIV-1 ADCADC-1 ADC-2I(TopoI)TNBCADCMMAEADCADC-1ADC-2LIV-1Topo ILIV-1ADCADC-1ADC-2LIV-1 TST801 •TST801BAFFTACIBAFFAPRILTACIBSLELN IgANTST801BINDBAFFBDNA (dsDNA)A(IgA)M (IgM)G (IgG) TST808B •TST808BTST808BTST808IgANIND •BMSTranStar102osemitamab (TST001)2TranStar101 •Claudin18.2CDxosemitamab (TST001)TranStar301III•osemitamab (TST001)•••(HiCB)•siRNAsiRNACDMO•ExcelPro CHOCHOExcelPro CHO CMCCDMO CMC •osemitamab (TST001)FDA Cosemitamab (TST001) •CDMO••CDMO CDMO •siRNA•ADC• osemitamab (TST001)FDA(MFDS)osemitamab (TST001)Claudin18.2IIIClaudin18.2 CMCHiCBCMCCDMO 15blosozumab (TST002) PD-L1=1TGFβ=βMASP2=2IND=FIC=HPV=NSCLC=SLE=LN=TMA=IgA=AMono=Combo=Chemo=VEGFR2=2 (1)20219 14 (2) TST001TST002 TST004 TST801 TST808TST003TST008 osemitamab (TST001)MSB0254TST003 TST105 TST012 TST013 •Osemitamab (TST001)Claudin18.2III(TranStar301)osemitamab (TST001)Claudin18.2FDA(MFDS)Claudin18.2 •MSB0254VEGFR2•TST003GREMLIN-1•TST012FGFR2bADC•TST105FGFR2bADC•TST013LIV-1ADC MSB0254TST003 osemitamab (TST001)osemitamab (TST001)Claudin18.2TST003MSB0254 Osemitamab (TST001)ADCCClaudin18.2 Osemitamab (TST001)Claudin18.2ADCCClaudin18.2(PDAC)osemitamab (TST001)+-Claudin18.2PDAC Claudin18.2Claudin18.2III38%Osemitamab(TST001)Claudin18.2ADCCADCCClaudin18.2osemitamab (TST001)~55%osemitamab (TST001)Claudin18.2 2024osemitamab (TST001) •202442024AACRTranStar101PKOsemitamab(TST001)TranStar102 •20246ASCOosemitamab (TST001)CAPOXTranStar102GCLDN18.2PD-L1 CPS(H/M) Claudin18.2PDL1(PFS)PFS12.6IIICLDN18.2•20248Claudin18.2•20249ESMOosemitamab (TST001)CAPOX(TranStar102)GCLDN18.2PDL1PFSPFS14.268%82CLDN18.21273.8%•202411Claudin18.2 Osemitamab (TST001)CDx •CDxClaudin18.2(CDx)osemitamab (TST001)Claudin18.2TranStar301III20244AACRosemitamab (TST001)III MSB0254VEGFR2 MSB0254VEGFR2MSB0254VEGFR-2VEGFR-2VEGFR-2IRP2DVEGFR2MSB0254 TST003GREMLIN-1 TST003GREMLIN-1FIH •TST003-1001FIHTST003PK•2024AACRTST003-1001(TiP) TST012FGFR2bADC TST012FGFR2bADCosemitamab(TST001) TST105ADC TST105FGFR2b(ADC)FGFR2bADC ADC TST013ADC TST013LIV-1ADCLIV-1ADCTOPO-IPKADCADCTST013 •2024IND •2024122024(SABCS)TST013TNBCILIV-1ADCMMAEADCLIV-1 ADCADC-1 ADC-2I(Topo I)TNBCADCMMAEADC ADC-1 ADC-2LIV-1Topo ILIV-1ADCADC-1ADC-2LIV-1 blosozumab (TST002)TST004TST008TST801TST808 blosozumab (TST002)IITST801IgA(SLE)1844 Blosozumab (TST002) Blosozumab (TST002)blosozumabIIblosozumab(BMD)12blosozumabBMD17.7%BMD6.2%32blosozumab(TST002)851,200 mgblosozumab (TST002)85BMD3.52%6.20%BMD1.30%2.24%P