药明巨诺-B2024年度报告

2024 目錄 2461114404696117122123125126128194 公司資料 (1) (5)(1)Debra Yu Yiping James Li(2)(7)Sungwon Song Debra Yu(6)(1)(7) (3)(4) (5)Debra Yu(8) (1) (5)(7)(8) 826 Debra Yu(6)Sungwon Song(8) 17 Maples Corporate Services LimitedPO Box 309, Ugland HouseGrand Cayman, KY1-1104Cayman Islands 699B5 •(9)8835 131 2126 www.jwtherapeutics.com Maples Fund Services (Cayman) LimitedPO Box 1093, Boundary Hall, Cricket SquareGrand Cayman, KY1-1102Cayman Islands 183171712–1716 9.202410 31 2024 2024®relma-celSLE •20248®r/r MCL®r/r MCL2024®r/rLBCLII20251® •relma-celSLEIIT2024IIT20245relma-celSLEI2024 •MAGE-A4TCR-TMAGE-A4MAGE-A4 2024®1602023202420252024®10280® 2024®98%202448.9%2023 2025 •2026•®®2LLBCLrelma-celSLE• •202412 31158.2202312 31173.99.0%2024®® •202312 3188.212.4%202412 3177.3202312 3150.7%2024123148.9%® •202312 31113.224.0%202412 31140.42024202348.4202497.22024 •202312 31140.014.2%20241231120.1 •202312 31413.631.6%202412 31283.0(i)2023173.82024114.3(ii) •202412 31147.6202312 31219.22023181.227.0%2024132.32024IIJWATM204/214JWATM204/214JWCAR1292024202321.7 •202412 31590.6202312 31768.0(i)(ii)(iii)20242023(iv)JWATM204/214JWCAR129(i)®(ii) •202412 31757.4202312 311,005.9202412 31248.5 1 1202312 31514.5109.020241231405.5(i)(ii) 業務摘要 202412 31®®r/r LBCLIND®r/rMCL®r/rMCL 2024 •2024202412 3148.9% •202412 31®80102• •®r/r LBCLII2024®2025•20241®r/rMCL®20248®r/r MCLBTKi2025•2024JWCAR201CAR-TIIT •relma-celSLEIIT2024 •IIT20245relma-celSLEI2024•2024JWCAR201CAR-TIIT •2024A4MAGE-A4DeltaNotch3DLL320222seventybio,Inc.2seventybioJuno Therapeutics Inc.Juno2seventy bioRegeneron Pharmaceuticals Inc.RegeneronRegeneronJuno CARBCAR TCARCAR ®98%LBCL •2024202412 31 管理層討論與分析 2016 CAR-T®JunoCAR-TCD19CAR-T®r/r LBCL24r/rFLr/rMCLBTKi®1CAR-TCAR-T 2024CAR-T2023CAR-TCAR-T2030CD19CAR-T2024®relma-celSLE ®2023 2024®CAR-T ®CAR-T ®202412 31®80102® 2020(i)1–2—(ii)2–3—(iii)3–5—20222022202412 31 CAR-TCAR-T®r/rNHL® 2024®relma-celSLE2024®r/rMCL®20248®r/rMCLBTKi20242L LBCL®MAGE-A4DLL32024relma-celSLEIND JWCAR201BCAR T2024JWCAR201IIT2024relma-cel(ALL)(CLL) LBCLBFLMCLALLCLLMMNHLSLE *1.Relma-celJunolisocabtagene maraleucel (Breyanzilisocabtagene liso-cel)CAR20212FDA2.JWCAR129Junoorvacabtagene autoleucel (orva-cel)CAR3.SLEB —®relma-celJWCAR029 ®CAR-TCD19LBCLFLNHLB®LBCLr/r FL r/rMCLrelma-celLBCL® ®2JunoCARCARJunoBreyanzilisocabtageneliso-cel20212FDALBCL2022612LBCL LBCL 20219 1®r/rLBCL®1CAR-TCAR-T ®CAR-T®LBCLIIORR77.6%CRR53.5%5.1%sCRS3.4%sNTOS69.3%66.7%2023122024 LBCL 20231®r/rLBCLINDBreyanziFDABreyanzi20233IND2023112024®2025 LBCL 20233®LBCLIITCD19CAR-T®IIITLBCLR-CHOP3100® LBCLILBCLIIT FL 20209®r/rFL20222202210®r/r FLCAR-T ®r/r FL®r/r BRELIANCEB6320211263RELIANCEB®r/rFLORR=100.0%CRR=85.2%ORR=92.6%CRR=77.8%CAR-T 20221264®r/rFLIIRELIANCEB202112 17®2811.7®CRRORRORRCRR100.0%92.6%—3NT3CRSRELIANCE2025 r/r MCL ®CD-20BTKiMCLII®r/rMCL59CD-20BTKir/rMCL20248®r/r MCLBTKi®r/rMCL20224®202312 20231265®MCL202310 2559®®CRRORRORR81.36%CRR67.80%®59≥3CRS6.78%≥3NT6.78% SLE SLEBSLE30/100,000270,000—440%SLE50% BBCDTSLE CD19BCD19CAR-TBCAR-T15,000CAR-T 20234relma-celSLEINDrelma-celSLE2024IIT/INDSLECAR-TB SLE HCCNSCLCAFPGPC3-3r/rHASMAGE-A4A4DLL3 Delta3 * 1.JWATM204IJWATM203JWATM204CARINDI/II202111FDAJWATM203HBHCCHB20222FDAJWATM203JWATM204 2.Lyell JWTCR001 JWTCR001MAGE-A4MAGE-A4TCRMAGE-A4TCR-TRegeneronCTBR12TGF-betaFLIP5MAGE-A4TCR-TMAGE-A4BLA20241 31FDA 2022102seventy bioMAGE-A4MAGE-A42seventy bio2024RegeneronRegeneronRegeneronMAGE-A4IIT2024IIT 18A.05® CD19CARCAR CARCAR BCARTCAR2024BCAR2025 CAR2025 CAR 2020610,000GMPQMS LBCL98%20222023 •®•®••• 202412 31202312 31 — 1. 202412 31158.2202312 31173.92024®® 2. 202412 3180.9202312 3185.6 3. 202412 3177.348.9%202312 3188.250.7% 4. 2023202412 31 202312 31113.2202412 31140.42024202348.4202497.22024 5. 2023202412 31 202312 31140.0202412 31120.1 6. 2023202412 31 202312 31413.6202412 31283.0(i)2023173.82024114.3(ii) 7. 202412 316.9202312 318.2 8. 2023202412 31 202312 31219.2202412 31147.62023181.227.0%2024132.32024IIJWATM204/214JWATM204/214JWCAR1292024202321.7 9. 2023202412 31 10. 202412 31590.620231231768.0(i)(ii)(iii)20242023(iv)JWATM204/214JWCAR129(i)®(ii) 11. 202312 31514.5109.0202412 31405.5(i)(ii) 12. 202412 31808.7757.451.3465.170.5361.616.2202412 3125 2024202412 31381.1 202412 31757.4202312311,005.9248.5 202412 3179.542202412 31 13. (1)(2)(3) (1)(2)(3)100%(4) 14. 202412 31 15. 202412 31 16. 202412 31 17. 202412 31 18. 202412 312024 19. 202412 31281202312 3139829.4%202412 31 MAH 202412 31227.7202312 31323.6 1.2.3.4. 2023 20245 202023202340145 140.6%20231IIII 81202270202242.9%2023IIIENT 1202220236656.3%20236693.4% 2022 董事及高級管理人員 5220247 3120253 13252018220229180120121020181F. Hoffmann-La Roche Ltd.RocheRoche19952012 20046(HarvardBusiness School)19946 Yiping James Li612024820162202472020720253 Kleiner PerkinsMerck & Co., Inc. 19877199112University of Montana 4020205 22 1020111020136N M Ro