三生制药2024年度报告

2356933386180888990929497 rhEPOrhTPOIQVIA1266.6%rhEPOrhEPO42.0%TNFHer-2 ADC 302918661311RAADCOPD321 20INDFDApegsiticase1PD-1 5,57711,000 Cricket Square, Hutchins DrivePO Box 2681Grand Cayman, KY1-1111Cayman Islands 33191918 13 Conyers Trust Company (Cayman) LimitedCricket Square, Hutchins DrivePO Box 2681Grand Cayman, KY1-1111Cayman Islands •97914 183171712–1716 77334 77 Conyers Dill & Pearman8129 97927 01530 www.3sbio.com 1234SSS06608IL-17CLDT30 •707VEGF/PD-12024PD-L1(NSCLC)NSCLCII20253PD-L1NSCLCIII •705PD-1/Her2Her-2I •706PD-1/PD-L1I •SSS06rESPCKDNDA20247CDE(CRA (cancer related anemia))2024II •SSS17HIFII2025III(POA)IND •613IL1IIIII•611IL4RADIIIII(CRSwNP)IIIADIIADIbCOPDII•610IL5IIIII•626BDCA2(SLE)(CLE)IIND•627TL1A(UC)IND •VEGF(601A)BRVO•(WS204)III 300199.SZ(MAH)HER2 ADCDB-1303DB-1303 NKA++ 5% IIIROGAINE® ITP ITP ITPITP 2.74,500(MAH) III HER2 ADC ADCHER2 ADCDB-1303HER2 ADCDB-1303 rhTPOCITITPITPCITITP CITITP(CSCO)CTIT20243rhTPOI20214rhTPO20205rhTPOITPITPITP20196rhTPOCITrhTPO 1)IL2)3)34.3%66.6%ITPNDAIII CKDCIArhEPOrhEPOrhEPOrhEPO10,000 IU1)2)3)4)5) IITNFRAASRAASTNFTNFRATNFRATNFEULAR2022(GRAPPA)20217 FcHER2HER2(CSCO)20242024HER2HER2HER2 OTCAGAFDA1)2)3)AGA20225%(FAGA) 1)2)3)5%(OTC) 2.5 ® TRK-820Remitch®NDA®2024TRK-820 20080DOPPS (Dialysis Outcomes andPractice Patterns Study )82%39%19% ® CDMO CDMOSirton Pharmaceuticals S.p.A.Sirton500GMPCDMO7.6 (MN709)5% (rhTPO)ITPNDANDA ®6(ITP SSS06NuPIAOrhEPO608IL-17ACS1003PD-1601ABRVOVEGF613IL-1ß611ADCRSwNPIL4R610IL-5626SLECLEBDCA2707VEGF/PD1)705PD1/Her2706PD1/PDL1HIF-117SSS17HIFWinlevi® 700 302918661311RABRVO321 (1)(2)ANDA(3)(4)ITP NuPIAO (rhEPO, SSS06)SSS06IIISSS06(CIA)IIIND IL-17A(608)608IIINDA608IIII III VEGF(601A)601ABRVOIII (WS204)WS204III IL-1(613)613(AG)IIIII(PFG)II IL-4R(611)ADIII(CRSwNP)III611COPDII611ADIIADIb IL-5(610)610IIIII IIICDE44 PD-1/VEGF(707)707PD-L1CDEIII707IIII707PD-L1707CLF2PD-1/VEGFFDAI II HIF-117(SSS17)SSS17IISSS17(POA)IICDESSS17HIFHIFSSS17rhEPO IIND PD-1/HER2(705)PD-1/HER2PD-1/PD-L1HER2705HER-2I705INDFDA PD-1/PD-L1(706)PD-1/PD-L1I NGF(SSS40)(NGF)SSS40Ib/IIaII (SSS39)SSS39I Pegsiticase (SSS11)SSS11IbSwedish Orphan Biovitrum ABSOBISobiSEL-212IIISobiFDA(BLASEL-212pegsiticasepegadricase BDCA2(626)SLECLEINDINDCDEIIND TL1A627TL1A627UCINDINDTL1AINDFDA 2,6531,2481,8113,0009,00020 1+3+N9138® ®IL-17A(608)NuPIAO (SSS06)PD-1/VEGF(707)IIBDCA2(626)TL1A(627) ®®® PD-1/VEGF(707)IL-1(613)IL-4(611)IL-5(610) 9,108.07,815.91,292.116.5% 5,062.04,204.6857.420.4%55.6% 1,018.5940.378.28.3%757.5725.332.24.4%260.9215.045.921.3%11.2% 1,351.81,142.3209.518.3%1,336.81,124.1212.718.9%14.8% CDMO180.1174.06.13.5%CDMO (1)(2)951.9827.7124.215.0% 1,174.31,279.614.0% 7,828.46,641.61,186.817.9%85.0%86.0% 4.7-53.558.2108.8% 3,351.33,006.2345.111.5%36.8%38.5% 501.9480.821.14.4%5.5%6.2% 1,326.5794.8531.766.9%14.6%10.2% 93.385.87.58.7% 190.8212.321.510.1% 500.5392.2108.327.6%18.4%19.8% EBITDA EBITDA2,389.1784.732.8%3,173.8EBITDAEBITDA(a)320,000,000(b)(c)(d)(e)(f)(g)(h)EBITDA2,768.4633.922.9%3,402.3 2,090.31,549.2541.134.9%2,318.81,952.4366.418.8% 0.860.6434.4% 3,201.32,082.91,118.453.7%4,349.1 3,883.45,465.11.72.51,200,000,000 2,281.43,574.32,797.01,532.9 1,226.132 29.3%19.7% 33.21,206.4 901.9993.6 (1) Sirton(2)115.71.3%Sirton(1)168.51,211.3(2)43.240.0(3)19.2144.3 (i)818.0(ii)3,777.75% 1,0001,200 5,5775,4111,469.81,271.5 • • • • 62 1)2)3)4)5)6)7)8)9)10)11)12)Strategic International Group LimitedStrategic International13) 14)15)16)17)18)19)20) Fordham University 55 (i)(ii)(iii)(iv)(v)Strategic International(vi)(vii)(viii)(ix)(x) 62 57 ATHM2518One Connect Financial TechonologyOCFT6638FRESZPIN(Northwestern University Kellogg School of Management) 5528Deutsche Bank Asia LimitedUBS Investment Bank Asia 601299JFJF 41152008 44 60 442024 42 0.00001 1 88 2525 93258 5 14.0%14.5%3.8%3.9% 18.4%39.7%4.6%12.3% 5% 14 34 35 2249293 2,652.73,382.4 31 84(1) 83(3) 3337 3.133.13 8 41 89 1033 13.51(2)(a)(e)(g) XVXV78352C3 (1)4.08% (2)0.036%0.032% XVXV78352 336 (L)(1)2,395,573,912(2)DSLCSLCSLDSL476,774,553Lambda International LimitedCSL 42.52%35.65%476,774,553(3)(4)TMF (Cayman) Ltd.476,774,55351,156,89516,486,00032,104,980TMF (Cayman) Ltd. 336 43,346,500266,284,340 5.242,439,85710.11%225,953,857225,953,8570226,913,85710.11% 121%1.00 1 35 Tricor Trust (Hong Kong) LimitedTricor Trust (Hong Kong) Limited (i)40,357,688487,784,0821.68%20.34%(ii)1.67% 4 35 (1)3710,000,00035(2)10,000,0005,000,0002,250,000(3)(4)(5)17(6)26734,107,6885,000,000650,000600,00035 6,250,000(i)(ii)(iii)14A 0.1%5%14A Medical Recovery Strategic InternationalMedical RecoveryLimitedMedical RecoveryStrategic InternationalMedical Recovery30,000,0004%Medical RecoveryStrategic InternationalMedical RecoveryStrategic InternationalStrategic InternationalMedical RecoveryStrategic InternationalMedical Recovery Medical Recovery1.39%14A14A.810.1%5% Medical Recovery 41 41 41 25.2ESG