AI智能总结
www.sinobiopharm.com1177 1 2HKFRS 3 4 20002013MSCI201820205025TOP5050 NMPAGMPPVCGMP invoX Pharma LimitedinvoX GMP MSCI 50 50 Top50 http://www.sinobiopharm.com 2025G D P66.15.3%202512,2751.2%1,7672.8% 202472025630 2021129.1%2025172025 (MNC)20254561181,30450%30% 20256955075 2NMPA(II)VIIa N0120257827.2%5NMPA2025 318,75618.1%95.7% –9≥3III2025(ASCO)IIIPD-L1 –2023-20245142025 –37211III7II17I13821I2BE2025-2027610 –TQB3616CDK2/4/620247CDEHRHER2HR+/HER2-20257TQB3616CDEHR+/HER2TQB3616HR+/HER2IIITQB3616CDK2/4/6TQB3616CDK2CDK4CDK4/6TQB3616TQB3616 –TQ05105JAK/ROCK20247CDEJAK/ROCKTQ05105IIIII2024ASHTQ05105IbIb/IIaITQ05105 –LM-302Claudin 18.2 ADCClaudin 18.2(ADC)IIILM-302CDEClaudin 18.2FDAINDLM-302Claudin 18.2PD-L1 –LM-108CCR8ADCCCCR8PD-1PD-1/PD-L1MSI-H/dMMR20252LM-108CDEMSI-H/dMMR20256LM-108CDECCR8LM-108CDECCR8LM-108TTregTregLM-108 –M701CD3/EpCAMCD3/EpCAMIIIM701EpCAMTCD3TTM701 –TQB2868 (PD-1/TGF-PD-1/TGF-IIITQB2868PD-1/PD-L1TGF-2025ASCOTQB2868ORR63.9%DCR100%(PFS)6PFS86%(OS)1PD-1/TGF-TQB2868 –TQB2102 (HER2ADC)HER2ECD2ECD4ADCIIIHER2HER2HER2HER2HER220257TQB2102CDEHER22025ASCOTQB2102TQB2102(ILD) –TQB2922 (EGFR/cMetEGFR/c-MetIITQB2922EGFRc-MetTQB2922c-Metc-MetcMETEGFREGFR –TQB6411 (EGFR/cMet ADC)EGFR/c-MetADCITQB6411EGFR/c-Met IgG1IDDDxdEGFRc-Met(TKI) –399.9%20232024APASLEASL –71III6II6411I2025-202715 –PPARMASHIIIF1F3MASHIIb(NEJM)PPARPPAR/PPARPPAR20237CDEIIIMASH –TQA2225FGF21-FcFGF21MASHIITQA2225FGF21FGF21MASHTQA2225FGF21 – –133III4II6I12821I1BE2025-2027410 –TQC3721PDE3/4PDE3/4IIIPDE3PDE4TQC3721TQC3721PDE3/4PDE3/4TQC3721COPDTQC3721IIII –TQC2731TSLPTSLPIIITSLPTSLPTSLPTQC2731 –TDI01ROCK2ROCK2IIITDI01ROCK2TDI01 –TCR1672P2X3RP2X3Ib/II2021TCR1672FDAINDP2X3TCR1672P2X3P2X2/3P2X3TCR1672P2X3 –TQH2722IL-4RIL-4RIIITQH2722IL-4IL-1322 – –(II)20255NMPAFDANSAIDsIII18-24NSAIDsNSAIDsNSAIDs –611III2II2I6422025-202736 –PL-5202412CDEPL-5PL-5 –TRD205AT2RAT2RTRD205IIFDAINDTRD205AT2RTRD205<15%TRD205 –TRD303IITRD303TRD30372TRD303TRD303 1,757,47810.7%338,859140.2%18.82145.7%308,765101.1%1,110,4401,009,800928,5983,048,838 5 7 779,85744.4%27.2% 669,42338.1%24.9% 310,50617.7%20.2% HKFRSHKFRSHKFRSHKFRSHKFRS101.1% HKFRSHKFRS 1. (4,823)(93,056)(1,955)6,5543,278– 2. (23,501)– 3. 332,902(49,816) 4. 15.03%15.03%51,500338,777902,100957,90012.0%14.6%135,27067,635 1)1,019,8271,091,15324,1997,686 504,019443,911867,691495,083135,002127,000124,00084,76068,62160,00051,741867,69160,90722,06439,41021,497928,59812.4% 14.225%14 1,611 2024 400 1,110,440956,9581,009,800936,581 885,219758,583299,944199,6751,62410,42811,173433394318300 44,99545,939 7,489,4416,540,8072,911,6692,263,40038.9%34.6%1,853,2471,439,631 23,056242,490251,470 61,200536,305,243338,690,000 ESG ESGESG ESGESG4ESGESGESGESG ESGESGESG ESG2024ESG3000ISAE 3000 RevisedESG 2021-2025 520%2025 DEIESG DAYDEI600 PharmaceuticalSupply Chain Initiative, PSCIESG100% FTSE4Good Index Series2024-2025ESG100ESG30 ESGESG DAYESGESG (first-in-class)(best-in-class)202541 BD20257ADCLM-TME™LM-Abs™LM-ADC™LM-TCE™ (2025-20272020best-in-classTQB3616 (CDK2/4/6TQB2102 (HER2ADC)COPDTQC3721 (PDE3/4MASHLanifibranorPPAR20273560% 8 4,985,6394,606,688 (603,978)270,606 (884,834)259,297 4,100,8054,865,985 4,100,8054,865,985 – 1. 1.1 20256303420241231 1.2 20241231 21 2. (a) (b) (c) (a) 90% 10% 3. 4. 5. 6. 16.5% 25%25% 25%25% 20081 125% 15% 10%5%10% 1,955,0006,554,000 GloBE15% 7. 181,972170,96093%26% #20243 #20243 # 43 53 531617 9. 3,388,591,0003,017,162,00018,003,635,57418,408,301,709 2024 10. 9091180180 * * 12. 9091180180 13. 18,760,717,2300.02518,791,217,2300.025 14. Ying Qin Zang95.09%4.91% 9.5092 15. 223,848,000 C1C.1 3.103.10(A) 30,500,00092,624,000 24,269,0008,000,000