晶泰控股2025中期报告
股 份 代 號 : 2 2 2 8( 於 開 曼 群 島 註 冊 成 立 之 有 限 公 司 ) 2 4 839 22 396 PO Box 309Ugland HouseGrand CaymanKY1-1104Cayman Islands 2 33191917 Maples Fund Services (Cayman) LimitedPO Box 1093Boundary HallCricket SquareGrand Cayman KY1-1102Cayman Islands 1617 2228 www.xtalpi.com * *(i)(ii)(iii) 1 2017 2 1. 2025517.1403.8%35,307.720.0%49.7141.6 MSCI 2. 2.1AI 202463060.9615.2%2025630435.2DoveTree Medicines LLCDoveTree51 (1)AI+20256Gregory VerdineDoveTree51.049.058.9AI+DoveTree202563051Gregory Verdine (2) 32024PCCAI AIPRMT5IND(PharmaEngine, Inc.)PRMT5PE-0260AIAIPE-0260IND Prix Galien Awards)(Best Biotechnology Product)50AI+AI+6XposeXFEPSRCFAKFAKSRCFDA(Orphan Drug Designation, ODD)20252FDA(Fast Track Designation)20257STAT(First Opinion) 20252024XtalFold®UltraXtalFold®2023pHXtalFold® AI(1)CD19 CAR-T(SLE)CD19 CAR-T1‰DORIS(2)CAR-TIITAI2025(IIT) (3)AI AI 200AI2025630AIXFEPFEP AIXtalFold® AIXtalFold®UltraNormal107AIXtalFold®(WAIC)AI DMTA XFEP—PPIE3cereblon (CRBN)1,000110 assayCRBNhit PepiX™ PepiX™AIAI–PepiX™ 0AI00(NCCS)FIC 2,000 -mRNA2vecmRNA AAAIAssociation for the Advancement of Artificial IntelligencemRNA2vecmRNAAImRNAmRNAmRNAmRNA2vec155’UTRmRNA 2.2AI+ 202463041.895.9%202563081.9XtaPi (1)AI+ AI+--7*24AI AI for Science AI — LLMPatSightAI85%2025630LLM2,600 50%3,000–4,000 Liverpool ChiroChem (LCC)LCCAILCC AI (1)5mg(2)(3) AI Multi-Agent Multi-AgentMulti-AgentMulti-AgentAI LLM— PatSight IDEAPatSightLLM97%PatSightAI4S + (2)XtalPi XtalPi JW PharmaceuticalJWAIJW 20207 3. (i)(ii) 2024630102.6403.8%2025630517.1 202463060.9615.2%2025630435.2DoveTree 202463041.895.9%202563081.9XtalPi 202463055.547.7%202563082.0 2024630234.314.5%2025630200.3 2024630210.45.3%2025630221.5 202463034.616.5%202563040.4 202463042.427.7%202563030.6 20246302.8202563037.7 2024630392.9202563032.7 202463032.747.5%202563048.22025630 2024630875.42025630 20246301,237.6202563075.6 (i)(ii)(iii)202464 2024123198.7403.3%2025630497.0DoveTree51.0365.1 202412317.72025630230.92025630 20241231157.152.4%2025630239.42025630125.0 2024123151.9441.3%20256 30280.920256303.2% 2024123120256303,035.55,352.876.3%202512 2025630202412315,026.8202412313,071.5 202563020256 305,307.7202412313,123.4 (i)(ii)(iii)202463062.120.0%202563049.7202520256305,307.71078.9 30 2024202563034.245.2 202563020241231 20255101231290%250.02025516 2025123127.090 2025511 20256305% 20256302025630 2024642025122025630 20256301,0542025630316.82024630315.5 915.182025630 (1) 2025630 20251194.28264,000,0002025124 2,64020251174.65 1,130.001,125.004.26 (i)(ii)(iii) 2025630643.57 (1) (2) 20252196.10342,288,0002025225 3,422.8820252186.48 2,088.002,080.006.08 (i)(ii)(iii) 2025630507.66 (1) (2) 2025630 2025630XVXV78352 (1)L(2)20256304,019,811,761(3)81,093,362(4)QuantumPharm HoldingsTMF (Cayman) Ltd.WSH Family Holdings99%TMF (Cayman) Ltd.WSH Family222,126,400(5)QuantumPharm RocQuantumPharm HoldingsQuantumPharm Roc236,893,018 (6)(i)Crete Helix(ii)SeveningBAlphaQuantumPharmHoldingsQuantumPharm HoldingsCrete HelixSeveningBAlphaCrete Helix122,908,500SeveningBAlpha87,814,140(7)45,230,342(8)Crete HelixTMF (Cayman) Ltd.MH International Holdings99%TMF (Cayman) Ltd.MH FundCrete Helix122,908,500(9)QuantumPharm Employee Holdings59,103,125QuantumPharm Employee HoldingsQuantumPharm Employee Benefit132021628QuantumPharm Employee Benefit(10)32,315,661(11)SeveningBAlphaTMF (Cayman) Ltd.LPHappy Holding99%TMF (Cayman) Ltd.LPHappy FamilySeveningBAlpha87,814,140(12)3,800,000(13)3,800,000(14)2,400,000ASJX Envision LLCASJX Envision LLC40%40%20%ASJX Envision LLC(15)900,000(16)450,000(17)450,000 2025630XVXV78352 2025630XV23362 (4)QuantumPharm RocQuantumPharm HoldingsQuantumPharm HoldingsQuantumPharm Roc236,893,018 (5)(i)Crete Helix(ii)SeveningBAlphaQuantumPharmHoldingsQuantumPharm HoldingsCrete HelixSeveningBAlphaQuantumPharm HoldingsCrete Helix122,908,500SeveningBAlpha87,814,140 (6)Evolution Fund I, L.P.Evolution Special Opportunity Fund I, L.P.Evolution Fund I Co-investment, L.P.5Y Capital GP Limited5Y CapitalGP Limited5Y Capital GP LimitedEvolution Fund I, L.P.Evolution Special Opportunity Fund I, L.P.Evolution Fund I Co-investment, L.P. 2025630XV23362 20256302025630 2025630 2025630 1. 202171420218517 2025630 (1)2024528(i)(ii) (2)QuantumPharm Employee HoldingsQuantumPharm RocQuantumPharm EmployeeHoldingsQuantumPharm Employee Benefit132021628QuantumPharm Employee Benefit (3)XtalPi Inc. (4) AB50%25%25%C25%75%D50%50% 2. 2024528 2025630 3. 2024528 (1)25%(i)20251220(ii)20261220(iii)20271220(iv)20281220 2025112025630 (1)2025112025630202,606,365202,606,365 (1) 17.07(3) 20256302 2410 2025630122.5316.4 2025630 20256302024630 13.2013.2113.22 20256 2025831Teamway International Group Holdings Limited1239 13.51B(1) 2025827 336720256303434 2410 34 2025827 4555567 ——— 1 2017428Maples Corporate Services LimitedPO Box 309, Ugland House, Grand Cayman KY1-1104, Cayman Islands 2024613 20256302025827 2
