腾盛博药-B2025 中期报告

Brii Biosciences Limited 騰盛博藥生物科技有限公司 ()於開曼群島註冊成立的有限公司 股份代號 :2137 2025中 期 報 告 目錄 2 3 5 19 44 45 47 49 50 51 67 騰盛博藥20252bHBV ENSUREENRICHENHANCEHBVHBVBRII-179HBVHBsAgelebsiranHBVsiRNAENSUREENRICHBRII-179ENHANCEBRII-179elebsiranPEG-IFNαPEG-IFNα HBV20257soralimixin(BRII-693)MDR/XDRHBVsoralimixin(BRII-693)HIVBRII-753BRII-732 HBVHBV Zhi HONG Gregg Huber ALTONMartin J MURPHY JRGrace Hui Tang Edwin Kwok & Co Grace Hui Tang Maples and Calder (Hong Kong) LLP Martin J MURPHY JRGrace Hui Tang • Gregg Huber ALTONZhi HONGMartin J MURPHY JRGrace Hui Tang PO Box 309, Ugland HouseGrand Cayman KY1-1104Cayman Islands Gregg Huber ALTON First Citizens BankGoldman Sachs International BankJ.P. Morgan Chase Bank 173100192 www.briibio.com WeWork One City CenterSuite 05-110, 110 N Corcoran StDurham, NC 27701United States of America 2137 33191920 2021713 Maples Fund Services (Cayman) LimitedPO Box 1093, Boundary HallCricket SquareGrand Cayman KY1-1102Cayman Islands 1617 騰盛博藥HBV HBV20252bENSUREENRICHENHANCEBRII-179elebsiranHBVsiRNACDE ENSUREelebsiranPEG-IFNαBRII-179ENRICHBRII-179HBVelebsiranPEG-IFNαENHANCEBRII-179elebsiranPEG-IFNα 2025ENSURE4BRII-179HBsAgPEG-IFNαENHANCE2025ENSURE424ENRICHENHANCEEOT2026 HBVsoralimixin(BRII-693) HBV HBVHBV (1)2 •ENSUREElebsiran + PEG-IFNαvs PEG-IFNα•ENRICHBRII-179elebsiran + PEG-IFNα•ENHANCEBRII-179 + elebsiran + PEG-IFNα (2)SoralimixinBRII-693 (3)BriiUSsoralimixin本集團 HBV HBV2bENSUREENRICHENHANCE2025APASLEASLENSURE4BRII-179HBsAgENHANCEPEG-IFNα HBVBrii USsoralimixin(BRII-693) 20256302028ENRICHENHANCEEOT2026HBV BRII-179 BRII-179HBVPre-S1Pre-S2SHBVBTBRII-179 2bENSURE2bENRICHENHANCEBRII-179BRII-179HBV •2bENSUREBRII-179elebsiransiRNAPEG-IFNαPEG-IFNαBRII-179BRII-179 •BRII-179ENSURE42025APASLEASL 48EOT61% (11/18)BRII-179HBsAg10% (1/10)HBsAg91% (10/11)HBs≥100 IU/L BRII-179HBsAg83%(10/12)2455% (6/11)BRII-17924 ENSUREBRII-179elebsiranHBsHBsAgPEG-IFNα24HBsAg ENSURE4242025 •BRII-179HBV2bBRII-179 ENRICHBRII-179HBVBRII-179ENHANCEBRII-179elebsiranPEG-IFNαENSURE4PEG-IFNα24ENRICHENHANCEEOT2026•CDE3ENRICHENHANCE TobevibartElebsiran TobevibartHBsAgHBVHDVTobevibartVirBiotechnologyFcHBsAgXencorXtend™TobevibartHBV2022Vir Biotechnologytobevibart ElebsiranAlnylamPharmaceuticals,Inc.HBVsiRNAHBVRNAHBVHDVElebsiranH B V2 0 2 0V i rBiotechnologyelebsiran •202552025EASLENSURE1-324PEG-IFNαelebsiranPEG-IFNα •ENSURE1-3PEG-IFNαsiRNA(elebsiran)PEG-IFNαelebsiranHBV•TobevibartelebsiranCDE•VirBiotechnologytobevibartelebsiranCHDECLIPSE•VirBiotechnologyFDAHDVtobevibartelebsiranHDV HBVMDR/XDRHIV Soralimixin(BRII-693)MDR/XDRsoralimixin(BRII-693)Soralimixin(BRII-693)MDR/XDR •FDAsoralimixin (BRII-693)FDA•202574Brii USsoralimixin (BRII-693)soralimixin (BRII-693) HIV BRII-753NRTTIEFdANCEBRII-753HIV BRII-732NCEEFdAHIVEFdANRTTIHIVBRII-7321HIV •HIV •20241260202462510%12,723,5001,820 ZhiHongDavidMargolisBrianA.JohnsElleede Groot 2025630117.0 HBVHBVHBV HBV 2025630 1. 202463070.942.8202563028.121.621.2 2. 2024630115.4115.520256300.2 3. 20246301.01.02025630202488 4. 2024630126.29.22025630117.0HBV6.43.0 5. 202463078.620.4202563058.2202463043.39.5202563033.8 6. 2025630202412312,413.42,075.3 7. 8. (1) (2)100% 9. 2025630 2025630 2025630167.4 10. 20256302025630 11. 202563020241231 12. 202563054.5%26.6%18.7%0.2% 13. 630962025630 202563083.7202463096.2 14. 15. 2025630 202171326.14 20233242025321 2025630 C1C.2.1 C.2.1ZhiHongZhi HongZhi HongZhi Hong C3 2025630 GraceHui TangGrace Hui Tang 20256302025630 13.51B(1) 12,723,50018,223,160 202563012,723,500 2025630XVXV78352 1.2025630732,058,4912.ZhiHong41,611,065(i)282,190(ii)20236,928,000(iii)20231,188,125(iv)JINGFAN HUANG 2020JINGFAN HUANGUA DTD 9/24/2020ZhiHong202017,212,750(v)Hong202016,000,0003.7,436,500(i)1,442,957(ii)3,066,668(iii)20231,996,500(iv)2023930,3754.Gregg Huber Alton87,0005.Martin J Murphy Jr87,0006.Grace Hui Tang87,0007.87,0008.327,000(i)218,000(ii)109,000 2025630XVXV78352 2025630XV23336 2025630732,058,491 2.ARCHVenture Fund IX,L.P.45,205,210ARCH Venture Fund IX,L.P.ARCHVenture Partners IX, L.P.ARCH Venture Partners IX, L.P.ARCH Venture Partners IX, LLCARCHVenture Partners IX,LLCRobertTaylor NelsenClinton BybeeKeithCrandellARCH Venture Fund IX Overage,L.P.45,205,208ARCH Venture Fund IX Overage, L.P.ARCH Venture Partners IX Overage, L.P.ARCH VenturePartners IX Overage, L.P.ARCH Venture Partners IX, LLC ARCH Venture Partners IX, LLCRobert Taylor NelsenClinton BybeeKeithCrandellARCH Venture Fund IX, L.P.ARCH Venture Fund IX Overage, L.P. 3.Booming Passion Limited72,019,612Booming Passion LimitedBoyu Capital Fund III, L.P.Boyu Capital Fund III, L.P.Boyu Capital General Partner III, L.P.Boyu Capital GeneralPartner III, L.P.Boyu Capital General Partner III, LtdBoyu Capital General Partner III, LtdBoyu Capital Group Holdings Ltd.Boyu Capital Group Holdings Ltd.XYXY Holdings Ltd.BoyuGroup, LLCXYXY Holdings Ltd.100% Boyu Capital Fund III, L.P.Boyu Capital General Partner III,