维亚生物2025年中期报告

2 4 21 44 86 CharteredGovernance Institute 97927 榮 榮 榮 榮 PO Box 309Ugland HouseGrand Cayman, KY1-1104Cayman Islands CharteredGovernance Institute 735 33191901 Maples Fund ServicesCayman LimitedPO Box 1093, Boundary HallCricket SquareGrand Cayman, KY1-1102Cayman Islands 1617 1873 www.vivabiotech.com BDCROCDMOCROCDMO 2,574831.9339.440.8%6.3CRO148.6144.23.1%168.2183.59.1%CRO CRO CRO385.9422.89.6%167.2194.616.4%CROBDCROCROCRO CRO1,66925.9%CRO85.0%4.9%15.0%46.6%BD 90,7398,0232,1878983413XDCPROTACCRO15.0%19.0%CRO BDAIAIDD175CADD/AIDD67AICRO10.0%AI AIFICNew TargetNovel MOANew ModalityAIAIAIEnchantment ofDrug DiscoveryAIDDAIDDV-ScepterV-Orb V-Mantle CDMOCMC CDMOPPQCMC 409.031.4%155.113.4%FDACDMO 90568.3%100.0%CDMOPPQCDMO860400 CMCBDCMC279CMC100CMCCMCBDCMCCMCBD55.0%45.0%CMCBD56.0%44.0%CMCBD 76.59367.7%25.8% 8293.62281864218 HayaMediar Nerio Full-Life Absci DogmaArthrosiBasking CybrexaFuseBio 25.0 SBDDStructure-based Drug DiscoverySBDD(AI)SBDDNew TargetNovel MOANew ModalityAISBDD 2,18789PDBmRNA CROBioassay GPCRIonChannel ProteinsTransport Proteins Cryo-EM Single Particle Analysis, SPAXX-raycrystallography XRDNuclear Magnetic Resonance, NMR V-DELDNADNAGPCRASMS, SPRIntactBioassayASMSSPRHDX-MSX ADCPK XDCXDCXDCXDCXDCDNA(DEL)DEL(AOC)XDCXDC CADD/AIDDFcAIDDAIDD AIAIDELAIPKPDCRDCAPCDEL4-12aa4-17aa5 AISBDDComputer-aided Drug Discovery, CADDArtificial Intelligence Drug Discovery, AIDD(modality)AIDDADME/PKPROTACRNACADDAIDD AIAIAIEnchantment of Drug DiscoveryAIDDAIDDV-ScepterV-Orb V-MantleAI AISBDDCRO 2,085CRO1,098753 •40,000 •7,5765,552 •64,56412,21010,800•7,5455,305•6,3625,335•(CADD)(AIDD)•35,1682,5002,800 (SBDD)CROCDMO 831.9981.815.3%CDMO(i)FDA(ii)(iii)CDMO 492.4642.723.4% 339.4339.10.1%40.8%34.5%CRO 24.944.343.8% 57.757.60.2%CDMO 126.0117.27.5% 40.342.85.8% EFS5% 52.664.4 0.44.7 2.68.769.8% 18.531.440.9% 23.141.344.1% 148.6144.2 183.5168.2 CRO 904.5941.63.9%126.3 1,746.1904.5991.7601.0 43.2%45.9%736.8392.2866.4129.6 198.4188.10.530.7 38.782.7 5% 6.210.1 4,327,5005.4 (1) 2,085304.0 3,665,141 Tricor TrustHong Kong Limited816,000 7,320,0007,320,000 C1 C.2.1 C3 榮 241034 13.51B(1) 2190 13.51B(1) 13.2013.2113.22 XV(a)XV78(b)352(c) (i) (1)L(2)Min Zhou 2018 Family TrustMZFT, LLCMZFT, LLCMin Zhou 2018 Family TrustThe Chen Mao Charitable Remainder TrustZhou MinZhou Min(3)維 亞 生 物 科 技 控 股 集 團(4)維 亞 生 物 科 技 控 股 集 團(5)HLC VGC Partners HK II LimitedHLC SPV85,000,000HLC SPVVGC Fund IV L.P.HLC VGC GP IV Limited+ (ii) (1)(2)Chencheney Ltd.100.0%Chencheney Ltd.Anji PharmaceuticalsClues Therapeutics(3)Chencehney LtdClues Therapeutics Inc.447,039.0928%(4)(5)(6)5 XVXV78352 3365% 1.LS2.131,057,6543.Fenghe Harvest LtdWu and Sons Limited100.00%FengheHarvest LtdWu and Sons Limited4.Huangshan Investments Pte. Ltd.True Light Investments H Pte. Ltd.Tamasek HoldingsPrivate Limited150,000,000+ 336 1. (a) (i)270,937,30257,892,3512,194,55522.07% (ii) (iii) (iv)(i)422(ii)(a)(b) (v) (vi)(i)(a)10%110%(b)100%(ii)85%(iii) (vii) (viii) (ix) (1)40%20%20%20% 2. 1 i.0.1% ii.5 (i)(ii)(iii) i. ii. iii. 10%150,000,000 10% 30%30% 121% 121% (1)(i)40%(ii)30%(iii)30% 60%90%120% (2)(i)60%(ii)40% 270%360% (3)(i)60%(ii)40% 90% 118,085,000128,425,0009,620,0000.45% 0% D. 3. (a) (b) (c) (d) (i)(ii) (e) 1 (f) (a) (b) (g) (h) 20,000,0000.94%10,864,0009,136,0008,784,00011,216,000 (1)(i)40%(ii)30%(iii)30% 60%90%120%4.90 (2)(i)60%(ii)40% 270%360%5.46 (3)(i)40%(ii)30%(iii)30% 60%90%120%5.46 (4)(i)15%(ii)35%(iii)50%0.63 (5) (6) 4. 3.28% 1.446,018,390 2. 4.224.35 100%80% 3. 4.224.39 21025931940090% Ernst & Young27/F, One Taikoo Place979 King’s RoadQuarry Bay, Hong Kong 維 亞 生 物 科 技 控 股 集 團 4685維 亞 生 物 科 技 控 股 集 團343434 2410 34 1. 1.1 維 亞 生 物 科 技 控 股 集 團PO Box 309, Ugland House, Grand Cayman, KYI-1104, Cayman Islands33191901 ••• 1.2 34 2. 21 21 3. CDMOCDMO 3. 4. (a) 4. 4. (a) 4. (b) 221,640,000CDMO243,659,000 5. 6. 7. 8. 16.5%16.5%2,000,0002,000,0008.25%16.5% 8. 25% 15%15% 15% 15%15% 15%15% 8. 15% [2023]1210025%20% 30% 21%8.84% 19% 9. 2,111,182,0002,141,766,000 9. 10. 11. 38,652,00082,654,000 754,000366,000521,000241,000 14. (a)20%100% (b)198,904,000196,269,000188,062,000191,014,000 17. 17. *4,327,5005,382,0005,080,000 **32,932,000 18. (1) 18. (2) 18,887,000 (3) *30,000,00025,791,000 **4,216,0003.5% 18. 19. 20. 20. 20. 21.