您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。[港股财报]:药明巨诺-B2025中期报告 - 发现报告

药明巨诺-B2025中期报告

2025-09-25港股财报浮***
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药明巨诺-B2025中期报告

2126JW (Cayman) Therapeutics Co. Ltd* 2025 2 4 7 10 28 50 51 53 54 55 75 (1) Debra Yu Yiping James Li(2)Sungwon Song Debra Yu Debra Yu 826 Debra YuSungwon Song 1.20253132.Yiping James Li2025313 17 Maples Corporate Services LimitedPO Box 309, Ugland HouseGrand Cayman, KY1-1104Cayman Islands •8835 699B5 2126 131 www.jwtherapeutics.com Maples Fund Services (Cayman) LimitedPO Box 1093, Boundary Hall, Cricket SquareGrand Cayman, KY1-1102Cayman Islands 183171712–1716 202463043.748.9%202563065.1sLVV202463050.4%202563051.1% 202563058.572.0%202463076.287.7% 202463059.245.7%202563032.2 2024630151.039.0%202563092.0(i)(ii)(iii) 2025630160.120246306.7152.6JWATM204/214 2025630267.32024630240.3JWATM204/214152.62025630114.02024630240.5126.5(i)®(ii)(iii)(iv) 2025630646.92024630136.92025630110.5 1 12024630214.7111.42025630103.3(i)®(ii)(iii)(iv) 2025630®®r/rBLBCL20251®20255sNDA®IND 2025 2025202563051.1% 2025630®90104 ®r/r LBCLII202420251®20255sNDA 2024JWCAR201CD19/20CAR-TIIT relma-celSLEIIT2024 IIT20245relma-celSLEI2025 2024JWCAR201CD19/20CAR-TIIT 2024A4MAGE-A420222seventy bio, Inc.2seventy bio2seventy bioRegeneron Pharmaceuticals Inc.RegeneronRegeneronJunoMAGE-A42024IIT CARJWCAR201BCD19/20CAR-TCARCAR ®98%LBCL ®IND 20252025630 2025418JunoJunoJWsLVVJuno202563Juno1 2026®r/r LBCLsNDA 2025 JWCAR201CAR-TIIT202512 2016 LBCLBFLMCLSLEr/rMMSCLCHCCMAGE-A4A4DLL3Delta3AFPGPC3-3 * CAR-T®JunoCAR-TCD19CAR-T®r/r LBCL24r/rFLr/rMCLBTKi®1CAR-TCAR-T 2025CAR-T2024CAR-TCAR-T2030CD19CAR-T2025®relma-celSLE ®2024 2025CAR-T® ®CAR-T ®2025630®90104® 2025630 CAR-TCAR-T®r/r NHL® 2025®relma-celSLE2024®r/r MCLsNDA®20248®sNDAr/r MCLBTKi2024®LBCL2025NDAMAGE-A42024relma-celSLEIND JWCAR201BCAR-T2024JWCAR201IIT2025 —®relma-celJWCAR029 ®CAR-TCD19LBCLFLNHLB®LBCLr/r FLr/rMCLrelma-celLBCL® ®2JunoCARCARJunoBreyanzilisocabtageneliso-cel20212FDALBCL2022612LBCL LBCL 202191®r/r LBCL®1CAR-TCAR-T ®CAR-T®LBCLIIORR77.6%CRR53.5%5.1%sCRS3.4%sNTOS69.3%66.7%2023122024 LBCL 20231®r/r LBCLINDBreyanziFDABreyanzi20233IND202311202420251®20255sNDA FL 20209®r/rFL20222sNDA202210sNDA®r/r FLCAR-T ®r/r FLsNDA®r/r BRELIANCEB6320211263RELIANCEB®r/rFLORR=100.0%CRR=85.2%ORR=92.6%CRR=77.8%CAR-T 20221264®r/rFLIIRELIANCEB20211217®2811.7®CRRORRORRCRR100.0%92.6%—3NT3CRSRELIANCE2025 r/r MCL ®CD-20BTKiMCLII®r/r MCL59CD-20BTKir/r MCL20248®sNDAr/r MCLBTKi®r/r MCL20224®202312 20231265®MCL2023102559®®CRRORRORR81.36%CRR67.80%®59≥3CRS6.78%≥3NT6.78% — JWCAR201 JWCAR201BCD19/20CAR-T2024JWCAR201IIT2025 SLE—®relma-celJWCAR029 SLEBSLE30/100,000270,000—340%SLE50% BBCDTSLE CD19BCD19CAR-TBCAR-T15,000CAR-T 20234relma-celSLEINDrelma-celSLE2024IIT/INDSLECAR-TB SLE — JWCAR201 JWCAR201CD19/20CAR-T2024JWCAR201IIT JWTCR001 JWTCR001MAGE-A4MAGE-A4TCRMAGE-A4TCR-TRegeneronCTBR12 TGF-betaFLIPMAGE-A4TCR-TMAGE-A4BLA2024131FDA 2022102seventybioMAGE-A4MAGE-A42seventy bio2024RegeneronRegeneronRegeneronMAGE-A42024IIT 18A.05® CD19CARCAR CARCAR JWCAR201BCD19/20CAR-TCAR2024BCAR2025 CAR CAR 2020610,000GMPQMS LBCL98%20222023 ®IND BMS 2025418JunoJunoJWsLVVJuno®202563Juno1 ®® 20256302024630 1. 2025630106.3202463086.822.5%(i)®(ii)JunoJW sLVV ®r/r LBCLr/r FLr/r MCL2025630®81.220246302025® 2025418JunoJW sLVVJunoJuno1202525.1 2. 202563041.2202463043.1 3. 202563041.551.1%202463043.750.4% 202563023.693.9% 4. (i)(ii)(iii) 202563058.572.0%202463076.287.7%202423.2% 5. (i)(ii)(iii)(iv) 202463059.2202563032.248.1%55.8% 6. (i)(ii)(iii)(iv)(v) 2024630151.0202563092.0(i)(ii)(iii) 7. 20256304.320246301.9 8. 20252024630 20246306.72025630160.1JWATM204/214152.6 9. 20252024630 10. 2025630267.32024630240.3JWATM204/214152.6126.5(i)®(ii)(iii)(iv) 11. 2024630214.7111.42025630103.3(i)®(ii)(iii)(iv) 12. 2025630747.0646.9100.1470.3320.5105.329.4 20252025630339.8 2025630646.92024630136.92025630110.5 2025630202563074.52025630 13. (1)(2)(3) (1)(2)(3)100%(4) 14. 2025630 15. 2025630 16. 2025630 17. 2025630 18. 2025630 19. 202563029220246303239.6%202563074.52024630128.0 2025630 2025630 C.2.1202473120247312025313C.2.1C.2.1C.2.1 2025630 20256302024630 2025630 • • • ••CAR-TCAR-T •••• • ••• •• •••• • ••• ••• 20256302025630 20201132,495.8 20258272025630309.69 2025630 202011 2020relma-celLBCLr/r FLr/r MCL(a)relma-cel(b)20255®r/rLBCL(c)® JWCAR201BCAR-T CAR 2022102seventy bioMAGE-A42seventy bio2024RegeneronRegeneronMAGE-A42024IIT 2022relma-celSLE20234relma-celSLEIND2024IIT/INDSLECAR-TBSLE Juno2seventy bio (i)(ii)(iii) 2025630202463045.7%23.2%29.699.59% 2025630XVXV78352 (1)3,756,183400,0003,756,1832,256,18320254111,500,000400,000202492 (2)(i)JDI Capital Management Limited7,500,000(ii)Park Place CapitalManagement & Consulting Limited1,706,460Park Place Capital Management & Consulting LimitedJDICapital Management LimitedJDI Capital Management Limited 202563018,623,51514,605,7664,017,749 27,829,975 (3)2025630416,232,634 2025630XVXV78352 18 2025630XV23336 (1)2025630Juno70,231,140BCMAJun