康诺亚-B2025中期报告

（於開曼群島註冊成立的有限公司）（股份代號：2162） 5 22 35 37 38 40 42 44 2025630 0.0001 2021202145 20222022121 % Bo CHENChangyu WANG Bo CHENChangyu WANG 97927 Floor 4, Willow House, Cricket SquareGrand Cayman KYI-9010Cayman Islands 18D2610219 Changyu WANG 24840 Bo CHEN20253242025324 Campbells Corporate Services LimitedFloor 4, Willow House, Cricket SquareGrand Cayman KY1-9010Cayman Islands 2025826 1831717121716 www.keymedbio.com 2162 202178 T(nTCE) AD=ADC=AR=CRS=CRSwNP=COPD=GEJ=IgAN=IgAITP=mAb=MM=Ph=RRMM=SAR= •(CM310)IL-4Rα (CM310)A4α(IL-4Rα)IL-4RαIL-4Rα(CM310)4 (IL-4)13 (IL-13)IL-4IL-13II 169 202544•(NatureMedicine)3(Stapokibart for moderate-to-severe seasonal allergic rhinitis: a randomized phase 3 trial)IL-4Rα772%2486%94%4(rTNSS)2.72rTNSS3.61.362%rTNSS≤14rTNSS4.91.784%24(rTOSS)2.63.762%94%rTOSS≤1 II2025IIIIII 2025III20254 •CMG901/AZD0901Claudin 18.2 CMG901 (AZD0901)Claudin 18.2Claudin 18.2E (MMAE)Claudin18.2CMG901 (AZD0901)FDAClaudin 18.2 AstraZeneca ABAZ20232CMG901 (AZD0901)AZCMG901 (AZD0901) A Z2 0 2 5I IC M G 9 0 1(AZD0901)Claudin 18.231CMG901 (AZD0901)Claudin 18.22CMG901 (AZD0901)3CMG901 (AZD0901) AZ2025IIICMG901 (AZD0901)Claudin 18.2 •CM512TSLP x IL-13 CM512(TSLP)-13 (IL-13)TSLPIL-13CM512TSLPIL-13TSLP(TSLPR)IL-13IL-13Rα1/IL-4RαTSLPIL-13CM512CM512 2025CM512I2025564CM512TEAETEAE12SAETEAECM512 2025CM512IICM512IICM512II 20247Belenos Biosciences, Inc.BelenosBelenosCM512CM536170CM512CM536BelenosBelenosCM512I •CM518D1CDH17 CM518D1(ADC)ADC17(CDH17)–CDH17CM518D1CDH17 20253CM518D1I/III •CM336BCMA x CD3 CM336BCMA x CD3BCMATCD3TT(TDCC)2025CM336I/II2025CM336II CM3362025611New England Journal of MedicineIF=96.3BCMA-Targeted T-Cell Engager for Autoimmune HemolyticAnemia after CD19 CAR T-Cell Therapy2CD19 CAR-T(AIHA)CM3362AIHACM336CD20BTKCD19 CAR-T 2CM3361131721921261(CRS)(ICANS) 202411Ouro Medicines LtdPlatina Medicines LtdOuro Medicines LtdCM3366.1Ouro Medicines LtdCM336 •CM313CD38 CM313CD38(ADCC)(CDC)(ADCP)FcCM313CM313 2025CM313(SC)II2025CM313 (SC)IgAII2025CM313 (SC)Ib/IICM313 (SC)Ib/II 20251Timberlyne Therapeutics, Inc.TimberlyneTimberlyneCM313TimberlyneCM31330Timberlyne337.5TimberlyneTimberlyne180Timberlyne25.79%TimberlyneBain CapitalVenrock Healthcare Capital •CM383Aβ CM383(Alzheimer’s Disease)β–(Aβ)AβCM383AβCM383AβCM383Aβ CM3832025CM383Ib •CM350GPC3 x CD3 CM350GPC3 x CD3(HCC)CM350GPC3TT 2025I/IICM350I/II •CM326TSLP CM326(TSLP)TSLPCM326TSLP CM326 IICM326II •CM355/ICP-B02CD20 x CD3 CM355CD20 x CD3CM355CD20TCD3TT(TDCC)2025(r/r NHL) 20251P r o l i u mBiosciences, Inc.ProliumCM355ProliumCM355Prolium2024821RTWInvestments50%17.5502.5ProliumProlium •CM369/ICP-B05CCR8 CM369C-C8 (CCR8)T(Treg)CM369TregCCR8(ADCC)Treg(TME)CM369Treg CM369I(PR)(PFS) 1 8 A . 0 8 ( 3 )C M 3 1 0CMG901CM512CM518D1CM336CM313CM383CM350CM326CM355CM369 CRO(PI) 20,500FDAcGMP NDA/BLA •T(nTCE) nTCETTT nTCETCM355CM336CM350T • (Fc) • CRO • (CMC) •(ADC) ADC(payload)(linker)CMG901AZD0901MMAEADCADC • GalNAcXOCX(CNS)XOClinker cGMP 1. 329169 2. 4032 3. (i)CRO(ii)(iii)(iv)2025630202463033129360 4. (i)(ii)(iii)(iv) 5. (i)(ii)(iii)2025630202463023115138 6. 81 8. 2025630202412312,1566402,7962025619,000,000 20256303,1789421,8342010316411520256308054919454814 20256302024630366185181 2025630202463040160200 2025630202463026462288620256 2025630202025630 9. 2025630847402445 202563031%2024123134%3 10. 2025630 2025630 11. 2025630 12. 202563054 13. 2025630441128 14. 20256301,4697 2021452021202212120222022121202212820212022375,2500 C1 C.2.1ChenChenChen F.2.2F.1.3ChenChangyu WANGF.2.2F.1.32025626 2025630 2025630 241034 13.2013.2113.22 13.51B(1) 2025630 53.367,004,0002,841202178 2025630 202561945.48Moonshot Holdings Limited19,000,00085478244.94202561048.65 1,900 2025630XVXV78352 (1)(%) (1)L(2)Bo CHENMoonshot Holdings LimitedMoonshot65.36%Changyu WANGMoonshot13.31%13.31%8.02% 2025630XVXV78352 2025630XV23336 (1)(%) (1)L(2)Bo CHENMoonshot65.36%Changyu WANGMoonshot13.31%13.31%8.02% 2025630336 2021 20214520212021 (a)2021 20212021 (b) 2021 (c) 2021 (d) 2021203177202120212021 20212021 (e) 20212021 2021 20212021203177 20212021365 (f) (g) (a)(b)2021(c)(d)20212021121% (a)(60) (b)(30) 14A.73(6) (h) 17,976,15320256306.02%202511202563020219,794,7459,531,7443.2%Keymed Talent Success TrustEagle Hero Management Limited20212021 2021 (1) (2)425%75%44.45 (3) 2022 202212120222022 (a)2022 20222022 (b) 2022 (c) 2022202220221.00 (d) 2022(i)2032120(ii)202220222022 (e) 20222022 (1)(2) (f) (a)(60) (b)(30) 20222022(i)2022(ii)(iii)2022 (g) 5,594,71120256301.87%279,735,5661%202563020225,594,7111.87%20256304,136,0002022 10% 20256302022 36682025630343434 2410 34 2025826 2025630 2025630 20252024 (78,799)(336,603) 2025630 2025630 2025630 2025630 1. 2018423Floor 4, Willow House, Cricket Square, Grand Cayman KY1-9010,Cayman Islands 2025630 2.1 3420241231 2.2 20241231 21 21 3. (a) (b) 20256308 230,580,00020246305