和铂医药-B中期报告2025

中 報2025 2 4 5 9 28 43 44 45 47 48 50 P.O. Box 472, Harbour Place, 2nd Floor103 South Church Street, George TownGrand Cayman KY1-1106Cayman Islands Robert Irwin KamenAlbert R. Collinson 218A3202 Albert R. Collinson 33191918 Albert R. Collinson International Corporation Services Ltd.P.O. Box 472, Harbour Place, 2nd Floor103 South Church Street, George TownGrand Cayman KY1-1106, Cayman Islands Robert Irwin Kamen 1617 97927 201623 www.harbourbiomed.com 02142 1. HarbourMice®105 9.15% 2. a.Candid Therapeutics, Inc.CandidTTCE320Candid b.Windward BioWindward BioHBM9378/WIN378970HBM9378/WIN378 c.BCMAxCD3THBM7020HBM702047623 3. a.KodiakSciences Inc.KODHarbour Mice®b.Visterra, Inc.HCAbHarbourMice®Visterrac. 4. a.HBMAlpha TherapeuticsHBMATb.Élancé TherapeuticsÉlancéÉlancéHCAbc.(AI)d.NKA++A+++NK 1.(HBM9161)FcRn gMGBLANMPA 2.HBM9378TSLP NMPACOPDINDIND WindwardBioPOLARISIIWIN378 3.(HBM4003) (CTLA-4 PD-1CRC (MSS)(mCRC)II2025ESMO PD-1HCC (HCC) 4.HBM7008B7H4X4-1BB 5.HBM1020B7H7/HHLA2 ESMOI 1.HBM7004B7H4/CD3 IND 2.HBM7020BCMA/CD3 3.R2006CD19/CD3HBM7026BCMA/CD19/CD3 4. ÉlancéTherapeuticsÉlancéÉlancéHCAb 5. IdeaIND HarbourMice®(H2L2)(HCAb)HCAb(HBICE®)B I to ITM IdeaINDHarbourMice®B 10 100 17544 1059.15% 1.Candid CandidTherapeutics,Inc.CandidTTCE320Candid 2.Windward Bio WindwardBioWindwardBioHBM9378/WIN378970HBM9378/WIN37845Windward BioWindward BioWindwardBioWindward Bio 3. BCMAxCD3TBCMAxCD3THBM702047623T 1.Kodiak Sciences Inc. KodiakSciences Inc.KODHarbourMice® 2.Visterra, Inc. Visterra,Inc.VisterraHCAbHarbourMice®Visterra 1.HBM Alpha Therapeutics HBM Alpha Therapeutics(CRH) HAT001HBM9013CRHHBMAT395HBMAT 2. (AI) HarbourTherapeutics (HBM9161) (FcRn FcRnFcRnIgGIgGFcRn gMGIIIIIIgMGgMG (HBM9161)gMGBLANMPANMPABLA BLA (HBM9161)gMGBLANMPA •gMG IIIHBM9161 HBM9378 (TSLP HBM9378H2L2HBM9378TSLPTSLPTSLPTSLPCOPDHBM9378 NMPAINDI NMPACOPDINDINDNMPA Windward Bio WindwardBioWindwardBioHBM9378/WIN378 WindwardBioPOLARISIIWIN378 (HBM4003) (CTLA-4 HBM4003CTLA-4T4(CTLA-4)THCAbHBM4003CTLA-4CTLA-4CTLA-4HBM4003T(ADCC)TregHBM4003HBM4003CTLA-4 HBM9378SKB378Windward BioWIN378 HBM4003PD-1 PD-1 PD-123ORR1PR(DCR)30.4%47.8% IPD-1/PD-L1(ORR)33.3%PD-1/PD-L1ORR40.0% ESMO(MSS)(mCRC)II HBM7008 (B7H4/4-1BB HBM7008(TAA)B7H44-1BBTAATTHBM7008HBICE®PD-L1PD1/PD-L14-1BB Cullinan Therapeutics, Inc.Cullinan Oncology, Inc.CullinanCullinanCullinanB7H4x4-1BB(HBM7008) CullinanCullinanCullinanHBM7008 4013(32.5%)(SD)85.3% HBM1020 (B7H7/HHLA2 HBM1020Harbour Mice®B7H7B7B7H7PD-L1PD-L1HBM1020B7H7HBM1020PD-L1PD-(L)1 I ESMOHBM1020157(46.7%)(SD)11%25% HBM7004 (B7H4/CD3 H B M7004B7H4x C D3H B I C E®Harbour Mice®H2L2HCAbB7H4xCD3HBICE®HBICE® H B M 7 0 0 4B 7 H 4THBM7004HBM7004B7H4x4-1BB IND HBM7020 (BCMA/CD3 HBM7020HBICE®Harbour Mice®BCMAxCD3HBM7020BCMACD3TTBCMACD3CRSHBM7020 HBM7020NMPAINDI BCMAxCD3THBM7020HBM7020 R2006 (CD19/CD3HBM7026 (BCMA/CD19/CD3 T(TCE)BTCEBBCD19BBBBCMABCAR-TCD19+BCMA+BCD19BCMATBCD3TCE ÉlancéTherapeuticsÉlancéÉlancéHCAb ÉlancéGLP-1GIPGCG ÉlancéHCAbÉlancéHu-mAtrIx™(PK) HCAb ••HBM9161•I•ESMOB7H7HBM1020I •57016353 HCAb-CARmRNA •Toxicon X•SARS-CoV-2•CARAACR•mRNAT•TFR1•9CAR-TCRNonaCarFx™BCMA 18A.08(3) NKNK15.8%15.8%A++A+++1NK10.0923% 7.662.01% 5% 11.5045,022,000 11.5045,022,0005.17% AstraZenecaHBM9378WindwardBioHBM7020HBM9013 I to ITM IdeaINDHarbourMice®HBICE® 101.373.023.71.4 6.13.518.013.17.47.9 101.323.7327.5%20.893.72.9164.9%7.6 4.91.2 6.13.5 13.118.0 0.57.4 1.471.673.0 13 (2) (3) 0.60.9 61.63.1 17139 13.30.613.20.7 C1 C.2.1 C.2.1 C3 3.10(2)AlbertR.Collinson3.10(2)3.21 13.51B(1) 13.51B(1) 10%133,963,95020,943,00020,537,000 XVXV78352 XVXV78352 XV23336 (1)LS(2)846,922,622(3)AdvantechMaster Investment LimitedAdvantechMaster Investment Limited AdvantechCapitalL.P.Advantech CapitalAdvantech CapitalAdvantechCapital Holdings Ltd.Advantech Capital Partners Ltd.Advantech Capital Holdings Ltd.Advantech Master Investment LimitedAdvantech Capital Advantech Capital Partners Ltd.Advantech Capital Holdings Ltd.67,279,360(4)LC Fund GP LimitedLC FundGP LimitedLC Healthcare Fund I GP, L.PLC Healthcare Fund I GP, L.PLC Healthcare Fund I, L.P.LC Healthcare Fund I, L.P.LC Healthcare Fund I GP, L.PLC Fund GP LimitedLC Healthcare Fund I, L.P.68,601,000(5)HARBOURBIO LLC(6)7,200,0001,631,250Kastle Limited 336 8,340,0000.98% 1. 2. 76,789,11610% 37,566,2668,340,0001,082,25030,308,516 1.2.50%3.4.(a)25%(b)25%(c)25%(d)25%5.2.4151,284,0006.206.36,056,0001,284,0005(i)25%(ii)25%(iii)25%(iv)25%1,284,0001,284,0002(i)20%(ii)20%(iii)20%(iv)40%27.8.9. 3. 38,394,5585%1% 31,762,308059,75031,822,058 38,394,558 36,045,308036,045,308 1. 2.(a)25%(b)25%(c)25%(d)25%(a)25%(b)25%(c)25%(d)25%(a)25%(b)25%(c)25%(d)25% 3.50% 18 1. P.O. Box 472, 2nd Floor, 103 South Church Street, George Town, Grand CaymanKY1-1106, Cayman Islands 2.1 34 2.2 21 3. 4. 5. 6. 6. 16.5%16.5%8.25%8.25%2,000,0002,000,000 25%25%15%15%15%15% 200,000200,00015