德琪医药-B2025 中期报告
(於開曼群島註冊成立的有限公司)股票代號: 6996 2025中 期 報 告 2469232740414243444547 Rafael Fonseca Maples Corporate Services LimitedPO Box 309, Ugland HouseGrand Cayman, KY1-1104Cayman Islands Rafael Fonseca 1065SOHOB1206-1209 Rafael Fonseca 110 Rafael Fonseca 23712AB 97927 Maples Fund Services (Cayman) LimitedP.O. Box 1093, Boundary HallCricket SquareGrand Cayman, KY1-1102Cayman Islands 6996 183171712-1716 www.antengene.comwww.antengene.cn 839 20201120 717710 161 3 20256302024630 202463060.87.6202563053.2202312®202320246302025630202422.0 202463027.310.8202563038.1 2024630130.850.9202563079.9 202463056.019.0202563037.0 202463058.519.2202563039.3 2024630167.090.6202563076.4 2024630152.679.7202563072.952.2% 2025630 •ATG-010XPOVIO®®XPO1 •20252®(XVd)(rrMM)202531® •20253(BPOM)®(NDA)(1)(MM)(2)(PI)(IMiD)CD38(mAb)rrMM(3)B(rrDLBCL)B(DLBCL) •ATG-022Claudin 18.2 •ATG-022IICLINCH •202512025ATG-022I/IICLINCH2024112221Claudin 18.2 (CLDN18.2)(IHC)2+≥20%ORR42.9%DCR 95.2%1.8-2.4 mg/kg10CLDN 18.2IHC 2+ < 20%ORR30.0%DCR 50.0% •20255MSD (Merck & Co., Inc., Rahway, NJ, USA)ATG 022MSDPD 1KEYTRUDA® •ATG-037CD73 •ATG-037ISTAMINASTAMINAII •202562025ASCOISTAMINA202542743(CPI)286(PR)ORR21.4%16(SD)DCR78.6%11CPI(DCR 100%)ORR 36.4%4PR •ATG-031CD24 •ATG-031IPERFORM •ATG-101PD-L1x4-1BB •ATG-101B(B-NHL)IPROBE-CNPROBE •OnatasertibATG-008 mTORC1/2 202562025(ASCO)I/IITORCH-2ATG-008PD-12024112530(QD)15 mgATG-00821(Q3W)240 mg14163727(ORR)22.2%(DCR)85.2%PD-L1PD-L1ORR30% (3/10)33.3%(2/6)1.7(1.4,4.2)(DOR)5.795% CI2.7(NE)(PFS)4.295% CI3.3,5.8(OS)21.495% CI15.5 NEATG-008(CPI) ATG-042PRMT5-MTAATG-201 (CD19 x CD3 TATG-102LILRB4 x CD3 TATG-106CDH6 x CD3 TATG-021GPRC5D x CD3 TATG-107FLT3 x CD3 TATG-110LY6G6D x CD3 TATG-112ALPPL2 xCD3 T 2+1TAnTenGagerTMT(CRS) AIDeepSeekT(TCE) • • 2017 15®NDA 15 2025 ATG-010XPOVIO®®XPO1 ®(SINE)Karyopharm Therapeutics Inc.Karyopharm® Karyopharm201973(FDA)®PIIMiDCD38 mAbrrMM 2020622®FDArrDLBCLDLBCL20201218FDA®MM 20217(MFDS)®PIIMiDCD38 mAb(MM)NDAB202112MFDS(sNDA)®MMMFDS202410sNDA 202112(NMPA)®PIIMiDCD38mAbrrMM 20236®(XVd)(PBS)rrMM 20237®NDA(Xd)PIIMiDCD38rrMM 20238®®®200100100535® 202312®NDA(Xd)PIIMiDCD38 mAbrrMM 202312®PIIMiDCD38 mAbrrMM202411202411rrDLBCL®2024202511 20246(NHIS)®rrMM202471® 20247NMPA®rrDLBCL 202489®MMNDA 20252®(XVd)rrMM202531® 20253(BPOM)®NDA(1)MM(2)PIIMiDCD38 mAbrrMM(3)rrDLBCLDLBCL 2025630®NDA ®R-GDPrrDLBCLII/IIIKaryopharm(XPORT-DLBCL-030) ATG-022Claudin 18.2202212(HREC)ATG-022 I2023320233NMPA(IND)2023520235ATG-022FDA(ODD)ATG-022 II20255MSDATG 022MSDPD 1KEYTRUDA® ATG-037CD7320222HRECI20226NMPA202211ATG-037 I20237STAMINASTAMINAIb/II ATG-031CD2420235FDAINDB-NHLPERFORM I2023122025630 ATG-101PD-L1x4-1BB20223ATG-101INMPAIND2022820229ATG-101FDAODD ATG-022ATG-037 ATG-031ATG-101 OnatasertibATG-008, mTORC1/2 Celgene CorporationonatasertibonatasertibPD-1I/IITORCH-2 202562025(ASCO)I/IITORCH-2ATG-008PD-12024112530(QD)15 mgATG-00821(Q3W)240 mg14163727(ORR)22.2%(DCR)85.2%PD-L1PD-L1ORR30% (3/10)33.3% (2/6)1.7(1.4,4.2)(DOR)5.795% CI2.7 NE(PFS)4.295% CI3.3,5.8(OS)21.495% CI15.5 NEATG-008CPI ATG-008 (ONATASERTIB) ATG-201CD19 x CD3 TATG-201IND/CTAATG-106CDH6 x CD3 TATG-106IND/CTAATG-110LY6G6D x CD3 TATG-110IND/CTAATG-112ALPPL2 x CD3 TATG-112IND/CTAATG-102LILRB4 x CD3 TATG-102IND/CTAATG-021GPRC5D x CD3 TATG-021IND/CTAATG-107FLT3 x CD3 TATG-107IND/CTA AnTenGagerTM TAnTenGagerT AIDeepSeekTCE 202563099ATG-010XPO1ATG-008onatasertibmTORC1/2ATG-101PD-L1x4-1BBATG-037CD73ATG-022Claudin 18.2ATG-031CD24®2023PIIMiDCD38mAbrrMM2023202411NMPA20246®rrDLBCL2024202511 2025202463077.5121.720256305(PCT)8PCT 20257NMPA®(XVd)MM 20258ATG-022CLDN18.2HER2(GC/GEJ)NMPA(CDE)(BTD) 2021®ATG-010NDA202220232024DLBCL2025 NDA® 202463060.87.6202563053.2202312®202320246302025630202422.0 202463027.310.8202563038.1 2024630130.850.9202563079.9 202463056.019.0202563037.0 202463058.519.2202563039.3 2025630 202563012527 2025630794.120241231900.12025630 2025630 2025630850.4794.156.32025630190.1142.740.07.4 100%2025630447.4%20241231653.4% 100%202563039.5%2024123136.7% 20256302025630 2025630 2025630 202563041.8 6020188282020818 3070 2001820012Johnson & Johnson Pharmaceutical Research &Development, L.L.C.20064200810Novartis AGNOVN.SIXNVS.NYSENovartis Oncology20081020173CelgeneBMY.NYSE®POMALYST®IDHIFA®201411202012201742022224202415SanReno Therapeutics Holding Limited 19897199412006 43202068202161820206 20200462008112012820176Pine River Capital Management201782019820191020206BFAM Partners(Hong Kong) Limited 20045201511 502020119 199972002720053200812McKinsey &Company20091201032010420121Boehringer Ingelheim Pharmaceutical Co.,Ltd.20121201312Fidelity Growth PartnersAsia20142201810FountainVest201810202312202422025520257 199671999720045 422020119 20057200772007720119201110201252013120161200820163201762017920197Canada Tenkey Holdings20182Sheng Qian Plus Corp 200572015120126201492018620187 Rafael Fonseca582023414 FonsecaGetz FamilyFonsecaDamon Runyon-Walter WinchellInternational Wal
