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]:绿叶制药:截至2025年12月31日止年度之年度业绩公告 - 发现报告

绿叶制药:截至2025年12月31日止年度之年度业绩公告

2026-03-31 港股财报
报告封面

LUYE PHARMA GROUP LTD. 02186 20251231 •20241231247.04.1%6,308.4•EBITDA20241231279.012.7%2,470.7•20241231118.42.9%4,162.666.0%•20241231105.412.6%944.6•705.72024123160.7•618.720241231146.8•15.882024123112.54•20251231 20251231 20252024 705,659645,008 680,438483,99786,828173,107 767,266657,104 1231 20251231 1. 20037220045520121129201479 Clarendon House, 2 Church Street, Hamilton HM 11, Bermuda33207 2. 20251231 (a)(b)(c) 3. 21 21 4. 5. 20252024 20252024 (ii) 30 1231 20252024 96,968169,955–12,351 96,968182,306 6. () 7. 8. 16.5%202416.5%2,000,00020242,000,0008.25%20248.25%16.5%202416.5% 17%24%13.5%29.125%25%30% 21%202421%2024 20081125% 15%202415% 20252024 20251231 15% 9. 202512312024 10. 3,895,812,61820243,761,670,643 *483,409,0003,867,701,185 20251231997,974,0002024131,227,0002025313,484,0002024264,739,000 90 202512 31506,347,000202446,371,000 14. (a) (i)225,792,0002024165,711,000(ii)741,541,0002024794,133,000(iii)27,252,000202428,950,000(iv)(b)5.10%6.00%236,710,0002024297,004,000 15. Steward Cross Pte. Ltd.Steward CrossLuye Pharma Venture CapitalLPVCGeneleap Biotech LLCGeneleap Biotech (i)(ii)(iii) (b) 20252024 Steward CrossLPVC*#*Shanghai Dima 477,971130,112 *3,0302,383–1,164 3,0303,547 –1,190 *#351,440,000LPVC20262026228316,296,000 (c) 29,69334,929 3010 8GMP3080 20251231 202412314.1%6,308.4 IQVIA65322 ErzofriRykindoLY30410 10.2%2,297.225.7%2,028.030.6%1,152.410.3%348.853.2%482.0 19 20214VEGF20251231mCRC ADTNASDAQ: BGNE06160688235 202412SCLCCSCO2025SCLCNCCNESMOSCLC2025 2020FDA199729FDASCLC 1202512312009 202462025 IR50 2022111 20211Rykindo20231FDAI Erzofri Erzofri20247505(b)(2)505(b)(2)FDA202311,666,5732039(II)2025 20246 20251231IQVIA2025160IQVIA2025 IQVIA2025382025 IQVIA2025 2025IQVIA2025142025 2025821(GLP-1)® 60mg2022112025520261BA6101(AGEMED) 202511(nAMD)(DME)nAMDDME(RVO)(DR)(mCNV)(ROP)1477 T-cell EngagerADC20251231590532942025123125179577145 2025123132195815 LY30410 2021AD202310AD •20253Rivaluen®LA Patch25.92mg/51.84mgTowa Pharmaceutical Co., Ltd.Towa202012Towa 1 202211(NMPA)(MDD) •20254•20258GAD3•20261GAD Neupro PDRLSRotigotine LuyeNeuproRotigotine LuyeNeupro8%NeuproRotigotine Luye •20254 LY03015VMAT22Sigma-1TDHD VMAT2LY03015Sigma-1RCYP2D6CYP2D6LY03015 •20251LY030152LY030152TD LY0301752A5-HT2AR52C5-HT2CRPDPADPNSS PDPADPNSS5-HT2ALY030175-HT2A5-HT2CPDPADPNSS LY03017ADPNSSPDP •20251SAD5MAD •202511LY03017FDAIND LY030201(TAAR1)5-HT2CR51A(5-HT1a R)5-HT2CR LY03020ADP(EPS) •20252SAD20258MAD •20251FDA LY03021gA(GABAAR PAM)NETDATLY03021NETDAT(NE)(DA)GABAAR LY030212421NOAEL50LY03021 •20258LY030211 BA610160mgRANKG2Prolia 202211 •20255•202511BA6101•20261BA6101 BA1102120mgRANKLG2 20245GCTB1≥45kg •20255 •202511BA1102 BA51011(GLP-1) 2 •202582 BA9101 nAMDDME(RVO)(DR)(mCNV)(ROP) nAMDDME BA11041(PD-1)PD-1PD-L1PD-L2T 202310BA110433 •20253FDA(BPD) 2bFDABA1104(PK)1(BLA)CCS3 •202510BA110433 BA1302CD228ADC CD228(GPI)ADC BA1302BA-huMab®CD228sMFI2BA1302 •20253FDA(sqNSCLC) •20256FDA BA1106IL-2CD25 BA1106BA1106CD25TCD25TBA1106IL-2Teffs •2025412025(AACR) •20256BA1106BA1104 BA1301Claudin18.2ADC BA1301C-LockDuostatin-5CLDN18.2ADC •202510BA130112025(ESMO) 8050 •20253•20254Erzofri•20254Rotigotine Luye•20255Erzofri(APA)•20261 20251231311,0001,85022,600202512312,32089.5%6,10067.2%14,18065.0% •20254•20255•20258•202511 •20251BA6101BA1102•20256•20256BA9101•202512BA6101BA1102•202512 8GMP20251231GMP2027 202520244.1%2024471.9618.731.1% •2025202511BA6101BA11022026 •LY0301522026LY0301720262LY0302020262BA130112026BA1106BA11042026BA130212026BA2201TL1A/IL23BA1203PD-1/IL-2BA1304EGFR/B7H3ADC2026IND • Erzofri2025202620252025 6,308.4202412316,061.4247.04.1% 2,297.2202412312,084.6212.610.2% 1,152.4202412311,660.0507.630.6% 348.820241231388.940.110.3% 2,028.0202412311,613.3414.725.7% 482.020241231314.7167.353.2% 202412312,017.22,145.834.0%20241231 4,162.6202412314,044.2118.42.9%66.0%2024123166.7%20241231 472.420241231360.0112.431.2% 1,826.2 202412311,816.49.80.5%28.9%2024123130.0% 679.620241231582.097.616.8% 466.420241231604.0137.622.8% 686.620241231561.8124.822.2%20241231 239.020241231194.244.823.1%25.3%2024123123.1% 705.720241231645.060.79.4% 202512315,296.9202412312,539.0202412311.24202512311.53 202512318,352.0202412318,294.46,694.11,657.96,511.420251231 202512312024123152.7%45.5% 20251231 20251231 20251231 2026126285,000,00070.01%2026127 202512312024 20266262026623202662620266262026622183171712–1716 C1 202571202571 20251231 C.2.1 C320251231 20251231 2025123120251231 2025 2025(www.luye.cn)(www.hkexnews.hk) 2026330