荃信生物-B2024中期报告

2 4 42 44 50 108 215 15323203-3207 1 16 293-10 H 2920 1617 90711310 2509 www.qyuns.net 3485 2015QX002NQX005NQX002NIL-17A(AS)IIIQX005NIL-4RmAb20245QX005N(AD)(PN)IIIQX001SPsIL-12/IL-23p402024QX013NIgG1202456(CSU)INDIaQX013Nc-kit (1)QX002NASIII2024(2)QX005NPNIIIQX005NADIII20245FPI(3)QX005NADIb/IIa20246FPI(4)20208QX001SQX001S(5)QX004NPsII20241LPI20248II(6)QX004NCDIa(7)QX006NSLEIb2024(8)20244QX004NQX004N(9)20241QX008NBLAQX008NMAHQX008NCOPDII(10)QX013NCSUIa20246FPI(11)20247QX005N2024721 QX005N QX005NIL-4IL-4RIL-4RIL-4RIL-4IL-13IL-4IL-132QX005NAD12-17ADPN CRSwNP CSUCOPD7IND 2024510QX005NADIIIQX005NADIb/IIa20246 QX005NPNIIQX005N20241(BTD)QX005NBTD2024529QX005NPNIIIPNIII2024529614 20234QX005NCRSwNPII20244 QX002N QX002NIL-17AIL-17AIL-17AASTNFTNFIL-17AIL-17ATNF- QX002NASLNINDQX002NASIbIIQX002NASIII2025 18A.08(3) QX001S QX001SBLA2009FDAIL-23IL-12Ps2023109Johnson & Johnson20241232023 PsIQX001SPKPsIIIQX001SPKQX001S20237BLABLA20238BLA2024QX001SQX001SPs QX001SUCCD QX004N PsCDIL-23p19QX004NIL-23p19Ps QX004NPsII20241LPI20248II 20232QX004NCDIa20245Ia 20244QX004NQX004N75.01,032.0 QX008N QX008NTSLPIgG1COPDTSLP2 IaQX008N20238QX008NIb20241QX008NQX008NBLAQX008NMAHQX008NCOPDII QX013N QX013Nc-kitIIIIgG1CSUC-kitCSUQX013Nc-kitCSU 202459QX013NCSUQX013Nc-kitQX013NCSUCSUQX013NCSUIa20246FPIIa QX006N QX006NIFNAR1SLESLEIFNAR1SAPHNELO2021FDASLE 20237IaQX006N20233SLEIbQX006NSLEIb2024 QX007N QX007NIL-33IL-1IgG1QX007NCOPD20242QX007NCOPDIND (i)mAb(ii)(iii)(iv)(v)2024630920IND19FDA 1CRO202463011858.47% 2024630145.23 cGMP2019GMP57,97742,000L300kg2ml10ml30ml18,0001ml2ml9,000QX001SQX002NQX005NBLAcGMP 47389942QX002N82QX005N63896212024630 2024630325 2024630 ••CMC••• 2024630 202463044.92QX008NQX004N 20236309.6823.55%20246307.40(i)CDMO20241.4(ii)2024CDMO2.42.2(iii)0.5 20246 301.2 202363098.77202463070.3328.06 2023630168.8413.98%2024630145.23(i)5.52CMC2023630(ii)QX004NII7.16(iii)7.61 20236307.9076.46%202463013.94 20231231166.552024630329.76196.54QX008NQX004N117.00252.14 202463010.83QX001SCDMO 2023123126.4761.50%202463042.7517.65CRO 20231231129.912024630127.31 202463067.27QX004N 20246302023630 QX001SQX008NQX004NQX005N 202312312024630344.14498.64 20203002020 20246202420202024202472024 20246302024240,000,00020246302020219,000,00021,000,00020247120243.9%20204.3%4.6%20234.5%4.6% 2024630220.2020231231109.62024630124.52023123159.620246303.3%4.2%20233.3%4.2% 202312311.6620246301.86(i)16.28(ii)196.54(iii)QX008NQX004N117.00 100%20246302.5% 20247202414 20246301212 2024630 202312315% 20246 30 2024630 13.51B(1) 2024630XV23 (1)L(2)H(3)50%50%(4)8.27%(5)45.71%5,000,0002.38%2.25%(6)10,000,0004.76%4.50%(7)(8)(9)41.67%92.97% (10)0.88%55.07%44.05%94.30%50.67% (11)91.25%41.76%31.50%90%10.50%94.30%7,500,0003.57%3.38% (12)81%33.33%33.33%32.33%60.13%41.76%90%31.50%10.50%94.30%7,500,0003.57%3.38% (13)MPCVIL.P.MPCVI-AL.P.MPCManagement VIL.P.MPCManagement VIL.P.MPC GPGP VI Ltd.MPCVIL.P.MPCVI-AL.P.10,920,0005.20%4.92%MPCManagement VIL.P.MPCGPGP VI Ltd.MPCVIL.P.MPCVI-AL.P. (14)1.67%45%33.33%90%99%50%50% (15)222,071,600 (1)94.30% XV23 2024630XVXV78352C3 (1)L(2)50%50%(3)8.27%(4)45.71%5,000,0002.38%2.25%(5)10,000,0004.76%4.50%(6)222,071,600 XVXV78352 C3 2022915 (i)(ii)D.17 27,500,00016615,550,0006411,950,000D.(e) 20246302024630 2024630 C1 C.2.1C.2.1 202472(i)III(ii)(iii)14202472 202472 18 H2024320163.3H13.562024630 2024630 2024320 3.21C1 20246302024630 24102024630 2024630 13.2013.2113.22 1.2024712020202420262030 2.2024719000963.SZQX005NIL-4RmAb(i)(ii)(iii) (i)III(ii)IIIINDJDC 2024721 3.2024719(i)6020241022(ii)100202410222024719 446820246303434 2410 202463034 108 2024815 2024630 2024630 2024630 2024630 2024630 2024630 1 342024815 202320242 34 2023 24104243 1 20231231202312312024423 2 •12020•12022•16•77 3 (a) 2024630 3 (b) 4 5 (a) (b) 6 (a) (i) 25% (ii) 20241231100% 7 172,116,0002023630258,062,000216,776,0002023630201,239,000 20232024630 8 2024630515,00020236302,035,000 202382024630230,798,000 12 12 (i) 13 15 (i)202432019.8012,046,4001H12,047,000238,518,000216,388,00012,047,000182,280,000 (b) 20246302023630 15 (c) (i) 2019531 2022915 2023630 (ii) 202291520222022(i)(ii) 15 (c) (ii) 202210151,1001.003202210151,0001.003202210157,5701.00 202210154,2301.003202210152,0601.003202210153,1001.0020232131,0001.0032023315401.003 15 (c) (iii) 202463050,638,000202363086,307,000 16 (a) (i) 13 ••• 16 (a) (i) 16 16 (b) 202463020231231 17 2024630 18 (i) (i) (a) 18 (b) 19 (i)QX005N(ii)QX005N(iii)QX005N MAH 571