药捷安康-B2025中期报告
藥捷安康(南京)科技股份有限公司Tr a n s T h e r aS c i e n c e s( N a n j i n g ) ,I n c . （於中華人民共和國註冊成立的股份有限公司）股份代號 :2617 中期報告2025 2 4 5 6 7 9 11 13 33 45 53 H 1617 93 93 97927 186706 www.transthera.com 2617 Ernst & Young27/F, One Taikoo Place979 King’s RoadQuarry Bay, Hong Kong ⭰㰟㛪姯⸒Ṳ⋀㈧榀㸖毩歁㵳勘䙮怺979噆⤑⏋✱ᷧ⺎27㧺 Tel曢婘: +852 2846 9888Faxₚ䜆: +852 2868 4432ey.com 5322025630343434 2410 34 2025825 2025630 2025630 2025630 2024630249,624,000 2025630 2025630 1. 201441520217293 2025623 2. 20256303420241231 3. 20241231 21 21 4. 8 2025630 5. 6. 2025630 7. ** 8. 9. 25% 16.5% 2025630 9. 21%8.7% 20256302024630 10. 6302024630 11. 382,210,8942024630381,616,633 20252024630 12. 202563077,0002024630621,000 202563020246301,00020256302024630108 2025630 20256300.85%2.95% 202412312.55% 2025630 17. (a)202562313.1515,281,000200,945,150183,567,00011,034,00015,281,000157,252,000 2025630 18. 201720173162017 201720%20%20%20%20% 202117202131202120172021 202130%30%40% 18. 2023331 2023331 6202212311,557,2472018720275 2025630 18. 20233202320233312023 202310,674,0666,301,9394,372,127(1)(2) D+ 4,372,1272023331 18. 20256302023 2023331 2023331 202563020237,529,00020246308,402,000 2025630 19. 20. (a) 20. 202412312025630 (d) 2025630 21. 21. 20241231 22. 2025630 23. 2025825 2025630 2025630 CCA=mCRPC=HER2=2BTC=HCC=CLL=NHT=MCL=WM=HF=UC=AD=NASH=MRCT= 1.LG ChemTT-016882.Tinengotinib20237CCA2021820256FDACCAmCRPC(Fast-Track Designations)FDAEMACCABTC3.TinengotinibCCAII4.T i n e n g o t i n i bI I I(NCT05948475)5.(NCT04742959)6.(CTR20212760)7.TinengotinibNHTmCRPCIIT20248MSKCCCharlesL.SawyersFGFRJAK2022TinengotinibFGFRJAKmCRPCMSKCCMSKCCTinengotinibNHT8.20242INDTinengotinibNHTmCRPCIITinengotinibmCRPCIII9.TinengotinibFGFR(CCA)10.LG ChemTT-01688 TinengotinibTT-00420)FGFRCCACCAmCRPC(Fast-TrackDesignations)CCABTCII2025 TT-01488BTKBTKI2025 TT-00973AXL/FLT3AXLAXLI2026 TT-01688LG ChemS1P1(UC)(AD) TT-00920PDE9 TT-01025NASHVAP-1 TT-02332NLRP3 FGFR/VEGFRJAKAuroraFGFRFDA(CCA)(mCRPC)(Fast-TrackDesignations,FTD)FDA(OrphanDrug Desigenation,ODD)EMA(BTC)(American Society of Clinical Oncology)(European Society of Medical Oncology)(SanAntonio Breast Cancer Symposium)(AmericanAssociation for Cancer Research) •FGFRIII •FGFR/JAKmCRPCmCRPC •IINMPA2025 2025630 •(CCA) FGFRCCAFGFR2FGFR2202432843FGFRCCAORR30%(13/43)DCR93%(40/43)PFS6.0FGFRCCA(66.7%)2024328814 20251ASCO GI(Abstract 608)(CCA)IIFGFRFGFR2CCA18FGFR 20254AACR(Abstract825)FGFR(CCA)FGFRFGFRCCA12 mg QD41.6%48.6%FGFR2FGFRIII 20254(Annalsof Oncology)FGFRiFGFRFGFRFGFRFGFR2FGFRFGFR2FGFR 2025630CCAII2025III2026 •(mCRPC) FGFR/JAKmCRPCNHTenzalutamideapalutamideabirateronemCRPCFGFRJAKFGFRJAKmCRPCIII22mCRPC13ORR46%(6/13)DCR85%(11/13)43%50%PFS5.6(N=22)2024ASCO GU 20252ASCO GU(Abstract TPS290)(ARPI)(mCRPC)Ib/IIII(RP2D) 20254AACR(Abstract5593)mCRPC(AR+-)(NEPClike)ARPIs 20256(mCRPC)FDA(FTD)2025630mCRPCIIIIIImCRPC •(HCC) (HCC)HCCHCC 20253(9926.HK)(HCC)II •(BC) ( H R + )2(HER2-)(TNBC)HR+HER2ORR50% (8/16)DCR88% (14/16)165TNBC5ORR60% (3/5)DCR100% (5/5)HR+HER220 •(BTC) Ib/II28CCAORRDCR25.0%(7/28)75.0%(21/28) •FGFR(pan-FGFR solid tumor) FGFR 1/2/3FGFR 1/2/3FGFR1/2/351FGFR1/2/3ORR33%DCR88%PFS6.9 • 20254Cancer ScienceSCLCNeuroD1(SCLC-N)c-MycSCLC-NSCLC 20254AACR(Abstract4325)Ib/II10mg QD10mg QD •TT-01488BTKBTKTT-01488EGFRTecTT-014882022120224FDAINDTT-01488BI202332024102I18BTT-0148814ORR57%(8/14)3(CR)5(PR)(MCL)(WM)(MZL)ORR100%(7/7)BTKBTKC481TT-01488 •TT-00973AXL/FLT3AXLAXLAXLAXLTT-00973AXLAXL20228INDI20234TT-00973 20256(2025ASCO)TT-00973AXLI •TT-01688S1P12024UCAD583,20072.960%UC40%AD42025630S1P1UCADTT-01688S1P1S1P1S1P2S1P3GIRKPK/PDIITT-01688ozanimodetrasimodTT-01688I20247TT-01688UCIb20229TT-01688ADII20251TT-01688ADII •TT-00920PDE9TT-00920NP/cGMPTT-00920TT-00920TT-00920(CNS)CNSITT-00920 •TT-01025VAP-1NASHNASH202444.0VAP-1TT-01025100μMMAO-BTT-0102520224TT-01025ITT-01025300 mg100 mg202564FDAVAP-1VAP-1NASHTT-01025VAP-1 18A.08(3) 202463010.465.1%20256303.64.12.7 2024630142.530.9%202563098.4 •2024630101.246.7202563054.5TT-004202024Ib/IIII2025TT-00420 •20246307.81.920256309.7 202463028.12.2%202563027.5 202412319.410.3%20256308.5 2024123119.37.6%202563017.9 2024123114.913.4%202563016.9 20241231569.521.1%2025630449.1 2024123181.27.3%202563087.21030 202412314.430.0%20256303.1 20241231381.64.0%2025630396.9202562315,281,00013.151 2025630635.86 202563019.01%2024123119.92% 100%202563016.0%2024123116.6% 2025630 2025630 202563020241231 2025630 20256301211172025630 36.32 2025630 13.2013.2113.22 20256302025630 H2025623161.3 2025630 C.2.127C.2.1 2025630 20252282256 2025630571XV(a)XV78(b)352(c) (1)L (2)202563095,230,960301,666,673H(3)54,726,15228,284,453 2025630XV(a)XV78(b)352(c) 2025630XV23336 (1)L(2)95,230,960301,666,673H(3)MorningsideVenture(I)Investments LimitedMorningsideVenture(I)InvestmentsLimitedMorningsideBio-Ventures LimitedMorningside Bio-Ventures LimitedMorningsideHoldings(Asia)LimitedMo
