亿腾嘉和2025年度报告

245153190101122177184185186188190192301302 20251230David Guowei Wang202512302025123020251230 202512302026327202632720251230 David Guowei Wang20251230202562620251230 2025123020251230202512302025123020256262025123020251230 20251230202512302025123020251230 202512302025123020251230 202512302025123020251230202512302025123020251230 20251230202512302025123020251230 1414402B 97927 Maples Fund Services (Cayman) LimitedPO Box 1093Boundary HallCricket SquareKY1-1102Cayman Islands Maples Corporate Services LimitedPO Box 309, Ugland HouseGrand CaymanKY1-1104Cayman Islands 183171712-1716 361406 2484020251230 1 6998 1526 www.eddingpharm.com •20252,487.5•2025399.3202411.4•202512311,054.920241231943.2•2025470.6EBITDA950.4* EBITDA EBITDA23. 7®®®®®®® 3 • 7®®®®®®® ➢®2025® ➢20251272025®®12026112026131 3 ➢GB268 GB268PD-1/CTLA-4/VEGFGB268PD-1+CTLA-4+TCTLA-4Treg20257IPK/PD10mg/kg20mg/kg ➢EDP167 EDP167ANGPTL3GalNAc-siRNAANGPTL3 mRNALDL-CTGLDLR20256I20262EDP167HoFHII24LDL-C2026Q4HoFH ➢GB261 GB261CD3/CD20BCD3I/IIDLBCLFL2025CandidGB261RASLE ➢EDP001 EDP001CD3/CD19/CD19/BCMATBBCMACD19CD19CD19+BBBCMACD3EDP001BBIND2026AACR •® ®201910®MRSAMRSAMRSA2025®78.7% ➢®2025® •®®®®(II) ®201910®®® ®202583%®®® •® ®ICS20205GSK20242®ICS® •®IPE ®FDA2023(VHTG)202420152Amarin® 25-35%65%-75%®REDUCE-IT25%20%® ➢2025TG®®(IIT)60IIT ➢IPE802020252024202420252025ESC/EASIPE ➢2025®4 ➢160PCI2025®1,500PCI2PCIPCI •® ®TPO-RA2025TPO-RA2019®2024 ➢202512® •® ®HDACHR+HER2-2023亿騰® ➢2025®&20262025➢2025121®HDAC➢20261®76100 ® ®C D K 4 / 6 iHR+HER2-HR+HER2-65%® ➢2025&20262025CDK4/6i2025 ➢202512®2025CDK4/6i ➢20261®88200 GB268PD-1/CTLA-4/VEGFI •GB268PD-1CTLA-4TTVEGFCTLA-4 •GB26820257IPK/PD10mg/kg20mg/kg EDP167ANGPTL3RNA(siRNA)IIHoFH •ANGPTL3ANGPTL3EDP167GalNAcNANGPTL3 mRNAANGPTL3LDL-CTG •I20256EDP16720257(SAD)I4020251212EDP167EDP167 •II202624HoFHIIEDP167HoFH24LDL-C2026Q4HoFH85%~90%LDLRLDL-CHoFH30PCSK9LDLRHoFHEDP167LDLRLDLRHoFH GB261(CND261)CD3/CD20B •GB261CD3CD20TCECD3•BI/IIDLBCL/FL•Candid2025GB261RASLE CD3/CD19/CD19/BCMATCEB •EDP001TBEDP001BCMACD19CD19CD19+BBBCMACD3 •EDP001EDP001BBBIND •2026AACR • T20262-4 • siRNA(ASO)20262IND 2025 20252025123018A 202573 ®20255®CDK4/6HR+HER2-HDAC®2025127®® GB26820257IPK/PD10mg/kg20mg/kgANGPTL3EDP16720262IIGB261Candid 2026 2026 GB268EDP167 GB2682026ESMOI2026II2027III2026Ib/IIIND EDP167I2026HoFHII202622026IIIII20272027III(MD)II20262027II GB2612026II1b/IIIND20262027 20251230亿騰亿騰3亿騰亿騰亿騰1)2)亿騰 3亿騰亿騰 1. 20242,546.02.3%20252,487.5 2025®189.12024111.6144.0%®2025®109.546.1%2025®264.3542.52025®2025®®2025® 2. 2024829.82025792.2 3. 20241,716.320251,695.268.2%202467.4% 4. 2024659.69.2%2025598.62025 5. 2024206.08.6%2025223.8 6. 2024121.933.4%2025162.6GB268EDP167 7. 2024254.645.6%2025138.52025 8. 202494.6202597.019.6%19.5% 9. 20241231270.220251231283.7 10. 202412313,053.3185.5202512313,238.820241231112.1287.220251231399.22025367.7287.2188.2 11. 2024123120251231102.3 12. 20241231552.820251231432.3(1)®®52.7(2)®51.2(3)®18.3 13. 20241231319.520251231631.4202622025123191.4% 14. 20241231111.7202512311,054.9885.720241231395.7202512310.4 15. 20241231451.220251231707.7 16. 202512312024552.9 17. 2024123111.620251231100.6 18. 1.2.3. 19. 20. 20244152013123015 20251231 21. 202512315%44.420242.3 22. 202512311,065.7202412311,993.1 20241231111.7202512311,054.9 23. EBITDAEBITDA EBITDAEBITDA (1)EBITDA (2)EBITDA (3) 24. 202512311,545 547,135,00020241231563,394,000 20251231 20212023202320212023102720212021202320232025122023202320232023 2025125D. 202512302026327202632720251230 David Guowei Wang20251230202562620251230 20251230202512302025123020251230 9098 20174102020107 MNC 20251231184185 5 •••••••• 20251231 2025123171.7%202474.3%2025123157.1%202454.7% 61.9%202465.1%20.0%202417.0% 5% 301 1 13 29 2024 202120232023ABT 2024 2025123113,575,198,00020249,477,833,000 18818930042 202512311,065,708,000202412311,993,140,000 20251231XV352C3 (1)202512312,011,213,774(2)30,675,180101,301,201(3)ChinapharmGroup45.33%46.32%ChinapharmGroupChinapharm Group(4)3,302,384XV2026327 20251231352 20251231336 (1)202512312,011,213,774(2)HHJHHHJHHHBIOHHBIOHHBIOHillhouseFund IV,L.P.HillhouseFund IV,L.P.HillhouseInvestment Management Ltd.HH BIOHH BIO Holdings GP, Ltd.(3)OrbiMed Asia GP, L.P.OrbiMedOrbiMed Advisors LimitedOrbiMed Asia GP, L.P.OAP(4)OrbiMed Asia GP III, L.P.OAP IIIOrbiMed Advisors III LimitedOrbiMed Asia GP III, L.P.OAP III(5)OrbiMed AdvisorsOAPOAP III(6)HongShan Capital I, L.P.HongShan Capital Partners Fund I, L.P.HongShan Capital Principals Fund I, L.P.HSG Management IHongShan Capital Growth Fund I, L.P.HongShan Capital GF Principals FundI, L.P.HongShan Capital Growth Partners Fund I, L.P.HSGGF Management IHSG Growth VHoldco Q, Ltd.HongShan Capital Growth Fund V, L.P.HSGG V ManagementHSGHolding LimitedHSG Management IHSGGF Management IHSGG V ManagementHSG Holding LimitedSNP China Enterprises LimitedHSG Holding LimitedMr. N