四川科倫博泰生物醫藥股份有限公司 截至2025年6月30日止六个月的财务报表附注（未经审计）

246516199118186191192193194195196250251 108 666 2025620 24840 · H 183171712–1716 H06990 https://kelun-biotech.com 2025BiotechBiopharma48佳泰萊®22ADC舒泰萊®N01達泰萊®科泰萊®PD-L11NDA523 2025ASCOESMONEJMNatureMedicineBMJBCLCGIGUMTCNPC 60035佳泰萊® 202517sac-TMT3NewCoWindward BioCrescent BiopharmaBD+ ADCDCOptiDCTMADC 2.0ADCiADCDACRDC OptiDCTMDCDCADC+IO 202562.58MSCI 2026AI 2025 •ADC osac-TMTTROP2 ADCSKB264/MK-2870佳泰萊® TNBC202411sac-TMT21TNBCSac-TMTADC Sac-TMTTNBC320245ASCO20254(Nature Medicine)Sac-TMTPFSOSBICRsac-TMTPFS6.7(95% CI: 5.5, 8.0)2.5(95% CI: 1.7, 2.7)HR0.32 (95% CI: 0.24, 0.44, p<0.00001)68%Sac-TMTOS(95% CI: 11.2, NE)9.4(95%CI: 8.5, 11.7)HR 0.53 (95% CI: 0.36, 0.78, p=0.0005)47%Sac-TMTORR45.4%ORR12%TROP2(H-score>200)sac-TMTPFS8.3ORR (52.1%) sac-TMTICCTNBC3 oHR+/HER2- BC20262sac-TMTETHR+/HER2-BC Sac-TMT2L+ HR+/HER2- BC3202510ESMOLBAICCsac-TMTORR41.5%24.1%PFS8.34.1(HR=0.35, 95% CI=0.26-0.48, p<0.0001)Sac-TMTHER2PFSHRHER20.39, 95% CI=0.26-0.57HER20.3195% CI=0.20-0.48Sac-TMTICCOS(HR=0.33; 95% CI=0.18-0.61) sac-TMTICCETHR+/HER2- BC3 oEGFRNSCLC20253sac-TMTEGFR-TKIEGFRNSCLCLCTROP2 ADC sac-TMTEGFRNSCLCOSPFS202632026 ELCCSac-TMT41.3%sac-TMTOSRPSFTsac-TMTOS20.011.2(HR 0.45, 95% CI: 0.28-0.73)18OS54.7%9.1%sac-TMTOS20.013.5(HR 0.63, 95% CI: 0.40-0.98)INVPFS7.92.8(HR0.23, 95% CI: 0.15-0.35) 202510sac-TMTEGFR-TKIEGFRNSCLCOSTKI(2L)NSCLCADC Sac-TMT2LEGFRNSCLC3202510ESMOLBAsac-TMTORR60.6%43.1%BIRCPFS8.34.3(HR=0.49, 95% CI=0.39-0.62, p<0.0001)OS17.4HR=0.6, 95% CI=0.44-0.82p=0.001ADCsac-TMTOS44%(HR, 0.56; 95% CI, 0.41-0.77)The New England Journal of Medicine=78.52026 sac-TMTEGFRNSCLC3sac-TMTEGFRNSCLC2 oEGFRNSCLCsac-TMT®4PD-L1NSCLC3PFSNSCLCADC3 20261sac-TMTPD-L1 TPS≥1%EGFRALKNSCLC sac-TMTPD-L1NSCLC3 osac-TMTGCECCC OC TC UC CRPC HNSCC o20225sac-TMT17sac-TMTBCLCGIGU3sac-TMT2 osac-TMT 2025ASCO GU •Sac-TMTUC1/2KL264-01/MK-2870-001(NCT04152499) 2025ASCO •Sac-TMTEGFRNSCLC(OptiTROP-Lung03)•Sac-TMTTNBC2(OptiTROP-Breast05)•Sac-TMTPD-L1NSCLC2(OptiTROP-Lung01)•Sac-TMTEGFRNSCLC2 2025ESMO •Sac-TMTEGFR-TKIEGFRNSCLC3(OptiTROP-Lung04)•Sac-TMTICCHR+/HER2-BC3(OptiTROP-Breast02)•Sac-TMTKRASNSCLC(SKB264-II-08)5d•Sac-TMTPD-L1NSCLC2(SKB264-II-04/MK-2870-003)•Sac-TMTCRPC2(SKB264-II-06/MK-2870-002)•Sac-TMT/EC1/2(KL264-01/MK-2870-001)•Sac-TMT/CC1/2(KL264-01/MK-2870-001) 2026 ASCO GU •Sac-TMTUC(SKB264-II-06/2870-002) 2026 ELCC •Sac-TMTEGFRNSCLCOptiTROP-Lung03OS (The New England Journal of Medicine)•Sac-TMTEGFR-TKIEGFRNSCLC(OptiTROP-Lung04)(The British Medical Journal)•Sac-TMTEGFRNSCLC(OptiTROP-Lung03)(Nature Medicine)•Sac-TMTTNBC3(OptiTROP-Breast01)•Sac-TMTEGFRNSCLC1/22•Sac-TMTPD-L1科泰萊®NSCLC2(OptiTROP-Lung01)(Journal of Hematology & Oncology)•Sac-TMT1/2(The Annals of Oncology)•Sac-TMTUC oHER2 ADCA166舒泰萊® 202510HER2HER2+ BC2L+ HER2+ BCHER2 ADC 2L+ HER2+ BC3202510ESMOLBAT-DM1BICRORR76.9%53%PFS11.14.4(HR=0.39, 95% CI=0.30-0.51,p<0.0001)HER2PFS1HR=0.36, 95% CI=0.25-0.53HR=0.39, 95% CI=0.28-0.56OS(HR 0.62) ADCHER2+BC2 2 SKB315 (CLDN18.2 ADC)SKB315GC/GEJC/PDAC1b SKB315CLDN18.2SKB315GC/GEJC12025102025ESMO32≥2.4mg/kg1CLDN18.2H≥80GC/GEJCORRDCR37.5%84.4%PFS8.2(95% CI: 2.7, 9.8)OS12.4(95% CI: 4.9, 17.8)5.4mg/kg Q2WGC/GEJCORRDCR41.7% (5/12)91.7% (11/12) SKB410/MK-3120 (Nectin-4 ADC)4SKB410/MK-31201/2 SKB571/MK-2750SKB571ADCLCGI2 SKB518SKB518FICADC2 SKB500SKB500ADCSKB5002 1 SKB107SKB107 RDC1 SKB535/MK-6204SKB535FICADCSKB5351SKB535SKB445SKB445FICADCSKB4451SKB105/CR-003 (ITGB6 ADC)SKB105Crescent BiopharmaADC120261IND1/2 •DC oDCIOADCDC PD-L1A167科泰萊®202412NPC20251NPCNPCPD-L1 NPC320255ASCONPCPFSORRDoRPD-L1PFSPFS7.9(HR=0.47, 95% CI: 0.33-0.66, p<0.0001)53%ORR81.7%74.5%DoR11.75.8(HR=0.48, 95% CI: 0.32-0.70)1(HR=0.62, 95% CI: 0.32-1.22)38% N01EGFR mAbA140達泰萊®20252N01FOLFOXFOLFIRIRASmCRC3N01愛必妥®N01ORRN01愛必妥®71.0%77.5%ORR0.93 (95% CI: 0.87, 0.99)N01DoR PFS愛必妥®PFS10.910.8HR1.03 (95% CI: 0.831.28)DoR10.29.5N01愛必妥® RETA400/EP0031寧泰萊®5RETNSCLCNDARET+ MTC1b/2EllipsesPharma2 20255ASCORETMTC1ORR63.0%DCR 100%MKIORR56.3% (9/16)62.5% (5/8)DoR25.8PFS24PFS77.8% SKB118/CR-001PD-1/VEGFSKB118PD-1VEGFCrescent Biopharma20261Crescent BiopharmaFDASKB118INDASCEND 1/2202622026SKB1181/2 o SKB378/WIN378TSLP120251SKB378COPDINDWindward Bio2POLARIS SKB575TSLP/20263SKB575IND o SKB336FXI/FXIa1 •sac-TMT佳泰萊®科泰萊®N01萊®舒泰萊®宁泰萊®6NDA2027sac-TMT佳泰萊®科泰萊®N01萊®202611 303001,200CSCO2025CSCO2025CSCO2025CBCS&CSOBO202620242025 600KA 2025DTP60400DTP202510,000 2025sac-TMT佳泰萊®科泰萊®N01萊®31舒泰萊®5202512 7sac-TMT佳泰萊®科泰萊®N01萊®202611sac-TMT佳泰萊®sac-TMT佳泰萊®1430 • ADC Sac-TMTsac-TMTsac-TMT17sac-TMT3 BCoSac-TMTTPCpCRTNBCoSac-TMTTPCTNBCPD-L1(CPS)<10oSac-TMTTPCHR+/HER2- BCEToSac-TMT/TNBCHR/HER2-BCLCoSac-TMTpCRNSCLCoSac-TMTPD-L150%NSCLCoSac-TMTEGFRNSCLC12EGFR-TKIEGFR-TKI1oSac-TMTEGFR-TKIEGFRNSCLCoSac-TMTNSCLC oSac-TMTECoSac-TMTECoSac-TMTTPCCCoSac-TMT2LOCoSac-TMTCC (PD-L1 CPS≥1)oSac-TMTHRDOCGISac-TMT3L+/GEAGUSac-TMTUC sac-TMT2 ADCsac-TMTADCADCADCADCADCADCADCADC Ellipses Pharma20213Ellipses PharmaEllipses PharmaEllipsesPharmaEP0031 20244FDA22025123139 W