药明巨诺-B2025年度报告

2025 目錄 24610144148106127132133135136138204 (1) (1)(2) (2)Debra Yu (1) (3)Yiping James LiSungwon Song Debra Yu(2) Debra Yu (1)(3)(2) 826 Debra YuSungwon Song 17 Maples Corporate Services LimitedPO Box 309, Ugland HouseGrand Cayman, KY1-1104Cayman Islands 699B5 •8835 131 2126 www.jwtherapeutics.com Maples Fund Services (Cayman) LimitedPO Box 1093, Boundary Hall, Cricket SquareGrand Cayman, KY1-1102Cayman Islands 183171712–1716 2025 2025®JWCAR201JWCAR239relma-celSLE ®r/rLBCLsNDAsNDA2025520251®202510®202512JWCAR201CD19/CD20CAR-Tr/rDLBCLIIT2025JWCAR239CD19/CD20CAR-TIITCAR-TJuno 202510relma-celSLEI 202510MAGE-A4TCR-T 2025®219202438.4%202420252025®100105202512 7 2025®98%202550.9%2024 2026 2026®®2L LBCLsNDAJWCAR239CD19/CD20CAR-Trelma-celSLEIISLE 202512 31283.7202412 31158.279.3%(i)®(ii)JunoJWsLVV20241231158.238.4%202512 31219.02025123164.5 202412 3177.3123.9%202512 31173.1(i)sLVV61.5(ii)®34.2202412 3148.9%202512 3150.9% 202512 31154.370.5%20241231140.488.7% 202412 31120.134.6%2025123178.5 202412 31283.033.4%202512 31188.4(i)(ii)® 202512 31319.2202412 31147.6222.652.6JWATM203/213/204/214JWCAR129JWTCR001354.9 202512 31555.3202412 31590.6216.820251231242.5202412 31459.347.2%JWATM203/213/204/214JWCAR129 JWTCR001222.6 202512 31503.1202412 31757.4202512 31254.3 1202412 31405.5172.520251231233.0(i)®(ii)(iii) 202512 3179.3%38.4%2%18.2%JunoJunoJW®98%151sNDA555®2025127®®®r/rBLBCL20251®20255sNDAsNDACDE®INDJW®20259 2025 •2025202512 3150.9%•202512 31®100105202512 7®®• •®r/r LBCLII202420251®20255sNDAsNDACDE •2024JWCAR201CD19/CD20CAR-TIIT6JWCAR2012025ASH •2025JWCAR239CD19/CD20CAR-TIITCAR-T •relma-celSLEIIT2024 •IIT20245relma-celSLEI2025202510SLEI•2024JWCAR201IIT •2024A4MAGE-A4TCR-T20222seventy bio, Inc2seventy bio2seventy bioJunoMAGE-A42024IIT CARJWCAR201BCD19/CD20CAR-TJWCAR239CD19/CD20CAR-TJWCAR201JWCAR239 •®98%LBCL •®IND20259JW®•2025202512 31 •20254 18JunoJunoJWsLVVJuno20256 3Juno1 •202510 30MAGE-A4MAGE-A45 •®®r/r LBCLsNDA2026•JWPAS2026•JWCAR239CD19/CD20CAR-TIIT 2016 LBCL =BFL =MCL =SLE =r/r =MM =SCLC =HCC =MAGE-A4 =A4DLL3 = Delta3AFP=GPC3 =-3 * CAR-T®JunoCAR-TCD19CAR-T®(i)r/rLBCL(ii)24r/rFL(iii)r/rMCLBTKi®1CAR-TCAR-T 2025CAR-T2024CAR-TCAR-T2030CD19CAR-T2025®relma-celSLE ®202438.4% 2025CAR-T® ®CAR-T ®202512 31®100105®202512 7®® 202512 31 CAR-TCAR-T®r/rNHL® 2025®relma-cel —®relma-celJWCAR029 ®CAR-TCD19LBCLFLNHLB®LBCLr/r FL r/rMCLrelma-celLBCL® ®2JunoCARCARJunoBreyanzilisocabtageneliso-cel20212FDALBCL2022612LBCL LBCL 20219 1®r/rLBCL®1CAR-TCAR-T ®CAR-T®LBCLIIORR77.6%CRR53.5%5.1%sCRS3.4%sNTOS69.3%66.7%2023122024 LBCL 20231®r/rLBCLINDFDABreyanzi20233IND202311202420251®20255sNDAsNDACDE FL 20209®r/rFL20222sNDA202210sNDA®r/r FLCAR-T ®r/rFLsNDA®r/rBRELIANCEB6320211263RELIANCEB®r/rFLORR=100.0%CRR=85.2%ORR=92.6%CRR=77.8%CAR-T 20221264®r/rFLIIRELIANCEB202112 17®2811.7®CRRORRORRCRR100.0%92.6%—3NT3CRSRELIANCE2025 r/r MCL ®CD20BTKiMCLII®r/rMCL59CD20BTKir/r MCL20248®sNDAr/r MCLBTKi®r/rMCL 20231265®MCL202310 2559®®CRRORRORR81.36%CRR67.80%®59≥3CRS6.78%≥3NT6.78% — JWCAR201JWCAR239 JWCAR201 JWCAR201BCD19/CD20CAR-T 2024IITJWCAR201ORR100%(7/7)CRR 85.71%(6/7)6528CR6160PR180CR3653(42.9%)1CRS 1(14.3%)1ICANS2CRSICANS20251267 JWCAR239 JWCAR239CD19/CD20CAR-TJWCAR2012025IIT SLE—®relma-celJWCAR029 SLEB100,00030270,000340%50% BBCDTSLE CD19BCD19CAR-TBCAR-T15,000CAR-T IIT/INDSLECAR-TBIIT2025410eClinicalMedicine Journal ofAutoimmunitySLEI2025IITrelma-cel202510SLEI relma-celSLE CAR-T — JWCAR201 JWCAR201CD19/CD20CAR-T2024IIT JWTCR001 JWTCR001MAGE-A4TCR-TMAGE-A4TCRMAGE-A4TCR-TJWTCR001CTBR12TGF-betaFLIP 2022102seventy bioMAGE-A42seventybio2024 JWTCR001IIT 18A.05® CD19CAR-TCAR CAR-T •JWCAR201BCD19/CD20CAR-T •JWCAR239CD19/CD20CAR-T2025 CAR 2020610,000GMPQMS LBCL98%20222023 ®IND BMS •20254 18JunoJunoJWsLVVJuno®20256 3Juno1 •202510 30MAGE-A4GMP5 •®•®CAR-T••• 202512 31202412 31 1. 202512 31283.7202412 31158.279.3%(i)®(ii)JunoJWsLVV ®r/rLBCL r/r FL r/r MCL202512 31®219.0202412 3138.4%2025 20254 18JunoJWsLVV202512 3164.5 2. 202512 31110.6202412 3180.9 3. 202512 31111.550.9%202412 3177.348.9% 4. 2024202512 31 202512 31154.370.5%20241231140.488.7%10%38.4% 5. 2024202512 31 202412 31120.1202512 3178.541.0%43.3% 6. 2024202512 31 202412 31283.0202512 31188.4(i)(ii)® 7. 202512 315.6202412 316.9 8. 2024202512 31 202412 31147.6202512 31319.2222.652.6JWATM203/213/204/214JWCAR129JWTCR001354.9 9. 202512 31Juno3.1 10. 202512 31555.320241231590.6(i)®(ii)(iii)(iv)JWATM203/213/204/214JWCAR129JWTCR001222.6 11. 202412 31405.5172.5202512 31233.0(i)®(ii)(iii) 12. 202512 31570.3503.162.0394.4130.5218.132.7 2025202512 31236.1 202512 31503.120241231757.4254.3 202512 3169.5202512 31 13. (1)(2)(3) (1)(2)(3)100%(4) 14. 202512 31 15. 202512 31 16. 202512 31 17. 202512 31 18. 202512 31 19. 202512 31314202412 3128111.7%202512 31 202512 31159.6202412 31227.7 2025 20259 28 202651 202586 306012 1.2.3.4. 2024 20253 182024202414817(35.4%