东曜药业-B2025年年报

24715323757808687899091 202510 11202510 11 20253 1220253 1220253 1220253 12 ESG 202510 11 20253 12202510 11202510 1120253 12 20253 1220253 1220253 1220253 1220253 1220253 12 20253 1220253 1220253 1220253 12 1617 20253 1220253 2120253 2120253 1220253 1220253 12 33191918 120 www.biodlink.com 1875 • 2025 ADC CDMOADC®20251030NMPAEGFRADCCDMOADCADC 2025 2025CDMO(ADC) CDMO®CDMO20 CDMOCDMO2025CDMO2.3513%202134%202512 3160213ADC68%3.08 ADCCDMOAOCRDC DACADCGL-DisacLink®CMC20261INDBDKCell®(CHO-K1)BDKMedia™BDKLyo™CDMO 2026120ISO90012015ADC/XDC2025100% 20262 12HK22684.00202512 2299% GMP37100%64QPPIC/SGMPPMDA CDMOCDMO 2026 20263 18 EBITDAEBITDA EBITDAEBITDAEBITDA EBITDAEBITDA 202563,171202431,4372025EBITDA27,9482024EBITDA106,734 2025747,64520241,098,329350,68432%2025100,369202434,757202585,675202479,313202577,492202481,3752025324,0912024606,711 CDMO/CMO 2025487,7692024877,410389,641 2025CDMO/CMO234,9392024207,13327,806 2025358,6662024315,89742,769CDMO/CMO CDMO 202585,675202479,3136,362 2025324,0912024606,711282,620 202577,492202481,3753,883 20253,62620248,0052024 202511,212202418,2167,004 20252,24620243,3831,137 202511,92220249,8802,042 20252024 2025100,369202434,757 625,8152024729,655103,840 202512 31327,5552024381,25653,701 202516,1422024116,403100,26143,0702024122,50579,43525,662202434,183 202512 31382,626202412 31394,013432,533202412 31299,05026 (1)(2)(3) 2024202520252024 202111 91.8202112 3183,500202112 31202512 3112,143 2021ADC202512 313,726 202512 31 202512 31 202512 31 202512 31 202512 31613202512 31 2025221,8992024205,032 202512 312024202512 31 •CDMO234,93913%34% 2025ADC •60 CDMOCDMO •202412 3115320251231213 •Pre-BLA8ADCCDMO CDMO13%44%CDMO/CMO®5 •3.0861% 202512 31 •747,64532%•487,76944% CDMO 1.CDMO 20222,41546.5%30%-40%ADC70% CDMO20182023CDMO44679712.3%202820331,6843,3852023ADC202030ADC1102023450% CDMO20182023CDMO39.9%1608592024CDMO20282,08420335,369 ADCCDMOLinker-PayloadADC CDMOADCCDMOADC20182022ADC CDMO0.12.1114.1%20268.3203024.5 2. ••(ADC)CDMOGMPADCADC 3.CDMO •2025CDMO •60213ADC68% •1Pre-BLA8 •3.0861% •EGFR ADC®EGFRADCCDMOADCCDMOADCADC ADCADCCDMO 4.CDMO –4.1 ADCCDMOCDMO –4.2 ADCCDMO NMPAFDAEMA GMP20,000ADC20L500L500ADC6,000~50,000 CDMO(ADC)GL-DisacLink®ADC OSHydroTrioBDKcell®(CHO-K1)BDKLyo™ 2025BDKcell®(CHO-K1)CHO-K1BDKcell®ADC711DNAINDCDMO 2023GL-DisacLink®ADCGL-DisacLink®ADCADCCDMOXDCbest-in-classADC20252682024538%2IND BDKLyo™ (QbD)20251016635003CDMO NMPAFDAGMP GMP37100%64QP20256710GMPEGFRADCGMPADCGMP2026120ISO 9001:2015 2024OSHydroTrio –4.3 ICHQ10cGMPFDA2025DMSFDACCSCAPA (QMS) (LES)(EBR)(QMS)20260202 4.4 – 2025CDMO15 202509 20251231613CDMO53888%CDMO76%ADC71% 2025CDMO/CMO –4.5 2025ESGTOP102025CDMOTOP20BiologicsCDMO of the YearADC13CMCCDMO ® ®202512 3135295 (License-out)CDMO ® ®20215 31NMPA 2025CDMONMPA GMPADCADC (6622.HK)2025612(NMPA)3.2(TAB014)TAB014wAMD •2GMP15050L2,000L1(non-GMP)20261352300 20223(6622.HK)TAB014(MAH) ADCPre-BLACDMOADC CDMO •ADC3240OEB-520L-500LADC21502R-50R200 2025World ADCAACRCDMO 2025CDMOADC100% CFDIADC®PPQCDMO 2025 •2025215(15th World ADC London)GL-DisacLink® •20254AACRADC/XDCCDMO •2025521st Annual PEGS Boston 2025ADCADC •202562025 CBA-ChinaADCXDCADCXDCADC •20256BioPlusKOLBD •20257BIO TONACEA •20259CMCADCCMC •202510 •20251116th World ADC San Diego 2025GL-DisacLink®BDKcell® •202511CDMOBiologics CDMO Europe 2025Biologics CDMO of the YearADC/XDCCMC •2025112025EADC 2025CDMOCDMO 2025ADC 2025CDMO/CMOCDMO 20262 12HK22684.00202512 2299%1+1>2 CDMOCDMOCDMO 5820161 1920189 28202510 11ESG 201310(VivoCapital LLC)2008620131020216229120187Sinovac Biotech Ltd.SVA201811256120253202132021620243GenetronHoldings LimitedGTH20182202339969688428 1991719887 5420253 12 5720238 12ESG 202542632202632022120226CTHAtlas Technology Group LLC2019920206SoftBank InvestmentAdvisers (US) Inc.201762018122000112017617 CMC20011020155ArrayBioPharma Inc.ARRYPfizerInc.PFE2015620162Avista Pharma SolutionsCambrex CorporationCBM20163201742359603259 20178(Vivo Capital LLC)20191120216(Genetron Holdings Limited)GTH 20211220243 199792002120176 198919942000 202410Linbio Consulting LLC20148202492269JNJPPD Inc.TMO 5720253 12 2025825612025320221020094 1982719891120015 492024720 199172002720032 20149202412269Pharmaceutical Product Development, Inc.Thermo Fisher Scientific, Inc.TMOBristol Myers Squibb CompanyBMY 7020253 12ESG 19982005(Universität Paderborn)2005(Diplom-Kauffrau)(FCMA)(CGMA)(HKICPA) 61202311ADC30 2014920231022692268(Sigma Aldrich)(DuPont-MerckPharmaceuticals)(Amgen) 5220233 201912023318776881802014201815130005132012201420072012Shire HGT(Takeda) 452022120244202510 199520002007 2021620211020161120215(Fuba Automotive Electronics GmbH)2019820051120169(Wincor Nixdorf International GmbH)Wincor Nixdorf AGWIN2016Diebold Nixdorf, Inc.DBD 462020520222 1 2017120205Flex Ltd.FLEX20127201612Multi-Fineline Electronix,Inc.MFLX2008320125Canadian Solar Inc.CSIQ20022003 20