SHANGHAI JUNSHI BIOSCIENCES CO., LTD.*
1877
2020 6 30
2020 6 30
2019
1
2020 575 2019
86% 90%
2020 709 2019
369 92%
(ADC) JS016
2020 6 2019 11% 2,026
593 2019 105%
(license-in)
21 19 2
15
2
NDA
UC NPC
NSCLC EC SCLC
TNBC HCC GC
RCC
2
– 2020 3
FDA
– 2020 4 5
2020 7
– 2020 6 Merck KGaA
TAB004/JS004 BTLA
2020 4 I
I
JS005 IL-17A 2020 5
I I
2020 3
JS016
SARS-CoV-2 COVID-19
– 2020 5
COVID-19
JS016
– 2020 5 JS016
SARS-CoV-2
– 2020 6 JS016 I 2020 7
I
I JS016
40
Ib
II/III
JS016
3
18A.09 18A.11
2020 7 15
B
A A 2020 7 15
Revitope Oncology, Inc. Revitope Limited
Revitope Revitope
T T
Revitope 5
TEAC
Trop2 Tub196 JS108
PARP Senaparib IMP4297
50% IMP4297
4
first-in-class
best-in-class
JS001
PD-1
JS002 UBP1213
IND PCSK9 BLyS TAB004/JS004
BTLA FDA NMPA
JS016
(ADC)
5
2018 12 17
2
2
JS001 PD-11
1. JS001
2. II III
6
JS003 PD-L1
TAB004/JS004 BTLA
JS006 TIGIT /
JS007 CTLA-4 /
JS009 /
JS011 /
JS012 /
JS101 Pan-CDK
JS104 Pan-CDK /
JS105 PI3K-α /
JS014 IL-21 /
VEGF
JS501
Trop2 -Tub196
JS108
JS002 PCSK9
JS008 /
TNF-α
UBP1211
JS005 IL-17A
UBP1213 BLyS
JS010 /
JS016 S
7
(license-in)
21 19 2
1 JS001
PD-1
11
IND JS001
Ib UBP1211
NDA JS002 PCSK9 II
III TAB004/JS004 BTLA
BTLA I
JS016 SARS-CoV-2
I JS501
JS003 PD-L1 JS101 Pan-CDK JS005
IL-17A I
UBP1213 BLyS JS108
Trop2 Tub196
10
8
1. JS001
PD-1
2
2018 12 17
2019 (CSCO)
17.3% 57.5% 1
69.3%
9
1
30
15
1 Ib 2020 4
2020 5
2020 3
FDA
2020 6
2018 12 17
2
2
JS001 PD-11
1 JS001
2 II
III
10
2. TNF-α UBP1211
UBP1211 TNF-α
NDA
3. PCSK9 JS002
JS002 PCSK9
JS002
I II
JS002
LDL-C JS002
III
4. BTLA TAB004/JS004
TAB004/JS004 (first-in-human)
B T (BTLA) BTLA
TAB004/JS004
PD-1 2019 3 FDA 2019 4 IND
2019 10 I
TAB004/JS004 2020 1
IND 2020 4 I
11
5. SARS-CoV-2 JS016
JS016 SARS-CoV-2
COVID-19 2020 5
JS016
1,000
SARS-CoV-2
2.45
2020 6 JS016 I 2020 7
I I
JS016
40
Ib
II/III
JS016
SARS-CoV-2
2020
2020 2020 1-6
575
86%
709 2019 92%
12
1.
(1) 2 0 2 0 1 BTLA
TAB004/JS004 NMPA 2020 4 I
TAB004/JS004 NMPA FDA
(IND)
TAB004/JS004
T
(2) 2020 4
NPC
PD-1 NPC NDA
NPC
III JUPITER-02 (NCT03581786)
(3) 2020 5
UC
UC
UC
(4) EGFR NSCLC III
NMPA NDA
(5)
13
(6) 2020 5 JS005 IL-17A
I I
JS005 IL-17
IL-17A
(7) 2020 6 JS016
SARS-CoV-2 2020
7 I
JS016 JS016
2.
2019
92% 123%
2020 6 30 61 51
10
1 JS001 2020 2
Clinical Cancer
Research
IF 10.107
14
2 JS001 2020 4
Clinical Cancer
Research POLARIS-01
IF 10.107
127
(ORR) 17.3%
(DCR) 57.5%
2
(DOR)
(PFS)
3.6 (OS)
22.2
PD-L1
3 JS016 Nature 2020 5
SARS- IF 43.070
CoV-2
(SARS-CoV-2)
CB6
15
3.
2020 3 (JS016)
JS016 SARS-CoV-2
ACE2
2020 5
JS016 JS016 2020 7 I
Ib
II/III
JS016
JS016
2020
16
4.
A
A 2020 7 15
JS004 JS001
17
1.
2020 575
a. 426 2020
254 2020
90%
b. 144 2020 5
JS016
SARS-CoV-2 COVID-19
2.
6 30
2020 2019
6,155 11,815
4,079 708
10,234 12,523
(i)
(ii)
(iii)
3.
2019 6 30 2020 6 30
369 709
(i)
(ii)
(iii)
18
4.
2019 6 30 2020 6 30
111 228
5.
2019 6 30 2020 6 30
93 144 (i) (ii)
6.
2020 6 30 2019 12 31 1,214
676 (i)
(ii) (iii)
19
7.
6 30
2020 2019
(593,273) (289,347)
– (24,419)
817 –
3,222 6,166
469 33,949
(588,765) (273,651)
20
8.
H H H
3,003 2020 6
30 320
H
2018 12 11 2019
8 29 2019 2020 8 28 H
2020 8 28
2020 8 28 H
21
2020 6 30
2020
2019 6 30 2020
6 30
2019 12 31
4
2021 12 31
1,952,203 65% 2,162,440 72% 2,086,005 76,435 286,672 79%
2021 12 31
JS001 1,201,356 40% 1,201,356 40% 1,186,895 14,461 104,562 43%
2021 12 31
JS004 1a
480,542 16% 480,542 16% 466,621 13,921 134,057 20%
2021 12 31
1b
270,305 9% 480,542 16% 432,489 48,053 48,053 16%
22
2020
2019 6 30 2020
6 30
2019 12 31
4
2022 12 31
1c
750,847 25% 540,610 18% 303,478 237,132 26,895 11%
2021 12 31
300,339 10% 300,339 10% 326,849 3
6,286 3
6,286 10%
3,003,389 100% 3,003,389 100% 2,716,332 319,853 3
319,853 100%
1. 2019 2019 8
a.
b.
c.
2.
3. 33
4.
23
2020 6 30
6 30
2020 2019
3 574,932 309,306
(90,496) (40,579)
484,436 268,727
10,234 12,523
22,090 (9,468)
(44) 750
(708,912) (368,737)
(228,170) (110,687)
(144,014) (93,315)
(3,020) (160)
(22,005) (9,324)
(10,109) (8,697)
(599,514) (318,388)
4 1,615 28,889
(597,899) (289,499)
4,626 152
(593,273) (289,347)
24
6 30
2020 2019
(597,899) (289,189)
– (310)
(597,899) (289,499)
(593,273) (289,037)
– (310)
(593,273) (289,347)
6
(0.76) (0.37)
(0.76) (0.37)
25
2020 6 30
2020 2019
6 30 12 31
2,026,147 1,827,868
198,715 179,518
6,486 6,291
68,204 71,224
1,022 1,022
22,205 20,590
330,820 335,466
103,416 69,345
2,757,015 2,511,324
274,497 180,666
7 241,315 157,416
616,949 352,163
17 17
– 6,828
676,284 1,214,026
1,809,062 1,911,116
8 964,513 514,639
9 349,919 76,891
22,034 13,846
1,336,466 605,376
472,596 1,305,740
3,229,611 3,817,064
26
2020 2019
6 30 12 31
9 720,000 744,896
66,842 56,320
43,894 27,332
830,736 828,548
2,398,875 2,988,516
10 784,147 784,147
1,614,731 2,204,372
2,398,878 2,988,519
(3) (3)
2,398,875 2,988,516
27
2020 6 30
1.
2012 12 27
2015 5 2015 8
833330
2018 12 24 H
1877 2020 7 15 2020 5 8
A 2020 7 15
688180
36 58 2 13
622 16 183 54
34
2.
2020 6 30
2019 12 31
28
(a) (b)
2020 1 1
1
8
3
9 39
7
2.1 1 8
2020 12 31
29
3.
6 30
2020 2019
430,694 308,341
i 70,956 –
ii 73,282 965
574,932 309,306
(i) 2020 6 30
2020 6 30
10,000,000 70,956,000
245,000,000 2020 6 30
2020 6 30
IND
2020 6 30
(ii) (i)
IND 10,328,000 73,282,000
2020 6 30
2020 6 30
4.
6 30
2020 2019
– –
– (408)
– (408)
1,615 29,297
1,615 28,889
25%
30
2018 11 2
15%
15%
21%
(TopAlliance Biosciences Inc.)
8.84%
5.
6.
(a)
6 30
2020 2019
(597,899) (289,189)
6 30
2020 2019
784,146,500 783,092,953
(b)
2018 2 23 2019 6 30
2019 6 30 2020 6
30
2018 5 14 2018 12 16
2019 1
2019 6 30
2020 6 30
31
7.
30 60 2019 30 45
2020 2019
6 30 12 31
0 30 115,487 96,647
31 90 117,197 60,235
91 180 8,631 534
241,315 157,416
8.
2020 2019
6 30 12 31
64,540 74,616
91,868 112,561
236,562 98,621
9,967 14,919
29,095 42,948
105,238 113,311
8,628 10,409
348,793 13,565
69,822 33,689
964,513 514,639
15 60 2019 15 60
2020 2019
6 30 12 31
0 30 48,836 58,726
31 60 6,679 2,946
61 180 4,013 11,426
180 5,012 1,518
64,540 74,616
32
9.
2020 2019
6 30 12 31
801,161 746,085
268,758 75,702
1,069,919 821,787
349,919 76,891
720,000 744,896
1,069,919 821,787
(349,919) (76,891)
720,000 744,896
4.35% 5.23% 2019 4.35% 5.23%
10.
1.0
2019 1 1 760,310,000 760,310
H 23,836,500 23,837
2019 6 30 2019 12 31
2020 6 30 784,146,500 784,147
2019 1 9
19.38 16.94 23,836,500 H
461,951,000 403,838,000 23,836,500
380,001,500
33
A
2020 7 15
A 55.50 87,130,000 A
4,836
4,497
2020 6 19 2020
A
4,645,421 A 2020 5 27
2020 7 1 2020 5 27
2020 5 8
A 2020 7 15
18A.09 18A.11
H H 2018 12 24
18A 8.05(3)
18A.12
2020 7 9 18A.09
18A.11 2020 7 15
B 2020 7 10
2020 7 13
2020 7 Trop2 Tub196
JS108
2020 7 21
34
2020 7 Revitope Revitope
T
2020 7 14
2020 8
PARP
Senaparib IMP4297
50% IMP4297
2020 8 20 2020 8 26
2020 8
2020 20
A 2020
7 15 87,130,000 A
2020 2 3 2020
2020 2 3
2019 12 3
2019 6 17 2018 2019
2019 H
2020 7 15
2019
5 27
35
2020 4 26
2020 6 19
2020 6 19
2020 7 24
2020 6 30
36
(www.junshipharma.com)
(http://www .hkexnews.hk) (http://www.sse.com.cn)
1.
2.
2019
37
3.
4+7
UBP1211 JS501
19
4.
5.
2020
JS016
38
JS016
2020
2019 2
39
2020
2020 6 30
2020 2019
6 30 12 31
676,283,671.07 1,220,853,588.61
16,894.77 16,696.16
2,073,600.00
239,621,216.77 163,210,266.97
259,247,004.03 297,742,486.41
7,690,819.41 9,696,696.56
274,497,316.81 180,665,713.58
349,630,968.84 38,930,814.57
1,809,061,491.70 1,911,116,262.86
69,225,703.12 72,245,777.05
10,000,000.00
93,416,000.00 69,345,791.00
1,319,194,368.78 328,439,508.15
680,471,934.80 1,479,708,403.83
64,866,725.78 42,889,418.14
140,334,629.63 142,919,408.69
14,361,003.52 9,233,800.43
22,205,405.24 20,589,695.03
330,819,618.15 335,466,543.89
2,744,895,389.02 2,500,838,346.21
4,553,956,880.72 4,411,954,609.07
40
2020 2019
6 30 12 31
269,919,359.73 76,891,463.18
428,148,363.18 326,687,244.94
105,237,740.69 113,311,444.82
8,627,635.20 10,408,676.82
397,785,202.06 37,080,689.59
102,034,158.59 13,845,551.04
1,311,752,459.45 578,225,070.39
720,000,000.00 744,896,108.25
43,893,921.58 27,332,442.01
66,841,870.73 56,319,908.27
24,714,122.34 27,151,229.26
855,449,914.65 855,699,687.79
2,167,202,374.10 1,433,924,758.18
784,146,500.00 784,146,500.00
4,184,050,315.08 4,180,418,778.52
17,162,288.18 12,535,946.17
-2,598,601,174.98 -1,999,068,441.43
2,386,757,928.28 2,978,032,783.26
-3,421.66 -2,932.37
2,386,754,506.62 2,978,029,850.89
4,553,956,880.72 4,411,954,609.07
41
2020 1-6
2020 2019
574,932,262.29 309,305,991.08
574,932,262.29 309,305,991.08
1,178,457,854.51 646,365,034.50
90,495,754.19 40,578,896.10
2,480,948.33 3,368,565.94
228,170,452.95 110,687,053.39
143,787,856.11 91,405,337.28
708,912,455.37 368,737,084.23
4,610,387.56 31,588,097.56
8,964,052.56 4,069,607.24
6,155,565.44 11,239,619.76
3,676,439.44 556,114.29
- -5,466,997.93 477,489.00
-3,020,073.93 -160,220.23
- 26,623,719.61 24,419,592.99
- -44,557.75 749,800.17
- -1,569,697.45
- -580,306,686.30 -310,856,046.97
402,434.08 151,500.07
21,244,680.83 9,430,694.05
- -601,148,933.05 -320,135,240.95
-1,615,710.21 -28,888,989.96
42
2020 2019
- -599,533,222.84 -291,246,250.99
1. - -599,533,222.84 -291,246,250.99
2. -
1.
- -599,532,733.55 -290,935,752.71
2. - -489.29 -310,498.28
4,626,342.01 151,998.55
4,626,342.01 151,998.55
1.
2. 4,626,342.01 151,998.55
(1)
(2)
(3)
(4)
(5)
(6) 4,626,342.01 151,998.55
(7)
-594,906,880.83 -291,094,252.44
-594,906,391.54 -290,783,754.16
-489.29 -310,498.28
-0.76 -0.37
-0.76 -0.37
43
2020 1-6
2020 2019
552,061,507.19 220,418,961.19
60,186,286.64
17,309,925.59 14,579,362.60
629,557,719.42 234,998,323.79
767,661,355.36 621,356,249.38
299,195,732.37 149,189,543.44
18,640,242.50 14,833,339.96
62,356,228.98 115,587,146.78
1,147,853,559.21 900,966,279.56
-518,295,839.79 -665,967,955.77
69,500,000.00
637,709.23
6,261,953.44 11,239,619.76
6,261,953.44 81,377,328.99
236,934,271.11 431,555,564.00
10,000,000.00 68,900,000.00
2,069,736.54 7,347,812.65
249,004,007.65 507,803,376.65
-242,742,054.21 -426,426,047.66
391,691,655.50
323,570,036.53 700,225,000.24
323,570,036.53 1,091,916,655.74
75,615,037.14 478,686,423.62
22,509,295.41 12,855,281.91
10,680,694.95 19,359,497.55
108,805,027.50 510,901,203.08
214,765,009.03 581,015,452.66
8,530,676.11 43,757,548.24
-537,742,208.86 -467,621,002.53
1,214,025,879.93 2,763,570,176.83
676,283,671.07 2,295,949,174.30
44
2020 1-6
2020
784,146,500.00 4,180,418,778.52 12,535,946.17 -1,999,068,441.43 2,978,032,783.26 -2,932.37 2,978,029,850.89
784,146,500.00 4,180,418,778.52 12,535,946.17 -1,999,068,441.43 2,978,032,783.26 -2,932.37 2,978,029,850.89
- 3,631,536.56 4,626,342.01 -599,532,733.55 -591,274,854.98 -489.29 -591,275,344.27
4,626,342.01 -599,532,733.55 -594,906,391.54 -489.29 -594,906,880.83
3,631,536.56 3,631,536.56 3,631,536.56
1.
2.
3.
3,631,536.56 3,631,536.56 3,631,536.56
4.
784,146,500.00 4,184,050,315.08 17,162,288.18 -2,598,601,174.98 2,386,757,928.28 -3,421.66 2,386,754,506.62
45
2019
760,310,000.00 3,797,238,509.95 -9,517.84 -1,242,283,592.26 3,315,255,399.85 -1,113,013.75 3,314,142,386.10
760,310,000.00 3,797,238,509.95 -9,517.84 -1,242,283,592.26 3,315,255,399.85 -1,113,013.75 3,314,142,386.10
- 23,836,500.00 375,919,955.10 151,998.55 -290,935,752.71 108,972,700.94 -310,498.28 108,662,202.66
151,998.55 -290,935,752.71 -290,783,754.16 -310,498.28 -291,094,252.44
23,836,500.00 375,919,955.10 399,756,455.10 399,756,455.10
1. 23,836,500.00 367,855,155.50 391,691,655.50 391,691,655.50
2.
3.
8,064,799.60 8,064,799.60 8,064,799.60
4.
784,146,500.00 4,173,158,465.05 142,480.71 -1,533,219,344.97 3,424,228,100.79 -1,423,512.03 3,422,804,588.76
2020 8 28
Roy Steven Herbst
*
46