上海君實生物醫藥科技股份有限公司
Shanghai Junshi Biosciences Co., Ltd.*
( 於中華人民共和國註冊成立的股份有限公司 )
股份代號 : 1877
2021
中 期 報 告
* 僅供識別
2
4
9
38
55
56
58
60
61
63
86
2
2
1
Roy Steven Herbst
(5)
(6)
Roy Steven Herbst
2
(5)
(6)
3
(4)
36
(4)
58 2 10 1003
(4)
16
183 54
H
183 54
2
3
H 01877
A 688180
910,756,700 219,295,700 H
691,461,000 A
H
200 H
www.junshipharma.com
1
2021 6 29
2
2021 8 30
3
2021 6 29
4
2021 6 29
5
2021 4 29
6
2021 4 29
4
2021 6 30 2,114 2020 268%
947 2020 34%
(i) (ii)
11 2020 598
575 2,114
48
2,028 2021 6 H
2,106
(ADCs)
2
1 16
PARP III 25
2021 1
FDA (Fast Track
Designation)
IND FDA III 2021 3 NMPA
5
2021 2 Coherus BioSciences, Inc. Coherus
Coherus
Coherus
11.1 Coherus
1.5
2021 2
sNDA NMPA
2021 2
NMPA
2021 1 2 TAB006/JS006 TIGIT NMPA FDA IND
2021 2 FDA Eli Lilly and Company
(JS016/LY-CoV016) 1,400 (LY-CoV555) 700
EUA
2021 2 JS110 XPO1 JS111
EGFR exon20 IND NMPA 2021 4 IND
2021 2 JS201 PD-1/TGF-β IND NMPA
2021 5 IND 2021 7 JS201 I (NCT04956926)
2021 2
6
2021 3 TopAlliance Biosciences, Inc.
FDA
BLA
(Rolling review)
2021 3 JS103 IND NMPA
2021 5 IND
2021 3 JS007 CTLA-4 IND NMPA 2021
6 IND
2021 4
12
NMPA
2021 4
III JUPITER-06 NCT03829969
IDMC PFS
2021 7
sNDA NMPA
2021 6 JS014 21 (HSA)
IND NMPA
2021 8 UBP1213sc B (BLyS)
IND NMPA
7
2021 7
mRNA
50% 50%
mRNA
2021 6 H 70.18 36,549,200
H 2,106
8
6 30
2021 2020
%
2,114,448 574,932 268
1,650,506 484,436 241
(422,619) (228,170) 85
(947,279) (708,912) 34
(295,513) (144,014) 105
10,533 (597,899) 102
(4,210) (593,273) (99)
0.01 (0.76) 101
0.01 (0.76) 101
2021 2020
6 30 12 31
%
4,442,796 3,312,147 34
5,599,395 4,698,717 19
10,042,191 8,010,864 25
461,308 677,022 (32)
1,521,788 1,492,582 2
1,983,096 2,169,604 (9)
8,059,095 5,841,260 38
9
first-in-class
best-in-class
JS001
NMPA PD-1
12
UBP1213 NMPA IND PCSK9 BLyS TAB004/
JS004 (first-in-human) BTLA FDA
NMPA
(JS016) 2021 2 FDA
(JS016/LY-CoV016) 1,400 (LY-CoV555) 700
EUA
(ADCs)
COVID-19
10
1.
NRDL
3,000
1,500
31
2021 2
2021 2
NMPA 2021 2
sNDA NMPA
2021 4
12
NMPA 2021 7
sNDA NMPA sNDA
PD-1
11
2.
15 30
FDA 2 1 3 2021 3
FDA
BLA FDA
(Rolling Review)
FDA BLA PD-1 2021 8
FDA
FDA
FDA 2021
BLA
2021 6 (ASCO 2021)
39
1 1 15
10 ASCO 2021
LBA Late-breaking Abstract
JUPITER-02 #LBA2 ASCO
BTLA (TAB004/JS004) Ia
Ib/II TAB004/JS004
TAB004/JS004
12
3. mRNA
Coherus
Coherus
Coherus
Coherus 11.1
Coherus
20% Coherus
Coherus Coherus Coherus
Coherus
Coherus
50%
mRNA 50% mRNA
mRNA
mRNA
13
4.
(ADCs)
2
1 16
PARP III 25
TAB006/JS006 TIGIT
JS110 XPO1 JS111 EGFR exon20 JS201 PD-1/
TGF-β JS103 JS007 CTLA-4 NMPA
FDA IND JS014 21 (HSA)
UBP1213sc B (BLyS) IND NMPA
5.
COVID-19 SARS-CoV-2
COVID-19 Ib/II
(NCT04780321) 2021 2 FDA (JS016/LY-CoV016) 1,400
(LY-CoV555) 700 EUA COVID-19
COVID-19 (NIH) COVID-19
COVID-19
(EMA) (CHMP)
12 EUA
IND COVID-19
Delta
14
6.
2,547 846
645
7.
H 70.18 36,549,200 H
2,106
4,269
2021 2 A H 2021 3 A
50 H
2021 9 A MSCI A
(license-in)
(ADCs)
2 1
16 PARP III
25
15
NCT03013101 2018 12 17 NMPA
NCT02915432 2021 2 NMPA FDA BLA
NCT03113266 2021 4 NMPA
NCT03581786 FDA
NCT03829969
NCT03856411
NCT03924050
NCT04772287
NCT04012606
NCT04848753
JS001
NCT03430297
NCT04085276
NCT04523493
NCT04723004
NCT03859128
NCT02915432
NCT04394975
NCT04568304
/
NCT03474640
JS009 JS209 JS112 JS113 JS003 JS004(TAB004) JS005 JS109
CD112R/PVRIG CD112R+TIGIT Aurora A EGFR 4th Gen PD- L1 BTLA IL- 17A PARP PD- 1
JS011 JS001 SC JS203 JS114 JS006(TAB006) JS007
PD- 1/L1 CD3+ Nectin4 ADC TIGIT CTLA- 4 VEGF TNF- α
JS012 JS107 JS207 JS115 JS014 JS101
Claudin 18.2 Claudin18.2 ADC PD- 1+ BCMA ADC IL- 21 Pan-CDK PCSK9 S
COVID-19
JS013 JS104 JS211 JS116 JS108 JS110
CD93 Pan - CDK PD- L1+ KRAS TROP2 ADC XPO1
JS015 JS105 JS401 JS111 JS201
JS008
PI3K- α (RNAi) EGFR exon20 PD- 1/TGF - β
JS018 JS206 JS010 UBP1213 JS103
JS026
IL- 2 IL-2+PD-1 CGRP BLyS Uricase
JS019
CD39
* FDA
16
17
PD-1
2 2018 12
NMPA 2020 12
2021 2
NMPA
2021 4
12
NMPA
(CSCO) CSCO CSCO
CSCO
3,000 1,500
31 PD-1 2021 2
18
15 30
2021 2
sNDA NMPA sNDA JUPITER-02 (NCT03581786)
III
III JUPITER-02
IDMC
PFS
ORR DoR
PFS 11.7 vs. 8.0 1 PFS 49.4% 27.9% PD-L1
PFS
ORR 77.4% vs 66.4% DoR 10.0 vs 5.7
2021 3
NMPA
2021 4
III JUPITER-06 IDMC
PFS 2021 7 NMPA
sNDA
NMPA IDMC
PFS 2021 9 2021
(ESMO)
19
III
(NCT04012606)
III
(NCT03859128)
NMPA
sNDA
2021 sNDA III
CHOICE-01 NCT03856411 CHOICE-01 2021 9 2021
(WCLC)
PFS 8.3 5.6 1 PFS 32.6%
13.1%
PFS
PD-L1 PFS
/
EGFR(-)
vs vs vs
EGFR(+)
vs vs vs
vs vs vs
vs vs
vs vs
PD-L1(+)
vs vs
FDA 2
1 3
2021 2 Coherus Coherus
Coherus
1.5 3.8
Coherus 20%
BLA Coherus FDA
20
2021 3 FDA
BLA
FDA FDA
FDA
FDA BLA PD-1 2021 8
FDA
FDA
FDA 2021
BLA
2021 1 21 (WCLC 2020)
CIK
2021 1 (Journal of Clinical Oncology, IF=44.544)
(POLARIS-02 )
2021 1 Therapeutic Advances in Medical Oncology, IF=8.168
2021 4 AACR (AACR 2021)
3
21
2021 6 (ASCO 2021)
39
1 1 15
10
ASCO 2021 LBA
JUPITER-02 #LBA2 ASCO
2021 6 29 (ESTS 2021)
2021 8 Nature Medicine IF=53.440
(JUPITER-02
JS016/LY-CoV016
SARS-CoV-2
COVID-19 2021 2 FDA (JS016/LY-CoV016) 1,400
(LY-CoV555) 700 EUA COVID-19
COVID-19 (NIH) COVID-19
COVID-19 (EMA)
(CHMP)
COVID-19
COVID-19 12 COVID-19
22
12 EUA
2021 6 (CELL) Tackling COVID-19 with neutralizing
monoclonal antibodies 2021 6 (Nature) Reduced sensitivity of SARS-CoV-2
variant delta to antibody neutralization B.1.1.7/Alpha
B.1.617.1/Kappa B.1.617.2/Delta
COVID-19
23
I (NCT04441918) COVID-19 Ib/II
(NCT04780321)
I
(NCT04441931) COVID-19 II/III ( BLAZE-1 ,
NCT04427501) 2021 1 BLAZE-1 (NCT04427501) III
2,800 2,800 COVID-19
COVID-19 1,035 2.1% 11
7.0% 36 70% p=0.0004 10
BLAZE-4 (NCT04634409)
1,400 700
2,800 2,800
24
2021 1 The Journal of the American Medical Association,
JAMA, IF=56.272 COVID-19
BLAZE-1
2021 5 Antimicrobial Agents and Chemotherapy AAC,
IF=4.904 I
I
2021 7 The New England Journal of Medicine,
NEJM, IF=91.245 COVID-19 III
(BLAZE-1 )
NDA
UBP1211
UBP1211 UBP1211
2021
JS002
PCSK9
I II
(LDL-C) 55-70%
III
2021 III
25
BTLA TAB004/JS004
TAB004/JS004 (first-in-human) B T
(BTLA) BTLA TAB004/JS004 Ia
Ib/II TAB004/JS004
TAB004/JS004
TIGIT TAB006/JS006
TAB006/JS006 TIGIT TAB006/JS006
TIGIT-PVR TIGIT T cell immunoglobulin and ITIM
domain,T ITIM NK T
PVR NK T
PD-1 T TIGIT PD-1/PD-L1
2021 1 TAB006/JS006 NMPA IND 2021 2 TAB006/JS006 FDA IND
TAB006/JS006
CTLA-4 JS007
JS007 CTLA-4 T
4 Cytotoxic T lymphocyte-associated antigen-4 CTLA-4 T
JS007 CTLA-4 CTLA-4 B7 CD80 CD86 T
ipilimumab
JS007 ipilimumab
2021 6 JS007 IND NMPA
26
Trop2 Tub196 JS108
JS108 Trop2 Tub196 Trop2
Trop2
JS108 I (NCT04601285) I JS108
3 3
16-36 12-27 60-90
PARP senaparib JS109
Senaparib ADP (PARP)
2020 8 senaparib
PARP senaparib
50% 2020 8 20 2020 8
26 senaparib II BRCA
senaparib
III
PD-1/TGF-β JS201
JS201 PD-1 TGF-β β PD-1
TGF-β TGF-β PD-1
PD-1 TGF-β JS201 PD-1/PD-L1 TGF-β
2021 2 JS201 IND NMPA 2021 5 IND 2021 7
JS201 I (NCT04956926) JS201
27
XPO1 JS110
JS110 XPO1 JS110
XPO1 p53 JS110
JS110
JS110 2021 2 JS110 IND
NMPA 2021 4 IND JS110
EGFR exon20 JS111
JS111 EGFR EGFR EGFR
10% EGFR exon20 T790M G719X
18-21 EGFR-TKI EGFR exon20 EGFR
JS111
T790M EGFR EGFR EGFR exon20
EGFR JS111 EGFR exon20 EGFR
2021 2 JS111 IND NMPA 2021 4 IND 2021 7
JS111 I/II (NCT04993391) JS111
JS111
JS103
JS103
(2019)
13.3% 1.1% JS103
2021 3 JS103 IND NMPA 2021 5
IND
28
IL-17A JS005
JS005 IL-17A JS005 IL-17
JS005
JS005 I JS005
Ib/II
21 (HSA) JS014
JS014 21 (HSA) HSA
IL-21 IL-21R
JS014 2019 6 Anwita
Biosciences, Inc.
JS014 2021 6 JS014 IND NMPA
2021 7 50%
2021 7 19 2021 7 23 mRNA
mRNA
29
2 GMP 4,500L 3,000L
1,500L
CGMP
30,000L 15*2,000L 2019 JS016
30
947
34% 86 66
20
2021 6
H 70.18 36,549,200 H
2,106
2021 2 A H 2021 3 A
50 H
2021 9 A MSCI A
31
1.
2021 6 30 2,114 2020 575 268%
2020
5 SARS-CoV-2
COVID-19 2021
2 Coherus Coherus Coherus
JS001 PD-1
JS001
2.
2020 2021 6 30 709 947
(i)
(ii)
(iii)
3.
2020 2021 6 30
228 423
4.
2020 2021 6 30
144 296
32
5.
2021 6 30 2020 12 31 3,385 4,269
(i)2021 6 (ii)
2021 6 30 108 2021 6
2,531
6.
6 30
2021 2020
(4,210) (593,273)
– 817
101,405 3,222
332 469
97,527 (588,765)
33
6 30
2021 2020
10,534 (597,899)
(a)
6 30
2021 2020
874,262,727 784,146,500
0.01 (0.76)
(b)
6 30
2021 2020
a 884,824,848 784,146,500
0.01 (0.76)
(a) 2018 5 14 2020 11 16
2020 6 30
9
34
2021 2020
6 30 12 31
17 17
a 118,386 77,030
b 43,634 133,007
c 550,817 146,688
712,837 356,725
d 222,642 –
(a)
(b)
(c)
(d) Coherus
35
60 2020 35 65
2021 2020
6 30 12 31
0 30 324,107 573,437
31 90 55,553 27,876
91 180 38,130 61,103
180 19,180 907
436,970 663,323
15 60 2020 15 60
2021 2020
6 30 12 31
0 30 155,927 74,433
31 90 4,881 4,316
91 180 4,169 2,009
180 1,805 9,948
166,782 90,706
36
2021 6 30 20 3.75%
900 2019 9 12 2022 11 29
2021 6 30 721 5.23%
i ii
2021 6 30
2021 2020
6 30 12 31
1,661,945 1,716,673
57,080 58,862
1,719,025 1,775,535
465,489 252,346
275,556 542,222
741,045 794,568
2021 6 30
37
2021 6 30
572 2020 12 31 528 8%
2021 3,400
100% 2021 6 30
2021 6 30
2021 6 30
38
2021 6 30 56 85
14 5 4 5
2021 6 29
Roy Steven Herbst
2021 8 30
39
3
2021 6 29
2021 6 29
2021 6 29
2021 6 29
13.51B(1)
2020 13.51B(1)
2019 12 12 2021 8 27
2021 2 4 2021 8 27
40
2020 3 23 2021 3 31
2015 11 20 2021 4 30
2020 5 12 2021 5 19
2021 6 29
41
2021 6 30 XV
XV 7 8
352
(1) (1) (1)
(2)
A 88,072,968 (L) 12.74% 9.67%
H 2,600 (L) 0.00% 0.00%
A 129,978,568 (L) 18.80% 14.27%
(2)
(3)
A 1,560,000 (L) 0.23% 0.17%
(4)
A 13,960,000 (L) 2.02% 1.53%
A 9,428,000 (L) 1.36% 1.04%
(5)
(6)
A 2,000,000 (L) 0.29% 0.22%
A 3,657,600 (L) 0.53% 0.40%
A 7,774,500 (L) 1.12% 0.85%
(7)
A 196,370,736 (L) 28.40% 21.56%
H 2,600 (L) 0.00% 0.00%
(8)
A 78,852,000 (L) 11.40% 8.66%
H 37,189,000 (L) 16.96% 4.08%
(8)
42
1. L S P 2021 6 30
910,756,700 691,461,000 A 219,295,700 H
2. 2021 6 30 87,072,968 A 2,600 H 2020 A
820,000
(i)
2017 12 25 2017 2021 6
30 2017 108,297,768 A
41,060,000 A (ii)
2019 7 26 2019 2021 6 30
2019 21,680,800 A
2021 6 30 (i) 20%
4,372,144 A 2017 (ii)
40%
4,600,000 43,584,000 A 2017
86.28% 52,556,144 A
3. 2021 6 30 2020 A 1,560,000
4. 2021 6 30 13,140,000 A 2020 A 820,000
5. 2021 6 30 8,608,000 A 2020 A
820,000
6. 2021 6 30 2020 A 2,000,000
7. 2021 6 30 7,774,500 A 60%
86.28%
2017
43
8. 2021 6 30 76,590,000
2,262,000
99.99%
2021 6 30 Loyal Valley Capital Advantage Fund LP LVC Fund I Loyal Valley Capital Advantage Fund
II LP LVC Fund II LVC Renaissance Fund LP LVC Renaissance Fund LVC Fund I LVC Fund II
LVC Funds 10,106,000 H 12,127,000 H 14,956,000 H Loyal Valley Capital
Advantage Fund GP Limited LVC Fund I GP LVC Fund I Loyal Valley Capital Advantage Fund
II Limited LVC Fund II GP LVC Fund II LVC Renaissance Limited LVC Renaissance GP
LVC Renaissance Fund LVC Fund I GP LVC Fund II GP LVC Renaissance GP LVC Holdings
Limited LVC Innovate Limited LVC Bytes Limited Jovial Champion
Investments Limited Jovial Champion Investments Limited Vistra Trust (Singapore)
Pte. Limited LVC Renaissance Fund(i) Golden Valley Global Limited 20.13%
99.99%
(ii) Loyal Valley Innovation Capital (HK) Limited
33.28% LVC Funds
37,189,000 H
2021 6 30
XV 352
XV
44
2021 6 30
XV 2 3
336
(1) (2) (2)
(3) (4)
A 41,060,000 (L) 5.94% 4.51%
A 155,310,736 (L) 22.46% 17.05%
A 43,584,000 (L) 6.30% 4.79%
(4)
A 152,786,736 (L) 22.10% 16.78%
A 4,600,000 (L) 0.67% 0.51%
(4)
A 191,770,736 (L) 27.73% 21.06%
A 4,372,144 (L) 0.63% 0.48%
(4)
A 191,998,592 (L) 27.77% 21.08%
(4)
A 4,288,400 (L) 0.62% 0.48%
A 192,082,336 (L) 27.78% 21.09%
(4)
A 3,789,720 (L) 0.55% 0.42%
A 192,581,016 (L) 27.85% 21.15%
A 3,719,504 (L) 0.54% 0.41%
(4)
A 192,651,232(L) 27.86% 21.15%
(4)
A 2,884,000 (L) 0.42% 0.32%
A 193,486,736 (L) 27.98% 21.24%
(5)
A 21,680,800 (L) 3.14% 2.38%
88,072,968 (L) 12.74% 9.67%
(6)
A 76,590,000 (L) 11.08% 8.41%
(6)
A 76,590,000 (L) 11.08% 8.41%
(6)
A 76,590,000 (L) 11.08% 8.41%
A 78,852,000 (L) 11.40% 8.66%
(6)
45
(1) (2) (2)
A 78,852,000 (L) 11.40% 8.66%
(6)(8)
(7)(8)
H 37,189,000 (L) 16.96% 4.08%
Loyal Valley Capital H 12,127,000 (L) 5.53% 1.33%
Advantage Fund II LP(7)(9)
Loyal Valley Capital H 12,127,000 (L) 5.53% 1.33%
Advantage Fund II
Limited(7)
LVC Renaissance Fund LP(7) H 14,956,000 (L) 6.82% 1.64%
LVC Renaissance Limited(7) H 14,956,000 (L) 6.82% 1.64%
LVC Holdings Limited(7) H 22,233,000 (L) 10.14% 2.44%
LVC Management H 22,233,000 (L) 10.14% 2.44%
Holdings Limited(7)
LVC Bytes Limited H 37,189,000 (L) 16.96% 4.08%
( LVC Innovate Limited)(7)
Jovial Champion H 37,189,000 (L) 16.96% 4.08%
Investments Limited(7)
Vistra Trust (Singapore) H 37,189,000 (L) 16.96% 4.08%
Pte. Limited(7)
Highbury Investment H 12,218,889 (L) 5.57% 1.34%
Pte Ltd(9)
H 12,127,000 (L) 5.53% 1.33%
GIC (Ventures) Pte. Ltd. (9)
H 24,345,889 (L) 11.10% 2.67%
GIC Special Investments H 24,345,889 (L) 11.10% 2.67%
Private Limited(9)
GIC Private Limited(9) H 24,345,889 (L) 11.10% 2.67%
H 715,511(L) 0.33% 0.08%
Hillhouse Capital H 11,400,000 (L) 5.20% 1.25%
Advisors, Ltd.(10)
1. L S P
2. 2021 6 30 910,756,700 691,461,000 A 219,295,700 H
3. 2021 6 30 41,060,000 A 2017
2017 155,310,736 A
87,252,968 A 2020 A 820,000
46
4. 2017 2017
A
5. 2019 2019
6. 2021 6 30 76,590,000 A
99.99%
76,590,000 A
2,262,000 A A
7. 2021 6 30 Loyal Valley Capital Advantage Fund LP LVC Fund I Loyal Valley Capital Advantage Fund
II LP LVC Fund II LVC Renaissance Fund LP LVC Renaissance Fund LVC Fund I LVC Fund II
LVC Funds 10,106,000 H 12,127,000 H 14,956,000 H Loyal Valley Capital
Ad-vantage Fund GP Limited LVC Fund I GP LVC Fund I H
Loyal Valley Capital Advantage Fund II Limited LVC Fund II GP LVC Fund II
H LVC Renaissance Limited LVC Renaissance GP LVC Renaissance Fund
H
LVC Fund I GP LVC Fund II GP LVC Holdings Limited LVC Management Holdings
Limited LVC Holdings Limited LVC Management Holdings Limited LVC Fund I
LVC Fund II H
LVC Fund I GP LVC Fund II GP LVC Renaissance GP LVC Innovate Limited LVC Bytes Limited
LVC Innovate Limited Jovial Champion Investments Limited Vistra Trust
(Singapore) Pte. Limited LVC Innovate Limited LVC Bytes Limited
Jovial Champion Investments Limited Vistra Trust (Singapore) Pte. Limited LVC Funds H
8. 2021 6 30
76,590,000 A
2,262,000 A
9. 2021 6 30 Highbury Investment Pte Ltd Highbury 12,218,889 H Highbury LVC
Fund II 90.90% LVC Fund II 12,127,000 H Highbury GIC (Ventures) Pte.
Ltd. GIC Ventures GIC Special Investments Private Limited GIC SIPL
GIC Private Limited GIC Private GIC Ventures GIC SIPL GIC Private
Highbury H
10. 2021 6 30 Hillhouse Capital Advisors, Ltd. Gaoling Fund, L.P. YHG Investment, L.P.
Gaoling Fund, L.P. YHG Investment, L.P. 10,715,000 H 685,000 H
47
1.
2019
2.
947 2020 34%
423 2020 85%
48
3.
PD-1
PD-1
4.
2020
2020 PD-1
49
5.
4+7
UBP1211 JS501
6.
50
18
2021 6 30 910,756,700 691,461,000 A 219,295,700 H
H
2021 6 23 J.P. Morgan Securities plc
2021 6 16
36,549,200 H
2,106
2021 6 16 2021 6 23
2021 6 30
2021 6 30
2021 6 30 2021 6 30
2025 6 30
2025 6 30
2025 6 30
2025 6 30
2,106
51
H 2021 6 23 36,549,200 H
2021 6 15
1,711,500 A 2019
5 27 2020 4 20
2020 12 17 2021 6 15
52
2021 6 30
2021 6 29 2020 2021 A 2021 H
2021 6 29
2021 5 31
H
H H
3,003 2021 6 30 67 H
2019 8 29
2019 2020 8 28 H
53
H 2021 6 30
2019 2020 2021 2021
6 30 6 30
2019 12 31 2020 6 30
3
1,952,203 65% 2,162,440 72% 2,372,677 79% 2,310,544 62,133 2021
12 31
JS001 1,201,356 40% 1,201,356 40% 1,291,457 43% 1,259,142 32,315 2021
12 31
480,542 16% 480,542 16% 600,678 20% 570,860 29,818 2021
12 31
JS004 1a
270,305 9% 480,542 16% 480,542 16% 480,542 – 2021
1b
6 30
750,847 25% 540,610 18% 330,373 11% 325,802 4,571 2022
12 31
1c
300,339 10% 300,339 10% 300,339 2
10% 334,547 2
188 2021
12 31
3,003,389 100% 3,003,389 100% 3,003,389 100% 2,970,893 66,892
1. 2019 2019 8
a.
b.
c.
2. H 34
3.
4.
54
[2020]940 2020 7 A
8,713 55.50 4,836
339 4,497 A
2020 7 8 A
2021 2021
6 30 6 30
1,200,000 829,168 370,832 2023 12 31
700,000 700,000 – 2020 12 31
800,000 602,807 197,193 2023 12 31
1,796,978 510,032 1,286,946 2023 12 31
4,496,978 2,642,007 1,854,971
2021 6 30
2021 8 30
*
55
56 85
2021 6 30
34
34 34
2410
34
2021 8 30
56
2021 6 30
6 30
2021 2020
3 2,114,448 574,932
(463,942) (90,496)
1,650,506 484,436
4 44,877 10,234
5 118,919 22,090
565 (44)
(947,279) (708,912)
(422,619) (228,170)
(295,513) (144,014)
(11,569) (3,020)
(1) –
(16,008) (22,005)
(22,553) (10,109)
99,325 (599,514)
6 (88,792) 1,615
7 10,533 (597,899)
(11,479) –
(3,264) 4,626
(14,743) 4,626
(4,210) (593,273)
57
2021 6 30
6 30
2021 2020
10,534 (597,899)
(1) –
10,533 (597,899)
(4,209) (593,273)
(1) –
(4,210) (593,273)
9
0.01 (0.76)
0.01 (0.76)
58
2021 6 30
2021 2020
6 30 12 31
10 2,465,894 2,348,155
10 233,283 186,239
38,197 31,019
11 208,665 65,150
1,020 1,021
55,869 26,113
13 504,389 297,725
15 935,479 356,725
4,442,796 3,312,147
414,013 343,425
12 436,970 663,323
13 478,479 306,954
15 17 17
14 1,262 –
14 4,268,654 3,384,998
5,599,395 4,698,717
16 1,021,643 1,215,016
17 465,489 252,346
26,437 25,220
8,219 –
1,521,788 1,492,582
4,077,607 3,206,135
8,520,403 6,518,282
59
2021 6 30
2021 2020
6 30 12 31
17 275,556 542,222
101,674 103,809
84,078 30,991
461,308 677,022
8,059,095 5,841,260
18 910,757 872,496
7,148,342 4,968,767
8,059,099 5,841,263
(4) (3)
8,059,095 5,841,260
60
2021 6 30
2021 1 1 872,496 8,574,352 25,565 32,777 – (9,393) (3,654,534) 5,841,263 (3) 5,841,260
– – – – – – 10,534 10,534 (1) 10,533
– – – – – (3,264) – (3,264) – (3,264)
– – – – (11,479) – – (11,479) – (11,479)
– – – – (11,479) (3,264) 10,534 (4,209) (1) (4,210)
– – – 2,499 – – – 2,499 – 2,499
1,712 30,242 – (16,208) – – – 15,746 – 15,746
– – 99,853 – – – – 99,853 – 99,853
H 18 36,549 2,097,832 – – – – – 2,134,381 – 2,134,381
H – (30,434) – – – – – (30,434) – (30,434)
2021 6 30 910,757 10,671,992 125,418 19,068 (11,479) (12,657) (3,644,000) 8,059,099 (4) 8,059,095
2020 1 1 784,147 4,143,394 – 37,338 – 12,535 (1,988,895) 2,988,519 (3) 2,988,516
– – – – – – (597,899) (597,899) – (597,899)
– – – – – 4,626 – 4,626 – 4,626
– – – – – 4,626 (597,899) (593,273) – (593,273)
– – – 3,632 – – – 3,632 – 3,632
2020 6 30 784,147 4,143,394 – 40,970 – 17,161 (2,586,794) 2,398,878 (3) 2,398,875
61
2021 6 30
6 30
2021 2020
48,315 (525,943)
18,783 6,155
(491,655) (242,716)
1 –
(9,403) (1,044)
(1,489) (2,304)
1,416 234
(837,590) (10,000)
304,776 106
(1,262) –
– 6,828
– 9,443
(2,700) (3,744)
(155,084) –
– 1,948
(1,174,207) (235,094)
H 2,134,381 –
H (28,393) –
(17,516) (7,218)
1 – (2,319)
– 323,570
(53,333) (75,615)
(22,743) (23,654)
15,746 –
2,028,142 214,764
62
2021 6 30
6 30
2021 2020
902,250 (546,273)
3,384,998 1,214,026
(18,594) 8,531
4,268,654 676,284
63
2021 6 30
1.
2012 12 27
2015 5 2015 8
833330) 2018 12 24 H
1877) 2020 5 8
A 2020 7 15
688180)
34
2.
2021 6 30
2020 12 31
64
2021 6 30
2.
2021
1 1
9 39 2
7
4
16
65
2021 6 30
3.
6 30
2021 2020
1,929,271 501,650
185,177 73,282
2,114,448 574,932
2021 6 30 Coherus Biosciences, Inc. Coherus
Coherus
Coherus 150,000,000
975,150,000
66
2021 6 30
4.
6 30
2021 2020
18,783 6,155
a 534 916
b 25,560 3,163
44,877 10,234
(a)
(b)
5.
6 30
2021 2020
125,053 24,177
(332) (469)
94 (48)
(5,896) (1,570)
118,919 22,090
67
2021 6 30
6.
6 30
2021 2020
118,548 –
(29,756) (1,615)
88,792 (1,615)
25%
2020 11 18 2018 11 2
2020 2023 2018 2021
15%
15%
21%
8.84%
2021 6 30
118,548,000 2020 6 30
68
2021 6 30
7.
6 30
2021 2020
2,225 849
109,750 43,467
(46,774) (14,037)
(4,470) (10,420)
58,506 19,010
25,459 12,771
(1,748) (1,634)
23,711 11,137
3,869 3,336
16,008 21,189
85,955 47,415
130,724 117,319
506,969 318,851
35,505 2,737
102,352 3,632
(5,729) (20,897)
(72,164) (12,848)
566,933 291,475
69
2021 6 30
8.
9.
6 30
2021 2020
10,534 (597,899)
6 30
2021 2020
874,262,727 784,146,500
3,296,627 –
7,265,494 –
884,824,848 784,146,500
2021 6 30 2021 6 15
2021 6 23 H
2020 6 30
70
2021 6 30
10.
229,507,000 2020
241,648,000
1-10
75,688,000 2020 31,968,000
75,688,000 2020 31,968,000
11.
2021 2020
6 30 12 31
225,930 70,846
(17,265) (5,696)
208,665 65,150
2021 6 30 Anwita Biosciences, Inc. Anwita
155,084,000
12.
60 2020 35 65
2021 2020
6 30 12 31
0 30 324,107 573,437
31 90 55,553 27,876
91 180 38,130 61,103
180 19,180 907
436,970 663,323
71
2021 6 30
13.
2021 2020
6 30 12 31
11,276 24,523
12,998 12,754
a 421,321 265,524
b 359,391 130,674
c
3,876 1,176
– 2,715
d
42,371 13,948
132,000 154,297
983,233 605,611
(365) (932)
982,868 604,679
478,479 306,954
504,389 297,725
982,868 604,679
(a)
(b)
(c)
(d) 2021 6 30 42,371,000 2020
13,948,000 2021 6 30
132,000,000 2020 154,297,000
72
2021 6 30
14.
2022 2 28
2021 6 30 0.01% 3.3% 2020 0.01% 3.3%)
15.
2021 2020
6 30 12 31
17 17
118,386 77,030
43,634 133,007
550,817 146,688
712,837 356,725
222,642 –
935,479 356,725
Coherus
73
2021 6 30
16.
2021 2020
6 30 12 31
166,782 90,706
84,767 106,018
a 156,874 215,933
10,754 31,656
b 271,363 210,552
c 39,627 30,149
1,053 48,330
139,578 205,026
– 64,354
59,116 –
15,771 19,620
– 68,199
– 32,625
75,958 91,848
1,021,643 1,215,016
(a)
(b) 30
(c)
74
2021 6 30
16.
15 60 2020 15 60
2021 2020
6 30 12 31
0 30 155,927 74,433
31 60 4,881 4,316
61 180 4,169 2,009
180 1,805 9,948
166,782 90,706
17.
2021 2020
6 30 12 31
721,045 774,568
20,000 20,000
741,045 794,568
465,489 252,346
275,556 542,222
741,045 794,568
(465,489) (252,346)
275,556 542,222
3.75% 5.23% 2020 3.75% 5.23%)
75
2021 6 30
18.
1.0
2020 1 1 2020 6 30 784,146,500 784,147
2021 1 1 872,496,000 872,496
19 1,711,500 1,712
H a 36,549,200 36,549
2021 6 30 910,756,700 910,757
(a) 2021 6 23 70.18 58.40 36,549,200 H
2,565,023,000 2,134,381,000 36,549,200
2,097,831,800
19.
2018 3 12 6,023,000
9.2 2018 5 14
2018 3 12 12 25%
2018 3 12 24 35%
2018 3 12 36 40%
76
2021 6 30
19.
2019
2020 5 11
9 4
2021 6 30 1,934,000 2020 12 31 3,666,700)
0.21% 2020 12 31 0.42%)
2021 6 30
2021 2021
1 1 6 30
2018 5 14 9.20 2020 3 12 2020 12 16 2021 3 12 2021 12 15 1,711,500 (1,711,500) – –
2018 5 14 9.20 2021 3 12 2021 12 16 2022 3 12 2022 12 15 1,955,200 – (21,200) 1,934,000
3,666,700 (1,711,500) (21,200) 1,934,000
–
9.20 9.20 9.20 9.20
77
2021 6 30
19.
2020 6 30
2020 2020
1 1 6 30
2018 5 14 9.20 2019 3 12 2019 3 12 2020 3 12 2020 12 15 1,303,250 (55,250) 1,248,000
2018 5 14 9.20 2020 3 12 2020 12 16 2021 3 12 2021 12 15 1,824,550 (77,350) 1,747,200
2018 5 14 9.20 2021 3 12 2021 12 16 2022 3 12 2022 12 15 2,085,200 (88,400) 1,996,800
5,213,000 (221,000) 4,992,000
1,248,000
9.20 9.20 9.20
A
2020 11 16
A A
A 28,519,000
2020 11 16 12 40%
2020 11 16 24 30%
2020 11 16 36 30%
78
2021 6 30
19.
A
A
2021
1 1
6 30
2020 11 16 2021 11 16 2022 11 15 11,407,600
2020 11 16 2022 11 16 2023 11 15 8,555,700
2020 11 16 2023 11 16 2024 11 15 8,555,700
28,519,000
55.50
20.
2021 2020
6 30 12 31
494,960 387,582
15,000 15,000
62,000 125,000
77,000 140,000
79
2021 6 30
21.
80
2021 6 30
21.
2021 2020
6 30 12 31
17 17
1,952 1,952
27%
EV/S 2020 12 31 27%)
EV/S 8.69
2020 12 31 8.69)
3,772 3,772
27%
P/R&D 2020 12 31 27%)
P/R&D 2.80
2020 12 31 2.80)
181,767 89,373 2021 2020 12 31
2020 12 31 2020 2020 12 31
12 31
a 26% P/R&D 17.52
P/R&D b
37,910 37,910
81
2021 6 30
21.
2021 2020
6 30 12 31
79,392 65,244
2020
12 31 P/R&D 25% P/R&D 6.74
2020 12 31 c
2020 12 31
111,688 68,199
2020
12 31 P/R&D 21% P/R&D 3.53
2020 12 31 d
2020 12 31
177,970 13,245
32,000 –
86,386 77,030
e
712,837 356,725
222,642 –
935,496 356,742
82
2021 6 30
21.
a. 2021 6 30
b. P/R&D P/R&D
5% 18.40/16.64 2020 12 31
4,469,000 4,469,000
c. P/R&D P/R&D
5% 7.08/6.41 2021 6 30
3,970,000 3,970,000
d. P/R&D P/R&D
5% 3.71/3.36 2021 6 30
5,584,000 5,584,000
e.
2021 6 30 5%
4,319,000 4,319,000
83
2021 6 30
21.
2021 1 1 95,097 – 77,030 172,127
– 57,637 13,346 70,983
– – (3,990) (3,990)
– 133,443 – 133,443
(89,373) – – (89,373)
2021 6 30 5,724 191,080 86,386 283,190
2020 1 1 18,000 – – 18,000
24,177 – – 24,177
(106) – – (106)
51,345 – – 51,345
2020 6 30 93,416 – – 93,416
84
2021 6 30
22.
(a)
6 30
2021 2020
( ) ( )
Anwita 18,233 -
( )( ) 6,226 -
24,459 -
Anwita
(b)
6 30
2021 2020
( ) ( )
54,665 29,988
27,192 11
564 184
82,421 30,183
85
2021 6 30
23.
2021 7 19
50,000,000 50%
86
A 1.00
2020 7 15
A A
622
FDA
H 1.00
H H 2018 12 24
H H
87
NDA
NMPA
2018 12 11 H
2021 6 30
571
1.00 H A
88
A 2020 7 15
%
*