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Henlius-JPM2026-Presentation.pdf

上传人: 明**** 编号:1069841 2026-01-17 21页 11.41MB

1、 2026 Henlius.Henlius(2696.HK)Company IntroductionDr.Jason Zhu,CEO&Executive DirectorJanuary 2026 2026 Henlius.Shanghai Henlius Biotech,Inc.(the“Company”,together with its subsidiaries,the“Group”)provides the following cautionary statement:This document contains certain forward-looking statements wi

2、th respect to theoperations,performance and financial condition of the Group,including,among other things,statements about expected or targeted revenues,margins,earnings per share or other financial or other measures,as well asthe Groups pipeline products and their expected development,regulatory ap

3、proval and commercialisation timelines(including the Financial Ambition Statements(as defined below)described in this document).Although the Group believes its expectations and targets are based on reasonable assumptions and has used customary forecasting methodologies used in the biopharmaceutical

4、industry and risk-adjusted projectionsfor individual products(which take into account the probability of success of individual clinical trials,based on industry-wide data for relevant clinical trials at a similar stage of development),any forward-lookingstatements,by their very nature,involve risks

5、and uncertainties and may be influenced by factors that could cause actual outcomes and results to be materially different from those predicted.The forward-lookingstatements reflect knowledge and information available at the date of preparation of this document and the Group undertakes no obligation

6、 to update these forward-looking statements.The Group identifies theforward-looking statements by using the words anticipates,believes,expects,intends and similar expressions in such statements.Certain statements contained in this document that are not statements of historicalfact constitute forward

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1. 公司概况:Henlius(2696.HK)是一家中国生物制药公司,拥有4款FDA、7款NMPA、4款EMA批准产品,全球员工约4,000人,年产能84,000升。 2. 核心管线: - Serplulimab(PD-1):全球市场潜力,多项III期临床(如ASTRUM-005)显示OS获益。 - HLX22(HER2 mAb):HER2+胃癌/乳腺癌II期数据优异,III期MRCT进行中。 - HLX43(PD-L1 ADC):多瘤种ORR达33.3%-70%,低毒性。 3. 技术平台:覆盖ADC、双抗、TCE等,>40个IND计划,2025-2026年多个里程碑(如HLX07 II/III期、HLX3901 IND)。 4. 商业化:全球布局60+国家,生物类似药支撑现金流,未来5年将推出>10款产品,海外收入占比提升。
汉霖前景如何? 创新药有何突破? 全球化进展怎样?
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