Innovent Biologics 2025 Interim Results Advancing toward a New Era of Growth and Global Innovation August 2025 Agenda and Speakers | Business Review and Outlook | Dr. Michael Yu | Founder, Chairman of the Board, CEO | | --- | --- | --- | | R&D Highlight Updates | Dr. Hui Zhou Dr. Lei Qian | Chief R&D Officer, Oncology Chief R&D Officer, General Biomedicine | | Financials and Summary | Ms. Rachel You | Chief Financial Officer | | Q&A | Management Team | | Confidential Copyright© 2025 Innovent 2025H1: Continu ...

Summary of the Conference Call for Innovent Biologics Company Overview - **Company**: Innovent Biologics - **Industry**: Biopharmaceuticals, specifically focusing on oncology and metabolic diseases Key Points and Arguments Revenue Growth - Innovent Biologics achieved product revenue exceeding 5.2 billion RMB in the first half of 2025, representing a year-on-year growth of 35% [4] - In Q2 2025, revenue surpassed 2.7 billion RMB, with a growth rate exceeding 30% [4] - Growth is attributed to established oncology products like PD-1 and several biosimilars, along with new products such as PCSK9 and Tislelizumab [4] Product Pipeline and Market Potential - The company is entering a product harvest period over the next 3-5 years, expanding beyond oncology into cardiovascular, metabolic, ophthalmology, and autoimmune diseases [7] - New drug r23 P19 has entered the listing application phase, with multiple Phase III clinical trials ongoing for various indications [7] - The KRAS G12C drug is expected to participate in health insurance negotiations due to its strong target specificity and ease of testing, indicating good market potential [5] Specific Drug Developments - New molecule 3,003 shows excellent efficacy in treating multiple myeloma, achieving significant relief even in patients who have undergone multiple treatment regimens [8][9] - The 363 project in non-small cell lung cancer (NSCLC) has shown competitive data, with a progression-free survival (PFS) of 9.3 months in the 3 mg dose group [13] - The 363 project is positioned as a cornerstone for the company's immuno-oncology (IO) strategy, with further data expected in 2026 [12][13] Market Trends and Competitive Landscape - The PD-1 market in China is projected to reach 50 billion RMB in 2024, with an 18% year-on-year growth [11] - Chinese molecules are expected to contribute significantly to future sales growth, potentially accounting for 50% of the next-generation therapies [11] - The current landscape of anti-cancer drugs includes various technical routes such as dual antibodies targeting VEGF/PD-1, antibody-drug conjugates (ADCs), and immune checkpoint inhibitors [10] Marketing and Distribution Strategies - The weight-loss drug, Xianermei (MARS Duta), utilizes a multi-channel sales strategy, targeting young consumers through online platforms, with rapid delivery times [6] - The drug not only aids in weight loss but also improves blood pressure, blood lipids, and uric acid levels, with competitive pricing compared to similar products [6] Additional Important Insights - Innovent's research and market promotion efficiency is highlighted, with a diverse product line across multiple therapeutic areas [5] - The company is actively exploring different strategies to activate the immune system, indicating a commitment to innovation in treatment approaches [10]

信达生物(01801)发布公告，自2025年8月26日起，Stephen A.Sherwin已获委任为独立非执行董事及董事 会战略委员会之成员。 ...

格隆汇8月26日丨信达生物(01801.HK)公告，自2025年8月26日起，Stephen A.Sherwin已获委任为独立非 执行董事及董事会战略委员会成员。 ...

信達生物製藥 INNOVENT BIOLOGICS, INC. （於開曼群島註冊成立的獲豁免有限公司） 董事名單及其角色與職能 Innovent Biologics, Inc.（「本公司」）董事會（「董事會」）成員載列如下： 附註： C （相關董事會委員會主席） M （相關董事會委員會成員） 2025年8月26日 獨立非執行董事 Charles Leland Cooney博士 許懿尹女士 Gary Zieziula先生 陸舜博士 陳樹云先生 (首席獨立非執行董事) Stephen A. Sherwin 博士 董事會下轄四個董事會委員會。下表列示本公司各董事所在該等委員會的成員資 料。 | | 審核委員會 | 薪酬委員會 | 提名委員會 | 戰略委員會 | | --- | --- | --- | --- | --- | | 俞德超博士 | | | M | C | | 奚浩先生 | | | | M | | 張倩女士 | | | | M | | Charles Leland | | | | | | Cooney博士 | M | | M | M | | 許懿尹女士 | C | C | M | | | Gary Zie ...

智通财经APP讯，信达生物(01801)发布公告，自2025年8月26日起，Stephen A. Sherwin已获委任为独立 非执行董事及董事会战略委员会之成员。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 信達生物製藥 INNOVENT BIOLOGICS, INC. （於開曼群島註冊成立的有限公司） （股份代號：1801） Sherwin博士已與本公司訂立委任函，自2025年8月26日起為期三年，其後繼續有 效，直至任何一方發出至少3個月書面通知終止為止。Sherwin博士須根據本公司 組織章程大綱及細則及香港聯合交易所有限公司證券上市規則（「上市規則」）附錄 C1所載之企業管治守則於應屆股東週年大會輪值告退及重選連任。根據委任函， Sherwin博士有權收取董事袍金每年人民幣400,000元，有關金額乃由董事會根據 本公司薪酬委員會之建議，經參考其經驗及於本公司的職責以及現行市況釐定。 除上文所披露者外，於本公告日期，(i) Sherwin博士並無於本公司或其附屬公司 擔任任何其他職位；(ii) Sherwin博士於過往三年內並無在其證券在香港或海外任 何證券市場上市的任何其他公眾公司擔任任何其他董事 ...

Core Viewpoint - Innovent Biologics has received implied approval for clinical trials of the drug "IBI3032," aimed at long-term weight control for overweight or obese adults [1] Company Overview - Innovent Biologics Co., Ltd. was established in 2019 and is located in Shanghai, primarily engaged in the pharmaceutical manufacturing industry [1] - The company has a registered capital of 100 million USD and a paid-in capital of 85 million USD [1] - According to data analysis, Innovent Biologics has made one external investment, participated in one bidding project, and holds nine patents, along with 72 administrative licenses [1] - The major shareholder of Innovent Biologics is Innovent Biologics (HK) Limited, which holds 100% of the shares [1]

Core Insights - The company reported total product revenue exceeding 5.2 billion yuan in the first half of 2025, representing a year-on-year growth of over 35% [1][2] - Significant advancements in new drug development include the approval of the world's first GCG/GLP-1 dual-target drug and the first IGF-1R antibody in China, with 52 new drugs (50 of which are Class 1) currently in clinical application or above [1][2][9] Financial Performance - Total product revenue for the first half of 2025 surpassed 5.2 billion yuan, marking a growth of over 35% compared to the previous year [2] - The company has successfully launched 16 new drugs, with 6 included in the National Medical Insurance Category B [2] Product Pipeline - The company has 52 new drugs in clinical application or above, including 47 large molecule biologics and 5 small molecule chemical drugs, with a focus on innovative treatment targets such as GLP-1, PDE4, and XOI [9][13] - In the oncology sector, 4 new drugs are in Phase III clinical trials, including a potential first-in-class biosimilar of ipilimumab [13][14] Market Position - The flagship product, a PD-1 monoclonal antibody, has expanded to 8 indications since its launch in 2018, with 7 indications included in the National Medical Insurance [3][6] - The company’s second major product, a biosimilar, has shown consistent sales growth, with projected sales exceeding 2 billion yuan in 2024 [6][8] International Expansion - The company has made significant strides in internationalization, including a recent financing round raising over 4.3 billion HKD (approximately 550 million USD) to support global R&D efforts [16][17] - The company has entered into a licensing agreement for a new targeted DLL3 ADC drug, receiving an upfront payment of 80 million USD and potential milestone payments of up to 1 billion USD [17][18]

每经AI快讯，8月15日，香港交易所信息显示，贝莱德在信达生物的持股比例于8月12日从5.26%降至 4.58%。 ...