Company Overview - CANbridge Pharmaceuticals aims to be a global biopharmaceutical company with a foundation in China, delivering life-changing therapies to patients[7] - The company has raised a total capital of $357 million since 2015 through multiple funding rounds and an IPO[12, 13] - CANbridge has a commercialization team of over 40 experienced professionals in Greater China[30] Pipeline and Products - CANbridge has 2 marketed rare disease products and 4 late-stage clinical programs[19] - The company anticipates 3 registration filings/approvals in the next 12 months for LIVMARLI in MPS II ALGS in Mainland China, ALGS in Hong Kong, and ALGS in Taiwan[19] - Hunterase has entered into 109 cities' commercial insurance program ("Huiminbao") as of June 30, 2023, covering a population of 586 million in China, with 72% of Hunterase treated patients covered by commercial insurance[32, 63] - Livmarli achieved $751 million in net product sales in the first full fiscal year of its U S launch[69] Market and Financials - The global rare disease drug market was $259 billion in 2020 and is projected to reach $383 billion by 2030[40] - China's contribution to the global rare disease market is currently less than 1%[40] - Orphan drugs achieved combined sales of $173 billion globally in 2022[43] - The company identified 739 MPS II patients[61] - The company's revenue increased by RMB 84 million year-over-year due to increased sales of Hunterase and Livmarli[163]

Financial Performance - Revenue increased by RMB 225 million, a 184% year-over-year increase, primarily due to the commercialization of Nerlynx® in Taiwan in December 2020 and Hunterase® in mainland China in May 2021[134, 145] - R&D expenses decreased by RMB 1165 million, a 424% year-over-year decrease, mainly due to decreased payments to licensing partners[135, 145] - Cash balance increased by RMB 385 million, a 368% year-over-year increase, primarily attributed to the initial public offering in 2H 2021[133, 160] - Administrative expenses increased by RMB 27 million, a 50% year-over-year increase, primarily due to increased administrative employee costs and office expenses[145, 160] - The company's loss for the period was RMB 249 million in 1H 2022[146] Pipeline and Clinical Development - CANbridge identified 539 MPS II patients, and Hunterase has entered into 47 commercial insurance programs[37, 44, 135] - CAN108 NDA has been filed in mainland China and Taiwan for ALGS[41, 62] - The first patient was dosed in the Phase 1/2 trial for CAN103 in adult and adolescent patients with Gaucher disease in July 2022[47, 104] - CAN106 Phase 1 SAD study showed complete blockade of complement function, encouraging further studies in patients with PNH[70, 82] Strategic Initiatives - CANbridge opened a US-based Gene Therapy R&D center in Burlington, MA[47] - CANbridge formed a Complement Disease Scientific Advisory Board[47, 87]

CANbridge Pharmaceuticals FY2022 Annual Results Presentation March 2023 0 Disclaimer THIS DOCUMENT OR THE INFORMATION CONTAINED HEREIN IS NOT INTENDED TO AND DOES NOT CONSTITUTE ANY OFFER OR INVITATION, SOLICITATION, COMMITMENT OR ADVERTISEMENT OF ANY OFFER FOR SUBSCRIPTION, PURHCASE OR SALE OF ANY SECURITIES, NOR SHALL ANY PART OF THIS DOCUMENT FORM THE BASIS OF OR BE RELIED ON IN CONNECTION WITH ANY CONTRACT OR COMMITMENT WHATSOEVER. To be a Global Biopharmaceutical Company This document contains strictly ...

CANbridge Pharmaceuticals 2023 Interim Result Presentation Aug 2023 Disclaimer THIS DOCUMENT OR THE INFORMATION CONTAINED HEREIN IS NOT INTENDED TO AND DOES NOT CONSTITUTE ANY OFFER OR INVITATION, SOLICITATION, COMMITMENT OR ADV ERTISEMENT OF ANY OFFER FOR SUBSCRIPTION, PURHCASE OR SALE OF ANY SECURITIES, NOR SHALL ANY PART OF THIS DOCUMENT FORM THE BASIS OF OR BE RELIED ON IN CONNECTION WITH ANY CONTRACT OR COMMITMENT WHATSOEVER. This document contains strictly conf idential and proprietary inf ormation in ...

Financial Performance - Revenue for Q1 2025 was $2,247 million, up 1.8% QoQ from $2,207 million in 4Q24 and up 28.4% YoY from $1,750 million in 1Q24[5,11] - Gross margin was 22.5% in 1Q25, compared to 22.6% in 4Q24 and 13.7% in 1Q24[6,12] - Profit from operations was $310 million in 1Q25, compared to $214 million in 4Q24 and $2 million in 1Q24[7,13] - Profit attributable to SMIC was $188 million in 1Q25, compared to $108 million in 4Q24 and $72 million in 1Q24[8,14] - EBITDA was $1,292 million in 1Q25, compared to $1,280 million in 4Q24 and $887 million in 1Q24[9,15] Capital Structure - Total cash on hand was $12,702.47 million as of March 31, 2025[19] - Total debt was $11,255.25 million as of March 31, 2025[19] - Net debt was $(1,447.22) million as of March 31, 2025[19] - Debt to equity ratio was 34.9% as of March 31, 2025[19] Cash Flow - Net cash used in operating activities was $(160.42) million for the three months ended March 31, 2025[22] Guidance - Revenue for 2Q 2025 is guided to decrease by 4% to 6% QoQ[41] - Gross margin for 2Q 2025 is guided to be between 18% and 20%[41]

2022 Interim Results Briefing September 2022 2022 H1 Overview 2021 H1 2022 H1 2021 H1 2022 H1 RMB 1.4bn Revenue RMB 0.9bn (66%) Gross Profit (Margin %) RMB 1.9bn R&D Expenses2 RMB 2.6bn Adjusted Net Loss3 RMB 19.5bn Cash Resources4 Maintain Leading Market Position and Strong Commercial Resilience Implementation of AI Technology in 4 Segments Smart Life yoy: +98% 2021 H1 2022 H1 Smart Auto yoy: +71% Smart Business yoy: -12% 2021 H1 2022 H1 Smart City yoy: -45% #1 ranked by market share5 China Computer Vision ...

Financial Performance - SenseTime's revenue decreased by 19% year-over-year to RMB 38 billion in 2022 [4] - Smart Life and Smart Auto segments experienced revenue growth of 108% year-over-year [4] - The company's gross profit was RMB 25 billion, with a gross margin of 67% [4] - The GAAP net loss was RMB 61 billion [4] - R&D investment reached RMB 128 billion [20] Business Segments - Smart City revenue contribution decreased from 45% in FY2021 to 29% in FY2022 [4] - Smart Business revenue contribution decreased from 42% in FY2021 to 38% in FY2022 [4] - Smart Life revenue contribution increased from 9% in FY2021 to 25% in FY2022 [4] - Smart Auto revenue contribution increased from 4% in FY2021 to 8% in FY2022 [4] Technology and Infrastructure - SenseTime has self-owned computing power of over 50 exaFlops and more than 27000 GPUs [4] - The company's large language model has approximately 180 billion parameters [6, 10] - The company is adapting and optimizing domestic GPU chips, compatible with a wide range of chips (33 brands, 58 chips) [64]

Financial Performance - SenseTime Group's revenue in the first half of 2023 reached RMB 1433 million, a 1.3% year-over-year increase[3], while the gross profit was RMB 649 million[118] - Generative AI-related revenue experienced triple-digit percentage growth[3] - The company's GAAP net loss was reduced by RMB 2.4 billion[5] AI Foundation Models and Computing Power - SenseTime is focusing on breakthroughs in SenseNova Foundation Models and generative AI product suite[3] - The company has China's largest AIDC (AI Data Center) in Shanghai Lingang, with over 30,000 GPUs (an approximately 11% increase since March 2023) and over 6,000 Ps (an approximately 20% increase since March 2023)[6] - SenseTime released InternLM-123B under the SenseNova Framework[8] R&D and Data - SenseTime has a roadmap to surpass GPT-4, focusing on training the best-performing foundation model with the best quality data[11, 13] - The company has a total raw data reserve of over 10 Trillion Tokens, expected to increase by the end of 2023[14] Business Segments - Smart Business contributed 60% to revenue, with a 60% year-over-year growth in ARPU (Average Revenue Per User)[79, 81] - Smart Life contributed 22% to revenue, with a 48% year-over-year growth in the number of customers[79, 84, 85] - Smart Auto contributed 6% to revenue, with a 5.7x revenue growth in mass production[79, 94] - Smart City contributed 13% to revenue, with a 64% revenue contribution from Tier 1 & Tier 2 cities in China[79, 108, 109] Open Source and Collaboration - SenseTime promotes open-sourced AI platforms with research collaborations[18] - The company's open-source projects have gained significant traction, with 87,000+ Github stars[21]

Financial Performance - SenseTime Group's revenue in 2023 was RMB 3.4 billion, a 10.6% year-over-year decrease[5] - The company's EBITDA loss was reduced by 2.2% year-over-year[5] - Receivables collection increased by 48.5% year-over-year to RMB 3.8 billion[5] - Gross profit decreased from RMB 2.542 billion to RMB 1.501 billion, with gross margin declining from 66.8% to 44.1%[79] Generative AI Growth - Generative AI revenue experienced explosive growth, increasing by 200% to RMB 1.18 billion in 2023[4, 10] - Generative AI accounted for 35% of the company's revenue in 2023, compared to 10% in 2022[5, 10] Business Segments - Traditional AI revenue decreased by 41% to RMB 1.84 billion[10] - Smart Auto revenue increased by 31% to RMB 384 million[10] - Traditional AI accounted for 54% of the company's revenue in 2023, compared to 82% in 2022[10, 63] AI Infrastructure and Models - The company has 12,000P of operating computing power, which is upgraded every 3 months[5, 8] - SenseTime's large language model, "SenseNova 4.0," surpassed GPT-3.5 in performance and is comparable to GPT-4 in several evaluations[20, 21] Smart Auto Advancements - Smart Auto revenue increased by 31%[67] - Additional vehicles served increased by 163%[67]

Financial Performance - Group revenue reached RMB 1,740 million, a 21% year-over-year increase[6] - Generative AI revenue surged to RMB 1,051 million, contributing 60% to the group's total revenue[6] - Overseas revenue experienced a 40% year-over-year growth[6] - The company reduced its net loss by 21% year-over-year[9] Generative AI Development - The company's Generative AI solutions have been adopted across various industries, including cloud, on-premise data centers, and edge devices[18] - SenseCore AI Infrastructure has significantly increased in computing power[20] - SenseNova 5.5 achieves performance closely comparable with GPT4 across a wide range of evaluations[31, 35] AI Infrastructure and Market Position - The company ranks 2 in market share for LLM platform and applications[6] - The company ranks 3 in market share for intelligent computing services[6] - China AI intelligent computing service market forecast to reach RMB 186,833 million in 2028[29] Smart Auto - Smart Auto revenue doubled year-over-year, with steady increase in mass production deliveries[56] - Delivered vehicles increased from 388,000 in 2023 H1 to 705,000 in 2024 H1[57]