Shanghai Henlius Biotech, Inc. Class H · HKEX:2696

Shanghai Henlius Biotech, Inc. Class H — H1 2020 Earnings Presentation

31 slides from Shanghai Henlius Biotech, Inc. Class H's earnings presentation, Aug 24, 2020

Slide 1: Henlius 2020 Interim Results Presentation
Henlius tk (2696.HK) a * « 4 2% 2020468F ~
Slide 2: Disclaimer
Ses FAA BEN PRRARRKAMARHAR (HAASE RE BIRAIPRTERRA) SOAR BATELERTAUORIE, FBR SRORR (GHEE ART: AAAHHERHE BMPR BMRA. TEBE. RIE, RE RTHERBASHARAIMESAIRASHRAA) . M0 ABANAPEBIR BRRAEZUTMSIRNTARER, SAMAR PA sie A MILT AIRE. AMHREPHASAAN MAMA, BIER, HSA RRIRRMS, HhiBxH “Henlius’ A “SAR FH. Bk oem ES. EMMA A
Slide 4: Mission and Vision
MISSION To improve patients’ lives by timely providing them with SANS quality and affordable protein therapeutics through EAH AAAS cn Be technical innovation and operational excellence. Sols, eA, LURES, SHR. SSF] ABA AUST VISION Be the most trusted and admired biotech company providing innovative an
Slide 5: 2020 key milestones
la + WAU? (HLXO1, FIRB B) - HLXO2 (HRA) + HLXO2 (HRS) BREE + HLX02 (#aSHReHT) 2,000LRRZ#E & 500 mgHtBIRHt «=FREMA CHMPHEB HE Fit (Zercepac ®) HERH (SRaHIL®) 2020.04 | 2020.05 2020.07 2020.08 @ C ) @ l | + HLXO2 (HSER HT) Rit + RTE (—) PREG + WARP (HLXO1, HREM) + HLXO4 (RRB) =H EREEGMPIAUE FEMI, RRS
Slide 6: Business highlights
a ROPACIE Abou CIEL HA ms | + +i malktt 0? + AAR + BSHLX7OMHLX71 aaa + ARRBSIA Tr ETE, Betk HE IAARA FLEW R HG . nora (=) Seg 12+ A#E, BRAS iB] + MAIRR® (HLXO1, FIZ iD) weenae es + BAR igkit RUE @ Henlius
Slide 7: COVID-19 antibodies HLX70 and HLX71
RERAF AKA, Mee HA MEAT, HR, MRA, BAH : “SASS AS PAAR SAMA RAVI ABIA” MB RBRARA WHS S-Protein ° REVRYRTER A ABYHLX71 (ACE2-FCSR(ARA SA) RHLX70 GHSIZ ATR EAA) /HLXTLERE BZA SEIS T PAA S ARIS SARS-CoV-2 Human Cell HLX70 (AtFFFA) HLX71 (BEAR) SE IRFICOVID-LORSRA SpikeSA bys sekeita AACE2-Fc BABA, SHES C
Slide 8: 2020 H1 progress summary
2020F URS MUS Mis SAER make an FR as aft Aa aR MAIR? (HLXO1, MARSH) 2,000LR Mes, SOOmPRHL, FLAICLLAA SAS MAER I HLXO2 (HHS2ERS it) FERRER SRL I= MR ABER wa HLX04(VEGF)= Spike PR ist SIA BE BH AMZ = Al Re EBSD HLXLOER ES (LAr SFr SARS E | RRR, SENG] A AREY = NA REL BE SCH eS BAG Ems Rinse CMETSASTSFT
Slide 9: HLX01 rituximab approval and milestones
MAIR? (HLXO1, WRESin) FaEAEA, Mie —Py eR 2019.02 HLXO1(M#IER®) FRNMPAHLHE PES GIR (FMVS RM) tLe Eee ESC 2019.02 HLXO1+HMMERRSE2E BAF mAbs HAF! PRS BAA ARRAN THEE WAN See 2019.05 MAI RROFF SB — aK IS ~-FS GL E BE RH 2017.02 Truxima/Celltrion — 2018.11 Truxima / Celltrion 2020.04 sXFIRR°SRHL2,OOOL RR
Slide 10: Structural Characterization and Biosimilarity Data Package
    Structural Characterization and Biosimilarity Data Package mAbs Category Quality Attributes Methods HLX Originator R-PM-UPLC-MS 1 v v NR-PM-UPLC-MS (two enzymes) 2 v v Primary structure Amino acid sequence Intact MS 3 v v LC and HC MS 4 v v Disulfide bridging NR-PM-UPLC-MS v v Physicochemica
Slide 11: Pipeline overview
I ROT STEN SS SS AE -IGSHRRAEBAR, BMS PIGS, BAIA AAIGER, 4MINDIRH . a + Rituximab(CD20), Trastuzumab(HER2) s = . NDA + TNF, CD20-RA(2020), VEGF(2020) 54 \) ie + VEGF, EGFR, PD-1+VEGF, PD-1, PD-1+EGFR g R 8 + VEGFR2, PD-1, PD-L1, HER2,c-MET, PD-1+VEGF, . PRL AB & IND N CTLA-4, RANKL, DR, HER2, , 8 &
Slide 12: Innovative antibody candidates HLX301 and HLX35
TEM REa, Stans SF2021 RIND + MIBUBARS (2x10?) AGRMCESEVHHME ARTE + TECEARARHEME20NEE TF VHHakscrve AS RETA / AAS BA BaP EAR + DERN PREM STRIS, HORSBAMTIGIT SAN PH SAN + HLX301 (@&TIGIT#E RAIMI) AIHLX35 (@A4-1BBHE RAAT): VY FEAF PRAIA BelB ATA LA eT ¥ TEERHTR SD WIR Y¥ #2021 FiRIND HLX301: TIGIT x X
Slide 13: Pipeline table by indication and stage
12 SENRARS RSH NMA, SUP aise ke SLE [IN 2 NDA sat | = te BT HLXOL (FIZ AM) HLXO3 (BARA) HLXO4 (TD RERSH) aH +HLX04 4+HLXO7 HLXO7 HLxos (Baza aes) HLX12 (BRASH) HLX20 HLX22& HLX55 HLXL1 (2A) HLXI3 (POCASHA) HUXS 6 APRAKAE (3th) AMMA BAA, RAHA, AMBER Set, JME ans RRS, mRAttOmE AL” PD-1 BEMPLARE MARELL
Slide 14: HLX10 PD-1 progress
AL Ava F7 +E BRICAYPD-12E Fe Ak ERS HA HLX10 (PD-1%it) RATT ABE) anim. 72a) Ane = Rete BAM RBA HLX10 (PD-1544%) EESHLXO7 (EGFR i) She sA Ue AY — ll SS HIB BAA 13 (— AA > Bass = SRaeehaD 0.20 ofo-o | AMS 9 un AE BA 3 | © eT = RANSMALMAMEESRADR ¥ REMA v PRA VY RAE ees /) pas ee aL (ented nk D1 Mom (sr
Slide 15: Global commercial partners
BIASES St Fit—2 tek Farma de Colombia KGBio Accord = AI E(HLXO1) ESE = PD-1(HLX10)(E4F#. HIER, . BE. EMSRRAA SRW. MR, HH. Eid. Mita, HLOVAARI STALL HARA PRGIE, SORA PR AINA = ARSEHR(HLXO2)EEBR A, PAR TARR ANTORT BR ORAS LALA i SBIOSIDUS¢, i... Carnes inf ns mAbxience = AIRS HLXOL TERRE, = ISETHLNOD)
Slide 16: Manufacturing capacity
kere ae AK, PREM ee oT + PLP BEM 20195F2, 000A HEA B Bi20,0007+ + SURPMAIRR® (HLXO1, FRBHi) . MA? (HLXO2, BRSZERB HT) Be REEIRALAYHLX03 (MAAS) BCE + SRSEREGMPIAE HTH (—) HLH (=) + SUKI F*BE24, 0007 + 2Q20F eeist t= + AML (=) RRB AP ORES ES + STR RA 2008 + 2019F 6A kta L + PUT 2021 TRANIRE PHA RBAIEL
Slide 17: Revenue and R&D
ALAMREM, MkSSAMAwHy sk ALAMboatitM 1,629 LSE BASE 3K ast 1,172 W apele 874 534 310, abt Alt 4.5% 19.0% 1H19 *+———> 2019 »——— 1H20 2019 1H20 tha PR = Re 08 eres Co e- El seres WW guze Geena 347A 245A 347A 223A 310A 157A 16 ga: ammorena @ Henlius
Slide 18: Management team experience
RB Seis AN SEAM Nite w+ ARATE. REeGA = OSLER RR, EPG. RRBE BE = SSO EAMUBIATA SA, BMS Amgentt) i ei3 iil as Ztm tet BRAFE. ReeeA 255F ALAS ME SA Be 4c) 2Vasgene Therapeutics, Applied Molecular Evolution, ChemGenics , Microcide , Eli Lilly Catalyst = BMSEAI RAS RRS Biosciences$ Aa} RAF RAS ERS RHSRAL
Slide 19: Slide 19
Slide 20: HLX01 and HLX03 commercial progress
MAIR? (HLXO1, WRBHi) &HLXO3 (BARB) - AEH iA reek, 20207 +P 5SSkAN ale En - ELM, cep0taon29+eaenmeR, 20> axmEtER ERR a Ee — | + 2020. 04szaumee2, 000 L remvessant a - zee SOOM Si2tRNRERRARKE SERIE, SAR MRES es @ e + 20208 PEEEEAR TERA IRETP FS Gazett) RRR RITE 6. 84 re? . SSR SREREREEE EEA, annem “ES
Slide 21: HLX02 trastuzumab approval timeline
WHHIL® (HLXO2, HHEERSn) - PRPHER2 MRE ovary iis %; 20207ARKRL, SA PBR man ANON == HLX023% EMA MAAS3# HLX023REMA CHMP#EFS HE HLXO2AESAHL (SARL) 2020.04 2020.04 2020.05 2020.07 2020.08 | e t © ? @ HLXO23REREEGMPIATE HLXO2BRERSRI (Zercepac °) 20 @ Henlius
Slide 22: Henlius
Henlius 222% 20208A Meio RS PHARAM ALITA, —T “PB” HSER RS TBSP BHERZ+ Fr HH [a] 57) 35 Th FB A AVHER2SAtE FLARE / SEB let LC arr ade
Slide 23: HLX02 global partners
WHAM? (HLXO2, HARBIN) - RAHM RBBAGA Rik asd byMm kes AvOE ALLY AMGEN’ Astrazeneca? W Novartis ay) Gam Ems ArthurDLittle wae => 22 @ Henlius
Slide 24: HLX02 commercial positioning
WHHML® (HLXO2, HHEeERS in) - EH “RIL—TSHER2+9LER ESAS PF” RMA LHS ATU ATE, TERRIA ARESAR, OSH AEDE BEAR ATE Amt LE - SEFFRAE, HORE + ABUAYE, Habe MI ERB » EDOM RATE ARS bisa BS EA - ABWAASH, BALSAM BE BeitE A MIZE KRGEATE + ARMAND RMABADAE, ie + MASHEARIATE, 158L 7h aller A BE HER2 #3220 BE tH HAE H
Slide 25: HLX02 commercial strategy
sweet? (HLXO2, HHEBRAHI) - HITMAN ARR gg a SHANA, FREMA | HES, RETKBRMASERR — BIEAT SHEN BOONE Et Wane eR EX | RAR A SZ Tits Sis AZ A DTPA | ‘BURENNRAA, BEF RN See, RAEN OS Pears EASR Fay AE ER CRRRTERSRRER RIRRIRAL PETS, IS BUR SM 24 @ Henlius
Slide 26: HLX02 sales model
WHA? (HLXO2, BHR) - 2 “Rise. SRAM” ARM AI Sixt ke Be AID, LSI, BATRSRBT], Wala ULS TE + 8 220+ SH SSSA RUARMRBEPOREEA, HH BS. + Silt, BH, AOA TIE SHER. KA, SeiIIIAIISA + BULA SMESIIIAA /Benhh, SwAsSa : URNA RERES, WARE . SEAEPMUOBURE KHAIEXR, in HA aN REIDEA weeiaxt + BAARBS HD, BUA SBM + ESCRME PS
Slide 27: Production and engineering leadership
• • • • • • • • • 黄玮许圣昌蒋彩花生产及工程技术运营及质量管理曾就职于曾就职于曾就职于
Slide 28: Manufacturing and capacity expansion
SEWRIAKEFPSMBSHAR, Bish + PRUDTERIMAIRR® (HLXO1, MRBMh) SOOLBI2,OOOLA MELE MIR + i seb 20,000L + BRA REPT ENSHAR + TE (—) PRRRSACBRK, BRS aI HLM (—) 2Q201EXHAGMPEP MRR, FBR 27 ° MTS (=) HL esem, EP R20200%8A ss + RRERRABA—RE/ TFROMRARA, ERAREFRERERRA, AL/=KLSKES @ Henlius
Slide 30: 1H 2020 financial highlights
29 LH20H EXAMI; FRAMISK~43%; MERSNHMA ¥ 11.512 WA + 20200FL+FESWAMARMBIINBA, EBRA TRO RARE AM WERE © 20208 bt ARASRMBI56.9B4 (+43.2%vs 2019 1H) + Beppe AAe RMB393.08 A (51.9%), AML RMB363.9B 5 (48.1%) + MB2020FLYER, TAA ARMBI E7158, EAH: Y HERMES HMRMBI,146.485 V 73§RMB165.08 5 Msn Y PAR, EAA MH OAR
Slide 31: Henlius
@ Henlius #2NF Reliable Quality | Affordable Innovation

Shanghai Henlius Biotech — H1 2020 Earnings Presentation on 6ix

Shanghai Henlius Biotech, Inc. Class H — H1 2020 Earnings Presentation

Slide 1: Henlius 2020 Interim Results Presentation

Slide 2: Disclaimer

Slide 3: Wes lA

Slide 4: Mission and Vision

Slide 5: 2020 key milestones

Slide 6: Business highlights

Slide 7: COVID-19 antibodies HLX70 and HLX71

Slide 8: 2020 H1 progress summary

Slide 9: HLX01 rituximab approval and milestones

Slide 10: Structural Characterization and Biosimilarity Data Package

Slide 11: Pipeline overview

Slide 12: Innovative antibody candidates HLX301 and HLX35

Slide 13: Pipeline table by indication and stage

Slide 14: HLX10 PD-1 progress

Slide 15: Global commercial partners

Slide 16: Manufacturing capacity

Slide 17: Revenue and R&D

Slide 18: Management team experience

Slide 19: Slide 19

Slide 20: HLX01 and HLX03 commercial progress

Slide 21: HLX02 trastuzumab approval timeline

Slide 22: Henlius

Slide 23: HLX02 global partners

Slide 24: HLX02 commercial positioning

Slide 25: HLX02 commercial strategy

Slide 26: HLX02 sales model

Slide 27: Production and engineering leadership

Slide 28: Manufacturing and capacity expansion

Slide 29: Financial results

Slide 30: 1H 2020 financial highlights

Slide 31: Henlius