3sbio, Inc. · HKEX:1530
3sbio — H1 2026 Earnings Presentation
31 slides from 3sbio's earnings presentation, Aug 21, 2026
Slide 1: 2026 Interim Results Presentation
2026 Interim Results Presentation 2 1 st Au g u s t , 2 0 2 6 1
Slide 2: Disclaimer
Disclaimer This document has been prepared by 3SBio Inc. (the "Company") solely for selected recipients for information purposes only. You must read the terms, conditions, limitations, notifications, restrictions, acknowledgments and representations in the following (collectively, the "Terms") befor
Slide 3: Agenda
Agenda 2026 IR Business R&D Financial Q&A Abstract Progress Review 1 2 3 4 5 3
Slide 4: 2026 IR Abstract
01 2026 IR Abstract 4
Slide 5: 2026 Interim Results Abstract
2026 Interim Results Abstract Revenue Net profit attributable to owners of the Net profit attributable to owners of the parent Financial parent adjusted for non-operating items 1 resource RMB 4.53 Bn RMB 1.15 Bn RMB 1.44 Bn RMB 19.4 Bn YOY 3.9% YOY -15.6% YOY 26.5% 2025H 2026H 2025H 2026H 2025H 2026
Slide 6: Business Overview
Business Overview 核心产品 Commercialization Revenue 3.44 Bn Licensing Revenue 852 Mn • License out the global rights of anti-PD1/VEGF BsAb • TPIAO (rhTPO), EPIAO&SEPO (rhEPO), Yisaipu, Mandi etc. SSGJ-707 to Pfizer products on sale; • Yisaituo® (Anmukitadumab) approved for marketing • NuPIAO (Loncipoet
Slide 7: Two Self-developed Products Approved for Marketing
Two Self-developed Products Approved for Marketing Yisaituo® — Novel IL-17A mAb, New Treatment Target, New Flagship for Immunotherapy （Amdokitug Injection） Long Dosing Interval Sustained & Stable Efficacy Low Recurrence Rate Low Immunogenicity Good Local Tolerability Outstanding Safety no cases of 8
Slide 8: Self-developed Product Approved for Marketing
Self-developed Product Approved for Marketing Yisaina®—IL-1β target inhibitors precisely with prolonged protection. Shaping a new landscape in AG Therapy ------China's First Humanized Anti-IL-1β IgG1 MonoAb: A New Precision Anti-inflammatory Option for Gout------ • Offers an overall better Intermitt
Slide 9: Key pipeline progress forecasts
Key pipeline progress forecasts 718 anti-TL1A/IL23 BsAb 601A anti-VEGF Ab IND Approval BRVO NDA approval Yisituo Ammutitamab Injection Oral paclitaxel solution1 611 anti-IL 4R Ab 610 anti-IL 5 Ab Adult PsO NRDL negotiation Breast cancer NDA approval Adult AD NDA approval EA NDA application NuPiao Lo
Slide 10: SSGJ-707 Progress
02 SSGJ-707 Progress 10
Slide 11: Return on Collaboration
Return on 707 Collaboration Registration Milestone Payments Trigger registration milestone payments when 707 approved for marketing in different countries or regions Royalties R&D Milestone Payments Tiered based on accumulated net sales Trigger development milestone payments when MRCT starts Sales M
Slide 12: 707: Potentially Transformative Next-Gen Backbone Therapy
707：Potentially Transformative Next-Gen Backbone Therapy Symbiotic Program: 2026 Ongoing and Planned Studies Phase 1 Phase 2 Phase 3 ~1 year after 1L Extensive Stage 3SBio deal close: NSCLC: Combo with SV 1L mCRC SCLC nine studies, including two Phase 3s, ongoing 1L Metastatic Urothelial 1L Gastroes
Slide 13: Trial matrix
707 Trial matrix 11 5,016 total 1361 total 23 countries / registered trials enrollment locations regions NCT07222566 Phase 3 NCT07222800 Phase 3 NCT07578649 Phase 3 NCT07392892 Phase 2/3 NCT07226999 Phase 2/3 Symbiotic-Lung- Symbiotic-Lung-01 Symbiotic-GI-03 Symbiotic-GYN-18 Symbiotic-GI-16 04 A Stu
Slide 14: PF-08634404 /707: MRCT Progress in China
PF-08634404 /707： MRCT Progress in China Phase 3 Phase 3 75 Hospital in Participated in 9 China clinical trials No. of hospitals Symbiotic-Lung-01 No. of hospitals Symbiotic-GI-03 in China: in China: Number of sites ranks second globally, Registration name in China trial： A Study to Learn About the
Slide 15: Oral Report in 2026 ASCO: Monotherapy in 1L NSCLC
707 Oral Report in 2026 ASCO：Monotherapy in 1L NSCLC 707 10 mg/kg demonstrated mPFS exceeding 12 months China Ph 2 clinical Trial：At the selected key dose, PF'4404 monotherapy Benchmarking against monotherapy demonstrated significant efficacy in patients with 1L PD-L1-positive NSCLC. efficacy of pee
Slide 16: Poster in 2026 ASCO: China Ph2 Data in 1L EC
707 Poster in 2026 ASCO：China Ph2 Data in 1L EC 707 10 mg/kg Dosage group:1L EC patients ORR reached 90.9% 100 Newly diagnosed stage III/IV or 707 (5 mg/kg Q3W) + chemo (carboplatin + followed by 707 (5 mg/kg Q3W) 80 recurrent mEC paclitaxel) for 6 cycles maintenance 60 40 20 Best Change from Baseli
Slide 17: ESMO Poster: 707+Chemo in 1L NSCLC of China Ph2 Data
ESMO Poster：707+Chemo in 1L NSCLC of China Ph2 Data 2660P - Phase 2 trial of the PD-1/VEGF bispecific antibody, PF-08634404 (SSGJ-707), plus chemotherapy (chemo) in advanced NSCLC：updated results 707 (5 mg/kg Q3W) +paclitaxel + carboplatin Cohort A 707 (5 mg/kg Q3W) 1L Sq NSCLC R 707 (10 mg/kg Q3W)
Slide 18: R&D
03 R&D 18
Slide 19: R&D Pipeline - 25 Candidates
R&D Pipeline - 25 Candidates Therapeutic 10 Candidates Pre-clinical IND Phase I Phase II Phase III NDA Area SSS06 Long-acting rhEPO* Nephrology Remitch-CLD pruritus SSS55 C3b Bifunctional FP IND& Phase I SSS68 Long-acting anti-April/BAFF BsAb U.S. IND rhTPO -CLDT FDA Approval Bridging Trial 707 anti
Slide 20: Selected Pipeline
Selected Pipeline Code Target Indication IND Phase I Phase II Phase III NDA Recombinant Human TPIAO CLDT FDA Approval Bridging Trial Thrombopoietin Injection 705 Anti-PD1/HER2 BsAb HER2+ Solid Tumors Only actively ongoing clinical trial in China Advanced NSCLC 706 Anti-PD1/PDL1 BsAb Advanced GC 708
Slide 21: Selected Pipeline of Autoimmune
Selected Pipeline of Autoimmune Code Target Indication IND Phase I Phase II Phase III NDA AS 608 IL 17A mAb Nr-axSpA AG NDA Approved 613 IL1β mAb PGF Adult AD Monotherapy NDA Accepted Adult AD with TCS CRSwNP 611 IL4Rα mAb AD full population Adolescent AD coverage COPD Pediatric AD 610 IL5 mAb EA Ra
Slide 22: Selected Early-stage Candidates: Cover Broad Autoimmune Diseases
Selected Early-stage Candidates: Cover Broad Autoimmune Diseases SSGJ-717 SSGJ-718 SSGJ-719 SSGJ-629 Anti-TSLP/IL-4R BsAb Anti-CD3/BCMA/CD19 TsAb Anti-TL1A/IL-23p19 inhalation formulation IL-23R Oral Peptide TCE Drug BsAb Est. indication: SLE/LN/RA Est. indication: IBD Est. indication: Asthma COPD E
Slide 23: Next Generation ADC & TCE
Next Generation ADC & TCE High Efficacy Broad-spectrum 2027 Enhanced Synergy Potential • POC validated and high • The tumor exhibits a broad • Enhanced monotherapy MOLECULE WAVE clinical success rate expression profile, indicating efficacy: achieving anti-tumor significant market potential and capab
Slide 24: R&D Centers
R&D Centers Shen Yang Shang Hai Hang Zhou Dong Guan Shen Zhen Italy Biopharmaceuticals/ Biopharmaceuticals Small molecule CGT / mRNA Biopharmaceuticals DP small molecule Anchored in Needs FIC Innovation Modality Exploration AI Application Prioritizing the clinical value of Develop innovative drug co
Slide 25: Financial Review
03 Financial Review 25
Slide 26: 2026 Interim Results Abstract
2026 Interim Results Abstract CNY Bn Statement of Profit or Loss 2025H 2026H YoY Revenue 4.36 4.53 3.9% Gross profit 3.72 3.79 2.1% Gross profit margin 85.3% 83.8% -1.5pts R&D costs 0.55 0.68 24.9% Selling expenses 1.62 1.21 -25.3% Administrative expenses 0.28 0.27 -5.5% Comprehensive Finance Income
Slide 27: Impact of VAT rates changes on revenue & profit
Impact of VAT rates changes on revenue & profit Impact of VAT changes FX Loss -0.5 Bn RMB Revenue Impact Profit Impact FX rate fluctuations led Finance Income to unrealized impact on • Driven by increase in cash balance, • VAT policy changes have impact on • Factoring in input VAT credits, core biol
Slide 28: BD Strategy
BD Strategy Sufficient Financial Resource R&D Support Strong cash flow generation Near 840 scientists, accounting for capacity over 20% of total staff Flexible Collaboration Structures Manufacturing Capabilities License-in, CSO, CDMO, license- 6 manufacturing plants with 100KL+ out, investment, M&A
Slide 29: Revenue Momentum Expected to Continue
Revenue Momentum Expected to Continue New Launches Loncipoetin α Injection, Next Wave Innovation Amdokitug Injection, 705, 706, 708, 709, IL-1β, IL-4Rα, IL-5 mAbs SPGL008, 626, 627 and HER2 ADC2, Clifutinib3… more Combined Development, regulatory Double-digit royalties, upfront payment milestones &D
Slide 30: Q&A
05 Q&A
Slide 31: THANKS
THANKS 3SBio Inc. (1530.HK) Investor Relations ir@3sbio.com 珍 爱 生 命 · 关 注 生 存 · 创 造 生 活 CHERISH LIFE CARE FOR LIFE CREATE LIFE 31