Shanghai Henlius Biotech, Inc. Class H · HKEX:2696
Shanghai Henlius Biotech, Inc. Class H — FY2020 Earnings Presentation
28 slides from Shanghai Henlius Biotech, Inc. Class H's earnings presentation, Mar 26, 2021
Slide 1: Henlius 2020 Annual Results Presentation
@ |Henlius BSEWMF (2696.HK) 202057 Eh ahs Tat 2021443
Slide 2: Disclaimer
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Slide 3: Section 1
AAU RR
Slide 4: 2alemsee Bee
2alemsee Bee ap: AAAI. Aswan Pome Eb FF GANDA Wn PR CEG c/ BRS Fr 3 Ea Ra Mb CBE 345 fa Rit IRE 3t 2t 10/8 20,000# 80,000 2020.12 2020.12 2020.09 2020.08 2020.07 2019.05 2015.12 2011.12 2010.02 HLXO1 (FIRS Hi) AMAT ANDARNMPAIE HLX03 (MARSA, WA) PBL HLX04 (KERR HT, MILES° ) NDAIRNMPASZEB HLXO2 (HERMI
Slide 5: Partnerships and business development
SEER: HERZ EM See FeMAZ + 2019F3A MAZZA) + (NRA TW ise aae + SABER E WLS MAR Ay BGS PELs BE BA SHRHADPHKEAE BRE + BEAFMBAAMTRURAPRE HEAWS, WORS aeeee pert WARRBARA SP 5LEBARA = 20198125 MA ZA) ANIGEN Suh 4 a HOCAN wis. SRM ERE SREG Baxter BRE REGEARA Boehringer il) Ingelheim OAphena FEXIE beg 3 Sa a
Slide 6: Aa: ALARM, wBlkis
Aa: ALARM, wBlkis LAR SBRAMiei ok MibsSseawy . ™~ 534 3954 bt bt 4.5% 21.1% 2019 2020 RB RB ASHE 351A 231A 437K 6 fit: 5202028318 256A 395A 203A @ Henlius
Slide 7: Qa: RAKEMRUABUHNE, SHMRS TUM
Qa: RAKEMRUABUHNE, SHMRS TUM AR nS Btn & & Tee EBAUEMAMA RL MERRY, RE S Oli TRAHETI, FELUINABA TFA sl, SEMA APSARA BL, BCR RFRA, HEBD BAe CRE “Mako” BBY teh, Diemer ae FD, RREPRA, TR RARSH NMR tel A Hy, EA SRNR, RBA SA TAE A, FTiekhA— Rey Rk HBIBA BUITStEMAWARSS, B WEF turk REI DR AAABCEARE: ASRAB R
Slide 8: AalAm: EMRUAT TERS, Sel MMR
AalAm: EMRUAT TERS, Sel MMR EMRWA PD-1 (HLX10, MBA Sit) BARR Ait+ BD FT PSC ALERKRKA ATLA MBS 70M + SREBEWRWARS BARS) - AR + PD-1EAWGREB-MSI-H, SERSE/ ARBORS + ALBAN, HEH CURA - EAC (AIS) . MER? (RRB) . SABI MEM 202 LE FEES RFRNDA, RABLA, MRR CRAM (IRS JAIL® (MARS) ASARMHECASS Axr7 tht - HLXLO+HLXO4
Slide 9: 2020 Review
2020E)h: “ompBe
Slide 10: FMR: SREEF mEPEbHRERFSALE
10 FMR: SREEF mEPEbHRERFSALE MAR? (FS Bin) + PRE: RAPHE Bi HHASS + PARKA - PRBS AWA, AP S-MZESH, RAB F248 + PHATE PREMIER SAPS RLGEN DAN FIZS Bi, (2020.12) + RANE MEA SERB WEIL T SP TBTA00A RASHES EBA Man? (HH BT) MUA? (DAA B HT) MOR? (RB) Pama ti: APR HHASS HARKS - BP BSS RS, MeRSIE~2E PH S—T SERA
Slide 11: Global commercialization
FMAM: Ciztiin, BHR Farma de Colombia Accord iZitt49 (1061.HK) ALN RHEL, BE. IE + HRSEBR(HLXO2)CERR HH. SPAR. ALAR RIES + TRER(HLX04) P3256 HIRE NUE SEA) WB REBAR LIRR HT A HE TORMBR ABR CALA FRAIL HALA + HRSEBR(HLXO2)¢E 56 EE, DNS AHR Me AA ® BlosipUS (Carterton Biosi 5 AS (LXO1 EMRE, EAE + HHSZRR(H
Slide 12: 已 上 首个中国&欧盟双批的单抗生物类似药 市 核 心 产 品 商近 业期 化可 临 床 在
已 上 首个中国&欧盟双批的单抗生物类似药 市 核 心 产 品 商近 业期 化可 临 床 在 研 获中国国家药品监督管理局和欧盟委员会批准上市 授予上海景泽在中国的商业化权利
Slide 13: Miele: Ale S hee Bae
13 Miele: Ale S hee Bae + RKAMHRES RRL + RE SGRAOMRAL A. Ole + SHAS + RUE, RYAUABR MS EMEMA, O13h MI ARTT sl. WHE, SH A, {iBLSTAR, NOVA RAG HEATER PGCOSEAD TH Onset 2531. BIBT IR-PGC?) BURR AE! > IRS + Oe “RRM BRA - RRES Oe “FAB” aT Atriltl, BATA BFE, MR AH it HH Sear late te! (1) PGC, Portfolio Gov
Slide 14: PD-1 development progress
Fen: ZAM RAWCPD-1kh, HORA PH OR MSEBD - SHES CRA Pw—-S FROMMER im SWUSOUE - AP. A. Be #8. MSIHS, FREAKS DNERHE HOR LAR — 202 ET HEBEEMSI-H He Sin ASH ae] VERO RTH NS RDIESINDA ans ——— BUT . FT RRRLOlASRALEE - FR TAH + lh RE A+CMC Lb mlices - iEZACPD-175 #EY, soHes, MEPD-TERL CAB al AmAtt PD-1 Eh DMR
Slide 15: 有望 月底 月初在中国递交 临 床 在 研 获中国、美国临床许可 获澳大利亚 、美国临床许可 国际多中心临床研究 获澳大利亚、中国临床许可 拥有在中国的商业化权利 拥有在中国、东南亚、中亚及南亚的部分国家的商业化权利
有望 月底 月初在中国递交 临 床 在 研 获中国、美国临床许可 获澳大利亚 、美国临床许可 国际多中心临床研究 获澳大利亚、中国临床许可 拥有在中国的商业化权利 拥有在中国、东南亚、中亚及南亚的部分国家的商业化权利 获美国临床许可
Slide 16: RA: RAGS, UMBARAGEH; MSR EAT ARMS
RA: RAGS, UMBARAGEH; MSR EAT ARMS 2018-2020 HRA (Si: 1270) AMARA ALB aE 30% AR 73.98% 80% 64.54% 79.63% 72.46% 80% 60% omy 70% an 40% ~ . . 0% + 50% | 2018 2019 2020 2018 2019 2020 2018 2019 2020 mR a EMT ALE Sid: UAE eTIGRTRGH: gk: PRB + 3B387RSNDA 0 a ae 2 AEE + MR (HLX04, WRB) —FAIKGPRIR): HLX10+
Slide 17: 2020): +
2020): +
Slide 18: Manufacturing capacity
PRE: ARRAS HE, Rakes RAP sce + BLP BEM 2,000H HEA B20,000F+ ° SCHERAIR? (HLXO1, ARES Hi) . SMHat® (HLXO2, HH EREA Hi) . SGAI® (HLXO3, PAAR ti) ARLE + FRRGMPIME 18 isl sist ft Ba — by RK a WTR (—) + AARP BE24,000F- + 2020Q2F ait * ARLE (=) Ree ES RES 1) » SOA RA200B + HAE 20196A metal * 2020%8A 4 esc
Slide 19: 80,000 80,000 80,000 80,000 20,000 20,000 • • • • • • • •
80,000 80,000 80,000 80,000 20,000 20,000 • • • • • • • • • • • • •
Slide 20: 2020 Financial Review
2020EI hi: mukivizS
Slide 21: PAUL (CAKES: ITT “SSE” ee, BARR S ARMS
PAUL (CAKES: ITT “SSE” ee, BARR S ARMS Hehe+ se net SAIL BURST aR 70 more ET HTieRAGTEE a FTE ARASH WL 2020-2022 2023-2024 2025 + GRRE: REA A, RAL + Ser AAUMERR BAUR . FIRGRERPREAERAD, i HERE SH hh, SHEEN BSA HELNSERARERDS + SURI: FA AIRIERIES, BEI . AUPMOERHEAENSRLAL, . ape ARE, TRUSTS AERA SL AABL
Slide 22: MAR? (HRSBin) MMA
22 MAR? (HRSBin) MMA MAIR? (FS Bn) ABS MAMAMMS + SHEA abARARSS + SHBBRHNRS Sim + RAPHE TRA HARE) AMR AMES FA (2020.125RNMPARE) Hens | FOSuNrscwn ARS PE CELE : © (Baz AB) > MAHHASS DUA? (MDAARB HT) iLS-iBSRRRASEMARA RAPE MAAS HARMSS BUPEMARSRAAREAN DUA, Pawo AR abi, AUB ANER BARA Hie RA RGEMARR ES LF
Slide 23: MAHI? (HERS)
MAHI? (HERS) ELAR ATE ' SESSA, Hobe + PEDPOUMA FART ARAL ae MHS TF + ARMANRABRLATE, tS HER2#27| 3240 BEE ESE SARAate + ARMANRESASE, KE BERTED + SHAM, FREMAVANR ERR : + RATES, RRTMRARMRSKEREN : + TURE RS RRB ADP CBA A RBS OS RB A SZ AIT HI : 23 FIiL—THER2+ FL RS Be F EST FA aR Sea mate” @ Hentius | |
Slide 24: HLX10 (PD-1) and HLX04 combination
HLX10 (PD-1, #rB#lStt) AIHLXO4 (RRS) >: Beta HLX 10-RBKGTANRA: SHH. ZALES. MTSE. Howitt ERUTR Sgt bth EDR PRAT, IAT Me RRR BD STI PD- LEME STRAUMNRFGR | 2RURS, COREA SERBS POUR PILEPDIRAET HR + EA ‘ + SETS AACHEN ARER, PD-15 GUAT ARS + ABBA, TARETZ AEE SE EMA) HEA) BL HLX04- MBER AT HRE: SE bh, HIRR
Slide 25: 2020 financial results
2020 RE: NAR ME A NH bh oh ea EAE 2018-20207 SKA (iL: 1276) 5.88 0.07 2018 2019 2020 2020 FEET BARIEM (Ati: HS) 52 . [| 2020H1 2020H2 mA aS + EA HE + AIR (MBS BN) 2,000LR MeL, SOOMeEHL, FLAICLLR SHS OER Ht CRASH: 1,3987c/100mg) + MBH? (HARSH) ERA + SUA? (LARS) PER 25 2019 ATED (Ai: 1270) 20208 AD (A
Slide 26: 2021 Outlook
Slide 27: 2021 key goals
27 HRARKSA, MAF RHERbES, HARES FH alt + HLXO2Mentie: SMHS ERAN; TEMtoplOOOR N70; NFERAEAH ARAM RSVR HIAMSS + HLXOLMAIR?: HER, SHRAAISS + HLXO3MiAI®: ERAASMERMIEA, URE REE; AOL ERER EE, RLS HAS + HLXO4 (MRP) : MItO2IORLih, SakBAeS * HLXO1 FIRS ST) AMRABAIMME: Fit2021FAR2022H1 AH; RAK LAB LL + HLX10 (
Slide 28: Henlius thank you
@ Henlius #2NF Reliable Quality | Affordable Innovation
Shanghai Henlius Biotech — FY2020 Earnings Presentation on 6ix