Cspc Pharmaceutical Group Limited · HKEX:1093
Cspc Pharmaceutical — H1 2026 Earnings Presentation
38 slides from Cspc Pharmaceutical's earnings presentation, August 2026
Slide 1: 2026 Interim Results Presentation
2026 Interim Results Presentation Aug 2026
Slide 2: Disclaimer
Disclaimer 【 Important Notice 】This presentation is for informational purposes only and is not intended to provide any partial or complete statement of any matter. For accurate and complete information, please refer to the company‘s performance reports and other relevant announcements published on t
Slide 3: Performance highlights
01 Performance highlights
Slide 4: Strong 2026 H1 Performance: out-licensing and shareholder returns
Strong 2026 H1 Performance, delivering dual success in out-licensing and shareholder returns Reported profit attributable to R&D expenses shareholders of the company Revenue (RMB’ M) (RMB’ M) (RMB’ M) 18,594 6,094 3,029 13,273 2,683 2,548 40.1% 12.9% 139.2% 2025 H1 2026 H1 2025 H1 2026 H1 2025 H1 20
Slide 5: Finished drugs revenue grew steadily, driven by license fee income
Finished drugs revenue grew steadily, driven by a sharp increase license fee income Others Finished drugs License fee income Digestion ＆ 5.90% revenue (RMB’ M) (RMB’ M) metabolism 5.27% Nervous system 16,061 5,895 Respiratory 47.12% system 5.12% 2026 H1 Total : 10,248 10.17B Cardio- vascular (exclud
Slide 6: Stable operating cash flow safeguards shareholders' long-term interests
Stable and healthy operating cash flow safeguards shareholders’ long-term interests The cash flow remains stable and healthy The company's net profit is primarily allocated to Maintaining active dividend payments to three areas: shareholders R&D, shareholder dividends, and equity incentives. 2026H1
Slide 7: Strong start to 2026, powered by BD breakthroughs
Strong start to 2026, powered by BD breakthroughs 18.5 billion US dollars – The largest-ever licensing deal by a Chinese pharmaceutical company 1 Strategic collaboration 2 3 Jointly build a Strategic collaboration based on based on long-acting and biopharmaceutical peptide platform siRNA platform pr
Slide 8: Pipeline advancing steadily, with results accelerating into tangible outcomes
Pipeline advancing steadily, with results accelerating into tangible outcomes Regulatory Updates Major Clinical Trial Progress 7 Key drugs approved 18 New pivotal clinical trials • SYS6010(EGFR ADC) : • Clevidipine Injectable Emulsion ESCC, Breast cancer, 2L EGFRwt Nsq-NSCLC, Adjuvant treatment for
Slide 9: Independent R&D: Building an AI-Powered engine for new drug discovery
Independent R&D: Building an AI-Powered engine for new drug discovery ➢ Core Technology Platform: Leveraging AI to perform in-depth analysis of binding modes between target proteins and compound molecules, the platform enables targeted molecular structure optimization and rapidly screens for candida
Slide 10: Major Collaboration: AI platform value gains international recognition
Major Collaboration: AI platform value gains international recognition ➢ 5 out-licensing collaborations ◆ In partnership with AstraZeneca, the ➢ with a potential value of approximately USD $27.6 billion AI drug research collaboration has exceeded USD 5.3 billion in total value. ◆ SYH2086 has been ou
Slide 11: Industry Benchmark: Authoritative recognition and AI platform market standing
Industry Benchmark: Authoritative recognition and AI platform market standing 01 Authoritative Recognition The self-developed “AI Engine Dual-Driven Drug Discovery Platform” has been successfully selected as a typical case in the Ministry of Industry and Information Technology (MIIT) 2025 Digital Tr
Slide 12: Future Catalysts: Pivotal clinical trials advancing, data readouts on the horizon
Future Catalysts: Pivotal clinical trials advancing across the board, with pivotal data readouts on the horizon H1: 18 pivotal trials launched; 5+ more in 2026 H2 Major data readouts（~15） FY2026: 50+ IND approvals expected preparation SYS6010+SG001 Advanced lung cancer cohort WCLC SYS6077 - colorect
Slide 13: Future Catalysts: Concentrated launch of the innovative drug matrix
Future Catalysts: A concentrated launch of the innovative drug matrix unlocks revenue growth potential Expected Launches in Expected Launches in 2026-2028 30+ 2027-2028 (In plan) Semaglutide SYS6010 injection 7 completed Expected Launches in T2DM 2L EGFRmut NSCLC 2026 (In plan) Obesity DP303c Pertuz
Slide 14: Key Products and Clinical Data Readouts
02 Key Products and Clinical Data Readouts
Slide 15: Oncology: Nano-formulation platform to expand into the taxane market
Oncology: An innovative nano-formulation platform to expand into the taxane market Paclitaxel for injection (albumin-bound) (II) - World's first approved ◼ Improved efficacy and better survival outcomes. ◼ A 62% reduction in rash incidence, leading to enhanced quality of life Phase III Breast Cancer
Slide 16: Oncology: SYS6010 – China's potential first EGFR ADC for NSCLC
Oncology: SYS6010 – China’s potential first EGFR ADC for NSCLC ☆ Comprehensive exploration in multiple directions is underway. 7 pivotal clinical studies have been initiated, and additional trials are planned. EGFR Indications Treatment regimen Research Progress 1 2L EGFRmut NSCLC Monotherapy phase
Slide 17: GLP-1 Portfolio: Backed by Liquid Gel Platform
GLP-1 Portfolio: Backed by our globally rare in Liquid Gel Platform, driving global footprint Indication Phase I Phase II Phase III NDA TG103（Fc-GLP1）（Class 1） TG103 T2DM phase III Obesity 2026 short oral discussion T2DM 2027 Semaglutide Injection（Class 2.2） Obesity 2027 T2DM 2027 Long-acting formul
Slide 18: Paclitaxel for injection (albumin-bound) (II) -- Phase III data of Breast Cancer
Paclitaxel for injection (albumin-bound) (II) -- Phase III data of Breast Cancer SYHX2011 vs Keaili (PAB): Efficacy and safety in patients with advanced breast cancer Clinical trial design Clinical trial results Conclusion mPFS, months Significant improvement in ORR 459 participants were randomized
Slide 19: Docetaxel (albumin-bound) + Anbenitamab -- Phase III neoadjuvant data
Docetaxel (albumin-bound) + Anbenitamab -- Phase III data of neoadjuvant therapy for breast cancer Study design：A randomized, controlled, open-label, multicenter phase 3 study (NCT06747338) Δ11.4% Anbenitamab + HB1801 ± Carboplatin (N=263) THP ± Carboplatin (95% CI(95% 3.19% CI to 19.63%) (N=258) RD
Slide 20: SYS6010 (EGFR ADC) -- Phase I data in NSCLC
SYS6010（EGFR ADC）-- Phase I data in NSCLC - Cancer Cell Clinical trial design Clinical trial result A total of 230 NSCLC patients were EGFRwt NSCLC (n=62) Failed prior EGFR TKIs Failed after EGFR TKIs Endpoint and platinum-based enrolled: dose-escalation phase with a treatment（n=46） chemotherapy（n=9
Slide 21: SYS6010 (EGFR ADC) -- Phase II data of ESCC
SYS6010（EGFR ADC）-- Phase II data of ESCC A multicenter, open-label, single-arm, non-randomized Phase II clinical study. (ChiCTR2300072141) Clinical trial design and endpoint Clinical trial result Conclusion A total of 48 patients with advanced Swimmer Plot: Treatment Duration in TOPOi-Naïve Patient
Slide 22: SYS6043 (B7-H3 ADC) -- Data across multiple tumor types
SYS6043 (B7-H3 ADC) -- Data across multiple tumor types Population: Patients with advanced solid tumors • SYS6043 had a favorable safety profile. who have failed standard treatment • The most common TRAEs were hematological toxicities. • Grade ≥3 toxicities are low and manageable Breast Overall Lung
Slide 23: SYS6043 (B7-H3 ADC) -- Gynecological Tumor Data Read-out
SYS6043 (B7-H3 ADC) -- Gynecological Tumor Data Read-out SYS6043 shows durable anti-tumor activity in treated patients with gynecological tumors Type of cancer ORR DCR mPFS Ovarian cancer (N=70) 45.7% 88.6% 8.3 months Cervical cancer (N=39) 35.9% 82.1% 5.8 months Endometrial cancer (N=21) 33.3% 81.0
Slide 24: SYS6043 (B7-H3 ADC) -- Nasopharyngeal Carcinoma Data Read-out
SYS6043 (B7-H3 ADC) -- Nasopharyngeal Carcinoma Data Read-out • Topoisomerase I inhibitor ，DAR ~6 8 mg/kg Q3W Overall • Fcγ receptor effector silencing design and (n=29) (n=61) cleavable linker ORR, 95%CI 41.4 (23.5, 61.1) 29.5 (18.5, 42.6) Drug Design • Bystander Effect DCR, 95%CI 75.9 (56.5, 89.7)
Slide 25: R&D Pipeline
03 R&D Pipeline
Slide 26: R&D Overview
R&D Overview R&D Centers & Technology Intellectual Science and Technology Projects Projects Platforms Property & Awards • 5 R&D centers located in • 8 national science & technology • 3063 patent applications • 93 national science and China & the U.S. qualifications technology projects • 1098 patents
Slide 27: AI-Driven R&D Technology Platforms
8 AI-Driven R&D Technology Platforms Nanoparticle Formulation Vaccine Technology Small Interfering RNA Antibody-Drug Conjugate Technology Platform Platform (SiRNA)Technology Platform (ADC)Technology Platform ➢ Mitoxantrone hydrochloride liposomes ➢ Docetaxel for injection ➢ Covid-19 mRNA vaccine ➢ P
Slide 28: R&D pipeline – Vaccine and CAR-T Platforms: Internationally Leading
R&D pipeline – Vaccine and CAR-T Platforms: Internationally Leading World-Class mRNA Delivery & Leading Nanoadjuvant Technology The world's first LNP Ex vivo CAR-T with clinical approval, and China’s first In vivo CAR-T granted clinical IND. Major Treatment candidates Target Type regimen Phase I Pha
Slide 29: R&D pipeline – SiRNA Pipeline
R&D pipeline – SiRNA Pipeline: Dual crowns in quantity and progress, cementing industry leadership 5 assets in clinical development, leading in China in both pipeline quantity and development progress. Targeted delivery to the eyes, lungs, fat, and muscles has been achieved, enabling a broader range
Slide 30: R&D Pipeline – Biological Agents
R＆D Pipeline – Biological Agents 5 commercialized, 7 BLA filed, 20+ pivotal trials -- Including various forms of drugs such as antibody drugs and ADCs Major Target Type Treatment regimen Phase I Phase II Phase III NDA/BLA Launch candidates Monotherapy Chronic spontaneous urticaria Omalizumab IgE Bio
Slide 31: R&D Pipeline – Biological Agents
R＆D Pipeline – Biological Agents Major Target Type Treatment regimen Phase I Phase II Phase III NDA/BLA Launch candidates Monotherapy Giant cell tumor of bone (GCTB) JMT103 RANKL mAb Monotherapy vs Zoledronic acid Malignant solid tumor bone metastasis Monotherapy Platinum-resistant PD-L1 positive ad
Slide 32: R&D Pipeline – Biological Agents
R＆D Pipeline – Biological Agents Major Target Type Treatment regimen Phase I Phase II Phase III NDA/BLA Launch candidates DP303c HER2 ADC Monotherapy vs T-DM1 ≥2L HER2+ breast cancer Monotherapy vs Platinum-based 2L EGFRmut NSCLC chemotherapy Monotherapy vs Chemotherapy 2L ESCC Combined Osimertinib
Slide 33: R&D Pipeline – New Formulations
R＆D Pipeline – New Formulations 7 commercialized, 2 NDA filed, 6 pivotal trials -- Including various forms of drugs such as liposomes, albumin and nanocrystals Major candidates Type Treatment regimen Phase I Phase II Phase III NDA/BLA Launch Mitoxantrone hydrochloride New formulation Monotherapy PTC
Slide 34: R&D Pipeline – Small Molecule Drugs
R＆D Pipeline – Small Molecule Drugs 1 commercialized, 4 NDA filed, 4 pivotal trials Treatment Major candidates Target Type Phase I Phase II Phase III NDA/BLA Launch regimen Monotherapy Recurrent or progressive high-grade meningioma SYHA1813 VEGFR/CSF1R Small molecule Combined SG001 Consolidation the
Slide 35: ESG & Company Overview
04 ESG & Company Overview
Slide 36: Building a Sustainable Business, Aiming to Become an ESG Leader
Building a Sustainable Business, Aiming to Become an ESG Leader in Pharmaceutical Industry Received MSCI ESG Rating of A for 5 Key Environmental Metrics in 2025 consecutive years *The emission reduction target is based on the emission in 2017 A A A A A Greenhouse gas emissions Total energy consumpti
Slide 37: China's Leading Innovative Pharmaceutical Enterprise
China’s Leading Innovative Pharmaceutical Enterprise R&D Capabilities Company’s Position and Reputation 8 5 • Ranked among Chinese enterprises —— The Fortune China 500 List (2026) • Ranked No. 15 in Global R&D pipeline —— Citeline Pharmaceutical R&D R&D platforms R&D centers Annual Review (2026 Manu
Slide 38: Thanks!
E-mail Address of CSPC IR Team： ir@cspc.cn IR official website: Thanks！
CSPC Pharmaceutical Group — H1 2026 Earnings Presentation on 6ix