Sino Biopharmaceutical Limited · HKEX:1177
Sino Biopharmaceutical — 2023 J.P. Morgan Healthcare Conference
26 slides from Sino Biopharmaceutical's conference presentation, January 2023
Slide 1: 2023 J.P. Morgan Healthcare Conference
中國生物製藥有限公司 SINO BIOPHARMACEUTICAL LIMITED (1177 HK) 2023 J.P. Morgan Healthcare Conference Transitioning into an Innovative Global Pharma Company 1
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Sino Biopharmaceutical Co., Ltd. (hereinafter referred to as the “Company”) for reference purposes only. By reviewing or obtaining the information contained in this material, you hereby acknowledge and agree that the company, or any of its directors,
Slide 3: Sino Biopharm: 2nd largest big pharma company in China by revenue
Sino Biopharm: 2nd largest big pharma company in China by revenue RMB RMB 2.93bn 26.86bn 2021 Adjusted profit attributable 2021 to owners of the parent Revenue 2nd Employees largest Chinese big pharma company 25,552 3
Slide 4: Contents
CONTENTS Recovered from VBP, accelerated growth driven Section 01 Future Outlook by China’s reopening1) Innovative pipeline energized by internal R&D, Section 02 Innovation & Pipeline led by an experienced management team Strong BD capabilities to accelerate strategic Section 03 BD & Globalization g
Slide 5: Outlook: transitioning from a generic-driven to an innovative-driven company
Outlook: transitioning from a generic-driven to an innovative-driven company (RMB bn) 90 Generic drugs Innovative drugs 100% 80 driven driven 90% 70 40 innovative drug candidates 80% have the potential to launch by 2030 70% 60 60% 50 50% 40 40% 30 30% 20 20% 10 10% 0 0% 2004 2005 2006 2007 2008 2009
Slide 6: Outlook: innovative drugs to drive revenue growth
Outlook: innovative drugs to drive revenue growth Revenue from innovative drugs Revenue breakdown by innovative drugs vs. generics (RMB bn) 10.0+ Innovative drugs +34% Generics 2021 2022E 2023E 2022 2025E 2027E 2030E 6
Slide 7: Outlook: accelerated growth driven by China's reopening
Outlook: accelerated growth driven by China’s reopening Revenue (HKD bn) 100 Overseas • Increase from 2024 Business • 15%+ of total revenue in 2030 12~15% Innovative • More R&D efforts Drugs • Maintain annual growth rate 20%+ Generic • Maintain low single Drugs digit growth under the VBP impact 2022
Slide 8: Outlook: total revenue to reach HKD 100bn in 2030
Outlook: total revenue to reach HKD 100bn in 2030, while four key TAs to be top in China with over HKD 10bn revenue each Four key Market share in China therapeutic areas 2018 2022 2030 target HKD 100bn Oncology 12 5 Top 3 Liver disease 1 1 Top 1 RMB 27bn Respiratory Nil 2 Top 1 Surgery /analgesic Ni
Slide 9: Contents
CONTENTS Recovered from VBP, accelerated growth driven Section 01 Future Outlook by China’s reopening1) Innovative pipeline energized by internal R&D, Section 02 Innovation & Pipeline led by an experienced management team Strong BD capabilities to accelerate strategic Section 03 BD & Globalization g
Slide 10: Innovation: our scientific committee, composed of leading scientists
Innovation: our scientific committee, composed of leading scientists Scientific Committee Chief Scientific Head of R&D, Head of R&D, Advisor, invoX CTTQ Beijing Tide ⚫ Former Head of Lung ⚫ Led the R&D of ⚫ Led the R&D of and GI Cancer Disease Anlotinib and Entecavir, Flurbiprofen Cataplasms Areas a
Slide 11: Pipeline: Liver disease - NASH pipeline layout
Pipeline: Liver disease All-round NASH pipeline layout in late clinical-stage Main mechanism of Sino Global R&D Target1) Type POC Efficacy Safety action Biopharm FXR bile acid Oral/Small molecule ✓ glucose metabolism, lipid metabolism, PPAR inflammation, fibrosis Oral/Small molecule ✓ Phase III GLP-
Slide 12: Pipeline: Liver disease
Pipeline: Liver disease Innovative： No. Program Target / MOA Type Indication I II III NDA/BLA 1 Lanifibranor Pan-PPAR Small molecule NASH 2 TQ-A3334 TLR-7 agonist Small molecule CHB 3 TQA3526 FXR agonist Small molecule NASH, PBC, etc. Activating TLR-8 to enhance response of HBV- Small molecule HBV s
Slide 13: Pipeline: Oncology - Anlotinib as the core
Pipeline: Oncology Competitive portfolio with RMB10bn+ sales, blockbuster Anlotinib as the core Anlotinib Combination therapy2) r e v e n u e g r o w t h s i n c e l a u n c h 1) (Sales in RMB bn) HCC (1st line) Phase III 5 PD-1 SCC of the lung Phase III 4+ (1st line) 4 Endometrial cancer Phase III
Slide 14: Pipeline: Oncology - innovative drugs in clinical development
Pipeline: Oncology Innovative drugs: 37 products in clinical development No. Program Target / MOA Type Indication I II III NDA/BLA 1 TQ-B3101 ALK/cMET TKI Small molecule ROS1+ NSCLC st 2 TQ-B3139 ALK/c-Met inhibitor Small molecule ALK+ NSCLC (1 line) 3 Ryzneuta LA G-CSF Biologics Neutropenia after c
Slide 15: Pipeline: Oncology - generics and biosimilars in clinical development
Pipeline: Oncology Generics and biosimilars: 20 products in clinical development No. Product/program Indication BE trial I Pivotal trial ANDA/BLA 1 Bevacizumab mCRC, NSCLC 2 Rituximab Malignant lymphoma, immune disease 3 Trastuzumab HER2 overexpression mBC 4 Everolimus RCC 5 Palbociclib Breast cance
Slide 16: Pipeline: Surgery/analgesic - PL-5 anti-infective
Pipeline: Surgery/analgesic PL-5: satisfy the unmet market demand for "drug-resistant bacteria" anti-infective drugs Innovation Broad-spectrum The first antimicrobial peptide in China G+, G- bacteria, and drug-resistant The first non-antibiotic antimicrobial bacteria Low drug resistance Safety Low r
Slide 17: Pipeline: Surgery/analgesic
Pipeline: Surgery/analgesic Innovative： No. Product/program Target/MOA Type Indication I II III NDA/BLA Antimicrobial Category I 1 PL-5 Secondary wound infection peptide New Drug Category II DPNP（for external 2 RD81 Local anesthesia New Drug application） Generics and biosimilars： No. Product/program
Slide 18: Pipeline: Respiratory - Ensitrelvir COVID-19 oral drug
Pipeline: Respiratory Ensitrelvir: potential best-in-class COVID-19 oral drug Broader scope of patients Better efficacy Ensitrelvir Ensitrelvir • Japan: applicable to all COVID-19 • Symptom resolution: significant alleviation patients, ≥12 years old and reduction in the time to resolution of 5 • Cli
Slide 19: Pipeline: Respiratory - innovative drugs in clinical development
Pipeline: Respiratory Innovative drugs: 10 products in clinical development No. Program Target / MOA Type Indication I II III NDA/BLA 1 Ensitrelvir 3CL protease inhibitor Small molecule SARS-CoV-2 infection 2 TQC3721 PDE3/4 dual inhibitors Small molecule COPD, asthma Moderate to severe atopic dermat
Slide 20: Pipeline: Respiratory - generics and biosimilars in clinical development
Pipeline: Respiratory Generics and biosimilars: 18 products in clinical development No. Product/program Indication BE trial I Pivotal trial ANDA/BLA 1 Tedizolid phosphate Antibiotic 2 Posaconazole Antifungal Oseltamivir Phosphate for 3 Flu Suspension 4 Ornidazole Injection Infections caused by susce
Slide 21: Contents
CONTENTS Recovered from VBP, accelerated growth driven Section 01 Future Outlook by China’s reopening1) Innovative pipeline energized by internal R&D, Section 02 Innovation & Pipeline led by an experienced management team Strong BD capabilities to accelerate strategic Section 03 BD & Globalization g
Slide 22: BD & Globalization: external sources to accelerate growth in key TAs
BD & Globalization: external sources to accelerate growth in key TAs Strategic focus on 4 key TAs1) Aim: Aim: Complement Complement to existing pipelines to existing Peak sales (RMB): technologies 1bn+, focusing on 3bn+ License Product type: M&A in FIC/BIC2) innovative drugs Net profit Company type:
Slide 23: BD & Globalization: track records in licensing and M&A
BD & Globalization: good track records in licensing and M&A Soft Mist Inhalation F-627 (G-CSF): PL-5: Mar 2021 2.5bn+1) 2bn+1) Aug 2021 Jan 2023 License Ensitrelvir: M&A Bispecific Abs AP025, AP026 (FGF21, FGF21/GLP-1): in Several billions1) Dec 2022 Jun 20222) 3bn+, 3bn+1) Apr 2022 Symphogen A/S La
Slide 24: BD & Globalization: invoX, global expansion platform
BD & Globalization: invoX, Sino Biopharm’s global expansion platform 1 Global Innovative Bispecific Abs Pipeline 100% Soft Mist Inhalation mRNA 2 Established in March 2021 and BD to bring Headquartered in London innovation Strategic investment back to China Listed VC Fund and Option for HPK1 Fully i
Slide 25: BD & Globalization: invoX strategic acquisitions
BD & Globalization: invoX, building global R&D and functional capabilities through key strategic acquisitions Leading Soft Mist inhalation Next generation mRNA delivery Bispecific antibody platform platform platform 2022 achievements 2022 achievements 2022 achievements • Licensing deal signed with M
Slide 26: Slogan, Vision, Goal
Slogan Science for a healthier world. Vision To be a leading global pharmaceutical company through delivering innovative therapies for patients. Goal To be one of the top 30 big pharma companies globally with revenue exceeding HKD100bn by 2030. 26
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