01

Medicine melt cloud data (www.pharnexcloud.com) shows: so far, the Chinese market approved CAR-T cell treatment products have fosun Kate archense injection, medicine giant Reggie olense injection, reindeer biological key olense injection (cinda biological become 18% shareholders, reindeer holds the product all the interests), and source biological base olense injection, economic biological jerbase olense injection (cooperation with east China medicine), the latest approved Nanjing legend biological west base olense.(3 CD19 targets, 3 BCMA targets)

Due to high drug prices and indications, the vast majority of patients are limited by some commercial insurance and innovative payments.

02

According to The Data (www.pharnexcloud.com), on the evening of July 20,2024, Fosun Pharma disclosed that Kite Pharma, the holding subsidiary of Fosun Pharmaceutical, plans to increase the capital at the equivalent amount of $28.5 million of their respective joint venture Fosun Kate. After the completion of the capital increase, the shareholding ratio of Fosun Pharmaceutical Industry and Kite Pharma in Fosun Kate will remain unchanged (both remain 50%), and Fosun Kate will still be the joint venture of the Group. Fosun Kate is mainly engaged in the research and development, production and commercialization of tumor immune cell therapy products. The capital increase is mainly used for Fosun Kates product commercialization and r & d pipeline investment.

Fosun Kate is mainly engaged in the research and development, production and commercialization of tumor immune cell therapy products. Its first CAT-T cell therapy product, Yikida (Aquilensay injection), was approved to be marketed in China (excluding Hong Kong, Macao and Taiwan, the same below), becoming the first approved CAR-T cell therapy product in China.

Two indications have been approved (for the treatment of adult patients with relapsed or refractory large B cell lymphoma after previous second-line or above systemic therapy, adult B cell lymphoma (r / r LBCL) that has failed to treat first-line immunochemotherapy or relapsed within 12 months after first-line immunochemotherapy);

The third indication (for the treatment of relapsed or refractory non-Hodgkin lymphoma (r / r iNHL), including follicular lymphoma and marginal zone lymphoma adult patients) has been approved in China for clinical trials and was included in the breakthrough treatment program, the indication is in the clinical trial of bridging in China.

In addition, the second paragraph of fosun Kate CAR-T cell therapy product FKC889 first indication (for the treatment of previous second line and above treatment relapse or refractory mantle cell lymphoma (r / r MCL) adult patients) and the second indication (recurrent or refractory adult precursor B cell acute lymphoblastic leukemia, adult r / r ALL) has been approved in China in 2022, as of the date of this announcement, FKC889 two indications in the bridging clinical trials in China.

According to the Shanghai Branch of Ernst & Young Huaming (special general partnership), as of December 31,2023, the total assets of Fosun Kate were RMB 987.28 million, the owners equity was RMB 161.16 million, and the total liabilities were RMB 826.12 million; In 2023, Fosun Kate realized operating income of RMB 242.54 million and net profit of RMB 353.25 million.(It is reported that Fosun Kate is the largest commercial variety of CAR-T in the domestic pharmaceutical market)

Kite Pharma Established in June 2009 as a company incorporated under the laws of Delaware; as of this announcement, Gilead Sciences, Inc. ("Gilead Sciences") holds 100% equity. Gilead Science was founded in 1987, registered in the United States, and was listed in Nasnak in 1992. Gilead Sciences is a research-based biopharmaceutical company with products and treatments of investigational drugs including AIDS, liver diseases, cancer, inflammatory and respiratory diseases, and cardiovascular diseases. According to Gilead Science published financial results (consolidated caliber), audited by Ernst & Young LLP, as of December 31,2023, Gilead Science had total assets of $62,12 5 million, owners equity of $22,749 million and total liabilities of $39,376 million; in 2023, Gilead Science achieved total revenue of $27,116 million and net profit of $5,665 million.

consult:

NMPA / CDE; Cloud Data, www.pharnexcloud.com; FDA / EMA / PMDA;

Public disclosure of relevant companies;

Fosun Pharmaceutical;

https://www.fosunpharma.com/；

https://www.fosunpharma.com/investor/materials.html；

https://data.eastmoney.com/notices/detail/600196/AN202407191638102008.html；

Globocan 2022 World Fact Sheet:

https://cn.iasobio.com/info.php?id=302；

https://gco.iarc.who.int/media/globocan/factsheets/cancers/35-multiple-myeloma-fact-sheet.pdf. Accessed March 2024.

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