0MNC 2023 2023 5 26|S0120521080001 1 010203040506 CONTENTS 1ZAZzQqNtQrQoQsRsPqPqRaQaObRnPrRmOoNfQrRmRfQtRtNaQoPtONZnOqRxNoNqN2 01 Johnson&Johnson3 Aprocitentan ETRa/b TRHTN Idorsia ETRa/b 2022 12 NDA 2000 Talquetamab GPRC5D/CD3 R/R MM 2022 1/2 MonumenTAL-1 RRMM 5 MM 5L 3 ORR 73.1%74.1%mFU 15 mDOR 9 MM MonumenTAL-1 MajesTEC-1(5L)Talquetamab14.9m ORR 74%Teclistamab 14.1m ORR 63%Talquetamab forimtamig 1 2022 ASH ORR 71.4%ORR 63.6%5/12 5500 GPRC5D ADC(JNJ)4 CARVYKTI Ciltacabtagene autoleucel BCMA CAR-T CARTITUDE-4 EHA CARTITUDE-4 CARVYKTI 74%HR=0.26 BMS 2Seventy Abecma HR 0.49 CARVYKTI RYBREVANT(Amivantamab EGFR x cMET)NSCLC 3 PAPILLON Lazertinib Tagrisso 1L NSCLC 3 MARIPOSA 2023Q1 amivantamab Tagrisso ORR 2200 mPFS mOS 8.3 22.8 20 Halozyme Halozyme ENHANZE 20252027 2 GIC2001(JNJ)5 Darzalex Daratumumab CD38 3 SYMPATICO Nipocalimab FcRn IgG1 AnaptysBio Momenta Pharmaceutica 2020 Momenta 65 9 CIDP MG wAIHA 3 2023/2/6 HDFN 2 POC 32 IUT TOPLINE American Journal of Obstetrics and Gynecology HDFN 80/10 2023 3 nipocalimab HDFN Biotech RA 2 2023(JNJ)数据来源：强生官网，德邦研究所 nipocalimab 602 Eli Lilly7 4 Tirzepatide Donanemab Mirikizumab Lebrikizumab 2024 Tirzepatide GIP/GLP-1R 2023 Semaglutide 2.4mg SURMOUNT-3+SURMOUNT-4 Donanemab A-beta 3 12/18 35%iADRS 36%CDR-SB Lencanemab CLARITY 27%CDR-SB ARIA-E/H 6.1%13.6%Lecanemba Lecanemab donanemab lecanemab donanemab tau 36%Lecanemab 27%topline donanemab(LLY)3 8 Retatrutide LY3437943 GIP/GCC/GLP-1R 2023 3 1 0.16mg 6mg BMI 29.4 82.1kg 8 4.13%43 2 BMI30 48 22%-24%tirzepatide 3 72 22.5%Orforglipron GLP-1R 3 3 GLP-1 3 2025 danuglipron PF-07081532 2 3(LLY)3 数据来源：礼来官网，德邦研究所数据来源：Evaluate，德邦研究所 Orforglipron 9 Remternetug N3pH-A-beta 3 2025 Donanemab 1 J1G-MC-LAKB(NCT04451408)Mirikizumab p19 IL-23 UC CD 3 Lebrikizumab IL-13 4 MOA IL-17/23/13 JAK dupilumab Lebrikizumab IL-13 dupilumab IL-4R IL-4 IL-13 lebrikizumab Cross-trial tralokinumab IL-13 IL-13R(IL-13)(LLY)3 数据来源：礼来官网，德邦研究所 Remternetug 1003 Novo Nordisk11 Semaglutide CagriSema 3 2023 Semaglutide GLP-1 2023H2 25/50mg semaglutide Rybelsus 14mg/2023Q2 50mg 3 semaglutide Evaluate Pharma 2028 semaglutide 60 2023Q2 STEP HFpEF 3 2023H2 STEP HFpEF 3 2023 SELECT CVOT 3 Semaglutide 2016 26%2008 CVOT CVOT SGLT2 GLP-1 SGLT2 2022 5 DPP4 SGLT-2 GLP-1 23 CVOT SELECT CVOT(NVO)12 CagriSema AmylinR+GLP-1R 2023H2 3 1 CagriSema 4.8mg 20 17.1%Amycritin GLP-1xAmylin 2023H2 1 CagriSema Cagrisema amycretin SNAC SNAC(NVO)NEJM Novo Nordisk a focused healthcare company Investor presentation First three months of 2023 CagriSema 1 Amycretin 13 PYY gut hormone fragment peptide YY 2023Q2 1/2 PYY Ziltivekimab IL-6 2023Q2 3 HFpEF 2019 BIOSTAT-CHF IL-6 2 biomarker POC hsCRP MACE 1 2023Q1(NVO)Novo Nordisk a focused healthcare company Investor presentation First three months of 2023 Ziltivekimab 1404 Abbvie15 Skyrizi+Rinvoq Humira Rinvoq Upadacitinib JAK1 CD 2023/4/17 Rinvoq JAK TNF-a IL-23 Skyrizi 2 NCT04927975 FDA 2022 Opzelura Ruxolitinib JAK JAK Ifidancitinib Ritlecitinib Brepocitinib Cerdulatinib Ritlecitinib 3 Skyrizi Risankizumab IL-23 UC induction/3/Epcoritamab CD3 x CD20 Genmab R/R DLBCL PDUFA 5/21 FDA CD20 Lunsumnio Mosunetuzumab 2:1 glofitamab 2023 PDUFA 7/1 odronextamab plamotamab 2 R/R DLBCL epcoritamab ORR CR 63%39%glofitamab 51.6%39.4%Cross-trial epcoritamab CRS 50%glofitamab 63%3L DLBCL 3(ABBV)-16 Venclexta BCL-2 3L+3L+T 11 14 3 Navitoclax BCL-2/BCL-xL IL MF 3 Teliso-V cMet ADC Seagen/Pierre Fabre 2 2L+NSCLC ABBV-951 foscarbidopa+foslevodopa DUOPA(carbidopa and levodopa)DUOPA DUOPA 24(ABBV)-17 ABBV-637 EGFR-BCL-xLi ADC NSCLC POC TTX-030 CD39 1 CLBR001/SWI019(CD19 sCAR-T)1 Eftoza(TRAIL)1 POC AGN-241622(Alpha2)1(ABBV)-1805 Astrazeneca19 Tagrisso ASCO plenary ADC DB06 TB/TL Beyfortus Nirsevimab RSV AZ Sanofi 2023H1 MEDLOFY/MEDLEY Sanofi Fortune Business Insights 600/GSK RSV Arexvy 60-185/Arexvy Beyfortus Beyfortus RSV ABRYSVO/5/18 AdCom ABRYSVO 5.3%2023H1 RSV 80%Lynparza Olaparib PARP Merck 2023H1 PROpel abiraterone+prednisone/prednisolone 1L 4/28 FDA ODAC BRCA 11 1 1 BRCA BRAC+rPFS HR=0.23 mOS HR=0.29 BRCA-rPFS HR=0.76 mOSHR=0.91 2023H2 1L 3 DUO-E 203020 Imfinzi Durvalumab PD-L1 2023H2 NSCLC AEGEAN 2023H2 3 NSCLC 3 PACIFIC-2 2023H2 SCLC 3 ADRIATIC 2023H2 3 EMERALD-1 2023H2 NIAGARA 1L NILE 3 Tagrisso Osimertinib EGFR 1L EGFR mNSCLC 3 FLAURA2 2023H2 2023H2 EGFR 3 NSCLC 3 LAURA 2023 ADAURA OS ASCO 5 ASCO Plenary 2030 2030 ADURA 21 Enhertu HER2 T-DXd ADC 2023H2 2L HER2-Low 3 DB06 HER IHC 1 IHC3+=HER2+20%2 IHC12+=HER2-low 50%DB04 3 IHC01+=HER2-ultralow 1530%DB06 ultralow DB04 IHC1+IHC2+HR IHC1+HER2 T-DXd DB06 IHC0 Enhertu HER2 2023H2 3L HER2-Low DB04 Dato-DXd TROP2 ADC 3L NSCLC 3 TROPION-Lung01 2023H2 2023H2/HR+/HER2-3 TROPION-Breast01 Capivasertib AKT 3 mTNBC 3 CAPItello-290 20302206 Roche23 Columvi glofitamab CD20 xCD3 2:1 3L+DLBCL PDUFA 7/1 GemOx 2L+DLBCL 3 STARGLO Lunsumio mosunetuzumab CD20 xCD3 Polivy 2L+DLBCL 3 SUNMO 2023 Tecentriq Atezolizumab PD-L1 TNBC/3 GeparDouze/NSABP B-59 SCCHN 3 IMvoke010 2023 Tecentriq PD-(L)1 Keytruda NCT04956692 3 Opdivo NCT04810078 3 Imfinzi NCT04870112 2 Merck K 6 Merck Keytruda 数据来源：罗氏官网，德邦研究所 Glofitamab 24 Tiragolumab TIGIT Tecentriq 1L PDL1+NSCLC 3 SKYSCRAPER-01 OS Tecentriq 1L 3 SKYSCRAPER-08 Venclexta Venetoclax Bcl-2 dexamethasone t(11;14)R/R MM 3 CANOVA azacitidine 1L MDS 3 VERONA Alecensa Alectinib ALK ALK+NSCLC 3 ALINA Vabysmo Faricimab VEGF x Ang-2 3 BALATON COMINO Eylea sBLA 5/9 FDA 60%4 Vabysmo Eylea 48 Vabysmo Eylea Eylea 2023Q1 6%8mg 4 6/27 2023 25 SRP-9001 delandistrogene moxeparvovec DMD 5/29 PDUFA 2023Q3 3 301 Embark 10 Topline AA biomarker biomarker 5/12 AdCom 8 6 9001 AdCom FDA biomarker 9001 301 9001 2023 FDA 26 27 2019 2018 2017 2016 2015 1.6 6 20%5%20%-5%+5%5%2.A 500 10%-10%10%10%28 2017 7 1/29 600 N1 9+86 21 68761616+86 21 68767880400-8888-128