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2023 Insight/Dec,20231.2.2023CONTENT3.4.0YFUyRrMnOmNsMoNmRtMoP7NcM8OtRpPsQtQiNoPtReRoMpQ6MnNxPMYqMmRwMnNoR2023 01+*3664603391482373536177096671081211542911310501001502002503003504004505002004 2009 2017 2018 2019 2020 2021 2022 2023/200020042009201720182019202020212022+2023.6.29 2023 2023.9.1 2023 2023.10.9 2023 2023.12.13 2023 2023 8 2017 2020*2023 4 2020 2023 5*201920205 8 11 12 1+13+112-1*2019-2023 2-3 202120227 10 9 20234 6 2023.6.30 2023.10.92022.6.302021.6.302022.10.162021.9.282023.3.12022.1.12020.8.17 2020.11.11 2021.3.12018.12.313 2020.1.12019.82023 8 6 2023 12 31 8*1 1 1 3 200%A B 2025 A B A 110%110%A 140%140%A 170%170%A 200%A 200%B 10%10%B 40%40%B 70%70%B 100%B 100%B=/A B 3 3-15 15-30 30-60 60 2 2-10 10-20 20-40 40 2025 A=/2 2-10 10-20 20-40 40-5%-7%-9%-11%-15%-10%-12%-14%-16%-20%-15%-17%-19%-21%-25%7 1 1 1 3 A 110%,A A 234 4 1 8 2023 70%70%1.2.3.5.6.4.1 9 /2022 1-1/2022 8 1 4/10 userid:414195,docid:149497,date:2023-12-23,02 2023 32%43%/15.4%12 7.17.149.110.16 12.132023/32%43*%15.4%*182220-2023/2522121570/2023 224 126/61.7%13 Insight 2023 3088 1 126 363432131213331311132305001000150020002500300035002022 2023 29673088 1.2.2017-2021 2022 2023/3./2023 2022 105 16 4-1 70%71%85%90%94%94%92%44%57%61%56%62%60%62%0%20%40%60%80%100%2017 2018 2019 2020 2021 2022 2023 2023/61.7%90%2017-2023 2 1 3 2019 90%14 Insight 2021-2023/*2023/91%9%96 9 392650436936020406080100120140160180 2021 2022 202382%94%59%73%79%82%85%0%10%20%30%40%50%60%70%80%90%100%*/15*;ATC Insight 2019 2019-2022*64%50%56%67%41%53%55%63%76%75%69%70%60%62%52%60%65%45%73%60%80%69%57%23%64%68%51%68%70%68%79%88%63%94%50%75%57%62%70%61%62%70%65%51%61%56%37%0%10%20%30%40%50%60%70%80%90%100%2019 2020 2021 2022 9131641061094149815152019202020212022333104357321235162995113111211114 72023 16 210 5 2018 1 1 2023 6 30()2018 1 1 2023 6 30 2018 2023 6 30 2023 6 30 1 2 1 2 54%8%045%45%0%20%40%60%Insight 2061301120050100150200250 2 90%2023 23 17 18%26%28%1%18%19%1%1%1%6%13%14%9%12%10%59%43%57%90%87%89%0%10%20%30%40%50%60%70%80%90%100%2018 2019 2020 2021 2022 2023 10 6-10 3-5 0-2 2023 23*1 1 2 3/4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23*Insight 7.4 4.4 16 44%65%18 2023 36 16 44%1219 41 5*65%8%89%0%20%40%60%80%100%*Insight 103 30 5 19 Insight*103 1 40 23 17 33 30 3 6 5 1 2023.12.31 23 21 2024.12.31 7 7 3 2 2023/21 1.1 20/21 1 1 T 2 3 I 4 5 6 7 8 B 9 B 10()HER2 11 12 13 Secura Bio 14 15 16*7.93.22.21.21.31.61.102468102017 2018 2019 2020 2021 2022 2023 Insight*17 18 Karyopharm Therapeutics 19 HR HER2 20 131I 21*21 Insight 1 22023 13 59%*14878,53%30,20%40,27%9 1 2%4%5%5%6%13%14%15%20%11%A B C D E F G H I J*2023&22 100 31 6.7%1.2.3.Insight 70%-19%13 59%122022 41 77%10553,50%32,31%20,19%12 9 7%7%9%10%12%16%16%17%20%24%25%32%5%5%10%10%11%12%12%27%43%A B C D E F G H I J K L M N O P Q R S T U16%15%41 77%23 72%70%-2 22 Insight 1 2 2021 41 73%8756,64%18,21%13,15%15 13 5%5%7%8%10%11%13%14%17%17%20%24%25%29%54%1%3%3%4%7%9%9%12%12%14%33%62%68%A B C D E F G H I J K L M N O P Q R S T U V W X Z A B C17%18%1.2.3.Insight 41 73%5 38%1 2 2020 3 27%2011,55%5,25%4,20%8 5 5%7%9%11%12%12%20%39%11%31%37%64%77%A B C D E F G H I J K L M14%343%3 27%15 23 32%35%68%0%10%20%30%40%50%60%70%80%2021 2022 2023 2023 22 15 1.0 1 1 I 2 3 4 EUSA Pharma Castleman 5 6 Alexion Pharmaceuticals 7 I 8 9 3 10 Bausch Health 11 Nobelpharma 12 I 13 14 2 15 Insight 1 2 3.15 PD-(L)1*2019*2020 2021 2022*XL+X*6ml:240mg Insight 2023 78382843 28431080 1080 2019 2020 2021 2022 2023 3L+1L 1L 1L 1L 1L 3L+2L 1L 2L 1L,3L+1L 1L 3L+2L 1L 2L+2L 3L+2L+2L MSI-H/dMMR 4L 2L 2L 1L63.7%62.0%198002928 29282576.64 2020 2021 2022 202385.2%12.0%1068821801450 1377.5 2020 2021 2022 202379.6%33.5%5.0%72002100.971912 1912 2020 2021 2022 202370.8%9.0%PD-(L)1 1L 1L 1L 1L 1L 1L 24*XL+X*2018 2017 2023 Insight BTK 2017*2020 2021 2022 2023 540189169 169157.17 2017 2020 2021 2022 2L+/1L 1L 2L+/2L+2L+2L+/2L+65.0%7.0%176.569985 85 2020 2021 2022 202343.9%14.1%239.87118.68 118.68 2021 2022 202350.5%635.7 2023 BTK/1L 1L 2L+10.6%25 EGFR*2018 2020 2021 2022 2023 1760510186 186165.54 2018 2020 2021 2022 2023 1L 2L 1L 2L71.0%11.0%490176 176100.8 2020 2021 2022 202364.0%42.7%571.4311895.8 2021 2022 202379.4%150 2023 EGFR 1L 2L63.5%18.8%*XL+X Insight 26 64.2418.62 6.79 6.04 71.547.36 35.77 12.85 41.71 41.716.99 8.61 EGFR()64.24 Insight 365=27 28 3L HER2()HER2 135003800 3800 2021 2022 202371.9%156207202 2022 202353.9%83433580 2022 202357.1%ADC ADC*2021 2022 2023*XL+X Insight 03 DTP/=/DRG 2021.9 2023.2 4 2023 2023 2021.5 30 31 RDPAC 2022 6 32 RDPAC 2022 6 150189 165 85%33 RDPAC 2022 6 30%45%70%50%34 RDPAC 2022 6 35 2018 8.140.254.252.735.32018 2019 2020 2021 2022+396%+35%-3%-33%2019 12.319.548.489.471.92018 2019 2020 2021 2022+58%+149%+85%-20%2020 14.917.718.942.159.82018 2019 2020 2021 2022+19%+7%+122%+42%2021 0.21.13.729.52019 2020 2021 2022+689%2023 10 2447 3540 -36 1 3 20%2 20%()()26 55 163 19 32 55 123 10 167 45 3 17 9 49 31()()()0.5 0.7 0.9 1.1 1.5 1.9 2.7 4.8 4.5 5.7 2012 2013 2014 2015 2016 2017 2018 2019 2020 20210.7 0.9 1.0 1.2 1.2 1.4 1.8 2.5 2.1 2.4 2012 2013 2014 2015 2016 2017 2018 2019 2020 20210.0 0.0 0.3 0.7 1.3 2017 2018 2019 2020 20210.0 0.0 0.0 0.0 0.0 0.0 0.1 0.2 0.2 0.4 2012 2013 2014 2015 2016 2017 2018 2019 2020 20211.8 2.6 3.7 3.9 4.2 4.7 5.4 5.0 3.7 2.6 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 6.3 2.1 3.0X 2.9 1.7 1.7X 1.4 0.1 17.0X 0.4 0.1 5.4X 5.5 3.5 0.6X 37 2021.11 60.26567.435001002003004005006002021 2022 2023H1*2022.3 339.1865.4010020030040050060070080090010002022 2023Q1-Q3 2022.6 546.360601002003004005006007002022 2023H1 04 39 21,38424,42124,84628,72830,92226,1882018 2019 2020 2021 2022 2023 M1-10+14%+2%+16%+8%2018-2023 M10 2018-2023 M10 17,82220,85421,03224,04324,59722,5312018 2019 2020 2021 2022 2023 M1-10+17%+1%+14%+2%2018-2023 M10 3,562 3,5673,8144,6846,3253,6562344027697426404629601,0002,0003,0004,0005,0006,0007,0008,0009,00010,0000600012000180002400030000360004200046000480002018 2019315002020361562021 2022 2023 M1-10 4.6 21%11%25%9%12%100%15%79%89%75%91%88%85%2018*2019 2020 2021 2022 2023*M1-10*2018 2023 1-10-690.78 2013-2022 2050121041217202228823308242242542926106266046942725575317812803483738700902693242.952.502.522.542.562.582.602.622.642.662.682.702.722.742.762.782.802.822.842.862.882.902.922.942.960500010000150002000025000300002013 2.902014 2.842015 2.782016 2.772017 2.782018 2.782019 2.822020 2.802021 2.762022 213629639 85%40 2020 2025(%)95 95()()2.5()()2.1(%)85.2%)70(%)70 70(%)27.7 27(%)-70()(%)75 90(%)-80()112 500()1 5(%)50 70(%)-80(%)-100 DRG/DIP 5000 5000 5 835 2017 450 640 2022 2022 8.48 2.39 28.2%3.80 44.8%2.29 27.0%6010.0 GDP 7.0%41 2025 2 8631,1231,5872,4104,0424,3895,4487,0668,1738,4478,6538,0572012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 M1-10 2025 2 3 42 43-50w 30w CAR-T 2018 6 744 2015-2021 20 80%2017 2588 2017 2018 2023 3088 2016-2023 23%8%1.2.3.4.5.KEY 1.PAP 2.44 45 NMPA Insight 1 2023/12/1316 2023/09/212 2023/12/0517 HRA Pharma Rare Diseases/2023/09/083 2023/11/2818 2023/09/064/2023/11/2319 2023/09/015 Nabriva Therapeutics 2023/11/1420 2023/08/316 Nabriva Therapeutics 2023/11/1421 2023/08/247 2023/11/1422 2023/08/228 2023/11/0923 2023/08/169 2023/11/0824 2023/08/0110 BMS 2023/10/1925 2023/07/2711 2023/10/1926 GSK 2023/07/1312 2023/10/1927 GSK 2023/07/1313 2023/10/1928/Bioprojet 2023/07/0414 2023/10/1929 2023/07/0415 2023/10/07*2023.12.182023.7.1 29 46 NMPA Insight&*2023.12.18 2024.6.30 78 1 Besins Healthcare16 31Vifor Fresenius Medical Care Renal Pharma2 17Ropeginterferon alfa-2b(P1101)32 3 18SHR8554 33 4 19 34 Susoctocog alfa 5 20 Zambon Group35 6ASK120067 21/Entasis Therapeutics36 7 22 PTC Therapeutics37 8 23 38 Vonicog alfa 9 24 39 10 Teduglutide 25 40 11 26(CHO)41Mavacamten 12 27 Biohaven42HSK7653 13HSK16149 28 99mTc 43 14 29 44 15 30 45 47 2024.6.30 78 46 Covis Pharma58TQB2450 70 47 59 71 48 60 72 49 61 PharmaMar73 50Nirsevimab 62 74 A166 51 Cosmo Pharmaceuticals63 75 52 64 76 53 65 77 Nabriva Therapeutics54 66 78 55TQ-B3525 67 56 68 57 69 NMPA Insight&*2023.12.18
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