Sichuan Biokin Pharmaceutical Co., Ltd.

四川百利天恒药业股份有限公司

02615.HK

Biopharmaceutical company developing bispecific ADCs, including iza-bren targeting EGFR and HER3. Licensed iza-bren to Bristol-Myers Squibb in a collaboration worth up to US$8.4 billion, retaining exclusive rights in Chinese Mainland while co-developing and commercializing in the US with BMS.

Filings

The documents are on HKEXnews; we link to the originals.

Matters the filing discloses

From the company’s latest filing; open a kind of matter to see how other companies disclosed it.

• Customer concentration
• Supplier concentration
• Distribution model
• Pricing policy and price changes
• Outsourced production (OEM / contract manufacturing)
• Key long-term agreements
• Capacity and utilisation
• Losses and path to profitability
• Negative operating cash flow
• Cash burn and runway
• Working capital: receivables, prepayments and cash cycle
• Inventory level and ageing
• Adverse change after the track record
• Non-recurring gains and losses
• Chapter 18A biotech