TTYBiopharm Company Overview

TTYBiopharm Company Overview

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Description: The only PIC/S GMP certified manufacture sites for high potency oncology, 2008/2013/2016 EMA, 2010/2014 Japan, 2013/2016 US FDA, 2013 Brazil,Australia. High standard Validation of. Equipment qualification/ Laboratory instruments qualification/ HVAC system/ Water system/ Compressed air system/ Nitrogen system/ Cleaning/ Analytical method/ Process/ Computer/ Logistic.

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Author: Ralf Linker, Fred Lublin, Frederike Barkhof, Cai Qingbiao  | Visits: 443 | Page Views: 673
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Contents:
May, 2017

2016- NTD 3.80 Billion, USD 117 Million
508
(March, 2017)










TTY Biopharm is a global leader in Super-Generic Drugs and
novel specialty/ bio-drug development with strong growth
potentials (targeting for 20% sales CAGR in 2014-19).
TTY is Taiwan’s largest biotechnology conglomerate with the
most completed biotechnology products pipeline including
oncology drugs, new formulations, … etc.
Market cap US$906mn. As of 2/24/2017
Currently has three major subsidiaries (base on 12/31/2016):
PharmaEngine (listed), Market cap US$689mn, 19.30% ;
TSH Biopharm (listed), Market cap US$85mn, 56.48%;
CY Biotech, 27.54%
Shareholder value creation
TTY’s ROE 19.5% in 2011-2016, ROE 21.4% in 2016
(above industry average 7.35%).

TTY targets for 28%-35% ROE in 2017-2020.

TTY aims to be a world-class biotechnology public listed
company with multi-bn market capitalization in coming
years.

Major Investments
轉投資主要架構
Global
Taiwan
China
Asia

殷漢
EnhanX (67%)
 R&D / New Drug
Development
 Clinical Trials & Marketing

東生華製藥
TSH (56.48%)
 New Drug Development &
Marketing of Chronic
Diseases (CV/GI/Immune)

智擎生技
PharmaEngine (19.30%)
 New Drug Development

榮港生技
WorldCo (100%)
 New Drug Development
(liver/ID/CNS)
 Marketing

創益生技
CY Biotech (27.54%)
 Probiotics & Obesity
Diseases

ATB泰/ATB菲/越辦事處
40%/87%/100%
 New Drug Development &
Marketing

Corporate Strategy
FOCUS

R&D

Leading cancer,
infection &
autoimmune
therapeutic
treatments

Develop
technology
platforms
(liposome &
microsphere)

Grow product
portfolio by
innovative
formulation &
pipeline

Global, regional &
local partnering
(e.g., Pegylipo,
Lipo-AB)

COMMERCIALIZE

9

COLLABORATE

TTY Super Generics Pipeline
* Current CMO price for partner equals 2016.

Products
Caelyx/Doxil*
(Lipo-Dox)
Pegylipo
Lipo-AB
Leuprolide
Acetate Injection
Risperidone
Injection

Indication(s)

ANDA (EU/USA)

Metastatic breast cancer BC,
AIDS-related Kaposi’s sarcoma,
Multiple myeloma,
Overian cancer

Approved

Leishmaniasis, Concurrent renal
toxicity invasive bacterial infection,
The infected bursa meningitis HIV
patients, Systemic Fungal Infection

TW Approved

Prostate cancer,
Management of Endometriosis,
Uterine Fibroids,
Central Precocious Puberty
Schizophrenia

SPL206

Functional gastric, intestinal,
Pancreatic endocrine tumors

LGIA10

Type II Diabetes Mellitus

Col103

13

R&D (BE;BA+CT)

Multidrug-resistant Gram-negative
Bacteria Serious Infection

505(b)2

TW Approved
China

Lipo-AB

Col103

Multidrug-resistant Gram-negative
Bacteria Serious Infection

150

Formulation

First Choice
Irreplaceable Option, TWNIH

Caelyx® /Doxil® /Pegylipo®

Source : Thomson Reuters Mar./2017

Lipo-AB

Specialty – Col103

Classification

Common AntiBacterial Strains

Gram negative
(GNB)

MDR-GNB
CR-GNB

Gram positive
(GPC)

MRSA
VRE

Fungus

Bacterial

Virus
MDR-:multi-drug resistant
CR-: carbapenem resistant

27

MRSA: methicillin resistant Staphylococcus aureus
VRE: vancomycin resistant Enterococcus

Col103
Global Market: 150M

Multidrug-resistant
Gram-negative Bacteria
Serious Infection

28

Source: Expert Rev Anti Infect Ther. 2012;10(8):917934
By Y_tambe - Y_tambe's file, CC BY-SA 3.0,
https://commons.wikimedia.org/w/index.php?curid=49535

29

Corporate Strategy
FOCUS
EnhanX Inc.
2B3-201
A new drug of
Pegylated
Liposomal
Methylprednisolone
Injection
-Introduction of Multiple Sclerosis
-Introduction of Pegylated Liposomal
Methylprednisolone Injection (2B3-201)
-Development strategies/ Operation model

Leading cancer,
infection &
autoimmune
therapeutic
treatments

Develop
technology
platforms
(liposome &
microsphere)

Grow product
portfolio by
innovative
formulation &
pipeline

Global, regional &
local partnering
(e.g., Pegylipo,
Lipo-AB)

COMMERCIALIZE

30

R&D

COLLABORATE

Introduction of MS’s MoA

31

Introduction of MS
MS: a chronic, autoimmune & neurodegenerative disorder
Body’s own defensive system attacks myelin




32

Inflammatory damage in the brain and spinal cord
Loss of myelin and axons (scars at multiple sites)
Neurologic disability

Introduction of MS

Around
2.5 millions
34

Introduction of MS
Four Classifications of MS

Either one of the four classifications occurs in acute is the target patient pool of 2B3-201.
不管屬於哪一個發病類型,只要是急性復發,就是2B3-201的target 病患。
35

Patients Distribution in US Market
US Multiple Sclerosis Population
(~400,000)
Relapse-Remitting (RR)
50%, ~200,000
Mild (42%)
~83,500

Moderate (36%)
~72,900

Relapse
Rate: 0.47
Relapses per
Year

Relapse
Rate: 1.26
Relapses per
Year

Tx Rate:
78.5%
Relapses Treated
per Year
(30,725)

Tx Rate:
78.5%
Relapses Treated
per Year
(72,105)

2° Progressive (SP)
34%, ~136,000
Severe (22%)
~43,600
Relapse
Rate: 3.15
Relapses per
Year
Tx Rate:
78.5%
Relapses Treated
per Year
(107,955)

1° Progressive (PP)
13%, ~50,000

Relapse Rate
(Avg. # of
Exacerbations/ Year:
1.14)
Relapses per Year
Tx Rate:
78.5%
Relapses Treated
per Year
(121,706)

Progressive Relapsing
(PR/B*), 3%, 14k

Relapse Rate
(Avg. # of
Exacerbations/ Year:
1.14)

Relapses per Year

Relapses per Year

Tx Rate:
78.5%

Tx Rate:
78.5%

Relapses Treated
per Year
(44,745)

Relapses Treated
per Year
(12,529)

Minimum, Target, and Ideal Penetration Rates based on Use as First-Line or
Second-Line Treatment from Physician Survey
Relapses Treated with 2B3-201 at Peak Under Minimum, Target, and Ideal
1st-Line/ 2nd-Line Penetration Scenarios

36

*Benign MS

Introduction of MS
Patient presents with symptoms suggestive of MS

McDonald Criteria Met

Yes

No

Diagnose Multiple Sclerosis

Differential diagnosis

Decision to treat relapse is based on severity of symptoms:
Symptoms significantly affect quality of life (i.e., inhibit ability to work)?
Yes

No

Selection of first-line treatment may depend on severity of symptoms

Severity
1st-line
therapy

2nd-line
therapy

37

Less severe:

More severe:


IV Methylprednisolone
Majority of Neurologists will
prescribe IV steroids first-line to all
patients who require treatment

Acthar Gel (ACTH)



Oral Prednisolone
Oral steroids used first-line by
minority of Neurologists, and only
for patients with less severe
symptoms

Plasmapheresis

DH Primary Research, Ann Indian Acad Neurol. 2011 Jul.;14(Supp1 1):S65-9

IVIG

2B3-201 Pipeline
2B3-201:Liposomal Methylprednisolone Injection
(glutathione PEGylated liposomal methylprednisolone)
2014 - 2016
Phase I
Phase I bridging study
(lyophilized injection)
Scientific advice from
FDA & EMA
Phase II/III in MS
relapses (vs placebo)
Phase II/III in MS
relapses (vs MP)
US NDA indication #1
EU MAA indication #1

38

2017

2018

2019

2020

2021

2022

Introduction of the Product

2B3-201
120nm

39

Introduction of the Product
2B3-201’s potential indications
Neuromyelitis Optica

Source: http://www.msdiscovery.org/news/news_synthesis/
8147-neuromyelitis-optica-part-2-pathogenesis
Source: https://www.uveitis.net/patient/anterior.php
40

Uveitis

Introduction of BBB

42

Introduction of BBB

43

Introduction of BBB

44

Introduction of BBB
NO.

TARGETING LIGANDS

1

Transferrin

2

Melanotransferrin

3

Insulin

4

LDL

5

Angiopeps

6

Leptin

7

Thiamine

8

Glutathione

9

Synthetic Opioid Peptides

10

RVG Peptide

11

Tetanus Toxin, Tet1 and G23

12

Diphteria Toxin

13

45

NOTE

TAT peptide

MBP-426, MBP-Y003

2B3-101, 2B3-201

Introduction of 2B3-201
Effective drug delivery to across the blood-brain barrier (BBB)

46

Preclinical Study
在大鼠實驗的結果顯示,在注射8小時後,在腦中MP的量,2B3-201超
過非微脂體的MP6倍以上。

47

Preclinical Study
2B3-201: 藥效驗證試驗
EAE-MOG mouse model of MS

48

Phase I Study (Solution)

49

Introduction of MS
Major existing choices for MS treatments

(2014 Sales & Market Share in Value)

MS Therapies
 “ABCRE” products represented 64% of
the global MS market in value in 2014

7%

-Moderate efficacy and patients continue to
relapse on therapy
-Require frequent injections

 Latest entrants represent treatment
alternatives

6%

2%
4%

2% 1%

12%

-Drives the benefit vs. risk discussion

Unit: USD
4.328B
3.0B

Avonex

1.9B

Gilenya

1.67B

Tysabri

1.05B

Betaseron

876M

Tecfidera

622M

Rebif

302M

Ampyra/ Fampyra

266M

Aubagio

159M
50

Copaxone

Extavia

31%

14%

21%

Potential Market Size

$1,600M

2B3-201 US Peak Year Revenue – MS & Other Inflammatory
Indications
$1603.9M
$140.3M

$1343.2M

$1,400M

$254.2M

$117.9M

$1,200M

$213.6M

$259.9M

Revenue

$1,000M
$218.3M

$800M
$600M

$601.5M

$400M

$52.6M
$95.3M
$97.5M

$200M

$348.3M

$928.8M

$776.1M

$0M
Second-Line, Target
Penetration, $3,000
Price floor
MS relapse

51

Optic neuritis

First-Line, Expanded
Penetration, $3,000
Second-Line Price
Uveitis

CNS Lupus

Second-Line, Target
Penetration, $8,000
High Price

Neurosarcoidosis

NMO

Behcet

ADEM

Potential Market Size Globally
Global estimation
MS treatment market rising from $17.2 billion to $20 billion (YoY) from 2014 to 2024
(approx.), at a Compound Annual Growth Rate (CAGR) of 1.5%.

Global existing MS treatment market value (USD,000)
2014

2015

2016

2017

2018

2019

2020

2021

2022

2023

2024

17.20B 17.46B 17.72B 17.99B 18.26B 18.53B 18.81B 19.09B 19.38B 19.67B 19.96B

52

Development Strategies


2B3-201’s strengths




52

2B3-201 is a pegylated liposome which glutathione is
attached on its lipid, while methylprednisolone as
the main substance is encapsulated inside.
Compared with the standard of care, i.e., a free
methylprednisolone, 2B3-201 is an one-shot
intravenous injection which brings home-care
convenience and better tolerance to patients
suffering acute multiple sclerosis relapses.

Multiple Indications (Pipeline)
Indications to Develop
1

Multiple Sclerosis (多發性硬化症)

2

Uveitis (葡萄膜炎) (眼睛發炎)

3

Neuropathic Pain (神經性疼痛)

4

Osteoarthritis (骨關節炎)

5

ALS (漸凍人─肌萎縮性脊髓側索硬化症)

6

Mucopolysaccharidoses (MPS, 黏多醣症)

7

Metachromatic leukodystrophy
(MLD, 異染性腦白質失養症)

Market Potential Size
>21.5B
>0.531B

Competitors
Teva (2014)
Biogen
EMDSerono
Novartis

Humira (2016)

>5.7B

Pfizer (2011)

>5.335B

Anika (2014)

>25M (a negative CAGR of 16.10%)

>300M

1B

Biogen Idec Inc.
Avanir Pharmaceuticals Inc.
Isis Pharmaceuticals Inc.
Sanofi
Bristol-Meyers Squibb Co.
Vimizim
Shire Plc
Nuo Therapeutics
GlaxoSmithKline Plc
Zymenex A/S
RegenxBio Inc.
Novartis AG
Unit: USD/Billion

53

Multiple Indications

Synergistic Effect

TTY
66.7%

33.3%

• Formulation development and
commercial manufacture
R&D formulation center of TTY has
been studying liposomal formulation
for more than 10 years and has
succeeded in collaborating with J&J
to produce a famous drug,
Doxil/Caelyx. During cooperating with
to-BBB, the initial prototype of 2B3201 had been reformulated and
produced by TTY’s lab for Phase I
clinical trials.
54

EnhanX
Inc.

2-BBB



Development of clinical trials

MS is a critical disease especially for
whites. 2-BBB, an European
company, has been devoting brain
studies for more than 10 years to find
a better option. Their deep and
dedicated efforts made them more
than qualified to design and execute
the development of 2B3-201.

US$ 12M



Marketing globally

Partner global pharma
for marketing

Management Team

Yu-Fang Hu

55

Pieter J. Gaillard

Yuan-Yi Chou

Scientific Advisory Board
蔡清標
Taipei,Taiwan

Ralf Linker
(Erlangen, Germany)

55

Fred Lublin
(New York, USA)

Frederik Barkhof
(Amsterdam, Netherlands)

Manufacture Facilities


The only PIC/S GMP certified manufacture sites for high potency oncology,
2008/2013/2016 EMA, 2010/2014 Japan, 2013/2016 US FDA, 2013 Brazil,
Australia



High standard Validation of




Equipment qualification/ Laboratory instruments qualification/ HVAC system/
Water system/ Compressed air system/ Nitrogen system/ Cleaning/ Analytical
method/ Process/ Computer/ Logistic

Individual flow management



Air flow/ Man flow/ Material flow/ Product flow/ Waste flow
To prevent cross contamination and environmental pollution

HVAC System

57

Work Safety

Environmental Protection

Chungli Factory

2008
EMEA
Arabian
Official

58

2009
EMEA
Official

2010
Jordan
Official

2011
Germany
Official
Brazil
Official

2012
Japan
Official

2013
US FDA
Japan
Official

2014
EMA
Turkey
MOH

2015
Korea
Kazakhstan
EMEA

2016
US FDA

Lioudu Factory



59

Comply with PIC/S GMP and Taiwan FDA inspection for
non-cytotoxic or non-hormone

Singapore

Hong Kong

Philippines

Breast Cancer乳腺癌、Lymphoma惡性淋巴瘤、Soft tissue Sarcoma軟組織肉
瘤、Gastric cancer, GC胃癌、Lung cancer LC肺癌、Ovarian Cancer, OC卵巢


Nigeria

、Vietnam、
Singapore

Products 產品名稱
Anazo
(安納柔膜衣錠)

Pexeda Inj.
(派癌休注射劑)

Irino
(派癌休注射劑)

Indications 適應症
Treatment of advanced breast cancer in postmenopausal women. (治療
停經後婦女晚期乳癌)
Adjuvant treatment of early breast cancer in hormone receptor positive
post-menopausal women who have received 2 to 3 years of adjuvant
tamoxifen. (輔助治療停經後婦女且荷爾蒙接受器為陽性的早期乳癌)

Market(s) 行銷地區

Taiwan、Philippines

Nonsquamous Non-Small Cell Lung Cancer (治療局部晚期或轉移性非小細
胞癌); Mesothelioma (治療惡性肋膜間質細胞瘤)
Taiwan

Treatment of patients with advanced colorectal cancer (轉移性大腸直腸癌
患者的第一線治療藥物)

Taiwan、Thailand、
Japan

Megest
(麥格斯口服懸液劑)

Significant weight loss caused by cachexia in patients with a diagnosis
of acquired immunodeficiency syndrome (AIDS) or cancer, and also the
treatment of anorexia in patients. 後天免疫缺乏症候群患者及癌症患者之惡
病體質引起的體重明顯減輕及厭食症。

Taiwan

Otril
(嘔速停靜脈注射劑)

Prevention and treatment of nausea and/or vomiting associated with
cancer chemotherapy. 預防及治療抗腫瘤化學療法、和治療手術後引起的噁
心、嘔吐。

Taiwan

Lonsurf

Treatment of patients who have failed standard treatment of metastatic
colorectal cancer. 治療晚期大腸直腸癌已接受標準治療失敗的病人。

Taiwan

TTY has successfully registered 47(+2) oncology product licenses in 12 countries.
Country
EU

UFur

Oxalip

Irino

Asadin

Gemmis

1
(Caelyx in
whole EU)

Austria

Thailand

Lipo-Dox

1

1

Philippines

1

Tynen

Epicin

Thado

1

1

Hong Kong

1

1

Malaysia

1

1

Folina

Sulfin

2

1

1

1

1

1

1

2
2

1

2

1

7

1

1
2

Total
2(+1)

1

Vietnam

Anazo

3

1

9

3

1

10
1

1

6

Asia
Singapore
India

1
1

1

Sri Lanka
Pakistan

1

1

1

4
1

1

1

1
(Doxil in
whole US)

Costa Rica
Total

1

1

Jordan
US

1

6

4

4(+2)

1
7

3

4

1
7

4

2(+1)
2

2

2

2

TTY’s CMO partner holds the licenses of TTY brand drug- Lipo-Dox/ Doxil in US and Lipo-Dox/Caelyx in EU.

國際代工合作廠商擁有Lipo-Dox在美國(Doxil)及歐洲(Caelyx)之藥證。

47(+2)

Products 產品名稱

Indications 適應症

Market(s) 行銷地區

Brosym C+S
(博益欣)

適用於治療由感受性細菌所引起的下列感染:上、下呼吸道感染、上、下泌尿道
感染、腹膜炎、膽囊炎、膽管炎及其他腹腔內感染、骨盆發炎、子宮內膜炎及其
他生殖道感染、以及創傷燙傷、手術後之二次感染。
唯一抗感染新療效付芳心要對鮑氏不動桿菌(AB菌)治療效果佳。

Taiwan

Cubicin
(救必辛注射劑)

1. 治療下列感受性革蘭氏陽性菌引起的複雜皮膚和皮膚組織感染(cSSSI):
Staphylococcus aureus (包括methicillin-resistant isolates),
Streptococcus pyogenes, Streptococcus agalactiae, Streptococcus
dysgalactiae subsp. Equisimilis 與 Enterococcus faecalis (vancomycinsusceptible isolates only)
2. Staphylococcus aureus引起之血液感染(菌血症)包括由具methicillin感受
性及抗藥性菌株造成之右側感染性心內膜炎。

Taiwan

限用於一般抗生素無效,且具多重抗藥性之革蘭氏陰性菌之嚴重感染。

Taiwan

1. 骨髓移植後併發腎毒性出現侵入性黴菌感染。
2. 腎功能不全之麴菌屬、念珠菌屬或囊球菌屬類的菌種感染病患。
3. 治療感染囊球菌菌腦膜炎的HIV患者。
4. 治療麴菌屬、念珠菌屬或是囊球菌屬類的菌種感染,或是無法用
Amphotericin B deoxycholate治療的病患,或是腎功能不全或無法耐受
Amphotericin B deoxycholate所產生的毒性之病患。
5. 治療臟器的利時曼氏病。在免疫不全且患有臟器的利時曼氏病之患者使用
Amphotericin B Liposome for Injection治療,在初期寄生蟲清除後仍有高復
發率。
6. 對發燒的重度嗜中性白血球缺乏症患者可能罹患黴菌感染症之經驗療法。

Taiwan

Colimycin
(克痢黴素注射劑)

Lipo-AB

Year
2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

Subject
Revenue
(NTD,000)

*D&C
Resource
營收為
總公司 +
分公司

R&D Expense
(NTD,000)

1,519,680 1,773,420 2,067,360 1,786,500 2,098,500 2,158,500 2,307,540 2,384,220 2,738,956 3,344,262
197,550

200,040

238,650

290,040

384,360

366,750

289,530

283,470

236,398

230,192

Total Staff

319

339

400

338

374

404

484

494

450

508

R&D
Manpower

82

92

90

94

97

104

111

105

97

105

R&D Expense/
Revenue

13.00%

11.30%

11.50%

16.20%

18.30%

16.90%

12.55%

11.89%

8.63%

6.88%

R&D
Total Staff

25.70%

27.10%

22.50%

27.80%

25.90%

25.70%

22.93%

21.26%

21.56%

20.67%

送件日期
Apply Date

預估領證日期
Approval Date (Est.)

核可類別 Category

NPD Code

1

2016/6/1

2017
2016/12/13

第二等級醫材
Class II Medical Device

ES0013

2

2017/1/1

2018

新成分新藥 NCE

TT7016

3

2016/7/1

2018

新成分新藥 NCE

PT2014

(2017-2021)


Marketing Development













TS-1、Painkyl、Brosym(C+S)、Episil、Lonsurf、Aplidin into peak sale
Liposome Doxorubicin into global peak sale
Liposome Amphotericin B
Risperidone PLGA
Complete listing for global
(Including China market)
Leuprolide Depot
Colimycin
2B3-201 MS clinical trials Completed & NDA
Regional markets integration
Thailand ABT IPO

R&D





CMO/CDMO
PLGA(Microsphere) Development
1-2 NCE/NBE Projects
Dual Chamber-Filling System ready

Financial Comparison (Individual)

Item
NTD ,000

2013
(Actual)

Amount

2014
(Actual)

%

Amount

2015
(Actual)

%

Net Sales

2,292,163

100%

2,384,207

100%

Gross Profit

1,404,003

61%

1,411,875

-1,121,548

-49%

Operating Profit

282,455

Non-Operating Income
and Expenses

Amount

2016
(Actual)

%

Amount

%

2,738,956 100%

3,344,262

100%

59%

1,777,941

65%

2,217,286

66%

-1,144,400

-48%

-1,035,412

-38%

-1,063,104

-32%

12%

267,475

11%

742,529

27%

1,154,182

34%

413,685

18%

596,585

25%

705,211

26%

277,855

9%

Income before Tax

696,140

30%

864,060

36%

1,447,740

53%

1,432,037

43%

Net Income

587,440

26%

779,645

33%

1,211,018

44%

1,193,324

36%

Operating Expenses

EPS

72

2.52

3.14

4.87

4.80

Financial Comparison (Consolidated)

Item
NTD ,000

2013
(Actual)

Amount

2014
(Actual)

%

Amount

2015
(Actual)

%

Amount

2016
(Actual)

%

Amount

2017Q1
(Actual)

%

Amount

%

Net Sales

3,110,092 100% 2,979,902 100% 3,195,218 100% 3,760,717 100%

946,406 100%

Gross Profit

2,049,211

646,092

Operating Expenses

66% 1,898,936

64% 2,183,144

68% 2,559,220

-1,709,349 -55% -1,560,841 -53% -1,393,357 -44% -1,379,533 -36%

Operating Profit

339,862

11%

338,095

11%

789,787

24% 1,179,687

Non-Operating Income
and Expenses

496,394

16%

571,745

19%

735,808

23%

Income before Tax

836,256

27%

909,840

Net Income
(Consolidated)

644,530

21%

Net Income (TTY)

587,440

19%

EPS

73

68%

2.52

67%

-343,970 -36%

32%

302,122

31%

332,372

8%

-31,971

-4%

30% 1,525,595

47% 1,512,059

40%

270,151

27%

811,695

27% 1,246,592

38% 1,254,724

33%

226,350

22%

779,645

26% 1,211,018

37% 1,193,324

31%

221.206

21%

3.14

4.87

4.80

0.89

2014-2015-2016 Net Profit (Individual)
Eliminated the investment traded out
Unit:NTD,000
Year

2014

2015

Season

After Tax

Pretax

Q1+Q2

95,926

76,156

321,740

Q3+Q4

284,325

219,680

552,446

Total

74

Pretax

380,251

295,836

874,186

2016

After Tax

Pretax

After Tax

735,949

635,684

453,717

696,088

557,640

734,968

1,432,037

1,193,324

281,251

2014-2015-2016 Net Profit (Individual)
Eliminated the investment traded out
Unit:NTD,000
Year

2014

2015

Season

After Tax

Pretax

Q1+Q2

95,926

76,156

321,740

Q3+Q4

284,325

219,680

552,446

Total

Pretax

After Tax

735,949

635,684

453,717

696,088

557,640

874,186

734,968

1,432,037

1,193,324

Pretax

After Tax

Pretax

After Tax

225,814

205,095

414,209

354,433

268,121

234,037

143,642

103,923

493,935

74

Pretax

380,251

295,836

2016

After Tax

439,132

557,851

458,356

281,251

Growing
comparison2016 Growth
2015 Growth

Earning Distribution

Year
2011

2012

2013

2014

2015

2016

Yield Rate (%)

0.22

1.25

1.91

2.39

3.86

3.71

P/E

45.00

44.24

41.65

33.23

18.61

21.35

Cash Dividend

0.30

1.40

2.00

2.50

3.50

3.80*

Stock Dividend

2.40

0.89

0.67

-

-

-

Total

2.70

2.29

2.67

2.50

3.50

3.80

Item

* Awaiting for shareholder meeting decision.

75

3 Major Investors Holdings 2015
台灣東洋(4105)法人持股走勢圖

1/6→12/31 Shift
140

120
100

80
60

12/31 ■ 117.50 元 (東洋股價)
70,000
60,000
50,000
40,000
30,000
20,000

12/31 ■ 61,258 張 (外資持股)

■ -62 張 (外資買賣超)

25,000
20,000
15,000
10,000
5,000
0

12/31 ■ 19,083 張 (投信持股)

2,000
1,000
0
-1,000
-2,000
2,000
1,000
0
-1,000
-2,000

■ -827 張 (投信買賣超)

6,000

2,000

1,000

4,000

0

2,000

-1,000

0

-2,000

01/06 02/02 03/10 04/08 05/06 06/02 06/30 07/28 08/24 09/18 10/20 11/16 12/11 12/31
12/31 ■ 1,969 張 (自營商持股)

76

■ -145 張 (自營商買賣超)

3 Majors
2.39萬張(9.63%)

8.22萬張(33.09%)
Foreign Investor
2.09萬張(8.39%)

6.12萬張(24.63%)
Investment Trust
0.18萬張(0.74%)

1.91萬張(7.67%)
Dealers
0.12萬張(0.50%)

0.19萬張(0.79%)

3 Major Investors Holdings 2016
台灣東洋(4105)法人持股走勢圖

1/4→12/30 Shift
140
130
120
110
100
90

12/30 ■ 102.50 元 (東洋股價)
73,000
70,000
67,000
64,000
61,000
58,000

12/30 ■ 65,396 張 (外資持股)

3,000
2,000
1,000
0
-1,000
-2,000

■ 154 張 (外資買賣超)

22,000
20,000
18,000
16,000
14,000
12,000
10,000
8,000

500
-500

-1,500

12/30 ■ 8,453 張 (投信持股)

■ 0 張 (投信買賣超)
1,300

2,000

800
300

1,000

-200

0

01/04

-700

02/16

03/23

12/30 ■ 382 張 (自營商持股)

77

04/29

06/04

07/13

08/17

■ -86 張 (自營商買賣超)

09/22

11/01

12/06 12/30

3 Majors
8.19萬張(32.93%)

7.42萬張(29.85%)
Foreign Investor
6.10萬張(24.54%)

6.53萬張(26.30%)
Investment Trust
1.89萬張(7.59%)

0.84萬張(3.40%)
Dealers
0.20萬張(0.80%)

0.03萬張(0.15%)

3 Major Investors 20160104~20170428
台灣東洋(4105)法人持股走勢圖
140
130
120
110
100
90

04/28 ■ 103.00 元 (東洋股價)
73,000
70,000
67,000
64,000
61,000
58,000

04/28 ■ 57,869 張 (外資持股)

3,000
2,000
1,000
0
-1,000
-2,000

■ -6 張 (外資買賣超)

21,000
18,000
15,000
12,000
9,000
6,000
3,000

500
-500
-1,500

04/28 ■ 4,300 張 (投信持股)

■ 0 張 (投信買賣超)

5,000
4,000
3,000
2,000
1,000
0

01/04

1,300
800
300
-200

-700

02/19

03/31

05/13

04/28 ■ 2,303 張 (自營商持股)

78

06/23

08/03

09/10

10/26

■ 61 張 (自營商買賣超)

12/05

01/13

03/03 04/28

2016/1/4→
2017/4/28 Shift
3 Majors
8.19萬張(32.93%)

6.45萬張(25.93%)
Foreign Investor
6.10萬張(24.54%)

5.79萬張(23.27%)
Investment Trust
1.89萬張(7.59%)

0.43萬張(1.73%)
Dealers
0.20萬張(0.80%)

0.23萬張(0.93%)

Government & Insurance Holdings
Holdings
Institution
Insurance
Company
Government
Funds

April/2015
持有股數
Stocks

April/2016

持股比例%

持有股數
Stocks

April/2017

持股比例%

持有股數
Stocks

持股比例%

4,880,800

4.56% 18,169,000

7.31%

817,021

0.33% 21,177,843

8.52% 14,904,000

5.99%

5,697,821

Total

1.96% 11,339,000

2.29% 32,516,843

13.08% 33,073,000

13.30%

Insurance Company & Government Funds Holdings

政府基金

保險公司

-

3,000,000

6,000,000

9,000,000 12,000,000 15,000,000 18,000,000 21,000,000 24,000,000
2017/4月

79

2016/4月

2015/4月

80