进军中东和非洲市场！“减肥药原料巨头”诺泰生物的海外“棋局”

Core Viewpoint - Company Noratai Bio is expanding into the Middle East and Africa markets through a strategic partnership with Gulf Pharmaceutical Industries (Julphar), aiming to supply the active pharmaceutical ingredient semaglutide in 22 countries, which is expected to significantly increase its revenue and market presence [1][4][5]. Group 1: Strategic Partnership - Noratai Bio has announced a ten-year strategic cooperation with Julphar to supply semaglutide raw materials in the UAE, Qatar, Saudi Arabia, Egypt, Morocco, and other countries [4]. - The partnership includes providing necessary documentation for quality research and registration, as well as on-site technical support to address any production issues [4]. - Julphar, established in 1980, is one of the largest pharmaceutical companies in the Middle East and Africa, with a workforce of 3,400 and operations in over 30 countries [4]. Group 2: Revenue Growth - In the first half of 2024, Noratai Bio's overseas revenue accounted for approximately 56.38%, amounting to about 469 million yuan [6][7]. - The company has seen a significant increase in international sales, growing from just 0.14% in 2015 to over half of its revenue in 2024 [7]. - Noratai Bio's first-quarter net profit is expected to increase by 96% to 156% year-on-year, driven by the popularity of semaglutide and the expansion of its customer base [8]. Group 3: Market Expansion - The strategic move into the Middle East and Africa is seen as a milestone for Noratai Bio, enhancing its global commercialization capabilities and recognizing its strength in the GLP-1 field [5]. - The company has established collaborations in various international markets, including Europe, North America, and South America, indicating a robust global strategy [7]. - Noratai Bio's sales of peptide raw materials have reached markets such as the US, Europe, and India, with notable clients including Krka, Cipla, and Teva [7].