新股消息 | 泰德医药通过港交所聆讯 为全球第三大专注于多肽的CRDMO

Core Viewpoint - 泰德医药 is positioned as the third largest global player in the peptide-focused CRDMO market, with a market share of 1.5% as of 2023, according to the Hong Kong Stock Exchange and Frost & Sullivan data [1][3]. Company Overview - 泰德医药 offers a full-cycle service from early discovery, preclinical research, clinical development to commercial production, primarily focusing on CRO and CDMO services related to peptide NCE discovery and CMC development [3][4]. - The company has established stable customer relationships in over 50 countries, including major markets such as China, the US, Japan, Europe, South Korea, and Australia [3]. Market Position - The global peptide CRDMO market is dominated by two major players holding 23.8% of the market share, while the remaining participants, including 泰德医药, hold approximately 1% each [3]. - The global peptide drug market has grown from $60.7 billion in 2018 to $89.5 billion in 2023, with a compound annual growth rate (CAGR) of 8.1%, and is projected to reach $261.2 billion by 2032, with a CAGR of 12.6% [4]. Project Pipeline - As of December 31, 2024, 泰德医药 has a project pipeline consisting of 1,217 ongoing CRO projects and 332 ongoing CDMO projects, with a strategic focus on GLP-1 related projects [4]. Financial Performance - For the fiscal years 2022, 2023, and 2024, 泰德医药 reported revenues of approximately RMB 351 million, RMB 337 million, and RMB 442 million, respectively, with net profits of approximately RMB 54 million, RMB 49 million, and RMB 59 million [6].