皓元医药总经理郑保富：抓住ADC赛道发展机遇 实现跨越式发展

Core Viewpoint - The rapid development of the global innovative drug industry has led to a significant opportunity for the CDMO (Contract Development and Manufacturing Organization) sector, with Shanghai Haoyuan Pharmaceutical Co., Ltd. positioning itself as a leader in the ADC (Antibody-Drug Conjugate) niche [1][2]. Group 1: Company Strategy and Market Position - Haoyuan Pharmaceutical has identified ADC as a key area for growth, establishing core competencies and positioning itself in the first tier of CDMO providers in this field [1][2]. - The company has successfully undertaken over 110 ADC projects in 2024, with 12 small molecule products related to ADC having completed FDA filings [2]. - The company reported a revenue of 2.254 billion yuan in 2024, a year-on-year increase of 20.62%, and a net profit of 202 million yuan, up 58.17% year-on-year [2]. Group 2: Technological Advancements - ADC technology, which combines antibodies, linkers, and cytotoxic drugs, allows for targeted cancer treatment, minimizing damage to normal tissues [2]. - Haoyuan Pharmaceutical has developed proprietary technologies in ADC, having been a pioneer in this field since its establishment in 2006 [3]. - The company has collaborated with AI pharmaceutical firms to enhance drug development processes, establishing an AI Drug Exploration Joint Laboratory with East China Normal University [3]. Group 3: International Expansion - The company is actively expanding its international market presence, having serviced numerous ADC "outbound" orders, with nine overseas licensing transactions reported in the first half of the year [4]. - Haoyuan Pharmaceutical has established a CDMO base in Chongqing, which is the largest of its kind in Southwest China, and has passed EU quality audits to facilitate international market expansion [4][5]. - The company has set up business warehousing centers in the US, Europe, and India, serving over 13,000 pharmaceutical companies and research institutions globally [5]. Group 4: Future Prospects - Haoyuan Pharmaceutical is not only focusing on ADC but is also exploring emerging fields such as PDC (Peptide-Drug Conjugates), RDC (Radioisotope-Drug Conjugates), and ApDC (Aptamer-Drug Conjugates) [5]. - The company aims to create a full-chain service model that integrates technology research, industrialization, and global service, thereby establishing competitive barriers [5].