Core Insights - WuXi Biologics (02269) CEO Chen Zhisheng presented at the 44th J.P. Morgan Healthcare Conference, highlighting the company's expected rapid growth in 2025 with a total of 209 new integrated projects in its CRDMO platform, approximately half of which are from the U.S. market [1] - The total number of integrated projects is projected to reach 945, with bispecific antibodies contributing nearly 20% to the total revenue, showing a year-on-year growth of over 120% [1] - The execution of the "Follow and Win Molecule" strategy continues, with a total of 99 projects in clinical phase III and commercial production, indicating potential acceleration in commercial production business [1] - The research services segment has achieved record high upfront and total payment amounts, with potential milestone payments from last year's collaborative projects exceeding $4 billion [1] - WuXi Biologics is accelerating its global expansion, having established a presence in Qatar to serve the Middle East, following its operations in China, the U.S., Ireland, Germany, and Singapore [1] - The company aims to enhance customer experience and delivery efficiency through industry-leading digital CRDMO solutions, with expectations for accelerated growth in 2026 [1]
药明生物(02269)：2025年综合项目总数再创新高达945个，双多抗收入同比增长超过一倍