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蓝晓科技:公司多肽固相合成载体的主要下游客户为CDMO企业
Mei Ri Jing Ji Xin Wen· 2025-11-19 08:44
Core Viewpoint - GLP-1 related business is a significant growth driver for the company's life sciences segment, with a focus on market share and collaboration with major clients [1] Group 1: Market Position and Revenue - The company maintains a market share of over 70% for GLP-1 peptide solid-phase synthesis carriers in the domestic clinical pipeline [1] - In the first half of 2025, the company's revenue from the life sciences sector reached 320 million yuan [1] Group 2: Product Range and Client Base - The company offers a diverse range of products in the life sciences field, including solid-phase synthesis carriers for peptides, small nucleic acid synthesis carriers, chromatography fillers, chromatography media, and enzyme carriers [1] - The main downstream customers for the company's peptide solid-phase synthesis carriers are CDMO enterprises, although specific sales revenue and client information for each product type have not been disclosed [1] Group 3: Collaboration with Major Clients - The company is in collaboration with leading clients such as Eli Lilly and Novo Nordisk, focusing on long-term supply agreements and product delivery schedules [1]