康龙化成_买入_奥福格列肽项目在全球 GLP-1 供应链中为中国 CDMO 拿下里程碑

17 March 2026 Equity Research Report Pharmaron (300759 CH/3759 HK) A/H: Buy/Buy: Orforglipron project wins a milestone to China CDMO in global GLP-1 supply chain Strategic Lilly partnership announced; muted share price reaction reflects limited near-term revenue contribution. Pharmaron announced a USD200m collaboration with Eli Lilly on 11 March 2026 for the ex-US drug product (DP) manufacturing of Orforglipron, Lilly's oral GLP-1 receptor agonist. The agreement marks the first publicly confirmed CDMO partn ...