Porton(SZ:300363)2022-12-06 23:38Group 1: Client Revenue Distribution - Approximately 70% of the company's revenue comes from two major clients, Johnson & Johnson and Gilead, while around 10% is derived from MCP (Multi-Customer Projects) business, and about 20% from other small and medium clients [3][4]. Group 2: Acquisition and Supply Chain - The acquisition of Jiangxi Dongbang was aimed at securing the supply chain for core products and facilitating industry integration [3][4]. Group 3: Research and Development - The establishment of the U.S. R&D center is expected to officially commence operations in June or July 2016, with personnel and facilities already prepared [4][5]. - Significant increases in R&D investment are anticipated due to the establishment of the U.S. R&D center and the upcoming launch of the Water and Soil New Drug Service Outsourcing Base R&D center [5]. Group 4: Market Position and Strategy - The Shanghai R&D center focuses on FTE projects and early-stage clinical product research and development [5]. - The company positions itself as a specialized CMO service platform in the innovative drug sector, emphasizing strong customer experience and quality delivery [6]. - The company acknowledges its reliance on large clients but views itself as an essential part of the innovative drug ecosystem, with future growth potential in the CMO industry [6].