Zoetis Services LLC

PARSIPPANY, N.J.--( BUSINESS WIRE )--Zoetis today published its 2022 Sustainability Report “Together We Are Making a Difference for a Better World”, describing the company’s progress toward achieving its Driven to Care long-term sustainability aspirations and continued disclosure on environmental, social and governance (ESG) topics. The report highlights the company’s journey to advance sustainability in Animal Health for a better future through specific actions that support Communities, Animals and the Planet. These commitments build on Zoetis’ purpose and help achieve the United Nations’ Sustainable Development Goals (SDGs). Included in the report is the company’s ESG Index, which shares key ESG performance indicators, including those identified by the Sustainability Accounting Standards Board (SASB) for the healthcare – biotechnology and pharmaceuticals industry. The Index also includes environmental and social data as well as details on how Zoetis supports the Taskforce on Climate-related Financial Disclosure (TCFD) and its commitment to disclosing progress aligned with TCFD recommendations. “In our third year of reporting to our Driven to Care aspirations and targets, we continue to make significant progress in our journey toward building a healthier future for our communities, animals and the planet,” said Jeannette Ferran Astorga, Executive Vice President, Corporate Affairs, Communications and Chief Sustainability Officer at Zoetis and President of the Zoetis Foundation. “The progress we’ve made toward our sustainability commitments would not be possible without the dedication, creativity and innovation of our colleagues who champion our purpose by contributing to a better future for us all.” Communities – Care and Collaboration Zoetis invested $7.4 million in communities through corporate giving in 2022, with approximately $2.2 million in monetary and in-kind contributions to support approximately 186,000 pet owners in need and approximately $1.7 million in monetary and product contributions to help more than 560,000 animals impacted by disaster. The Zoetis Foundation also distributed $5.7 million in grants supporting 25 initiatives across 20 countries in 2022, significantly increasing grant funding to advance farmer and veterinary education, livelihoods, and well-being. Specifically, the Zoetis Foundation provided grants of $2.5 million in scholarships to veterinary students to support more than 500 students. In its commitment to advancing an inclusive veterinary profession, the Zoetis Foundation is the Founding Sponsor of the It Takes a Village Foundation's “Vet for a Day” program, helping advance diversity and inclusion in the veterinary field. In 2022, the “Vet for a Day” program reached approximately 300 students, enabling kids from diverse backgrounds to learn about veterinary medicine. The report also highlights progress made since 2020 toward the company’s diversity, equity and inclusion (DE&I) aspirations for 2025, including: Increased representation of women at the director level and above globally from 32% to 37%, aspiring to reach 40% by 2025 Increased representation of Black colleagues in the U.S. from 4.0% to 4.8%, aspiring to reach 5% by 2025 Increased representation of people of color at all levels in the U.S. from 21.0% to 24.6%, aspiring to reach 25% by 2025 Increased representation of Latinx colleagues from 5.0% to 6.4%, exceeding our aspiration of reaching 6% by 2025 The Zoetis executive team is now 60% women and 40% from racially or ethnically diverse backgrounds, including Asian, Black and Hispanic/Latinx. As part of ongoing efforts to support colleagues, Zoetis signed on to PrideVMC’s Gender Identity Bill of Rights (GIBOR), a document that affirms the rights of transgender, non-binary, and gender non-conforming persons, and provides guidance on how workplaces can support their employees by identifying and eliminating discriminatory practices. Zoetis engaged with 1,236 global active members across eight Colleague Resource Groups and launched Cultural Explorer training in eight languages to encourage respectful curiosity and open conversation about differences to deepen mutual understanding and value for colleagues’ unique contributions to the workplace. Animals - Innovation in Animal Health With the world’s population approaching the United Nations projected 10 billion people by 2050, some of our greatest challenges are emerging at the intersection of human, animal, environmental and economic health. By enhancing the health of livestock, innovative solutions can help contribute to the economic and environmental well-being of farmers and communities as well as support global food security. In 2022, Zoetis received approval for several livestock vaccines in additional markets, which support the Health for Animals Roadmap to Reducing the Need for Antibiotics . This includes recombinant vector vaccines in Brazil, India, Mexico, and the U.S. that can positively impact welfare and productivity of poultry, as well as expanded regulatory approval for a vaccine to help protect cattle against Mycoplasma bovis . Additional new products support cattle producers’ health and productivity goals as well as pork producers’ animal welfare and productivity goals, all to improve their sustainability. Zoetis also announced a research collaboration with scientists in New Zealand to explore mechanisms that may inhibit methane emissions from grazing ruminants and, in turn, reduce greenhouse gas (GHG) emissions. Furthermore, the company invested in research to support understanding how genetic testing and genomic predictions can help improve dairy cattle health outcomes by reducing disease incidence and antibiotic use while also improving productivity. Zoetis reported progress on five years of its African Livestock Productivity and Health Advancement (A.L.P.H.A.) initiative with the aim to help improve livestock health and positively impact farmers’ livelihoods in Sub-Saharan Africa. At the completion of the initiative, Zoetis trained over 30,000 farmers, veterinary professionals, distributors and lab personnel – 30% were women – and treated 9.7 million cows and 196 million chickens in the region. With continued support from the Bill & Melinda Gates Foundation, Zoetis launched A.L.P.H.A. Plus - a new five-year initiative that will scale up the initial efforts with expansion into seven additional countries in Africa and aquaculture in addition to cattle and poultry. The success of the A.L.P.H.A. initiative is further supported by Zoetis’ inclusion in Fortune’s 2022 Change the World list, underscoring the initiative’s impact to grow access to veterinary care in emerging markets and to help achieve the UN SDGs for No Poverty, Zero Hunger and Gender Equality, among others. Planet – the Drive to Protect our Planet To reduce GHG emissions throughout the company’s operations and manage climate risks, Zoetis set a goal in 2022 to achieve carbon neutrality in its own operations by 2030, with a focus on Scope 1 and 2 emissions from its manufacturing and R&D operations, office locations and fleet vehicles. Aligned with its RE100 commitment, Zoetis reported 14.7% renewable electricity sourced to date and installed four photovoltaic solar arrays at three manufacturing sites and one R&D site. To date, 31% of the company’s manufacturing sites operate with 100% renewable electricity. Zoetis exceeded and retired its target to reduce energy intensity by 5% at its manufacturing and R&D sites, with a 13.5% reduction. In 2022, the company developed a roadmap to achieve its carbon neutrality target that includes short-, medium- and long-term initiatives, including capital expense planning. Specifically, Zoetis conducted energy and carbon assessments at 10 of its largest energy consuming sites, accounting for approximately 90% of the company’s energy footprint, which helped identify more than 100 energy efficiency projects. Minimizing fleet emissions also are part of the company’s journey to carbon neutrality in its own operations, and in 2022, electric vehicles represented 1.2% of Zoetis’ total fleet, while hybrids accounted for 10%. The company continued to take meaningful steps to reduce its environmental footprint and improve its products’ environmental impact throughout their life cycle in markets around the world. The report highlights initiatives in Japan, Canada and the U.S. that help streamline Zoetis’ process, reduce packaging and divert packaging from landfills, including by transitioning prescription labeling to QR codes, and removing cotton from product packaging. Zoetis also created a sustainable packaging guidance document for suppliers to provide packaging specification guidelines for all products delivered to Zoetis. For more detailed disclosure on the company’s ESG programs, practices and policies, please see zoetis.com/sustainability or download Zoetis’ 2022 Sustainability Report . Zoetis will continue to share updates on its sustainability activities, including progress against its Driven to Care goals, and report annually. About Zoetis As the world’s leading animal health company, Zoetis is driven by a singular purpose: to nurture our world and humankind by advancing care for animals. After innovating ways to predict, prevent, detect, and treat animal illness for more than 70 years, Zoetis continues to stand by those raising and caring for animals worldwide – from veterinarians and pet owners to livestock farmers and ranchers. The company’s leading portfolio and pipeline of medicines, vaccines, diagnostics and technologies make a difference in over 100 countries. A Fortune 500 company, Zoetis generated revenue of $8.1 billion in 2022 with approximately 13,800 employees. For more information, visit www.zoetis.com . DISCLOSURE NOTICES Forward-Looking Statements: This press release and the 2022 Sustainability Report (including the 2022 SASB and ESG Index) contain forward-looking statements which reflect the current views of Zoetis with respect to: our progress toward our Driven to Care aspirations; our sustainability, energy and climate goals, targets and plans; our business plans or prospects; expectations regarding future operating or financial performance; the plans and future work of the Zoetis Foundation, and other future events. These statements are not guarantees of future performance or actions. Forward-looking statements are subject to risks and uncertainties. If one or more of these risks or uncertainties materialize, or if management's underlying assumptions prove to be incorrect, actual results may differ materially from those contemplated by a forward-looking statement. Forward-looking statements speak only as of the date on which they are made. Zoetis expressly disclaims any obligation to update or revise any forward-looking statement, whether as a result of new information, future events or otherwise. A further list and description of risks, uncertainties and other matters can be found in our most recent Annual Report on Form 10-K, including in the sections thereof captioned “Forward-Looking Statements and Factors That May Affect Future Results” and “Item 1A. Risk Factors,” in our Quarterly Reports on Form 10-Q and in our Current Reports on Form 8-K. These filings and subsequent filings are available online at www.sec.gov , www.zoetis.com , or on request from Zoetis. All trademarks are the property of Zoetis Services LLC or a related company or a licensor unless otherwise noted. © 2023 Zoetis Services LLC. All rights reserved. ZTS-COR ZTS-IR

PARSIPPANY, N.J.--( BUSINESS WIRE )-- Zoetis Inc. (NYSE:ZTS) today announced that the U.S. Food and Drug Administration (FDA) has approved Librela™ (bedinvetmab injection) for the control of pain associated with osteoarthritis (OA) in dogs. Librela is the first and only once-monthly, anti-NGF monoclonal antibody treatment for canine OA pain and is approved as safe and effective in providing long-term control of OA pain symptoms in dogs, which can improve their mobility and overall quality of life. 1,2 The Unmet Need in Canine OA Canine OA is a painful and progressive disease that is highly prevalent. In studies, 40% of dogs have signs of OA. 3,4 With an estimated 86 million dogs living in the U.S. households, a high percentage of dogs are likely experiencing OA pain. 5 OA does not only impact older dogs – it affects dogs of all ages, sizes, and breeds. 6 OA can affect any dog, even as young as 1 year old. The pain of OA can impact a dog’s physical and emotional health. Signs of OA include, but are not limited to, difficulty in going up or down stairs, lagging behind on walks, hesitation to jump up or down, limping after exercise and becoming more withdrawn. Despite the prevalence of OA pain in dogs in the U.S., only 33% with OA are actively being treated. 7 Failure to treat canine OA can result in increased pain, decreased mobility and a significant impact on dogs’ overall health and well-being. 8 Current treatment choices have limitations, including lack of effectiveness, difficulty in administration and safety concerns, which contribute to the overall low treatment rate for OA pain. 9 With once-monthly injections administered by a veterinary professional, Librela may also reduce pet owner stress about missing a daily treatment dose and help maintain the human-animal bond. “Zoetis has a 25-year legacy in pain management and has revolutionized how the veterinary industry approaches this critical area of pet care,” said Laura Olsen, Senior Vice President, U.S. Petcare, at Zoetis. “The FDA approval of Librela represents a significant step forward in our ability to provide comfort to dogs living with the chronic pain associated with OA, ultimately strengthening the unbreakable bond people share with their pets.” Clinical Trial Results Librela represents a new era in pain management as the first monoclonal antibody approved in the U.S to control OA pain in dogs. This once monthly injection works differently from other pain medications – it’s unique mode of action targets Nerve Growth Factor (NGF), a key component of OA pain. In two field studies, dogs administered Librela as a monthly injection demonstrated a reduction in OA pain compared to dogs that received the placebo and by reducing pain, Librela was shown to help their mobility and overall quality of life. 10 While effectiveness may not be seen until after the second dose of Librela, some dogs may experience a reduction in pain as early as seven days after the first dose. 10 Additionally, in a continuation study, dogs treated with bedinvetmab experienced lasting OA pain relief over the course of the study with monthly injections. 10 “Pain is often overlooked in dogs for two primary reasons: the signs of OA pain are misinterpreted as normal aging and OA pain is not considered in younger dogs,” said Dr. Duncan Lascelles, Professor of Translational Research in Pain and Surgery at North Carolina State University and recent past Chair of the WSAVA Global Pain Council. “As our understanding of canine pain expands, Librela provides a unique monthly treatment to control OA pain in dogs by targeting NGF, helping to improve their comfort, mobility and overall well-being.” Adverse events were similar to what would be expected for this population of dogs with OA. The most common adverse events reported in dogs treated with Librela included urinary tract infections, bacterial skin infections, dermatitis and increased blood urea nitrogen (BUN).* Positive Clinical Experience Reported from European Veterinarians Librela was granted marketing authorization by the European Medicines Agency (EMA) in 2020 and the product was launched in 2021. Librela has been used by veterinarians in Europe for more than two years as a treatment option for OA pain in dogs with over 4.6 million doses distributed. 11 European veterinarians who have used Librela rated their overall satisfaction 8.6 out of 10, the highest of any OA pain medication evaluated. 12 European veterinarians who have used Librela also rated Librela very highly on top product attributes for OA pain medications, including: reduces OA pain, improves mobility, and improves quality-of-life. 12 About Librela™ (bedinvetmab injection) Librela is a monoclonal antibody therapy administered in the clinic that targets Nerve Growth Factor (NGF) to control canine OA pain. Librela functions like naturally produced antibodies and is metabolized and eliminated via normal protein degradation pathways with minimal involvement of the liver or kidneys. 13 Librela also has been approved for use in Canada, Brazil, Australia, New Zealand, Japan and other markets across South America and Asia. Librela is expected to be available to veterinarians in the U.S. in late 2023. To learn more, please visit zoetisus.com/products/dogs/librela . IMPORTANT SAFETY INFORMATION ABOUT LIBRELA™ See full Prescribing Information at LibrelaPI.com . For use in dogs only. Women who are pregnant, trying to conceive or breastfeeding should take extreme care to avoid self-injection. Hypersensitivity reactions, including anaphylaxis, could potentially occur with self-injection. Librela should not be used in breeding dogs or in pregnant or lactating dogs. Librela should not be administered to dogs with known hypersensitivity to bedinvetmab. The most common adverse events reported in a clinical study were urinary tract infections, bacterial skin infections and dermatitis. About Zoetis As the world’s leading animal health company, Zoetis is driven by a singular purpose: to nurture our world and humankind by advancing care for animals. After innovating ways to predict, prevent, detect, and treat animal illness for more than 70 years, Zoetis continues to stand by those raising and caring for animals worldwide – from veterinarians and pet owners to livestock farmers and ranchers. The company’s leading portfolio and pipeline of medicines, vaccines, diagnostics and technologies make a difference in over 100 countries. A Fortune 500 company, Zoetis generated revenue of $8.1 billion in 2022 with approximately 13,800 employees. For more information, visit www.zoetis.com . DISCLOSURE NOTICES Forward-Looking Statements : This press release contains forward-looking statements, which reflect the current views of Zoetis with respect to business plans or prospects, expectations regarding products, including timing of shipments, and other future events. These statements are not guarantees of future performance or actions. Forward-looking statements are subject to risks and uncertainties. If one or more of these risks or uncertainties materialize, or if management's underlying assumptions prove to be incorrect, actual results may differ materially from those contemplated by a forward-looking statement. Forward-looking statements speak only as of the date on which they are made. Zoetis expressly disclaims any obligation to update or revise any forward-looking statement, whether as a result of new information, future events or otherwise. A further list and description of risks, uncertainties and other matters can be found in our most recent Annual Report on Form 10-K, including in the sections thereof captioned “Forward-Looking Statements and Factors That May Affect Future Results” and “Item 1A. Risk Factors,” in our Quarterly Reports on Form 10-Q and in our Current Reports on Form 8-K. These filings and subsequent filings are available online at www.sec.gov , www.zoetis.com , or on request from Zoetis. *For the vast majority of dogs, an increase in BUN was not associated with clinical signs or changes in other renal parameters. __________________________________ 1 Brown DC, Boston RC, Coyne JC, Farrar JT. Development and psychometric testing of an instrument designed to measure chronic pain in dogs with osteoarthritis. Am J Vet Res . 2007;68(6):631-637. doi:10.2460/ajvr.68.6.631. 2 Brown DC, Boston RC, Coyne JC, Farrar JT. Ability of the Canine Brief Pain Inventory to detect response to treatment in dogs with osteoarthritis. J Am Vet Med Assoc . 2008;233(8):1278-1283. doi:10.2460/javma.233.8.1278. 3 IHS Markit. (2021) Canine and Feline Pain Market 2021: Animal Health Market Analysis. 4 Wright A, et al. Identification of canine osteoarthritis using an owner-reported questionnaire and treatment monitoring using functional mobility tests. J Small Anim Pract, 2022. http://doi.org/10.1111/jsap.13500 5 AVMA: U.S. Pet Ownership & Demographics Sourcebook, 2022 6 Anderson KL, Zulch H, O’Neill DG, Meeson RL, Collins LM. Risk factors for canine osteoarthritis and its predisposing arthropathies: a systematic review. Front Vet Sci . 2020;7:200. doi:10.3389/fvets.2020.00220 7 R: PetTrak US Pain Factored National January 2023. 8 Lascelles BDX, et al. Measurement of chronic pain in companion animals: discussions from the Pain in Animals Workshop (PAW) 2017. Vet J . 2019;250(8):71-78. 9 Enomoto M, et al. Anti-nerve growth factor monoclonal antibodies for the control of pain in dogs and cats. Veterinary Record. 2018. doi: 10.1136/vr.104590. 10 Corral, MJ, et al. A prospective, randomized, blinded, placebo-controlled multisite clinical study of bedinvetmab, a canine monoclonal antibody targeting nerve growth factor, in dogs with osteoarthritis. Vet Anaesth Analg . 2021;48:943-955. 11 Data on File. November 2022. 12 ZMR: Librela Post Launch Tracker Wave 3 UK/Germany/France/Spain/Italy 2022 13 Keizer RJ, Huitema AD, Schellens JH, Beijnen JH. Clinical pharmacokinetics of therapeutic monoclonal antibodies. Clin Pharmacokinet . 2010;49(8):493-507. All trademarks are the property of Zoetis Services LLC or a related company or a licensor unless otherwise noted. © 2023 Zoetis Services LLC. All rights reserved. LIB-00015A ZTS-COR ZTS-IR

近几十年来，CDMO正日益成为制药公司价值链的组成部分，制药行业日益增长的外包趋势也从侧面证明了这种商业模式的成功，使得其不止成为制药企业药物开发与生产的可行替代方案，甚至未来将可能是必须方案。随着国内人口老龄化的加剧，2015年MAH制度的推行，一方面国内新药及新型治疗手段形成了巨大的需求缺口，另一方面CDMO行业凭借专业化、平台化等优势迅速发展，各类CDMO企业如雨后春笋般纷纷出现，俨然一副进入了黄金发展期的样子。（推荐阅读：荣耀巅峰！2022中国药品研发实力排行榜系列榜单隆重发布）图片来源：Grand View Research据相关资料显示，在市场、技术、政策等多方利好的背景下，国内该领域市场规模的正以远高于全球CDMO行业增速的情况加速增长。根据Grand View Research的估计，CDMO市场将从2018年的987亿美元增长到2025年的1577亿美元，复合年增长率（CAGR）为6.9%。而蒲公英论坛相关数据则显示，中国增长率达24%-32%，受新冠订单影响，2022年第一季度，CDMO规模增速甚至达到了89%。小分子药物市场规模巨大，大分子制剂的发展更是潜力无限。在整体业务方面，2021年相较2020年CDMO行业各项核心业务恢复明显，无论是小分子还是大分子CDMO订单量都有着明显的提升，且在近来生命科学和前沿生物科技的推动下，生物创新药获批数量大幅度上升，FDA更是预计到2025年每年将批准10-20个基因治疗产品，产品放量叠加高外包渗透率将驱动CGT CDMO长期高速发展，打开CDMO行业发展天花板。2022年12月9日，“2022中国医药健康产业发展大会暨第七届中国医药研发•创新峰会（PDI）”公布了《2022中国CDMO企业20强》（后简称“CDMO榜”）。上榜企业涵盖全国各大CDMO企业，既有国内行业顶尖实力的代表，也有老牌药企转型升级中开拓的全新业务板块，百舸争流汇于此，行业盛况现于今。其实，一直以来CDMO行业都以其逐步增高的行业壁垒，或多或少地阻挡了行业新势力进入，也正因如此，形成了如今行业龙头市占率较高的独特环境。就目前而言，国内头部CDMO企业的核心竞争力在不断得到国际认可的同时，实现了由高速增长阶段转向高质量发展，对医药创新高端制造供应链实现了质的突破，强者恒强的局面愈加明显。（推荐阅读：荣耀巅峰！2022中国药品研发实力排行榜系列榜单隆重发布）强者恒强，王者姿态依旧药明生物：商业化生产元年对于CDMO而言，2021下半年在新冠疫情导致的市场变化与临床价值为导向等诸多政策的影响下，几乎整个创新药市场都处于较“低迷”的状态。但偏偏药明生物就是能在这样的情形下逆势而上，更是在2021年开启了其颇具意义的商业生产元年。根据药明生物2021年财报显示，其综合项目自从去年同期的334个增长至480个。临床后期项目数量增至32个。其中，“赢得分子”战略贡献了近一半的临床Ⅲ期项目。▲2016年～2021年药明生物综合项目总数图片来源：药明生物JPM大会而所谓的“开启商业化元年”，意思就是药明生物在2021年生产服务收入（占总收入63%）首次超过研发服务收入，临床后期及商业化生产的收益增至49.305亿元，占总收益的47.9%，占比相较2018年的19.0%显著增长。另外，为了迎合新冠热点，药明生物充分把控市场规律，2021年支持合作伙伴提交近30项新冠项目相关的新药临床试验申请（IND），并生产了超过1500公斤抗新冠中和抗体。同时，药明生物还重点提示了其“非新冠项目数量”增长至447个，收益增长和预期强劲。潜在意思就是告诉大家即使疫情过去了，其业务量依旧会非常充实。▲2014年～2021年药明生物收入图片来源：药明生物财报至少过去8年里，药明生物财务表现维持高速增长，年复合增长率达到63.3%。2020年收入达到了56.12亿人民币，2021年增长约83.3%，达到102.9亿元人民币。就连唯一稍弱的企业现金流，药明生物也预计其将在2022年实现转正。凯莱英：不止小分子CDMO在全球新药开发难度加大的背景下，药企着眼生物药推进的案例越来越多，小分子CDMO龙头企业之一的凯莱英在此背景下，也开始了重点布局大分子生物药CDMO业务，扩展更多的业务可能性，除了单抗药物，2021年更是涉及抗偶联药物（ADC）、细胞基因治疗药物以及mRNA药物等更先进疗法的CDMO服务。图片来源：凯莱英官微业绩方面，2021年实现营收46.39亿元（+47.28%），净利润10.69亿元（+48.08%）。其中小分子CDMO业务收入42.38亿元（+45.63%），商业化和临床阶段的收入增速分别为51.70%和37.58%。在手订单饱满，小分子业务漏斗效应显著：小分子业务确认收入的项目328个，临床阶段项目290个，其中临床Ⅲ期项目55个，商业化阶段项目38个，III期和商业化项目同比+26%，随着漏斗效应显现，项目结构进一步优化。新兴业务方面，2021年收入3.98亿，同比增长67.43%，大分子业务开发新客户14家，承接新项目23个，推进到II期后的项目超20个；制剂业务承接API+制剂项目40个；临床研究板块新增签署150余个项目合同（创新药70个人，细胞治疗药物30个，肿瘤、免疫、抗感染&传染类项目60余个）。2021年底在手订单18.98亿美元，同比增加320%，充沛的在手订单是未来业绩的重要保障。作为国内医药CDMO研发强度最大的公司之一，相较药明生物专注于大分子CDMO业务，凯莱英差异化的新技术占位，奠定了其小分子CDMO行业龙头的地位。并且随着近年来对整体产业链的延伸发展初有成效，对大分子CDMO领域的涉足程度愈发加深，未来有望借此打开新的业务增长点。博腾股份：盈利能力明显恢复在近年来新冠疫情的影响下，博腾出色的整体净利率已经证明了其转型的成功性，目前其原料药CDMO业务依旧是其最主要的业绩驱动力，且已经基本恢复至最高水平，辅以新业务大分子CDMO业务的积极开拓，2021年的博腾同样可圈可点。在收入详情方面，整体CDMO业务实现收入20.4亿元，同比增长66%，其中API收入2.9亿元（+55%），原料药CDMO业务的管线导流效应逐步显现，20个项目成功进入下一开发阶段，2个创新药获得上市许可。图片来源：博腾股份官微同时，生物及制剂CDMO业务也成功实现订单“破局”，基因细胞治疗CDMO方面，2021年实现收入1400万元，主要涉及AAV病毒包装、CAR-T细胞IND生产、CAR-NK项目毒理批及注册批生产、质粒工艺开发、工程批及GMP生产、TIL细胞IND申报、活菌项目等不同类型的服务。虽其相对小分子业务收入仍差距较大，但其同比增幅已近897%，这才是真正的不可多得，并且期间新引入项目27个，新签订单约1.3亿元，随着2022年新产能的投放与新业务的持续开展，有望进一步加强公司在CDMO行业中的核心竞争力。制剂CDMO业务期间收入2016万元，实现从0到1的突破，2021年开启“原料药（DS）+制剂（DP）”协同服务，DS与DP协同项目13个。2021年新引入客户23家，新引入项目31个，新签订单0.7亿元。技术升级同时搭建覆盖口服固体、注射剂、冻干粉针、口溶膜、冻干口崩片、滴眼剂等通用技术平台和专用技术平台，在研项目包含15个创新药和16个。如今的博腾，虽早已稳固了其CDMO龙头地位，但仍不遗余力的选择开拓新的业务增长，而有了更多“成长性”的加注，未来的博腾必将再次给我带来新的惊喜。长江后浪推前浪，菁英蜕变指日可待本次CDMO榜单中，除了药明生物、博腾股份等长期上榜的龙头企业外，同样有不少新CDMO行业菁英上榜，杭州国瑞生物、智享生物、诺泰澳赛诺生物、朗华制药、乐威药业等新上榜企业虽比之龙头们仍有差距，但其也代表着CDMO行业的后起之秀，也是整个行业正向增长的关键，并且其各自独有的领域优势同样也被医药行业广泛认可。智享生物智享生物创办于2018年4月，成立之初就聚焦于大分子CDMO领域，目前已完成了4次融资，每次融资金额均超亿元，最近一次C轮融资更是突破5亿元，是少数具有核心技术、规模量产、商业化闭环综合能力的CDMO企业。据智享生物宣传资料显示，其拥有七大CDMO技术平台，服务品类涵盖单抗、双抗、多抗、融合蛋白、疫苗、ADC等，其平台化单克隆抗体生产工艺，更是能极大地缩短工艺开发时间，某三特异性抗体项目从分子确定到交付200L样品仅用时3个月。图片来源：智享生物目前智享生物正在持续深耕细分赛道，不断提升企业体量、整体产能，已启动柔性生产线扩建工程，2023年规划总产能将达22万升，拥有全球领先的产能和成本优势。作为一站式CDMO服务平台，智享生物通过极致的研发周期与成熟的供应链体系，为客户提供既快又稳的解决方案，所谓其疾如风，其徐如林。随着目前医药领域不断细化，中小型制药企业的数量正在大幅度增加，CDMO企业正在进入市场规模迅速攀升的趋势，越来越多的CDMO厂商在扩大业务占领市场，智享生物能从中脱颖而出得到资本市场的广泛认可，足见其核心竞争力的充分，未来可期。诺泰澳赛诺生物（诺泰生物）诺泰澳赛诺生物作为诺泰生物子公司，主要承担业务中的CDMO/CMO部分，不同于智享生物，诺泰生物是一家聚焦多肽药物及小分子化药进行自主研发与定制研发生产相结合的生物医药企业。在高级医药中间体、原料药到制剂的各个领域，公司积极进行产品研发和业务拓展，逐步形成了以定制类产品及技术服务业务为主要收入来源、自主选择产品业务收入及占比快速增长的发展格局。图片来源：诺泰生物据诺泰生物宣传资料显示，其CDMO业务获得国际大药企广泛认可，已形成管线梯队。主要客户包括美国因赛特（Incyte）、美国吉利德（Gilead）、德国勃林格殷格翰（Boehringer Ingelheim）、美国福泰制药（Vertex）、前沿生物、硕腾（Zoetis）等数十家国内外知名创新药企。CDMO业务范围涉及艾滋病、肿瘤、心血管等多个重大疾病治疗领域，临床II期及以前的项目30多项，临床III期16项，商业化产品16项，至今已累计服务200余个项目。目前，诺泰生物已于2021年5月登陆科创板。据说，国内领域如诺泰生物一般以多肽药物为主要研究和发展方向的企业并不多见，其主要原因在于多肽领域的高门槛，无论技术的成熟度，还是人才的稀缺度，都比小分子药物要更为独特，因此领域相对尖端而蓝海。结论最后，由于CXO行业火热，原料药企和创新药企纷纷转入CXO行业寻金，部分如复宏汉霖、夏尔巴生物等头部Biotech企业已经不满足于自建工厂带来的成本压缩，更是将多余产能抛到了市场上，干起了CXO企业的活。这预示着，在创新药内卷越发激化的现在，CDMO行业的竞争状况同样有了质的变化，直面biotech企业分一杯羹的情况，也最终导致CDMO企业更加强调其业务的核心竞争力。时代更迭，相信未来的CDMO行业，无论龙头还是菁英，都将越来越独具魅力。甚至企业本身不仅要面临同为CDMO行业间的竞争，还要直面不少biotech企业进来分一本羹的情况，这最终导致CDMO企业需要更加强调其业务的核心竞争力，越来越多独具魅力，或者说是“小而美”的企业逐渐走入了大众的视野。虽目前尚不能改变头部企业对整个市场的支配作用，但随着情况愈演愈烈，星星之火尚可燎原，或许CDMO百家争鸣的那一天已经不远了。声明：如需转载，请务必注明文章作者和来源。如涉及作品内容、版权和其它问题，请您留言，我们将在第一时间删除。责任编辑| 青霉素转载开白|马药智网原创作品| 尽情分享朋友圈 | 转载请联系授权—Tips—如果您有医药行业相关的线索或对医药政策、研发创新、资本市场、行业发展有深度观察欢迎投稿给我们马老师 邮箱：maxuelian@yaozh.com点击阅读原文，了解研发百强榜更多内容