本網站使用瀏覽器紀錄 (Cookies) 來提供您最好的使用體驗,我們使用的 Cookie 也包括了第三方 Cookie。相關資訊請訪問我們的隱私權與 Cookie 政策。如果您選擇繼續瀏覽或關閉這個提示,便表示您已接受我們的網站使用條款。 關閉
January 14, 2026 — WuXi XDC has issued a positive profit alert for fiscal 2025 and announced a cash tender offer for BioDlink, whose shares were suspended from trading at 9am on December 29 pending details of the bid.The alert underscores the ADC CRDMO leader’s strong performance: it forecasts 45% year-on-year revenue growth in 2025, alongside over 70% gross profit growth and more than 45% growth in adjusted net profit (excluding interest income and expenses). Stripping out exchange rate fluctuations, adjusted net profit growth is projected to hit 65%.A pioneer in the ADC CRDMO space, WuXi XDC has driven synergistic growth through organic expansion and strategic acquisitions amid strong business momentum. The BioDlink acquisition will boost its operational capacity in China, expand production scale, enhance support for biotech firms via value-added services, broaden its project portfolio and customer base, and reinforce its leading position in the ADC CDMO sector. "Capital for time": WuXi XDC targets CDMO capacity bottlenecks The bioconjugate drug industry has reached a commercial inflection point as clinical pipelines expand, widening the capacity gap. Public data shows 21 ADC drugs had been approved globally by end-December 2025. Emerging classes such as AOCs, RDCs and PDCs are advancing rapidly with robust late-stage pipelines, emerging as new growth drivers in biopharma. Against accelerating global bioconjugate commercialisation, insufficient capacity has become a major constraint for CDMOs. Rapid pipeline expansion and upcoming commercial demand have made "capacity delivery capability" a core competitive advantage and key metric for investors assessing CDMO growth potential. For leading CDMOs, the approach to resolving capacity bottlenecks directly shapes market influence. Building new production lines—from site selection and construction to certification—typically takes three to five years, too slow to keep pace with surging bioconjugate commercial demand. WuXi XDC’s proactive strategy of acquiring existing facilities, using efficient capital operations to capture market opportunities, stands out as optimal in the sector. The BioDlink deal aligns with this logic, enabling rapid capacity expansion via external integration and ensuring steady performance growth. Building on strengths: Tech platforms and talent drive growth WuXi XDC leads the industry with advanced conjugation and payload-linker technologies, and extensive bioconjugate drug development experience. It has rolled out innovative platforms including WuXiDARx™, dual-payload conjugation, X-LinC linker, and WuXiTecan-1/2 payload-linker technologies. To meet global customers’ diverse ordering needs and complex R&D requirements, it adopts a two-pronged "independent R&D plus external collaboration" strategy to build an integrated technology platform. This enriches technical reserves, boosts front-end R&D pipeline generation, and strengthens its R&D leadership. Talent is critical to the bioconjugate CDMO sector, but rapid industry growth has outpaced professional talent supply, a key growth constraint. WuXi XDC has long prioritised talent development; its workforce exceeded 2,600 by end-2025. The expanded professional team has formed a talent cluster, underpinning long-term growth. Riding the wave: WuXi XDC’s global capacity push Data from PharmaCube’s NextPharma shows China’s innovative drug overseas licensing transactions hit $135.655bn in 2025, including $7bn in upfront payments across 157 deals—far outstripping 2024’s $51.9bn and 94 transactions. Overseas licensing has seen explosive growth, with upfront payments and total volume at record highs. As a key bioconjugate segment, ADCs are a focus for global capital. WuXi XDC has delivered standout performance here, with steady post-listing revenue growth underscoring both the bioconjugate CDMO track’s potential and the company’s core competitiveness. Sustained business growth has made capacity expansion a key driver of high growth. By end-December 2025, WuXi XDC had worked with over 640 global customers on 252 iCMC projects. It also holds 18 PPQ projects and one commercial project, with nearly 1,000 production batches of drug substance (DS) and drug product (DP). These figures highlight strong market expansion and capacity deployment, reflecting robust demand for its services. The industry’s capacity shortage is both quantitative and structural, marked by a lack of "high-quality, integrated" capacity. Hundreds of ADCs globally are in active clinical phases, creating strong demand for commercial capacity. Meanwhile, bioconjugates’ complex production processes, high industry barriers and long supply chains have further widened the gap. Against this backdrop, WuXi XDC has established capacity in Wuxi, Jiangyin, Hefei (China) and Singapore. This global network meets global customers’ local production needs, improves operational efficiency via coordinated capacity allocation, strengthens its bioconjugate CDMO lead, and allows it to fully capture industry growth opportunities. Table: WuXi XDC’s capacity layout as of end-2025 Layout Capacity Wuxi Site XBCM1(Conjugation DS): 5-500L per batch XBCM2 L1&L2(Dual-function lines for antibody and conjugation DS): 50L to 2000L per batch for monoclonal antibody intermediates or up to 2000L of DS per batch Conjugation DP Lines: XDP1: annual capacity of 3 million vials XDP2: annual capacity of 5 million vials XDP3: annual capacity of 7 million vials XDP5: annual capacity of 12 million vials, expected to GMP release in 2027 XDP6: annual capacity of 10 million vials, expected to GMP release by late 2027 / early 2028 XPLM1 (Kilogram-scale payload-linker Line, business from former Changzhou site is being gradually transferred to Wuxi site) Singapore Site XBCM3(Dual-function line for antibody and conjugation DS): 50L to 2000L per batch for monoclonal antibody intermediates or up to 2000L of DS per batch, expected to GMP release in 2026 XBCM4(Conjugation DS): up to 500L per batch, expected to GMP release in 2026 XDP4(Conjugation DP): annual capacity of 8 million vials, expected to be operational in 2026 Jiangyin Site Integrated Commercial Manufacturing Site: serves as a nearby expansion for Wuxi site, including large-scale commercial small molecule production and conjugation production workshops. Hefei Site Non-GMP Manufacturing: Peptide annual capacity of ~600 batches, ~30kg GMP Manufacturing: Peptide annual capacity of ~200 batches, ~10kg Data source: Company filings WuXi XDC to sustain capacity expansion drive Looking ahead, WuXi XDC will continue to advance overseas capacity expansion steadily and proactively, further entrenching its global leadership in the bioconjugate CDMO sector. In September 2025, the company completed a $350m refinancing, leveraging strong performance and industry reputation. Combined with a previous $200m credit facility and operational reserves, it has built a sufficient capital pool to support global capacity expansion. Backed by solid capital and mature expansion experience, WuXi XDC will pursue overseas capacity growth at an "active yet prudent" pace. It is evaluating global expansion opportunities to optimise its production network—moves that will enable local delivery, deepen penetration in the global bioconjugate CDMO sector, and reinforce its industry lead. Outlook WuXi XDC’s accelerated capacity deployment mirrors the rapid growth of ADC and other bioconjugate industries, driving the CDMO sector into a golden growth period. Frost & Sullivan data shows the global ADC drug market reached $17.2bn in 2025, with a 30.6% compound annual growth rate (CAGR) from 2023 to 2032, and is set to exceed $115.1bn by 2032. The global ADC outsourcing market is also growing strongly, projected to hit $11bn by 2030 with a 28.4% CAGR from 2022 to 2030. High growth in both sectors offers ample room for CDMO expansion. Capacity shortages are a phased challenge in the booming bioconjugate CDMO industry, unlikely to be fully resolved short-term. Over the medium to long term, however, new capacity from leading players and rising industry concentration will ease the supply-demand imbalance. WuXi XDC’s early focus on "acquisition plus expansion"—backed by accurate industry trend judgment—has secured its edge in current capacity competition and positioned it to dominate the future bioconjugate CDMO landscape, leveraging strengths in capacity scale, technical barriers and global reach. Sources 1. Hong Kong Exchanges and Clearing (HKEX) 2. WuXi XDC 3. Frost & Sullivan 4. PharmaCube 5. Insight Database 6. WuXi XDC presentation, 2025 Jefferies London Healthcare Conference
Recorded Q4'25 revenue of KRW 1,286 billion and FY'25 revenue of KRW 4,557 billion Maintained momentum through consistent operational performance and robust client demand Strengthened foundation for long-term growth through expanded manufacturing readiness and operational scale INCHEON, South Korea, Jan. 20, 2026 /PRNewswire/ -- Samsung Biologics (KRX: 207940.KS), a leading contract development and manufacturing organization (CDMO), reported financial results for the fourth quarter and fiscal year 2025. "In 2025, Samsung Biologics delivered stable and resilient performance despite a highly uncertain global environment, supported by disciplined execution and strong demand," said John Rim, President and CEO of Samsung Biologics. "Consistent operations across our existing plants and successful ramp-up of Plant 4 supported reliable delivery for client programs throughout the year. As we move forward, our planned expansion of manufacturing capabilities, including the addition of a U.S. manufacturing footprint, will further enhance supply chain resilience and responsiveness to global client needs. We remain focused on strengthening manufacturing readiness, operational consistency, and quality excellence to support sustainable long-term growth as a trusted partner to the global biopharmaceutical industry." Financial Highlights In the fourth quarter of 2025, Samsung Biologics reported revenue of KRW 1,286 billion, while operating profit reached KRW 528 billion. The performance was mainly driven by full utilization across Plants 1 through 3, together with Plant 4, which also reached full utilization in the third quarter of 2025. For the full fiscal year 2025, Samsung Biologics achieved revenue of KRW 4,557 billion, reflecting stable operations and expanded project execution across the company's manufacturing network. [Consolidated earnings for CDMO business, post spin-off basis, KRW billion] Q4'25 Q4'24 YoY Change FY25 FY24 YoY Change Revenue 1,285.7 950.3 +335.4 (+35.3%) 4,557.0 3,497.1 +1,059.9 (+30.3%) Operating Profit 528.3 314.7 +213.6 (67.9%) 2,069.2 1,321.4 +747.8 (+56.6%) EBITDA 623.5 388.7 +234.8 (+60.4%) 2,439.1 1,622.2 +816.9 (+50.4%) Business Updates and 2026 Outlook Samsung Biologics continued to expand its global CDMO business through long-term partnerships with pharmaceutical companies worldwide. The company secured a KRW 1.1 trillion manufacturing agreement with a European pharmaceutical company in the fourth quarter of 2025, contributing to a cumulative contract value exceeding USD 21 billion. Cumulative regulatory approvals reached 420, reflecting the company's continued focus on quality, compliance, and consistent regulatory execution across global markets. The company reaffirmed its strategic direction as a pure-play CDMO through an equity spin-off, and continued to advance initiatives to strengthen its global manufacturing platform. Operations across Plants 1 through 4 remained stable, providing a solid operational base, while Plant 5 will begin contributing to revenue in 2026. Based on this outlook, excluding potential contributions from the planned acquisition of the U.S. site, the company projected 15–20% annual revenue growth for 2026. Samsung Biologics progressed key infrastructure and capacity investments to support future demand. In December 2025, the company announced the planned acquisition of a U.S. manufacturing facility in Rockville, Maryland, to further support supply resilience and proximity to clients. The site comprises two CGMP manufacturing plants with a combined 60 kL of drug substance capacity, supporting mid- to large-scale programs. The deal is expected to close in the first quarter of 2026, and the company intends to make additional investments to increase capacity and upgrade technology at the site. The company also secured land for Bio Campus III, establishing a foundation for future expansion to support next-generation modalities and diversified client needs. Bio Campus III is expected to support expanded capabilities across advanced conjugation technologies, as well as cell and gene therapies and antibody vaccines. Under its optimized manufacturing framework, ExellenS™, Samsung Biologics continued to invest in operational systems, digital capabilities, and manufacturing infrastructure to enhance readiness and execution across its facilities. The company is expanding its drug product capabilities, including preparations for a fully automated pre-filled syringe drug product line, which is expected to be CGMP ready by 2027. Samsung Biologics continued to advance its environmental, social, and governance (ESG) initiatives. The company received an 'A' rating in Water Security from the Carbon Disclosure Project (CDP) and continued its role as a Champion of the Sustainable Markets Initiative, supporting collaborative action toward more sustainable healthcare manufacturing practices. By strengthening engagement with suppliers and integrating ESG considerations across its operations and value chain, Samsung Biologics aims to support long-term environmental stewardship while maintaining reliable and responsible manufacturing operations. For more details on performance and financials, please refer to the Earnings Release. About Samsung Biologics Co., Ltd. Samsung Biologics (KRX: 207940.KS) is a leading contract development and manufacturing organization (CDMO), offering end-to-end integrated services that range from late discovery to commercial manufacturing. With a combined biomanufacturing capacity of 785,000 liters across Bio Campus I and II, and 60,000 from the planned acquisition of a manufacturing facility in Rockville, Maryland, U.S. upon deal closure at the end of Q1 2026, Samsung Biologics leverages cutting-edge technologies and expertise to advance diverse modalities, including multispecific antibodies, fusion proteins, antibody-drug conjugates, and mRNA therapeutics. By implementing the ExellenS™ framework across its manufacturing network with standardized designs, unified processes, and advanced digitalization, Samsung Biologics ensures plant equivalency and speed for manufacturing continuity. Samsung Biologics' global manufacturing and commercial network spans Korea, the U.S., and Japan. Samsung Biologics America supports clients based in the U.S. and Europe, while its Tokyo sales office serves the APAC region. Samsung Biologics continues to invest in new capabilities to maximize operational and quality excellence, ensuring flexibility and agility for clients. The company is committed to the on-time, in-full delivery of safe, high-quality biomedicines, as well as to making sustainable business decisions for the betterment of society and global health. For more information, visit https://samsungbiologics.com/. Media ContactClaire Kim, Senior Director cair.kim@samsung.comBecky Lee, Director brite.lee@samsung.com
SEOUL, South Korea, Jan. 14, 2026 /PRNewswire/ -- Rakuten Medical, Inc. and LOTTE Biologics today announced that they have signed a biopharmaceutical contract manufacturing agreement during the J.P. Morgan Healthcare Conference in San Francisco to strengthen Rakuten Medical's production capabilities for its innovative oncology therapy, Alluminox® platform-based photoimmunotherapy. Signing ceremony held during the J.P. Morgan Healthcare Conference Under the agreement, LOTTE Biologics will provide advanced manufacturing services for monoclonal antibody intermediates and their conjugates, supporting Rakuten Medical's global clinical development and future commercialization. Rakuten Medical's proprietary photoimmunotherapy technology is designed to selectively target cells in solid tumors, by combining cell-targeting moieties, such as antibodies, with light-activatable agents, enabling focal and selective destruction of solid tumor cells upon light exposure. In Japan, the therapy is approved for recurrent head and neck cancer, and its footprint has expanded steadily, through broader site adoption and sustained year–over–year growth in treatment numbers. In parallel, a global Phase 3 clinical trial is underway in the United States, Taiwan region and Japan, with plans to start treatment in Ukraine and Poland soon. Rakuten Medical also plans to initiate a Phase 1 clinical trial in Japan for other solid tumors beyond head and neck cancer this year. These clinical and commercial dynamics are driving increased demand for Rakuten Medical's bioconjugates. LOTTE Biologics has been expanding its capabilities as a global contract development and manufacturing organization (CDMO), particularly in the field of monoclonal and multispecific antibodies, antibody-drug conjugates (ADCs), and advanced bioconjugation services. LOTTE Biologics will support the production of monoclonal antibody intermediates and their conjugates for Rakuten Medical's programs, through its specialized ADC manufacturing facility at the Syracuse Bio Campus in New York. The facility is equipped with dedicated ADC production capabilities and advanced bioconjugation technologies, enabling the company to deliver high-quality manufacturing services while meeting global regulatory requirements and ensuring stable supply for customers worldwide. About LOTTE Biologics Founded in 2022 and headquartered in Seoul, South Korea, LOTTE Biologics operates integrated biologics facilities in the United States and South Korea. Through a unified Dual Hub Service model, LOTTE Biologics enhances supply security, supports manufacturing scalability, and maintains consistent quality standards across regions. LOTTE Biologics provides modular, phase-appropriate manufacturing solutions spanning preclinical through commercial stages, with proven capability in producing mammalian-cell-based biologics, including monoclonal antibodies, fusion proteins, and multispecific modalities. At the Syracuse Bio Campus in New York, LOTTE Biologics delivers high-quality GMP drug substance manufacturing supported by more than 62 global regulatory approvals. The site offers 40,000 L of total capacity across eight 5,000 L stainless steel bioreactors and includes analytical and warehouse infrastructure. In addition, the company has expanded into Antibody-Drug Conjugates (ADCs) through strategic investment in onsite conjugation suites, enabling a streamlined, end-to-end pathway from biologic drug substance production to ADC manufacturing within a single campus. In South Korea, LOTTE Biologics is constructing three advanced bio plants at the Songdo Bio Campus. With the first facility already underway and scheduled for operation in 2027, each plant will include eight 15,000 L stainless steel bioreactors for commercial production, supported by multiple 3,000 L bioreactors for clinical-scale needs. Collectively, these plants will provide a manufacturing volume exceeding 360,000L in bioreactor capacity. Guided by the vision "Possibilities Beyond Limits," LOTTE Biologics is committed to serving as a long-term, trusted partner, supporting efficient scale-up, dependable manufacturing execution, and the continuous advancement of clients' therapeutic programs. More information about LOTTE Biologics, please visit: www.lottebiologics.com About Rakuten Medical, Inc. Rakuten Medical, Inc. is a global biotechnology company developing and commercializing its Alluminox® platform-based photoimmunotherapy, which has been shown to induce rapid and selective cell killing. Rakuten Medical's photoimmunotherapy is currently investigational outside Japan. Rakuten Medical is committed to its mission to conquer cancer by developing its pioneering treatments as quickly as possible to as many patients as possible all over the world. The company has offices in five countries/regions, including the United States, where it is headquartered, Japan, Taiwan region, Switzerland and India. For more information, visit www.rakuten-med.com. About the Alluminox® Platform The Alluminox® platform is Rakuten Medical's investigational technology that combines pharmaceuticals, medical devices, medical technology and other peripheral technologies. Rakuten Medical is developing Alluminox platform-based photoimmunotherapy, which involves two key steps: 1) drug administration, and 2) targeted illumination using medical devices. The drug component consists of a cell-targeting moiety conjugated to a light-activatable dye, such as IRDye® 700DX (IR700), that selectively binds to the surface of targeted cells, such as tumor cells. The device component consists of a light source that locally illuminates the targeted cells with red light (690 nm) to transiently activate the drug. Rakuten Medical's preclinical data have shown that this activation elicits rapid and selective necrosis of targeted cells through a biophysical process that compromises the membrane integrity of the targeted cells. Therapies developed on the Alluminox platform may also result in local and systemic innate and adaptive immune activation due to immunogenic cell death of the targeted tumor cells and/or the removal of targeted immunosuppressive cells within the tumor microenvironment. Photoimmunotherapy was originally developed by Dr. Hisataka Kobayashi and his team at the National Cancer Institute in the United States. Outside Japan, Rakuten Medical's Alluminox platform-based photoimmunotherapy is investigational.
台北2026年1月6日 /美通社/ -- 本次聯合專訪,安立璽榮醫藥股份有限公司(Elixiron Immunotherapeutics (Cayman) Limited,本文簡稱「安立璽榮」)董事長陳泓愷、台杉投資生技基金(Taiwania Capital)執行合夥人黃立鑫,以及跨美日資金的 Axil Capital 執行合夥人 Frederick Shane 與基因線上共同探討安立璽榮一路以來的發展歷程。故事的核心主軸,圍繞創立初期即確立的免疫調節機制視角、優先鎖定白斑病的策略支持,同時借力日本兒科與罕見病專家、連結韓國 CDMO 產能進行跨境布局。 安立璽榮的定位,不是「先選疾病種類」而是「先從機制下手」:以免疫調節作為共同的基礎,再推展至癌症、自體免疫與罕見發炎疾病等臨床領域應用。陳泓愷直言,團隊在公司成立之初即建立起系統性的評估流程——從疾病在生物學上是否站的住腳、臨床需求是否足夠、市場競爭到成功機率層層審視,最後以「證據」作為決策的最終判斷標準。這套方法論讓公司避免被單一適應症綁死,也形成可重複使用的管線拓展思維。 在現有市場上沒有先行者的情況下,之所以選擇白斑症,是因為觀察到足夠的證據。根據陳泓愷表示,公司已在患者檢體上累積足夠的驗證基礎,確認疾病與免疫變化之間的關聯,據此安立璽榮積極尋找治療窗口;並保留動態調整的彈性空間,隨著資料與市場變化調整策略。正如他所言:「我們核心是免疫,同時也透過系統化證據來做最後決定。」 獨具慧眼鎖定被忽視的未滿足需求:白斑症伊「始」 白斑病(Vitiligo)長期被臨床忽略,醫師可用治療策略有限、患者就醫動機偏低,形成需求被低估的現象。近十年,對其發病機轉的理解明顯進展;加上大型藥廠在免疫疾病的下一波佈局持續升溫,使白斑病同時具備「科學」與「商業」可行的雙重優勢。陳泓愷以一句話點破:「白斑病就如同下一個像異位性皮膚炎(Atopic Dermatitis)那樣的巨大市場,我們提早切入,三到五年後相信能成為先行者。」 他表示,當機制清晰、指標可以被量化、臨床缺口巨大且競爭賽道尚未擁擠時,提前卡位即意味著具有更高的議價權,並可以取得更有力的授權條件。公司目前在臨床前證據(preclinical evidence)的累積與適應症拓展的探索並行,目標是在證明差異化之後,能進一步開啟國際 KOL 與潛在合作藥廠的更大對話空間。例如本年度「國家新創獎」,安立璽榮就以白斑症精準免疫調節新藥 Indemakitug,獲選企業新創獎的生技製藥與精準醫療類肯定。 免疫為「使」,串聯臺日韓臨床到製造一條龍 安立璽榮的跨境資金不是只為了現金流,更如同一把開門的鑰匙。透過臺灣、日本、韓國投資方的引介,公司能更快接軌日本大學與兒科罕見疾病的專家社群,推進臨床前研究與適應症拓展;同時,也已與日本主管機關及合作夥伴研議罕見疾病的試驗可行性,將研究落地成為可執行的臨床計畫。 在供應鏈方面,安立璽榮將策略版圖延伸至日韓。在 Axil Capital 牽線下,樂天(Lotte)成為投資方之一;樂天正擴建抗體類 CDMO 能力,雙方並探討未來生產合作,將財務投資與製造夥伴一體化,為日後從臨床到商轉(clinical-to-commercial transition)預埋緩衝。這種資本到合作的路徑,讓公司在研發、法規、製造三端同時有在地入口與可信賴的節點。 黃立鑫指出,台杉投資成立的初衷是希望扮演「火種」的角色,協助台灣具國際潛力的生技公司獲得關鍵資金與全球鏈結。他認為,安立璽榮是少數在科學理論與研發基礎上極為紮實的公司,不僅具備清晰的技術路徑,也展現出高度的研發深度與國際視野。 他強調,生技產業雖屬高風險投資,但只要團隊扎實、臨床數據具說服力、產品線布局靈活,就有望實現「高風險、高報酬」的成果。安立璽榮正符合這些條件——其團隊專業、執行力強,並懂得在產品開發過程中維持策略彈性。 此外,黃立鑫也看好台灣與日本在生技合作的互補性。台灣擅長臨床轉譯與資源整合,日本則擁有強大的早期研發與大型藥廠資源。安立璽榮的跨國合作布局,正好結合這兩者的優勢,形成區域創新聯盟,這對長期發展及進軍全球市場具有關鍵意義。 Frederick Shane 從國際投資視角出發,強調安立璽榮的韌性與靈活性是最具投資吸引力的特質。他提到,公司在 COVID-19 疫情與研發挑戰中仍持續推進,不僅展示團隊的毅力,也證明了管理層具備優秀的危機應變能力。 他特別指出,安立璽榮的免疫療法平台技術具有獨特性與科學嚴謹度,在亞洲區域極為罕見。雖然免疫學領域競爭激烈,但該公司透過創新平台與穩健的臨床數據,已在全球市場中建立識別度。目前兩項產品已進入第二期臨床試驗,並獲得美國與日本關鍵意見領袖(KOL)的正面回饋,顯示其技術具有國際認可度。 他同時指出,安立璽榮在市場策略上具前瞻性,能在適當時機轉向具潛力的新適應症(例如白斑症 vitiligo),展現策略靈活與市場敏感度。這種能主動調整方向的能力,是國際投資人極為看重的指標。 在跨境合作方面,Shane 認為台灣具備高性價比的研發與臨床環境,科學人才多受西方訓練,品質達國際標準;而日本則擁有大型藥廠與成熟市場。兩者結合將形成亞洲生技創新的重要支點。他預期,安立璽榮未來若能成功與國際藥廠建立授權或合作夥伴關係,將是其 IPO 後的關鍵成長驅動力。 以免疫為軸的多適應症平台,對接亞太臨床與製造市場 如果把臺灣生技的前瞻角色類比二十年前的半導體投資邏輯,安立璽榮正試圖用免疫調節平台與跨國網路,複製一條以科學力驅動的產業升維路徑:其一,從機制到適應症——用免疫底層找到白斑病這個下一波巨大市場;其二,從資本到合作——以跨境資本打開學術與藥廠網路,形成在地落地與國際連通的雙向循環;其三,從研發到製造——提早綁定 CDMO 夥伴,縮短臨床到商轉的空窗期。 在陳泓愷口中的藍圖裡,免疫調節是一根不變的主軸;而白斑病是當下最合時宜的切入點;臺日韓的資本與臨床製造網,則是將科學訴求推向市場真實性的橋梁。「我們希望成為特別前瞻、國際化的生技公司——用創新拉動整體節奏。」這句話的背後,是對科學、策略、資本、供應鏈四環相扣的冷靜拿捏。當機制導向遇見跨境落地,先行者優勢就有機會在三到五年的時間窗內,化為可衡量的股東價值並讓患者受益。 (左起)Axil Capital 執行合夥人 Frederick Shane、安立璽榮生醫董事長陳泓愷與台杉投資生技基金執行合夥人黃立鑫(攝影:基因線上)
A12 藝術空間
CDMO
請先登入後才能發佈新聞。
還不是會員嗎?立即 加入台灣產經新聞網會員 ,使用免費新聞發佈服務。 (服務項目) (投稿規範)