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celltrion-Company Presentation at the J.P. Morgan Healthcare Conference 2026.pdf

上传人: 明**** 编号:1069706 2026-01-17 17页 3.78MB

1、January 13th,202644thAnnual J.P.Morgan Healthcare ConferenceJinseok Seo,CEO Hyukjae Lee,Senior EVPThis document contains forward-looking statements-that is statements related to future not past events.In this context forward-looking statements often address our expected future business and financial

2、 performance and often contain words such as expects anticipates intends plans believes seeks or will.Forward-looking statements by their nature address matters that are to different degrees uncertain.Therefore,the recipients of this document shall be aware that the forward looking statements set fo

3、rth herein may not correspond to the actual business performance of the company due to changes in the business/industry environment and the long termbusiness plan of the company.The financial information contained in this document is consolidated earnings results based on K IFRS.This document is pro

4、vided for the convenience of investors only before the external audit is completed.The audit outcomes may cause some changes in this document.The purpose of this document is not to recommend investment in the company.The company hereby expressly disclaims any and all liability resulting from investo

5、rs reliance on the information contained herein.DisclaimerCelltrion:From a Biosimilar Pioneer to an InnovatorCMOKoreas first large-scale antibody facilityNew drug development powered by antibody capabilitiesWorlds firstmAb biosimilarCMOBiosimilarsInnovativeDrugsCMOBiosimilarsBuildLeadAdvance$58bn202

6、5$187bn2030$278bn2038Target markets to expand 4xby 2038Biosimilars:Portfolio-Led Sustainable Growth20131 product321201320142015201620172018201920202021202220232024202511 products2025203018 products 2030(E)203841 products 2038(E)0(Unit:billion USD)20193 products4From Biosimilar Excellenceto Next-Gen

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1. **公司定位与目标**:Celltrion从生物类似物先驱转型为创新药企,目标市场2038年达2780亿美元(较2025年增长4倍以上)。 2. **生物类似物管线**:2013年1款产品→2025年11款→2030年18款→2038年41款,实现可持续增长。 3. **创新药战略**:聚焦ADC(抗体偶联药物)、多特异性抗体等,2026-2027年关键临床读出,包括CT-P70(cMET ADC)、CT-P72(HER2 x CD3双抗)等。 4. **美国扩张**:收购Imclone Systems设施,2026年起为Eli Lilly提供CMO服务,产能6.6万升,降低成本并加速供应链布局。 5. **研发合作**:通过开放创新与全球生物技术公司合作,加速创新药物开发,建立美国R&D中心吸引人才。
**Celltrion的ADC优势?** **2038年市场目标?** **美国工厂战略意义?**
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