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Wuxi-2026 JPM Presentation - WuXi AppTec 20260114.pdf

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1、WuXi AppTec2026 J.P.Morgan Healthcare ConferenceJanuary 14,20262Forward-Looking StatementsThis presentation may contain certain statements that are or may be forward looking,which can be recognized by the use of words such as“expects”,“plans”,“will”,“estimates”,“projects”,“intends”,or words of simil

2、armeaning.Such forward-looking statements are not historical facts,but instead are predictions about future events based on our beliefs,development strategy,business plan as well as assumptions made by andinformation currently available to our management.Although we believe that our predictions are

3、reasonable,future events are inherently uncertain and our forward-looking statements may turn out to be incorrect.Ourforward-looking statements are subject to risks relating to,among other things,our ability to meet timelines for the expansion of our service offerings or to reach the scale of our pr

4、oduction capacity expansion plans,ourability to protect our clients intellectual property,competition,unforeseeable change of international policy,the impact of emergencies and other force majeure.Our forward-looking statements do not constitute anyprofit forecast by our management nor a undertaking

5、 by WuXi AppTec Co.,Ltd.(“WuXi AppTec”or the“Company”)to our investors.ACCORDINGLY,YOU ARE STRONGLY CAUTIONED THAT RELIANCE ON ANY FORWARD-LOOKING STATEMENTS INVOLVES KNOWN AND UNKNOWN RISKS AND UNCERTAINTIES.All forward-looking statements contained herein are qualified by reference to the cautionar

6、y statements set forth in this section.All information provided in this presentation is as of the date of this presentation and are based on assumptions that we believe to be reasonable as of this date,and we do not undertake any obligation to update anyforward-looking statement or information in th

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1. **业绩表现**:2025年营收455亿元(持续运营业务同比增长21.4%),调整后非国际财务报告准则(Non-IFRS)净利润150亿元(净利率32.9%,同比提升5.9个百分点)。 2. **业务亮点**: - 小分子CDMO管线超3400个分子,III期及商业化药物收入87亿元; - TIDES(寡核苷酸&肽)业务持续增长,2025年预计营收58亿元,固相肽合成器产能超10万升。 3. **战略布局**:全球产能扩张(小分子反应器总容量超4000kL),加速早期平台(PCC&IND)交付,支持GLP-1药物(占全球临床阶段25%份额)。 4. **可持续发展**:获MSCI“AAA”评级、CDP“A”级,近期能排减目标经SBTi验证,股东回报累计200亿元(分红+回购)。
**药明前景如何?** **GLP-1市场布局?** **股东回报计划?**
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