Kailai Ying test water CRO, Kyuszhou Pharmaceuticals synchronized action CDMO began to change...

Following the announcement 10 days ago that it would invest $7 million in Snapdragon Chemistry, an American continuous reaction technology company, Klein invested another $30 million! The deal is for Crown Pharmaceuticals, a 13-year-old clinical CRO company.
note that this is the only two deals in the form of equity investments since the listing.
Has always been a CXO company in the industry with a "technical" tone, with few "capital operations" and no "capital operations" in place, and the two deals in the past two weeks have been described as "groundbreaking" for Klein.
as the first team of domestic chemical CDMO, Kailein's unusual action, especially caused concern.
, but in reality, it's not Klein who's changing, it's the entire CXO industry. Jiuzhou Pharmaceuticals, the second-ranked company in the
, and Kailaiying have released plans to invest 1 billion yuan in the construction of the CDMO research and development center, including 280 million yuan in the Novarma Suzhou plant, which was purchased last year at a huge cost of 790 million yuan.
CDMO company action frequency, behind the pusher is exactly what, the current CDMO field is what state? 01 Head CDMO vertical integration opened since the 2015 consistent evaluation proposed that, to the drug market licensing system (MAH), the CXO industry is seen by capital as a new drug development "water seller", towards the development of the golden period, because of the high certainty of the capital market to C XO companies are particularly favored, such as Drug Mingkang has become a market value of 300 billion companies, Pharmaceuticals bio into the 200 billion market value file, Kanglong into a quasi-100 billion market value file, and Tag Pharmaceuticals, Kailei Ying and so on have more than 50 billion market value.
this certainty and natural favor, CXO industry competitors have emerged and competition in the market has begun to intensify.
to maintain their competitive advantage, they must invest heavily to expand vertically into the entire pharmaceutical outsourcing industry chain and build their own moths.
such as from CRO to CDMO, or from CDMO to CRO, to achieve industry-wide integration.
drug Mingkang belongs to the former, and Kailaiying belongs to the latter.
2000, when the drug was founded, it only did drug discovery and preclinical business, from new drug research and development chemistry, establishment process research and development, API/intermediate production services, toxicology and preparation services continued to improve.
in 2007 through the acquisition of chemical synthesis provider Chemdepo, biologics provider Abgent, as well as Chinese clinical research services companies Jiecheng, MedKey, and 2011 and 2014 two wave of centralized acquisitions, successfully into the CMO business vertical integration.
today, the chemical CDMO company under the pharmaceutical ming system, the whole pharmaceutical industry, biological CDMO company pharmaceutical ming biological, CRO drug mingkangde and other companies have become the leading enterprises in various sub-sectors.
with the outsourcing price, it is obvious that the integration of the industrial chain of the drug Mingkang has formed a price advantage.
, the drug, built a CXO empire through acquisitions, providing a model for later companies that wanted vertical integration.
, Kaileiying, which has been drilling in technology, has also begun to "rise up" towards vertical integration.
August 27th, Calein announced that it intends to subscribe for an 18.18 percent stake in Snapdragon Chemistry for $7 million of its own funds.
founded in 2014 to research, development and industrial applications for the production of disruptive technology continuity responses to innovative pharmaceutical raw materials.
In fact, Kaileiying is the first CDMO company to invest in continuous reaction technology in China, because of the early input, Kaileiying through continuous learning, accumulation of experience, has become one of the very few enterprises in the world can apply continuous reaction technology to the commercial production of medicine and pilot production.
It is understood that at present, Klein's continuous reaction technology can cover process optimization, API production, intermediate production and finished drug production three links, and these three links currently cumulative application of continuous reaction of more than 100 pharmaceutical companies, including Pfizer, AbbVie, GSK, Novart, Lilly and other well-known MNC.
market estimates that the continuous commercial production of small molecule drugs will increase from $280 million in 2020 to $11 million in 2030.
is also Klein's most unique competitive advantage as a chemical CDMO company.
However, for Kailaiying, the real first step may be the acquisition of Guanqin Pharmaceuticals, although the amount is only 30 million yuan, but this is a few of Kailaiying's foreign investment, and is vertical integration of investment.
it is understood that Crown Pharmaceuticals is a CRO company with two major preclinical and clinical service platforms, the scope of business is summarized as Tagg Pharmaceuticals and preclinical CRO business areas.
02 the second echelon CDMO to do deep plus code and small and medium-sized enterprises are limited by the financial strength, can only be deepened in technology, do deep CDMO or CRO, in their own field, especially CDMO this needs heavy asset investment industry.
Kyuschu Pharmaceuticals and Pharmaceutical Stone Technology are at this stage.
September 8, Kyuszhou Pharmaceuticals issued a non-public offering plan to raise 1 billion yuan to invest in the CDMO field. according to the
announcement, the funds raised are mainly used for the Ruibo (Suzhou) Pharmaceutical Research and Development Center Project, the Ruibo (Hangzhou) Pharmaceutical Research and Development Center Project, the Zhejiang 4D Pharmaceutical CDMO Preparation Project, the Zhejiang 4D Pharmaceutical 10 billion tablet preparation project (Phase I) and supplementary working capital.
it is learned that the Kyuszhou Pharmaceutical Owners Business for patented pharmaceutical raw materials and intermediates, specialty raw materials and intermediates, in recent years the company has been in the field of code CDMO investment.
For example, 280 million yuan of the fund raised was invested in Ruibo (Suzhou), which was purchased last year for 790 million yuan of Novaral Suzhou plant, by Jiuzhou Pharmaceuticals as an important window to undertake multinational pharmaceutical enterprises and domestic head innovation pharmaceutical enterprises CDMO business.
completed, the project will form 330 batches / year of API research and development scale.
Suzhou Ruibo has now undertaken Novaral three varieties of orders, the urgent need to expand production capacity.
the investment project landed, will open Suzhou Ruibo capacity space to meet the needs of more projects commercial production capacity.
Guosheng Securities believes that the fund-raising plan will further enhance the level of API services, extend the layout of downstream high-end preparation business, to API-preparation research and development and production of one-stop integrated service providers upgrade.
Pharmaceutical Stone Technology also submitted a fund-raising plan of 935 million yuan on July 14 this year, of which about 400 million yuan will be invested in the construction of pharmaceutical preparation production base, the construction of FDA-compliant preparation CDMO production capacity, the company's service phase from intermediates, APIs, extended to preparations, improve the amount of value at the same time, will further bind customers.
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