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Dailypharm

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2026 CDMO 300...K-̿ ۷ι
2022-06-09 06:00:57
2026 CDMO 300...K-̿ ۷ι
2022-06-09 06:00:57
[DP]CDMOdz ㊤, Ź߻ ָϳ

ڱءSKڡGCԵ  ۷ι õ

ڡīŻƮ ۷ι 6 , μպ


[ϸ= ] ̿ ü CDMO(Ź߻) 򸮰 ִ. ̿ü , Ÿ ִ 鵵 մ޾ ۷ι CDMO 忡 ´.

. پ ų 10% Ѵ. ̴. 迡 庮 Ѿ ȭ 񽺸 ؾ ۷ι CDMO ü ġ £ Ƴ ̶ ´.

߻, ִ CDMO աSKԵ

CDMO ü ʴ Z̿. 11 Z̿ ִ ̿Ǿǰ CDMO ü տ ΰ ִ.

 1~3 ijĴ 364000 Ը. Ǵ 4 շ Ը 62 ͷ Ȯȴ. 4 Ǹ ̿Ǿǰ CDMO ִ Ը ö󼱴.

Z̿ üǾǰ ߽ɿ mRNA ڡġ ȮѴٴ ȹ̴. 3 mRNA Ǿǰ 꼳 Ǽϰ , 56 ڡ ġ Ƽ ÷Ʈ Ǽ ȹ̴.


Z̿ ٸ մ޾ CDMO 忡 ´.

SK׷ 2015 SKڸ ۷ι 3 CDMO ö󼱴ٴ ȹ . SKڴ 2017 BMS Ϸ, 2018 ̱ '' μߴ. ؿ ڡ ġ CDMO 'ɽ' μϸ ڡġ Ȯߴ.

Ե ֱ ׷ ̿ ȹ . Ե̿ ȴ. ۾ ޿ ο ġ BMS ü 16000 ޷( 2000) μߴ. 10 25000 Ե̿ ۷ι 10 CDMO ü Űڴٴ ǥ .

CJ׷쿡 CDMO ǥ CJ̿̾𽺰 ߴ. 11 ״ ̿ 'Ÿ ̿̾' μߴ. CJ̿̾𽺴 ġ CDMO 忡 ȹ̴.

̿ü鵵 CDMO ϴ ̴.

GC 4 ̱ ڡġ CDMO '̿Ʈ' μѴٰ . ִ Ը ġ ü GC ü ۷ι øٴ ȹ̴.

ѹ̾ǰ ׷迭 ѹȭ mRNA Ź پٰ . ޵Ʈ ij 'ȴϹ̿' μ߰, ̿ ̱ ȸ簡 ڡ ġ CDMO ü ϰߴٰ .

̹ۿ ̿, , HK̳뿣, ۹̿, , Ƽ̿, ۴, CDMO ȹ ´.


ߺ Ժ ̷ 'ߴ' ִ

CDMO Ǵ ü ϳ. ۷ι м ü ų 10% ܷ ̶ ִ.

ġظ(Research&Markets) ۷ι CDMO 2022 1727 ޷( 217) 9.3% 2026 2466 ޷( 310) ̸ ߴ. ̽Ͽ콺۽(PwC) 2021 1240 ޷( 155) 2025 1577 ޷( 198) Ѵٰ ߴ.

νƮؼ(Frost&Sullivan) ̿Ǿǰ CDMO 2020 114 ޷( 14) Ը𿡼 ų 10.1% , 2026 203 ޷ Ը( 25) Ȯ ߴ.

νƮؼ ٸ ̿Ǿǰ  ڡ ġ CDMO ´. 2020 20 ޷( 3) 31.0% , 2026⿣ 101 ޷( 13) Ը Ȯ ȴ.


ϸ ȭչ ɹĮǾǰٴ ̿Ǿǰ CDMO ٴ м̴. ̿Ǿǰ  ܹü ġٴ ڡ ġ CDMO ū ̶ ̴.

CDMO ü ڴ "̿Ǿǰ 뼼 ڸ 鼭 CDMO ũ Ȯƴ" "ֱ  ڡ ġ mRNA Ű CDMO 䰡 ϸ鼭 忡 پ ִ" ߴ.

״ "ٸ CMO ٷο 䱸ϱ 庮 " "ű ġ о߿ 並 ϴ Ȳ"̶ ٿ.

߱۷ι ֵ 'M&A' δ

ֿ CMDO ü ֱ ⵵ ̿Ǿǰ ڡ ġ ִ.

Z̿ , ̱ īŻƮ ǼŻ̾Ƽ, ΰ, ߱ ù̿ ۷ι 6 ֱ μպ Ǵ ̿ CDMO Ȯϴ ߼.


ڴ 33 Ը ̿Ǿǰ ɷ 45 ͱ Ȯϰڴٴ ȹ . ڴ ü-๰ü(ADC) mRNA ű ġ CMDO ̴. 11 ̱ ڵǹ̿(Cordiak Bio) ü 6500 ޷ μߴ.

īŻƮ ġ CDMO 뼱 Ȯ δ. 2019⿣ CDMO Ķ ̿(Paragon Bioservices), 2020⿣ ġ ׶ǻƽ(Bone Therapeutics) ü μߴ. ؿ ġ ƽ(Delphi Genetics)θ׶(Promethera), ̱ ġ μ(RheinCell Therapeutics) μߴ.

ǼŻ̾Ƽ 2019 ̿(Brammer Bio) μ ̾, ؿ ⿡ ġ ټ(Novasep) ü μߴ.

߱۷ι '6' ̿ CDMO 67%ű

Ĺ CDMO ü ۷ι £ Ƴ ؼ ڡ ġ ű ġ ؾ Ѵٴ ´.

۷ι ̿ CDMO 6 Ѵ ϰ ִ. 2020 ̵ ü 忡 ϴ 67.1% Ѵ. 庮 üǾǰ ؼ Ը е ϱ ٴ ǹ̴.


ݸ ڡ ġ  ƴ ִٴ 򰡴. üǾǰ ƿҽ 20% , ڡ ġ 50% ̻ ƿҽ ȴ.

ڴ "ڡ ġ(GCT) üǾǰ(ADC), mRNA ֱٿ ŭ, ۷ι ǥ " " ü Ǿǰ Ĺڰ پ ũ" ߴ.

״ "ٸ 庮 ü Ѿ " "ο ġ 䱸ϱ ׸ŭ ϱⰡ ٷӴ. CDMO ü 󸶳 ȭ İ 忡 밡 δ" ߴ.
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ֽż ݴ
ٺ Ϲݾ ǸŰ (2024 04)
౹ 31
ǰ ְ
ѽŻ÷(10) 3,500 2,500 1,000 3,009
޾(100) 24,000 23,000 1,000 23,200
Ʒγΰ(100) 30,000 28,000 2,000 28,500
īɾ(10g) 7,000 6,000 1,000 6,559
Ľõ򿬰(5g) 5,000 4,500 500 5,138
Ź(4) 5,000 4,000 1,000 4,438
ڶ(20) 6,000 6,000 0 6,000
(10) 6,000 4,500 1,500 5,071
Ժ(10) 4,000 3,500 500 3,712
ڱ׸(20) 5,000 4,500 500 4,717
ť(10) 3,000 2,500 500 2,990
Ȱť(1) 1,200 900 300 1,182
Ǯɾ(3.3ml) 26,000 23,000 3,000 24,250
޵𿬰(10g) 7,000 5,900 1,100 6,289
öŸ(34) 13,000 11,000 2,000 11,866
뽺ī(20g) 22,000 18,000 4,000 20,184
ġ(1) 1,000 1,000 0 1,000
ӽ÷(21) 10,000 8,500 1,500 9,205
ͺ(10) 3,500 3,000 500 3,196
ݿ(1ڽ) 3,000 3,000 0 3,000
׶÷糪ƮŸ(6) 8,000 7,000 1,000 7,524
߽Ÿ(120) 70,000 50,000 20,000 60,385
Źĸ(10ĸ) 3,000 2,000 1,000 2,989
Ÿ̾(120) 60,000 50,000 10,000 51,538
տ(60ĸ) 29,000 25,000 4,000 27,600
Ÿ̷ER(6) 3,000 2,500 500 2,750
ٿ(30g) 12,000 9,000 3,000 11,444
(120) 25,000 22,000 3,000 24,991
Ʒ(6) 4,000 3,000 1,000 3,262
ǽõĸ(270ĸ) 110,000 110,000 0 110,000
B(120) 70,000 70,000 0 70,000
׳(10) 3,000 2,500 500 2,778
6̺(10) 3,000 3,000 0 3,000
(60) 230,000 220,000 10,000 223,333
Ⱦ 12,000 10,000 2,000 10,143
̰źĸ(60ĸ) 35,000 30,000 5,000 33,231
Ųť(20) 5,500 4,500 1,000 4,903
λ絹÷(100) 35,000 32,000 3,000 33,297
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ּ: ı 128 SK V1 GL ƮνƼ A 401ȣ
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