Wuxi Biologics (Cayman) Inc. · HKEX:2269
Wuxi Biologics (Cayman) — Investor Day (June 2023)
9 slides from Wuxi Biologics (Cayman)'s investor day presentation, Jun 21, 2023
Slide 1: Inside Information: 2023 Investor Day
Hong Kong Exchanges and Clearing Limited and The Stock Exchange of Hong Kong Limited take no responsibility for the contents of this announcement, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in relia
Slide 2: Board announcement and signatures
Shareholders and potential investors of the Company are advised not to place undue reliance on the information contained in the Presentation and to exercise caution when dealing in the securities of the Company. By order of the Board WuXi Biologics (Cayman) Inc. Dr. Ge Li Chairman Hong Kong, June 20
Slide 3: Global Premier CRDMO: Enabling Global Partners and Delivering Sustainable High Growth
Global Premier CRDMO: Enabling Global Partners and Delivering Sustainable High Growth 2023 Investor Day Fengxian Shanghai Stock Code: 2269.HK
Slide 4: Forward-Looking Statements; Use of Adjusted Financial Measures
Forward-Looking Statements This presentation may contain certain “forward-looking statements” which are not historical facts, but instead are predictions about future events based on our beliefs as well as assumptions made by and information currently available to our management. Although we believe
Slide 5: Commercial Manufacturing will Drive Strong Growth from 2021 and Beyond
Commercial Manufacturing will Drive Strong Growth from 2021 and Beyond 2020 CMO Prediction 1H2022 CMO Prediction 2023 CMO Prediction 32~38 28~34 26~29 22~27 21~26 21~23 17~22 17~20 17 13~17 11~14 11~13 9 9 9 1 2 2 2 1 1 • CMO projects are expected to increase by implementing “Follow & Win the Molecu
Slide 6: CRDMO: Three Growth Curves Drive Sustainable Long-term Growth
CRDMO: Three Growth Curves Drive Sustainable Long-term Growth Three Long-Term Growth Curves R+D+M D+M D 2019 2017 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030
Slide 7: Soft Growth in Pre-clinical balanced with Strong Growth in Phase III & CMO
Soft Growth in Pre-clinical balanced with Strong Growth in Phase III & CMO Drive 2X industry growth • Biotech funding slowdown especially in WuXiBody® OMT Platform ADC Platform SDArBodY® China resulted in softer growth in pre- clinical stage. Only observed 6Q into the cycle still highlighted our lea
Slide 8: Rich Pipeline across All Biologics Modalities: ADC and BsAb
Rich Pipeline across All Biologics Modalities: ADC and BsAb WuXiBody® SDArBodYTM OMT Platform ADC Platform Total Integrated 613 Multiple-Platform Discovery Engines mAb 285 “R” BsAb* 102 281 Preclinical 36 ADC 102 192 Phase I 11 Fusion Protein “D” 70 75 Phase II 5 One of the largest Other Protein 34
Slide 9: Global Premier CRDMO
Global Premier CRDMO Enable Global Partners and Deliver Sustainable High Growth Despite Recent Challenges 2X industry growth achievable due to success of both Follow and Win the Molecule strategies. 1 1H witnessed slower growth of follow the molecule, however win the molecule for phase III and block