藥明生物在安全審查中表現出信心

儘管美國立法提出了安全擔憂，但中國合約開發商和製造商藥明生物仍然保持樂觀。該公司預計 2024 年將實現成長，理由是人口老化和慢性病流行導致對生物製劑的需求增加。藥明生物將其重點放在端到端服務上，吸引了大型生物製藥公司和小型生物技術公司。

WuXi Biologics Exudes Confidence Amid National Security Concerns

國家安全憂慮下，藥明生物信心十足

WuXi Biologics, a leading Chinese contract research, development, and manufacturing (CDMO) firm, has expressed optimism for 2024, following a similar upbeat forecast from its parent company, WuXi AppTec. The company maintains a bullish outlook despite headwinds and national security concerns in the United States.

繼其母公司藥明康德也做出了類似的樂觀預測之後，中國領先的合約研究、開發和製造 (CDMO) 公司藥明生物也對 2024 年表示樂觀。儘管面臨美國的不利因素和國家安全擔憂，該公司仍保持樂觀的前景。

In its financial results announced on Tuesday, WuXi Biologics reported a revenue increase of 11.6% year-over-year to RMB 17.03 billion (approximately $2.4 billion). The company attributes its positive outlook to its focus on biologics, which are in growing demand due to an aging population and rising incidence of chronic diseases.

在周二公佈的財務業績中，藥明生物營收年增 11.6%，達到 170.3 億元（約 24 億美元）。該公司將其積極的前景歸因於對生物製劑的關注，由於人口老化和慢性病發病率上升，生物製劑的需求不斷增長。

WuXi highlights the increasing reliance of large biopharma companies on CDMOs for cost reduction and efficiency gains. Small and medium-sized biotech companies also depend on CDMOs to advance their projects due to their limited in-house R&D and production capabilities.

藥明康德強調，大型生物製藥公司越來越依賴 CDMO 來降低成本和提高效率。中小型生技公司由於內部研發和生產能力有限，也依賴 CDMO 來推進專案。

The company's non-COVID business exhibited a robust 37.7% revenue increase, while late-phase and commercial manufacturing revenue surged to RMB 7.73 billion, accounting for 45.5% of total sales in 2023. WuXi's integrated end-to-end platform for contract research, development, and manufacturing positions it well for "sustainable growth," as stated in its financial report.

該公司的非新冠業務收入強勁增長37.7%，而後期和商業製造收入飆升至人民幣77.3億元，佔2023年總銷售額的45.5%。藥明康德的整合端到端合約研究平台，正如其財務報告所述，開發和製造使其處於「可持續成長」的有利位置。

However, WuXi Biologics' optimism is tempered by potential threats from U.S. legislation. The proposed BIOSECURE Act, introduced in January, has designated WuXi Biologics and WuXi AppTec as "foreign adversary biotech companies of U.S. national security concern." The legislation aims to prevent federal funding from supporting these companies, amidst concerns that they could provide sensitive data to Chinese authorities.

然而，藥明生物的樂觀情緒因美國立法的潛在威脅而受到影響。今年 1 月推出的《BIOSECURE 法案》將藥明生物和藥明康德指定為「對美國國家安全構成威脅的外國對手生物技術公司」。該立法旨在阻止聯邦資金支持這些公司，因為擔心它們可能向中國當局提供敏感數據。

WuXi Biologics has vigorously defended itself against these allegations, stating that the bill contains a "misleading description" of its CEO, Dr. Zhisheng Chen. The company has pledged to uphold the highest standards of compliance and abide by all applicable laws and regulations.

藥明生物針對這些指控進行了積極的辯護，稱該法案包含對其首席執行官陳志勝博士的「誤導性描述」。該公司承諾維護最高的合規標準並遵守所有適用的法律和法規。

Despite the recent departure of Rep. Mike Gallagher, a Republican sponsor of the BIOSECURE Act, the legislation's future remains uncertain. Nonetheless, WuXi Biologics' stock price has yet to recover from the significant declines witnessed earlier this year, down approximately 50% year-to-date.

儘管《生物安全法案》的共和黨發起人、眾議員 Mike Gallagher 最近離職，但該法案的未來仍然不確定。儘管如此，藥明生物的股價尚未從今年稍早的大幅下跌中恢復過來，今年迄今已下跌約 50%。

Similarly, WuXi AppTec has expressed confidence for the remainder of 2024, expecting revenue growth and the execution of planned expansion projects, despite the legislative threats. The company's optimistic outlook highlights the continued demand for outsourced biopharmaceutical services, despite geopolitical tensions.

同樣，儘管面臨立法威脅，藥明康德也對 2024 年剩餘時間表達了信心，預計收入增長並執行計劃的擴張項目。儘管地緣政治緊張，該公司的樂觀前景凸顯了對外包生物製藥服務的持續需求。