产能竞赛过后多肽CDMO赛道能摆脱“昙花一现”吗?导语:随着全球GLP-1药物市场突破500亿美元,多肽CDMO企业们在产能竞赛中狂奔,却不知行业过剩危机已悄然逼近。正文:2025年完全可以称得上“多肽CDMO之年”。上半年,司美格鲁肽与替尔泊肽合计销售额超300亿美元,药明康德、凯莱英等都呈现出高速增长的态势。巨额资本投入、疯狂产能扩张与隐藏的泡沫风险,多肽CDMO赛道正上演一场真实的行业生态...
Source Link产能竞赛过后多肽CDMO赛道能摆脱“昙花一现”吗?导语:随着全球GLP-1药物市场突破500亿美元,多肽CDMO企业们在产能竞赛中狂奔,却不知行业过剩危机已悄然逼近。正文:2025年完全可以称得上“多肽CDMO之年”。上半年,司美格鲁肽与替尔泊肽合计销售额超300亿美元,药明康德、凯莱英等都呈现出高速增长的态势。巨额资本投入、疯狂产能扩张与隐藏的泡沫风险,多肽CDMO赛道正上演一场真实的行业生态...
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