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美諾華(603538.SH):公司未來三大業務都有增量的機會
格隆匯 01-15 22:38

格隆匯1月15日丨有投資者向美諾華(603538.SH)提問:未來幾年公司存量、增量預期如何?

美諾華回覆:公司未來三大業務都有增量的機會,製劑代加工和自研製劑的放量依託於產能逐步爬坡,同時形成的規模效益,以及製劑一體化帶來的成本優勢,目前進展順利。CDMO業務以大客户戰略合作的逐步兑現作為基礎,同時創新技術平台業務如多肽、ADC、siRNA等技術的開發儲備,為這方面業務爭取非常大的機會。原料藥業務主要增量還是新的產品逐步放量。

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