汤诗语 的讨论

我觉得这方面CDMO比药企有天然的优势，三星、Celltrion、药明生物这类公司他们扩充产能有天然的优势，就算建设100万L的工厂（当然目前看来可能超过规模经济的上限了），把产能都卖出去也不是特别大的问题。
但是对药企来说，建这么大的工厂很有可能会有用不上的问题。我觉得未来越来越多的药企会选择放弃自建，转而使用CDMO。在这点上外资企业大多数脑子非常好使，比如Merck一开始就和三星深度绑定。

我问到的国内的情况是每万升约10亿元。另外，有篇新闻可以佐证：网页链接 “该项目总投资超过23亿元”，“一期生产能力达8000升”、“广州基地规划了24000升商业规模的生物制剂生产能力，而目前一期生产基地已经能够实现8000升生产能力”。

而且你也可以根据这个第4工厂计算啊，15亿美元投资额，建设25.6万升产能，假设美元兑人民币6.8，15*6.8/25.6=3.98——一万升产能只需不到4亿人民币。

复宏汉霖的松江基地二的一期设计产能3万升，投资约17亿。

药企必须得有满足自身核心产品产能需求的工厂后才能外包生产，某PD-1企业的前车之鉴整个业界也都看到了，绝对不能让核心产品的研发、审批、铺货因CDMO而受限，拖慢进度；非核心产品以及老药可以外包生产；但是，外包企业能获得多高的利润率暂时是不清楚的。

时代变了。这个表太旧了。
SEOUL -- Helped by a backlog of new orders from major pharmaceutical companies, Samsung BioLogics, a leading bio company in South Korea, will invest some 1.74 trillion won ($1.47 billion) to build the fourth plant that would help it maintain its status as the world's largest contract manufacturing organization (CMO).
Samsung BioLogics said in a regulatory filing that the fourth plant with a bioreactor capacity of 256,000 liters at its manufacturing base in Songdo, about 30 kilometers (18 miles) west of Seoul, is aimed at strengthening "competitiveness by expanding biopharmaceutical production facilities."
CMO serves other companies in the pharmaceutical industry to provide comprehensive services from development through manufacturing. Samsung BioLogics has expanded its biomedicine business from CMO to contract development organization (CDO), which develops cell lines and production processes for the mass production of antibody-drug candidate substances developed at the laboratory level.
Through the construction of its fourth plant by the end of August 2023, Samsung BioLogics would increase its combined bioreactor capacity to 620,000 liters, which are enough to secure a market share of more than 30 percent in the global CMO market.

百济喽？

你韩元的单位是十亿，确实是上万亿啊？

看我以前的文章么。

是时候让森瑞给你讲讲CXO了[大笑] 别一跌了就开始各种分析，早干嘛去了？