Mabion (MAB) Strategy presentation summary

Market overview and trends

• The global pharmaceutical market is projected to reach USD 2.5 trillion by 2030, with CDMO services growing at a 7.6% CAGR, outpacing the broader market.

• The biologics CDMO segment is expanding even faster, with a 13.3% CAGR, expected to more than double from USD 25 billion in 2024 to over USD 52 billion by 2030.

• Europe’s biologics CDMO market is set to grow by nearly 90% to over USD 11 billion by 2030, driven by chronic diseases and biosimilar demand.

• High entry barriers, technological complexity, and regulatory standards protect the biologics CDMO market.

• Nearly half of all clinical trials now focus on biological therapies, especially monoclonal antibodies and therapeutic proteins.

Strategic transformation and objectives

• Completed transformation to a pure-play biologics CDMO, with upgraded facilities and a multidisciplinary team of over 200 experts.

• Achieved key 2023-2024 goals: business model shift, technological upgrades, and strong brand recognition.

• Strategy for 2025-2030 targets income growth to PLN 150-350 million in 2026-2028 and PLN 400-500 million from 2029, leveraging modular facility expansion.

• Focus on high-margin services, aggressive pricing (20-25% below Western Europe/US), and rapid response to client RFPs.

• Partnerships with industry leaders and targeted client acquisition are central to growth plans.

Service offering and client focus

• Provides integrated CDMO services across the value chain: cell line development, process development, DS/DP manufacturing, analytics, and stability testing.

• Target clients are small and medium biotech firms in the US, Europe, South Korea, and Japan, focusing on recombinant proteins and monoclonal antibodies.

• Emphasizes flexibility, regulatory compliance (GMP, FDA, EMA), and a proven track record with major clients.

• Partnerships enable broader service offerings and profit maximization.