Mabion (MAB) Strategy presentation summary

Strategic vision and market positioning

• Aims to become Europe's most flexible and technologically advanced large molecule CDMO, focusing on quality, scientific excellence, and reliable partnerships.

• Strategy targets technology advancement, operational excellence, and talent development to differentiate in the competitive CDMO market.

• Plans to expand into co-development partnerships and continuous manufacturing, aligning with global trends and client demand.

• Focuses on drug substance manufacturing, discontinuing drug product activities to concentrate on core competencies.

• Seeks to address limited market recognition and broaden its value proposition.

Market trends and growth opportunities

• CDMO market expected to more than double from USD 64.3bn in 2025 to USD 136.5bn in 2030, with a 16.1% CAGR.

• Key growth areas include biosimilars, bispecific antibodies, high potency APIs, ADCs, and animal health biologics.

• Shift from pure CDMO to strategic partnerships and co-development to share costs, profits, and risks.

• Oncology remains core, but fastest growth anticipated in immunology and inflammation.

• Europe leads in biosimilar approvals, with strong opportunities in both human and animal health markets.

Strategic pillars and operational roadmap

• Three pillars: technological advancement, operational excellence with scalable capacity, and talent/culture development.

• Plans to increase drug substance manufacturing capacity by 40-50% and improve OEE by 20%.

• Will install new multipurpose cGMP reactor trains and reduce process lead times by 20%.

• Focus on leadership development, AI-driven operations, and enhanced training for scientists and technical staff.

• Aims to be recognized as a top employer by 2030.