WuXi AppTec (603259) 43rd Annual J.P. Morgan Healthcare Conference 2025 summary

Industry trends and company positioning

• The sector is driven by rapid technological and scientific innovation, but faces ongoing challenges.

• The integrated CRDMO platform supports global biotech and pharma clients, enhancing efficiency and accelerating drug development.

• The company enables clients to create equity value, attracting a broader investor base and supporting ecosystem growth.

• Over 6,000 employees serve more than 38,000 active customers across 32 sites in nine countries as of Q3 2024.

• Vision is to enable every drug to be made and every disease to be treated through a comprehensive open-access platform.

Capacity expansion and innovation

• Solid phase peptide synthesizer capacity expanded to 41,000 liters by end of 2024, with plans to exceed 100,000 liters in 2025.

• Investments are accelerating in the U.S., Singapore, Europe, and China to meet rising demand, with multiple sites under construction.

• The TIDES business (oligonucleotide and peptide) is projected to grow revenue by over 60% in 2024 and 2025.

• The company is deeply involved in the GLP-1 market, with its project pipeline outpacing industry growth and clinical stage pipeline increasing 54% YoY in 2024.

• Four of the ten best-selling small molecule drugs in 2023 were supported and produced by the company, with combined global sales exceeding $30 billion.

Quality, compliance, and ESG

• Completed 404 quality audits and 38 information security audits in H1 2024, all with 100% pass rate.

• 24 main operating sites certified under ISO/IEC 27001 for information security.

• Maintains a zero-tolerance policy for IP infringement and upholds global quality standards.

• ESG performance is highly recognized globally, with consecutive "AA" MSCI ESG ratings (2021–2024), EcoVadis "Gold" in 2024, and inclusion in S&P Global DJSI, FTSE4Good, and Sustainalytics rankings.

• Joined the UN Global Compact in 2024 and listed in TIME's World's Best Companies for Sustainable Growth 2025.