Will the pharmaceutical -grade amino acids be the next focus of the drug -grade amino acids?

Yuanda Pharmaceutical (0512.HK) recently released its mid -term performance in 2022. The company's multi -sector business has achieved steady growth. The high growth rate of amino acid sections is particularly bright.

Thanks to the vision of the accurate layout of the Great Pharmaceutical and the execution of business expansion, the revenue of the amino acid sector in 2021 was HK $ 1.82 billion, an increase of 54.5%year -on -year. In the first half of 2022, the revenue of amino acid sector revenue was 1.25 billion Hong Kong dollars, which continued to increase by 40.3%year -on -year.

It is worth noting that just last week, Yuanda Medicine announced an important layout in the field of high -quality amino acids -acquired 100%equity of Hubei Bafeng at 270 million yuan. This is the company's acquisition of Brilliance Bio in 2021, and once again continues to increase the layout of high -quality amino acid industry, further consolidating the market competitiveness of the field.

Through this acquisition, Yuanda Pharmaceutical will have 24 amino acids registered registered numbers, covering more than 70%of similar registered numbers, becoming the most registered company in China with amino acids, further consolidating its leading position in the amino acid field.

The amino acid circuit is a new development opportunity under the diversified and synthetic biology of consumption. Yuanda Pharmaceutical said that the company will rely on the world's leading new technology manufacturing technology in the field of high -quality amino acids, solid industrial foundations and industrial accumulation, rich amino acid product clusters, high standard quality certification systems, strong international registration and commercial capabilities , Focus on high -value -added value areas such as high -end intestinal nutrition preparations, innovative polypeptide drugs, cell culture medium, etc., and functional dietary nutritional supplements, special doctors and baby food, beauty and pet food, etc. In the field of large health consumption, the broad market space and huge development potential of downstream will provide the Group's amino acid sector with continuous and strong development momentum.

Behind the amino acid industry: pharmaceutical grade and food grade applications are growing rapidly

Amino acid is a collective name of an organic compound containing amino and carboxyl groups. Almost all life activities are related to it. It can be widely used in many fields such as innovative medicine and great health.

According to the requirements of production quality standards, the level of amino acids can be roughly divided into pharmaceuticals, food grades, daily chemicals, etc. Among them, drug -grade amino acids have the characteristics of high -quality and high value -added, and can be used in the fields of polypeptide drugs, external nutrition, medium and other fields.

With the continuous growth and volume of downstream market demand such as biomedicine, diversified consumption, and health products, the amino acid industry, especially high -quality amino acids, will create new growth poles in pharmaceutical -grade and food -level applications.

From the perspective of perspective, external intestinal nutritional drugs refer to nutrients that the human body is necessary and can achieve the function of the body through intravenous infusion. The low -end sugar intestinal nutritional drug markets are relatively fierce, while high -end non -sugar intestinal nutritional drugs such as compound amino acid injections are mainly based on foreign companies.

With the improvement of domestic enterprise development capabilities, domestic replacement has ushered in new growth opportunities. Data show that in 2017, the global intestinal nutritional market size was US $ 5.3 billion, and the compound growth rate of 2018-2026 was 4.7%. Among them, with the increase in the incidence of cancer, chronic diseases such as diabetes, and nephropathy, the growth rate of Asian regions was Can reach 7.9%. In 2021, the sales revenue of the outside intestinal nutrition market in China reached 8.35 billion yuan. It is expected that the market sales revenue in 2028 will reach 12.48 billion yuan, with a compound annual growth rate of 6.4%.

Polypeptide drugs are a class of drugs made of more than two amino acids connected by dehydration and contraction. It has the advantages of good medicine, low toxicity, and good selectivity. Therefore, it can be widely used in the treatment of a variety of complex diseases. In recent years, polypeptide drugs have developed extremely fast and have become a must -have for many new drug research and development enterprises. It has been widely used in prevention, diagnosis and treatment of tumors, hepatitis, diabetes, AIDS and other diseases. According to IQVIA data, the global polypeptide drug preparation market has expanded from US $ 12.39 billion in 2007 to US $ 34.05 billion in 2017, with an average annual compound growth rate of 11%.

The domestic polypeptide drug industry started late. In 2017, the domestic polypeptide drug market was about 1.74 billion US dollars, while the sales scale of European and American countries reached US $ 23.88 billion. my country has a lot of room for development and European and American countries. Synthetic raw materials, the market prospects of drug -grade amino acids are huge.

Cell medium is one of the most important upstream consumables in global biopharmaceuticals. The global market size is expected to reach $ 8.24 billion in 2028. From a basic composition, amino acids are one of the necessary components of cell medium. With the drive of innovative drugs such as macromolecular drugs and vaccines, the upstream culture base market has achieved high -speed growth, thereby promoting the expansion of the pharmaceutical amino acid market space. According to FROST & SULLIVAN, the market size of the Chinese medium in 2020 reached 1.52 billion yuan, and it is expected to reach 5.44 billion yuan in 2025, with an average annual compound growth rate of 29.0%, which is higher than the world.

In addition, amino acids can also be widely used in functional dietary nutritional supplements, special medical foods, high -end cosmetics and high -end pet food. It is the cross with multiple industrial chains in the world to allow amino acids to develop rapidly in the global market.

As an old -fashioned pharmaceutical company that has been deeply cultivated in the field of amino acids for more than 20 years, Yuanda Medicine has become an industry leader in the background of the amino acid market with strong industrial foundation, technological advantages and complete quality system certifications. Leading technology fills in the industry's blank overseas business more than half

The biological manufacturing industry guided by synthetic biology as the core technology is a typical technology -intensive industry. The amino acid industry also needs to establish a technical system support to ensure that the bacteria are stable and high -yield, clean and efficient technology, energy -saving and environmental protection, and high -quality products. The high barriers have increased the difficulty of entering the situation and in -depth development.

The layout of Yuanda Pharmaceuticals is mostly pharmaceutical amino acids, and has shown obvious advantages in terms of research and development, quality, production capacity, varieties, etc., forming a strong industry competitiveness. Essence

There are nearly 50 kinds of amino acids such as cysteine ​​series, arginine series, taurine, and its derivatives. Among them, the market status and production capacity scale of Cysusine ranked first in the world, and taurine can produce the second most in the world. The functional dietary nutritional supplements independently developed by the two companies, which have the patented melonic acid taurine and acetylcysteine ​​preparations, have obtained the US FDA certification and sold in the United States in 2021.

The acquisition of Hubei Province Bafeng Pharmaceutical Co., Ltd. marked a important step in the strategy of farmed amino acids. The company's rich amino acid product cluster will better meet the personalized customization needs of the downstream cell culture medium market, provide multi -variety, multi -product and one -stop service, and enhance customer stickiness of high -end application scenarios.

Being able to achieve the above records and carry out strategic upgrades is mainly based on the more than 20 years of cultivation in the field of amino acids. The company's first global leading biological method to produce a variety of amino acids with the core of synthetic biology and China's first global biological method has filled the industry gap. The advantages of research, production, and sales have laid a solid industrial foundation for the high -quality amino acid field in the high -quality pharmaceutical medicine.

It is worth noting that Yuanda Medicine has established a complete technical advantage in multiple links, and has built a variety of fermented production processes such as the construction of fungi as the core and industrial microorganism production industrial enzymes. The carbon dioxide emissions during the production process have been greatly reduced, and the concepts of energy -saving and emission reduction and green environmental protection of "carbon peaks" and "carbon neutrality" have been fully implemented.

From the perspective of Yuanda Pharmaceutical, the key to the iteration of products is relying on the construction of innovative technology and talent echelon. According to the announcement, there are more than 300 R & D and technical personnel in the amino acid sector of Yuanda Pharmaceuticals, with the background of cross -disciplinary professional professional, ranking leading in the industry with 64 invention patents. long term cooperative relations.

In terms of capacity layout, the Jianzhi Bureau learned that Yuanda Medicine has officially started at the amino acid production base of Xiantao, Hubei. It is expected to be officially put into production in 2023 to further expand the production capacity of multiple high -quality amino acid varieties.

The broad sales channels of the amino acid sector of Yuanda Medicine and the complete domestic and foreign product quality certification systems cannot be underestimated: the company's core products have passed the drug/food system certification in many countries and regions such as the European Union, the United States, Japan, Southeast Asia. The company has also promoted the formulation of nearly 40 national industry standards; the sales network of amino acid products covers more than 140 countries and regions, including mainstream markets such as Europe, America, Japan, Southeast Asia, and China, and overseas business accounts for more than 50%. Relying on technological breakthroughs and cost advantages, high -quality domestic and overseas customers, including Fortune 500 companies such as Zanbang, Sanofi, and Nestlé, have established long -term and stable cooperative relationships with the upstream and downstream customers of the industrial chain. A higher brand awareness and market reputation have been established.

Regarding the future, Yuanda Pharmaceutical said that the company has made new processes in the world with its existing amino acid products in the world's leading biological law, strong international registration and commercialization capabilities. The amino acid business provides continuous and strong development momentum.

With policy Dongfeng Pharmaceutical -grade amino acids may become the focus of the next industry

"Healthy China" is one of the national strategies. The demand for amino acids in the field of nutrition and health is continuously increasing, and the diversified demand for downstream continues to burst. In the future, there is still great potential for the development of amino acid industry development to be released.

According to Grand View Research statistics, the global market demand of amino acids in 2027 will reach 11.228 million tons, and the sales scale will reach US $ 40.3 billion. Facing the huge and strong global market, Chinese amino acid manufacturers will follow the trend. In the context of technological innovation and capacity expansion, it will accelerate the integration and integration of the international market.

Under the guidance of "new technologies, high quality, industrial chain, internationalization" business philosophy, Yuanda Medicine continues to increase the layout of the amino acid industry, continuously promotes the innovation and upgrading of biological manufacturing technology technology, and is based on drug -grade amino acids Continue to extend to diversified amino acids, actively expand high value -added products such as terminal preparations and cell culture medium, and achieve comprehensive coverage in the large health field.

This is highly consistent with the direction of the state advocating industrial development. The industry generally believes that only by conforming to the country's policy form can the company's business be able to achieve great development.

With the current coming of the dividend of innovative drugs and innovative vaccines, the demand for cell culture medium is also expected to usher in a rapid growth in the need for companies such as BIOTECH and CDMO.Drug -grade amino acids, as a necessary component of cell medium, will also break out in this field.At present, there are still a few companies that focus on layout of cell medium in the drug -grade amino acid industry. As one of the few companies that sell water for water selling water, whether the far -quality medicine that is positioned at high -quality amino acids in the worldThe layout and the strong industrial foundation become the focus of the market?The answer will be announced.

#Amino acid ## Yuanda Medicine#

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