Investor Presentaiton
Addressable peptide API market of ~$ 1.2 Bn with ~10% CAGR
Continued trend towards outsourcing and specialization
Market structure (1)
In-House
35%
Industrial logic towards outsourcing
Total
peptide API
Increasing risk mitigation by pharma companies
$ 1.8 Bn
market
2020
10%
20-25F CAGR (1)
Outsourced
65%
Total
addressable
market
2020
Others
~50%
$ 1.2 Bn
25-30%
Peer 1
PolyPeptide
GROUP
20-25%
Notes:
1.
Based on a study conducted for PolyPeptide
GLOBAL SUPPORT FOR A QUALITY SOLUTION
Higher complexity of emerging peptide APIs
Shift towards the use of chemical synthesis
favours CDMOs over in-house pharma expertise
Competitive dynamics
Highly specialized
technical expertise and
know-how
High capex
requirements
Long-term, sticky
customer relationships
Established
reputation
required
to win major
contracts
Improving track record and reputation of
specialized peptide CDMOS
Rigorous regulatory
environment
Quality and reliability of
supply is critical
5
PolyPeptide
GROUPView entire presentation