- 목차
Company Overview: Samsung Biologics
- Founded: 2011
- Headquarters: Songdo, Incheon, South Korea
- CEO: John Rim
- Business: Global CDMO (Contract Development and Manufacturing Organization)
- Major Clients: Pfizer, GSK, AstraZeneca, Eli Lilly, BMS, etc.
- Slogan: Accelerating Excellence
- Core Value: Driven. For Life.
2024 Performance Summary
- Annual Revenue: KRW 4.55 trillion (+23% YoY)
- Operating Profit: KRW 1.32 trillion (+19% YoY)
- Q1 2024 Revenue: KRW 946.9 billion (+31.3% YoY)
- Q1 2024 Operating Profit: KRW 221.3 billion (+15.4% YoY)
- Total Contract Value: $16.3 billion
- Regulatory Approvals: Over 340 cases
Manufacturing Capacity & Technology
- Global CDMO Leader: Largest single-site production capacity (784,000L)
- Plant 4: Operational since 2024
- Plant 5: Scheduled for operation in 2025
- Technologies:
- S-CHOice™ (cell line platform)
- S-DUAL™ (bispecific antibody platform)
- DEVELOPICK™ (molecule screening)
- ADC facility: expected operational in 2024
ESG & Sustainability
- Goal: Achieve Net-Zero
- Certifications: EcoVadis Platinum, CDP A- rating
- Initiatives: Participates in Sustainable Markets Initiative (SMI)
Why Invest in Samsung Biologics?
Strengths
- Global leadership in CDMO with long-term contracts with big pharma
- Consistent revenue and profit growth
- Advanced biopharma technologies (e.g., ADC, bispecific antibodies)
- Strong ESG practices and international recognition
Risks
- High dependency on large pharmaceutical clients
- Regulatory risks due to complex approval processes
- Growing global competition in CDMO sector
- Foreign exchange fluctuation risks
Conclusion
Samsung Biologics continues to strengthen its position as a global leader in biopharmaceutical manufacturing. Its commitment to innovation and sustainability makes it a compelling choice for investors. However, potential risks from client dependency and regulatory issues should be considered before making investment decisions.

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