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시장보고서
상품코드
1439999
CDMO(의약품 수탁개발제조기관) 시장 : 인사이트, 경쟁 구도 및 시장 예측(2030년)Contract Development Manufacturing Organization - Market Insights, Competitive Landscape, and Market Forecast - 2030 |
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세계의 CDMO 시장 규모는 2023년 1,000억 2,000만 달러로 평가되었고, 2030년까지 1,438억 7,000만 달러에 이를 전망이며, 2024년부터 2030년까지 예측 기간에 CAGR 6.25%의 성장이 예상됩니다. 다양한 만성 질환 및 급성 질환의 유병률이 상승하고 의약품의 요구가 높아지고 있는 것, 치료 옵션으로서의 생물학적 제제의 인기 증가 등의 요인이 CDMO가 제공하는 서비스에 대한 수요를 더 밀어 올릴 것으로 예상됩니다. 게다가 CDMO가 제공하는 이점은 CDMO 분야를 강화하기 위한 많은 전략적 제휴가 이루어지고 있습니다.
CDMO 시장 역학
다양한 병인으로 인한 다양한 질병의 유병률 증가는 CDMO 시장의 주요 성장 촉진요인 중 하나입니다. 예를 들어 International Agency for Research on Cancer가 실시한 GLOBOCAN 조사에 따르면 2020년 세계에서 1,930만명의 신규암 환자와 약 1,000만명의 암사망이 보고된 것으로 추정되고 있습니다. 또 2020년에 폐암이 140만명으로 가장 많았고, 이어 전립선암(14.1%), 대장암(10.6%), 위암(7.1%), 간암(6.3%)으로 이어집니다. 또한, 희귀질환의 증례 증가도 CDMO 시장의 성장에 기여할 것으로 예상됩니다. World Economic Forum(2020년 2월)에 따르면 세계 인구의 거의 10%가 희귀질환을 앓고 있습니다. 희귀질환의 치료법 개발은 대상이 되는 인구가 매우 한정되어 있기 때문에 많은 제약 기업에서는 별로 행해지고 있지 않습니다. 그러나 이러한 질병은 언메트 메디컬 니즈가 높기 때문에 제약 기업은 희귀의약품의 제조에 의욕을 불태우고 있습니다. 예를 들어, 2020년 12월, CDMO의 AGC Biologics는 희귀한 쇠약성의 유전성 질환인 X 연쇄성 저한성 외배엽 형성부전증의 양막내 치료제 ER-004를 제조하기 위해 Laboratoire Pierre Fabre 와 파트너십을 체결했습니다. 이와 같이 질병의 유병률 상승에 따라 다양한 유형의 의약품 및 치료에 대한 요구가 높아지고 있는 것이 예측기간(2024-2030년)에 있어서의 세계 CDMO 시장의 성장에 기여한다고 합니다.
또한 시장 확대 및 시장 지위 유지를 위해 지역 기업과 세계 기업간에 M&A 및 제휴 등의 전략적 사업 활동이 활발해지고 있는 것도 시장 성장의 주요 요인이 되었습니다. 예를 들어, 2022년 1월, 머크는 독일에 본사를 둔 mRNA 개발 제조 위탁 기관(CDMO) AmTec 인수를 발표했습니다. 이 인수는 머크의 mRNA 생산 능력을 강화할 것으로 예상됩니다. 또 다른 이러한 움직임으로, 2019년 8월, Cambrex Corp는 개인 주식 회사인 Permira Funds에 24억 달러로 인수되었습니다. 특정 전략적 사업 개발 활동은 특정 기술을 획득하기 위한 것이었습니다. 예를 들어, Thermo Fisher Scientific에 의한 Brammer Bio의 17억 달러를 인수하거나 Catalent의 Paragon Bioservices의 12억 달러를 인수하는 것은 양사가 처음부터 그러한 제품을 위한 시설을 건설하기 위한 투자를 합니다. 왜냐하면 세포 치료나 유전자 치료에 있어서의 능력을 확대하고 싶었기 때문입니다. 따라서 전략적 업무 제휴 및 기업의 합병, 인수 증가가 앞으로 수년간 CDMO 시장의 수익 성장을 뒷받침할 것으로 예측됩니다.
그러나, 제품 승인 취득에 있어서 규제상의 장애물은 CDMO 시장의 성장 억제요인이 될 수 있습니다.
대부분 시장과는 달리, CDMO 시장은 COVID-19 팬데믹에 긍정적인 동향을 보였습니다. 세계에서 백신 수요가 급격히 증가했습니다. 많은 제약 기업들은 세계의 제품 수요를 충족시킬 뿐만 아니라 원재료 조달과 공급망 유지 등 다양한 과제에 직면해 왔습니다. 팬데믹은 다양한 제약 회사들이 현지 수요를 충족시키기 위해 다양한 CDMO와 협력하여 CDMO 시장에 거대한 성장 길을 열었습니다. 예를 들어, Modernna와 Pfixer는 개발도상국에서 제품 도달범위를 넓힐 뿐만 아니라 생산 규모를 확대하기 위해 Catalent, Lonza 등의 CDMO와 제휴했습니다. 따라서 COVID-19 팬데믹은 CDMO 시장에 성장 기회를 가져오고, 결과적으로 2024년부터 2030년까지 예측 기간에 있어서의 CDMO 시장의 상당한 미래 전망을 창출하고 있습니다.
이 보고서는 세계의 CDMO 시장에 대한 조사 분석을 통해 시장 규모 및 예측, 촉진요인 및 과제, 기업 및 제품 프로파일 등의 정보를 제공합니다.
CDMO Market By Drug Type (Small Molecules And Biologics), By Service Type (Api And Finished Drug Product), By Form (Solids And Liquids), By Manufacturing (Clinical Manufacturing And Commercial Manufacturing), and by geography is estimated to advance at a healthy CAGR forecast till 2030 owing to rising prevalence of various diseases such as cancers and growing popularity of outsourcing in drug development process due to benefits in cost savings
Global CDMO market was valued at USD 100.02 billion in 2023, growing at a CAGR of 6.25% during the forecast period from 2024 to 2030, in order to reach USD 143.87 billion by 2030. Factors such as rising prevalence of various chronic and acute diseases leading to growing requirement of drugs, rising popularity of biologics as a treatment option are further expected to drive the demand for services offered by CDMOs as biologics being more complex than small molecules require elaborate facilities for product development. Moreover, owing to the advantages offered by CDMOs, a number of strategic partnerships have taken place to bolster the CDMO space.
CDMO Market Dynamics:
The rising prevalence of various diseases of different etiologies is one of the key growth driving factors of the CDMO market. For instance, the GLOBOCAN study conducted by the International Agency for Research on Cancer mentioned that in 2020, an estimated number of 19.3 million new cancer cases (18.1 million excluding non-melanoma skin cancer) and approximately 10.0 million cancer deaths were reported globally. The source mentioned above also stated that in 2020, lung cancer was the main cause accounting for the highest number (1.4 million) of cases followed by prostate (14.1%), colorectum (10.6%), stomach (7.1%), and liver (6.3%) cancers. Furthermore, the rising number of cases of rare diseases is further expected to contribute in the growth of the CDMO market. According to World Economic Forum (February 2020), nearly 10% of the global population (475 million) people were affected by a rare condition. Drug development for rare diseases is not often undertaken by many pharmaceutical companies as the target population for such therapies is extremely limited. However, such diseases represent a high unmet medical need thereby motivating pharmaceutical companies in manufacturing orphan drugs. For instance, in December 2020, AGC Biologics, a CDMO, entered into a partnership with Laboratoire Pierre Fabre to manufacture ER-004, an intra-amniotic drug for a rare and debilitating genetic disorder- X-Linked Hypohidrotic Ectodermal Dysplasia. Thus, the growing need for drugs and therapies of various types due to rising prevalence of diseases is said to contribute to the growth of the global CDMO market during the forecast period (2024-2030).
Furthermore, the rise in strategic business activities such as mergers & acquisitions, collaborations and others among regional and global players for market expansion as well as maintaining their market position is another key factor responsible for market growth. For instance, in January 2022, Merck announced the acquisition of a Germany-based mRNA contract development and manufacturing organization (CDMO) AmpTec. This deal is expected to strengthen Merck's capabilities in mRNA manufacturing. In another such development, in August 2019, Cambrex Corp was acquired by the private equity firm Permira Funds for USD 2.4 billion. Certain strategic business development activities were aimed at acquiring specific technologies. For instance, the acquisition of Brammer Bio byThermo Fisher Scientific for USD 1.7 billion and Paragon Bioservices by Catalent for USD 1.2 billion, as both the companies wanted to expand their capabilities in cell and gene therapies without having to invest in building facilities for such products from scratch. Therefore, the rising number of strategic business partnerships and company mergers and acquisitions are further expected to bolster the revenue growth in the CDMO market in upcoming years as well.
However, regulatory hurdles in gaining product approvals may be a restraining factor to the CDMO market growth.
Unlike majority of the markets, the CDMO market witnessed a positive trend during the COVID-19 pandemic. There was an exponential increase in the demand for vaccines across the globe. Many pharmaceutical companies were faced with different challenges such as procurement of raw materials to maintenance of supply chain as well as meeting the product demand across the globe. The pandemic paved the way for immense growth for the CDMO market as various pharmaceutical companies partnered with various CDMOs in order to meet the local demand. For instance, Moderna and Pfixer partnered with CDMOs such as Catalent and Lonza among others in order to scale up production as well as widen their product reach in developing countries. Therefore, the COVID-19 pandemic presented growth opportunities for the CDMO market ultimately creating an appreciable future outlook for the CDMO market during the forecast period from 2024-2030.
CDMO Market Segment Analysis:
CDMO Market by Drug Type (Small Molecules and Biologics), by Service Drug Type (API and Finished Drug Product), by Form (Solids and Liquids), by Manufacturing (Clinical Manufacturing and Commercial Manufacturing), and by Geography (North America, Europe, Asia-Pacific, and Rest of the World)
In the drug type segment of the CDMO market, the biologics category is accounted for a considerable revenue share in the CDMO market in 2022. This can be ascribed to the advantages associated with biologics over small molecule drugs. Biologics are considered to be highly target-specific thereby deliver better prognostic outcomes compared to small molecule drugs which are associated with severe side-effects due to non-specific activity. Moreover, biologic drugs offer an avenue for treatment of diseases that are difficult to treat and help fulfill clinical needs for diseases lying in special categories such as rare diseases. For instance, in May 2019, the US Food and Drug Administration (FDA) approved Zolgensma (onasemnogene abeparvovec-xioi), the first gene therapy for the treatment of children less than two years of age with spinal muscular atrophy (SMA), classified as the most severe form of spinal muscular atrophy and a leading genetic cause of infant mortality. Moreover, there are currently over 900 applications with the US Food and Drug Administration to investigate gene therapy in clinical trials.
Thus, with the rising popularity of biologics due to their target specificity and ability to offer treatment for various diseases such as cancers, rare diseases among others, this product category is estimated to register significant growth in revenue eventually driving the market growth during the forecast period.
Asia-Pacific is expected to register fastest growth in the CDMO Market:
Among all the regions, Asia-Pacific (APAC) is projected to register significant growth in the global CDMO market in 2022. The significantly cheaper manufacturing costs as compared to North America and Europe and favorable laws in the region particularly China and India are the key factors responsible for the healthy growth in the CDMO market in the APAC region. Additional factors contributing in the growth of the CDMO market in the APAC region are the increased affordability of drugs owing to the rise of low-priced generics. This can be further coupled with the increase in the gross domestic product per capita of the countries in the region, supportive government programs that promote access to healthcare services leading to a better access to both doctors and pharmacies for large strata of the population.
One of the prominent factors driving the CDMO market is the growing pharmaceutical sector in the region. For instance, keeping the COVID-19 pandemic in mind, the Serum Institute of India agreed to manufacture one billion doses of COVID-19 vaccines of the Oxford and AstraZeneca. Additionally, as per the India Brand Equity Foundation, India is the largest provider of generic drugs across the globe. The source further mentioned that the Indian pharmaceutical sector is responsible for the supply of over 50% of global demand for various vaccines, 40% of demand for generic drugs in the US and 25% of all medicines in the UK. Along with the factors stated above, as mentioned in the Indian Economic Survey, the domestic pharmaceutical market in India is estimated to register three-fold growth in revenue in the next decade from 2022 to 2030. All these factors point towards the highly flourishing pharmaceutical sector in the country as well as the region.
In order to deal with the fierce competition in the pharmaceutical sector in terms of procuring advanced technologies, beating the competition in terms of product launch, and improving the cost of goods sold and improving the profit margins for the pharmaceutical companies, there has been quite a number of strategic partnerships taking place in the overall healthcare domain. This is evident by the growing strategic collaborations between the pharmaceutical companies and CDMOs. For instance, in April 2022, with the aim to expand their CDMO capabilities, Piramal Pharma spent USD 105 million in a straight-cash buyout of Hemmo Pharmaceuticals. This acquisition is expected to enhance the capability of Piramal Pharma in peptide manufacturing. In another development, in August 2022, Cipla Limited entered into a joint venture with Kemwell Biopharma Private Limited to develop, manufacture and commercialize biosimilars for global markets.
Thus, all the factors stated above are estimated to contribute in the growth of the Indian CDMO market leading to the overall growth of the APAC CDMO market.
CDMO Market Key Players:
Some of the key market players operating in the CDMO market includes Patheon (Thermo Fisher Scientific), Catalent,Inc, Laboratoire Elaiapharm, The Lubrizol Corporation, Cambrex Corporation, Recipharm (EQT), Merck & Co., Inc, AGC Biologics, Nerpharma S.r.l, Pfizer CenterOne (Pfizer Inc), EMERGENT, Onyx Scientific Limited, Lonza, Siegfried Holding AG, CordenPharma International, FUJIFILM Diosynth Biotechnologies, Samsung Biologics, Delpharm, Center for Breakthrough Medicines, and WuXi Biologics and others.
Recent Developmental Activities in CDMO Market:
In February 2022, a China-based CDMO Asymchem Inc. plans to buy Snapdragon Chemistry, a US-based company focused on continuous manufacturing and early-stage chemical process development services for the total value of USD 57.94 million. This transaction is aimed at the expansion of the business of the Chinese CDMO in the US.
In February 2022, MilliporeSigma, the U.S. and Canada Life Science business sector of Merck KGaA closed the transaction marking the acquisition of Exelead for approximately USD 780 million in cash. This is expected to add to the capabilities of the LifeSciences business in becoming one the prominent CDMOs in the mRNA value chain.
In February 2022, EQT, a buyout group announced the acquisition of Recipharm through public takeover for USD 2.8 billion.
Key Takeaways from the CDMO Market Report Study
Target Audience who can be benefited from this CDMO Market Report Study
Frequently Asked Questions for CDMO Market:
Contract Development and Manufacturing Organizations are entities that are involved in the drug development process starting from initial development to product manufacturing as well as packaging of the drugs providing end-to-end solutions to pharmaceutical companies.
Global CDMO market was valued at USD 100.02 billion in 2023, growing at a CAGR of 6.25% during the forecast period from 2024 to 2030 to reach USD 143.87 billion by 2030.
Factors such as rising prevalence of various diseases leading to growing requirement of drugs, rising popularity of biologics as a treatment option are further expected to drive the demand for services offered by CDMOs as biologics being more complex than small molecules require elaborate facilities for product development. Moreover, owing to the advantages offered by CDMOs, a number of strategic partnerships have taken place to bolster the CDMO space.
Some of the key market players operating in the CDMO market includes Patheon (Thermo Fisher Scientific), Catalent,Inc, Laboratoire Elaiapharm, The Lubrizol Corporation, Cambrex Corporation, Recipharm (EQT), Merck & Co., Inc, AGC Biologics, Nerpharma S.r.l, Pfizer CenterOne (Pfizer Inc), EMERGENT, Onyx Scientific Limited, Lonza, Siegfried Holding AG, CordenPharma International, FUJIFILM Diosynth Biotechnologies, Samsung Biologics, Delpharm, Center for Breakthrough Medicines, and WuXi Biologics and others.
Asia-Pacific is expected to hold a considerable revenue share in the CDMO market during the forecast period. The significantly cheaper manufacturing costs as compared to North America and Europe and favorable laws in the region particularly China and India are factors dominating the market for CDMO in the region. Additional factors contributing in the growth of the CDMO market in the APAC region are the increased affordability of drugs due to the rise of low-priced generics. This can be further coupled with the increase in the gross domestic product per capita of the countries in the region, supportive government programs that promote access to healthcare services leading to a better access to both doctors and pharmacies for large strata of the population.