Samsung Biologics' Spin-Off Likely to Accelerate CDMO Growth -- Market Talk

Dow Jones11-20

0524 GMT - Samsung Biologics' spin-off of its biosimilar division is expected to accelerate growth in its contract development and manufacturing organization business, IBK Securities analyst Yisoo Jeong writes in a note. The split could bring the company more CDMO deals by addressing clients' concerns that their proprietary technologies could be exposed to Samsung's drug developers, Jeong says. The IBK analyst now values Samsung Biologics, which has recently spun off its biosimilar unit as a separate company, at KRW96.6 trillion, 71% higher than its currently estimated market valuation. He is positive about Samsung's plan to significantly boost its annual CDMO production capacity to 1.3 million liters by 2032 from 784,000 liters in 2025. (kwanwoo.jun@wsj.com)

(END) Dow Jones Newswires

November 20, 2025 00:24 ET (05:24 GMT)

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The IBK analyst now values Samsung Biologics, which has recently spun off its biosimilar unit as a separate company, at KRW96.6 trillion, 71% higher than its currently estimated market valuation. He is positive about Samsung's plan to significantly boost its annual CDMO production capacity to 1.3 million liters by 2032 from 784,000 liters in 2025. 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