WuXi AppTec : 2026 JPM Presentation - WuXi AppTec 20260114

About this update from Wuxi Apptec Co., Ltd. Class A

WuXi AppTec 2026 J.P. Morgan Healthcare Conference January 14, 2026 25 Years of Consistent Dedication: With Customers as Our Top Priority, Committed to Enabling Innovation and Bringing Breakthrough Treatments to Patients Worldwide Our Vision Large Pharmas Quality Speed Every drug can be made, and every disease can be treated. Biotech Companies Cost 3 3 Funding Unique CRDMO (Contract Research, Development & Manufacturing Organization) Platform, Constantly Delivering Value to Customers Through Three Focused Core Business Segments R esearch Target to Hit Hit to Lead Lead to PCC D evelopment Preclinical Phase I Phase II Phase III M anufacturing Commercial Manufacturing WuXi Biology DEL/HTS, in vitro & in vivo Biology, Disease Models WuXi Chemistry CRDMO for Small Molecule and TIDES (Oligo & Peptide) WuXi Testing DMPK, Safety Assessment, Bioanalysis 4 Continued Strong Growth as A Leading Global CRDMO Company ~ 6,000 Active Customers across 30+ Countries over Past 12 Months >4,000kL & >100kL Total Reactor Volume of Small Molecule & Peptide by End of 2025 >3,400 # of Molecules 1 in Small Molecule CDMO Pipeline RMB 45.5 Bn Total Revenue 2 in 2025, with Continuing Operations Growing 21.4% YoY RMB 15.0 Bn Adjusted Non-IFRS Net Profit 2 in 2025, with 32.9% NPM (5.9pts YoY Increase) RMB > 55 Bn Strong Backlog 1 to Support Sustainable Future Growth 5 Notes: 1. Data as of Q3 2025 for Continuing Operations (post divestiture of China-based clinical research services business). 2. Data per 2025 Positive Profit Alert (based on preliminary estimates); final results to be disclosed in the audited 2025 Annual Report (March 2026). Continue to Invest in and Accelerate Enhancement of Global Capabilities & Capacities to Support Long-term Customer Demand and Future Growth Boston New Jersey Delaware Munich Couvet Changshu Wuxi Tianjin Suzhou Nantong Changzhou Taixing San Diego Chengdu Shanghai Singapore Jinshan Nanjing Wuhan Reaching by end of 2025: 120,000m 2 GLP lab facility >4,000kL small molecule APIs capacity >100,000L solid phase peptide synthesizer capacity 6 Note: including main R&D and manufacturing sites; sales offices not included. Sites under expansion/construction Existing sites Integrated Research Platforms (WuXi Chemistry 1 , WuXi Biology & WuXi Testing) Collaborate to Build Early-Stage Capabilities and Funnel Opportunities to Enhance CRDMO Business Model Generate Flow, Understand Trends, and Achieve Synergy Through Accelerated PCC 2 & IND 2 Delivery >9k Customers Supported (2011-2025) Enable Innovation from Discovery 1 & Preclinical 1 100% Top20 Global Pharma Partnership (2011-2025) Build Long-term Trust with Customers ~65% New Customers Onboarded to the Company Entry Point for CRDMO Platform >430k Compounds Delivered in Q4 2024 - Q3 2025 Generate Downstream Opportunities ~30% Joint IND 2 Projects Supported Drive Accelerated Conversion and Delivery 7 Notes: 1. WuXi Chemistry - Drug Discovery, and WuXi Biology together represent the Discovery platform; WuXi Testing represents the Preclinical platform. 2. PCC, Preclinical Candidate; IND, Investigational New Drug. WuXi Chemistry: "Follow the Molecule + Win the Molecule", Small Molecule CRDMO Pipeline Efficiently Converts and Captures High-Quality Molecules, Delivering Sustained Growth "R" 430,000+ Compounds Q1-Q3 2025 Newly Added Molecules to D&M Pipeline Including 250 Molecules in Total 621 Converted from R to D 2,889 Preclinical & Phase I 374 Phase II 87 Phase III 16% of Global Clinical Stage New Drugs (Q3 2025) 80 Commercial 8 Small Molecule D&M: Expansion of Phase III & Commercial Pipeline Continues to Drive Strong Growth # of Small Molecule Phase III & Commercial Drugs Revenue of Small Molecule Phase III & Commercial Drugs 1 # of Molecules RMB billion Phase III >150% 10.3 9.0 4.6 H1 5.4 Commercial 107 87 127 167 152 +56% 80 72 61 50 57 66 80 2022 2023 2024 Q3 2025 2022 2023 2024 2025E 9 Note: 1. Excluding COVID-19 commercial project. US FDA New Drug Approvals by Modality (2025) 1 3 4 30 17 Biologics 31% Small Molecule 55% CGT 7% Oligo 5% Peptide 2% Supported 8 out of 30 Small Molecule Drugs Approved by US FDA in 2025, Timely Addressing Unmet Needs for Patients Supported 27% of new drugs approved in 2025 10 Source: FDA (CDER & CBER); internal analysis. This analysis includes novel approvals and therapeutics only. Securing Fast Growing Market for Glucagon-Like Peptide-1 Agonists (GLP-1) Currently Supporting 24 GLP-1 Drugs Clinical Stage Peptide Drugs Clinical Stage Small Molecule Drugs Marketed NCE Drugs out of 56 out of 36 1 out of 7 WuXi Chemistry is supporting 15 GLP-1 small molecule and peptide new drugs currently in Phase II and Phase III clinical trials, securing 25% of the market share Estimated global sales of GLP-1 drugs in 2030 will reach $145B , 2.7x of the sales in 2024 11 Source: Evaluate Pharma, Mechanism of Action "Glucagon-like peptide 1 (GLP-1) receptor agonist", January 2026. TIDES (Oligo & Peptide): Continued Rapid Business Growth Driven by Enhanced Capabilities and Fast Growing Capacities TIDES Revenue Solid Phase Peptide Synthesizer Total Reactor Volume RMB billion Liter >100,000 41,000 32,000 500 2,000 4,000 6,000 >90% 5.8 3.4 2.0 Q1-Q3 7.8 0.3 0.8 2020 2021 2022 2023 2024 2025E 2019 2020 2021 2022 2023 2024 2025 12 Navigating Through Cycles with Continued Growth in Revenue and Profitability 2025 Full-Year Again Beats Expectations: 21.4% YoY Growth in Continuing Operations Revenue, Total Revenue Reaching 45.5 Billion, and Adjusted Non-IFRS NPM% Further Improved to 32.9% Revenue Adjusted Non-IFRS Net Profit Attributable to the Owners of the Company RMB billion RMB billion 22.0% 22.4% 23.9% 26.9% 27.0% 32.9% CAGR +22.4% +15.8% 45.5 39.4 40.3 39.2 22.9 16.5 Excluding COVID-19 Commercial Project COVID-19 Commercial Project Adjusted Non-IFRS NPM% CAGR +32.7% +41.3% 15.0 9.4 10.9 10.6 3.6 5.1 2020 2021 2022 2023 2024 2025E 1 2020 2021 2022 2023 2024 2025E 1 13 Note: 1. Data per 2025 Positive Profit Alert (based on preliminary estimates); final results to be disclosed in the audited 2025 Annual Report (March 2026). Sustained Positive Free Cash Flow Driven by Continued Business Growth, Efficient Operations and Constant Improvement of Financial Management Capabilities Continue to Invest in Global Capabilities & Capacities, Talents, and Reward Shareholders RMB billion Capex 1 Operating Cash Flow 12.6 12.0 10.0 10.2 6.9 5.5 5.5-6.0 3.8 4.4 4.0 3.0 2020 2021 2022 2023 2024 2025E 14 Note: 1. Capex includes purchase of property, plant and equipment, other intangible assets and other long-term expenses. Enabling Value Creation and Consistent Shareholder Returns Basic Earnings per Share (EPS) 1 Continue to Improve Dividends & Share Buybacks RMB20 Billion in Total Since IPO RMB RMB billion Dividends Declared & Paid 7.1 6.9 4.2 2.6 1.5 4.9 0.7 0.6 0.9 2.9 2019 2020 2021 2022 2023 2024 2025 2.0 Share Buybacks for Cancellation ~ 10x 6.7 3.0 3.3 3.3 1.8 0.7 1.1 2019 2020 2021 2022 2023 2024 2025E 2 15 Notes: 1. Restate 2019 & 2020 EPS to reflect the changes in shares volume according to 2020 Profit Distribution Plan as per 2020 Annual Report. 2. Data per 2025 Positive Profit Alert (based on preliminary estimates); final results to be disclosed in the audited 2025 Annual Report (March 2026). Advancing Sustainability, with Credibility Recognized by Global Authority Ratings & Initiatives Achieved "AAA" from MSCI, "A" from CDP Climate Change & Water Security, and "Gold" from EcoVadis in 2025; Near-term Achieved MSCI's highest "AAA" rating for the first time in 2025; leadership ratings for 5 consecutive years Improved to the highest "A" rating in CDP Climate Change in 2025 for the first time "A" rating in CDP Water Security for 2 consecutive years in 2024-2025 "Gold" rating by EcoVadis for 2 consecutive years in 2024-2025 Emissions Reduction Targets Validated by SBTi Near-term emissions reduction targets validated by SBTi in 2025 16 Joined the United Nations Global Compact (UNGC) in 2024 Joined the Pharmaceutical Supply Chain Initiative (PSCI) as a Supplier partner in 2024 Named to S&P Global DJSI for 4 consecutive years in 2021-2024 Unwavering Commitment to Guarding Customers' IP and Adhering to the Highest Standards 60 Information Security Audits by Global Customers in 2025, with 0 Critical Findings of Quality & Compliance 741 Quality Audits & Inspections 1 by Global Customers, Regulatory Authorities and Independent Third Parties in 2025 100% Pass Rate with 0 Critical Findings 20 Main Operating Sites 2 are ISO/IEC 27001 Certified 17 Notes: 1. Including 680 audits by customers, 56 inspections by regulatory authorities, and 5 audits by independent third parties. 2. Including all main operating sites in China for Continuing Operations (post divestiture of China-based clinical research services business). Steering the Next 25 Years with Our Unique CRDMO Business Model and Operational Excellence, Positioning the Company to Continue Growth Through All Times Continue to focus on our unique CRDMO core business, providing exceptional services to 01 customers and benefiting patients worldwide 02 Invest in and accelerate global enhancement of capabilities & capacities , supporting long-term customer demand and innovation 03 Follow the science, and develop in-depth industry insights to secure new molecule opportunities, driving the next wave of accelerated growth 04 Maintain organizational agility and elevate operational excellence , continuing to deliver services with superior efficiency and quality 05 Sustain resilient profitability and operating cash flow , enabling value creation by consistent investment in business growth, talents and rewarding shareholders 18 19 Attention : This is an excerpt of the original content. To continue reading it, access the original document here .

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