Revenue distribution by sectors:

• Biopharmaceuticals: 70%
• Oncology: 20%
• Autoimmune diseases: 10%

TOP 3 markets and their percentage shares:

• China: 60%
• Europe: 25%
• Latin America: 15%

Shanghai Henlius Biotech, Inc. generates the majority of its revenue from the biopharmaceutical sector, with a focus on the development and marketing of biosimilars and innovative biological drugs. The oncology sector also contributes significantly to revenue, followed by products for the treatment of autoimmune diseases.

The company's primary market is China, attributed to local production and distribution. Europe and Latin America are also significant markets that have been tapped into through strategic partnerships and distribution networks.

Production Sites:

• Shanghai, China
• Taiwan, China

Shanghai Henlius Biotech, Inc. mainly produces its biopharmaceutical products in Shanghai, China. The company has modern production facilities there that are specialized in the manufacturing of biosimilars and innovative biological drugs. In addition, Henlius has production capacities in Taiwan to expand its production capabilities and better serve the demand in the region.

Focus on Biosimilars: Shanghai Henlius Biotech, Inc. specializes in the development and commercialization of biosimilars.

Pipeline Expansion: The company plans to expand its product pipeline by introducing new biosimilars and innovative biologics.

International Expansion: Henlius aims to increase its presence in international markets, particularly in Europe and the USA.

Shanghai Henlius Biotech, Inc. pursues a strategy focusing on the development and commercialization of biosimilars to benefit from the growing demand for cost-effective biological therapies. Expanding their product pipeline with new biosimilars and innovative biologics is a key component of this strategy.

Furthermore, the company places great emphasis on international expansion to strengthen its market presence outside of China. Through partnerships and collaborations with international pharmaceutical companies, Henlius aims to bring its products to the global market and secure future growth.

Main raw materials: Biopharmaceutical active ingredients, cell cultures, reagents

Countries of origin: USA, Germany, Switzerland

Shanghai Henlius Biotech, Inc. is a biopharmaceutical company specializing in the development and manufacturing of biosimilars and innovative biological drugs. For the production of these medications, the company mainly imports biopharmaceutical active ingredients and cell cultures that are essential for the manufacturing of biologics.

The USA, Germany, and Switzerland are leading in the production and supply of these specialized materials. These countries are known for their advanced biotechnological research and production, making them preferred partners for companies like Shanghai Henlius.

Market share in the Biosimilar segment: 8% (2024)
R&D investments: 1.2 billion USD (2024)
Number of approved Biosimilars: 5 (2025)

Shanghai Henlius Biotech, Inc. has established itself as a significant player in the field of Biosimilars. With a market share of 8% in 2024, the company demonstrates a strong presence in this growing segment. The R&D investments of 1.2 billion USD in 2024 highlight the company's commitment to continuously expand and enhance its product pipeline.

Henlius' competitive advantage lies in its ability to offer high-quality Biosimilars at competitive prices. The approval of five Biosimilars by 2025 showcases the company's innovation and regulatory expertise. These factors, combined with strategic partnerships and a strong presence in Asia, strengthen Henlius' competitive position in the global market.

Institutional Investor Share: Estimated at 45% (2025)

Insider Purchases/Sales: No significant transactions reported in the last year

The institutional investor share in Shanghai Henlius Biotech, Inc. is estimated to be around 45%, indicating a strong confidence from institutional investors in the company. These investors play a crucial role in the stability and long-term growth of the company.

No significant insider purchases or sales were reported in the last year, suggesting that the management and other insiders are satisfied with the current company strategy and do not expect any short-term changes in the ownership structure.

Market share of Shanghai Henlius Biotech, Inc.: 3.5% (2025, estimated)

Top competitors and their market shares:

1. Roche Holding AG: 15%
2. Amgen Inc.: 12%
3. Novartis AG: 10%
4. Merck & Co., Inc.: 9%
5. Pfizer Inc.: 8%
6. Bristol-Myers Squibb Company: 7%
7. Sanofi S.A.: 6%
8. Eli Lilly and Company: 5%
9. Shanghai Henlius Biotech, Inc.: 3.5%
10. AstraZeneca plc: 3%

Shanghai Henlius Biotech, Inc. has a relatively small market share in the global biotechnology market, which is dominated by large international pharmaceutical companies. Henlius' "moat" mainly lies in its specialization in biosimilars and strong presence in the Asian market, particularly in China. This provides the company with a certain advantage in terms of production costs and market access in this region.

Compared to larger competitors like Roche or Amgen, which have extensive research and development resources and a broad portfolio of patented drugs, Henlius' moat is less pronounced. These larger companies benefit from established brands, extensive distribution networks, and significant investments in innovation.

However, Henlius could strengthen its moat through strategic partnerships, expansion into new markets, and the development of new products. The focus on cost-effective biosimilars offers a niche that can be advantageous in a price-sensitive market.

Revenue Growth: 18% (2024)
R&D Expenses: 25% of revenue (2024)
Product Pipeline: 25 projects in various stages of development (2025)

Shanghai Henlius Biotech, Inc. achieved a revenue growth of 18% in 2024, attributed to a strong product pipeline and successful market launches. The company continues to heavily invest in research and development, with 25% of revenue allocated to this area. This demonstrates the company's commitment to expanding its product range and driving innovation.

With 25 projects in different stages of development, including several biosimilars and innovative biological drugs, the company is well positioned to benefit from future market launches. This pipeline could lead to significant revenue growth in the coming years.

In summary, Shanghai Henlius Biotech, Inc. can be considered a potentially good investment due to its strong R&D investments and a promising product pipeline, especially for investors interested in long-term growth in the biotechnology sector.

Dividend payment: No dividend (as of 2025)

Shanghai Henlius Biotech, Inc. has not distributed any dividends to its shareholders so far. The company is heavily involved in biopharmaceutical research and development, which typically requires high investments.

In the biotechnology industry, it is common for companies to reinvest profits to finance research and development as well as market expansions. Therefore, it is unlikely that Shanghai Henlius Biotech will pay a dividend in the near future as long as the focus remains on growth and innovation.