台湾生物科技巨头加倍投资人工智能与美国制造业：深入探讨Bora和EirGenix的战略路线图-动脉网

Taiwan’s Biotech Leaders Double Down on AI and US Manufacturing: Inside Bora and EirGenix’s Strategic Roadmaps

GeneOnline 等信源发布 2026-02-03 19:51

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by Richard Chau

作者：周理查德

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Taiwan's biotech leaders Bora Pharmaceuticals and EirGenix unveil major strategic shifts during JPM Week 2026. Bora highlights its 'dual-engine' growth with AI-driven manufacturing and US onshoring, while EirGenix targets continuous manufacturing and global biosimilar licensing with Sandoz. (Image: Canva).

台湾生物科技领域的领军企业博瑞制药和永昕生技在2026年摩根大通医疗健康年会（JPM Week 2026）上公布了重大的战略调整。博瑞制药强调其通过人工智能驱动的制造和美国本土化生产实现“双引擎”增长，而永昕生技则聚焦于连续制造以及与山德士合作的全球生物类似药授权。（图片来源：Canva）

s the 44th Annual J.P. Morgan Healthcare Conference (JPM 2026) concluded in San Francisco, the focus of the global biotech community shifted from the excitement of the event to the substance of the strategic roadmaps revealed. For Taiwan’s leading biopharma companies, this year marked a definitive transition from establishing a presence to demonstrating advanced capabilities.

随着第44届摩根大通年度医疗保健会议（JPM 2026）在旧金山落下帷幕，全球生物技术界的焦点从会议的热烈氛围转向了所揭示的战略路线图的实质内容。对于台湾领先的生物制药公司而言，今年标志着从建立存在感到展示先进能力的明确转变。

。

Two key players, Bora Pharmaceuticals (Bora) and

两个关键参与者，博瑞制药（Bora）和

EirGenix

义睿生技

, showcased a qualitative shift in their business models. Moving beyond traditional contract manufacturing, both companies highlighted aggressive moves into AI-driven production, supply chain localization in the U.S., and next-generation manufacturing technologies.

，展示了其商业模式的质的转变。这两家公司都超越了传统的合同制造，强调了积极向人工智能驱动的生产、美国供应链本地化以及下一代制造技术的转型。

Bora Pharmaceuticals: Evolution to the Global CDMO Contender

保瑞药业：发展成为全球CDMO竞争者

Delivering a presentation themed “Making Success More Certain” in the main venue, Bora’s Chairman and CEO Bobby Sheng outlined the company’s evolution into a global contender with a market cap exceeding $2 billion, achieving a 700% increase since its IPO in 2017. Notably, FY2025 revenue reached $634 million, with 95% generated from markets outside Taiwan, underscoring its successful internationalization..

在主会场发表题为“让成功更确定”的演讲时，博拉董事长兼首席执行官盛博比概述了公司自2017年首次公开募股以来市值增长超过700%，成为市值超过20亿美元的全球竞争者的发展历程。值得注意的是，2025财年收入达到6.34亿美元，其中95%来自台湾以外市场，彰显其成功的国际化进程。

Sheng highlighted that through precise M&A initiatives, Bora has steadily established a comprehensive manufacturing network across North America. The 2024 acquisition of Upsher-Smith granted the top Taiwanese pharma manufacturer substantial capacity for producing oral formulations, including oral solid doses (tablets and capsules), liquids, and powders, in the US.

盛先生强调，通过精准的并购举措，博瑞已稳步在北美建立了全面的生产网络。2024年收购Upsher-Smith使这家台湾顶尖制药制造商在美国获得了大量口服制剂生产能力，包括口服固体剂型（片剂和胶囊）、液体和粉末。

Later that year, the purchase of Emergent BioSolutions’ Maryland facility enabled Bora to independently produce sterile injectables. .

同年晚些时候，收购Emergent BioSolutions的马里兰工厂使Bora能够独立生产无菌注射剂。

In the biologics sector, through strategic investment in Tanvex BioPharma and subsequent rebranding as Bora Biologics, the company has not only secured a commercial-scale monoclonal antibody production facility in San Diego but also forged a powerful alliance with Tanvex to build a world-class biologics CDMO powerhouse..

在生物制品领域，通过战略性投资Tanvex BioPharma并随后将其重塑品牌为Bora Biologics，该公司不仅在圣地亚哥确保了一个商业规模的单克隆抗体生产设施，还与Tanvex建立了强大的联盟，打造了一家世界级的生物制品CDMO领军企业。

A “Dual Engine” Strategy Powered by US Expansion and AI Adoption

由美国扩张和人工智能采用驱动的“双引擎”战略

During his speech, Sheng also reiterated the company’s “Dual Engine” strategy, comprising its CDMO services and global drug sales, both of which are leveraging technology to drive growth. In 2025, Bora’s CDMO division reported a 53.8% year-over-year revenue increase, reaching more than $340 million thanks to the growing demand for US-based manufacturing and the above-mentioned capacity expansion in the States.

在演讲中，盛睿安还重申了公司的“双引擎”战略，即CDMO服务和全球药品销售，这两项业务都在利用技术推动增长。2025年，博瑞的CDMO部门报告称，由于美国本土制造需求的增长以及上述在美国的产能扩张，其收入同比增长了53.8%，达到超过3.4亿美元。

Sheng also noted that over 70% of revenue is now contributed by its four North American sites, validating the company’s aggressive M&A strategy to capture “onshoring” opportunities..

盛还指出，超过70%的收入现在由其北美四个工厂贡献，这验证了公司通过积极的并购策略来抓住“本地化”机遇的有效性。

Amid the AI era, Bora has established a committee focused on pharma manufacturing to develop proprietary AI solutions. Leveraging its vast global manufacturing data, Bora will create dedicated AI models to optimize production efficiency and predict quality deviations, empowering data-driven manufacturing upgrades for greater value..

在人工智能时代，保诺科技成立了专注于制药制造的委员会，以开发专属的人工智能解决方案。利用其庞大的全球制造数据，保诺科技将创建专用的人工智能模型，以优化生产效率并预测质量偏差，助力数据驱动的制造升级，创造更大价值。

Bora’s Exciting Outlook in Global Rx Sales

博拉在全球处方药销售中的令人兴奋的前景

On the commercial front, the company is pivoting toward high-complexity, high-margin assets. A prime example is the vigabatrin franchise acquired

在商业方面，该公司正转向高复杂性、高利润的资产。一个典型的例子是收购的氨己烯酸特许经营权。

via Pyros Pharmaceuticals

通过普罗制药公司

in October 2024. This strategic move has positioned Bora as a leader in the treatment of infantile spasms (a rare type of seizure disorder that occurs in infants), with its ready-to-use oral solution of vigabatrin (Vigafyde), driving a 15% market share increase for the franchise in Q4 2025 alone.

2024年10月，这一战略性举措使Bora凭借其即用型口服氨己烯酸（Vigafyde）溶液成为婴儿痉挛症（一种发生在婴儿期的罕见癫痫类型）治疗领域的领导者，仅在2025年第四季度就推动该品牌市场份额增长了15%。

Regarding generic drug sales, Sheng emphasized that 2026 marks a year of multiple new product launches, targeting a potential market worth $800 million. To date, five new products have secured market approval and will hit the market within the year, while others await FDA green lights, including a highly anticipated blockbuster drug..

关于仿制药销售，盛强调2026年是多个新产品上市的一年，目标市场价值8亿美元。迄今为止，已有五个新产品获得市场批准，并将在年内上市，其他产品则在等待FDA的批准，其中包括一款备受期待的重磅药物。

Adding to its milestones, Bora began trading on the

在其里程碑的基础上，Bora开始了交易

OTCQX Best Market

OTCQX 最佳市场

under the ADR ticker BORAY in early January, becoming the first Taiwanese listed company to issue a Level 1 ADR—a move set to significantly enhance transparency and liquidity for global investors.

1月初，该公司以BORAY为代码发行了美国存托凭证（ADR），成为首家发行一级ADR的台湾上市公司。此举将显著提高全球投资者的透明度和流动性。

EirGenix: Embracing Continuous Manufacturing and Deepening Sandoz Ties

义睿生技：拥抱连续制造，深化与山德士的合作关系

EirGenix, another major Taiwanese CDMO, also reported strong business development progress during JPM week. Its delegation engaged in intensive partnering discussions with clients from the US, Europe, Japan, and China, focusing on biosimilar out-licensing and CDMO contracts.

另一家主要的台湾CDMO公司永昕生物制药也在摩根大通医疗健康年会周期间报告了强劲的业务发展进展。其代表团与来自美国、欧洲、日本和中国的客户进行了密集的合作洽谈，重点关注生物类似药的授权转让和CDMO合同。

A key highlight was the formal agreement to implement continuous manufacturing technology. EirGenix finalized a contract with a partner during the week and has already begun in-depth discussions on tech transfer and validation. This adoption is expected to be a game-changer, significantly boosting production efficiency and lowering costs by moving away from traditional batch processing, thereby sharpening EirGenix’s competitive edge in biologics manufacturing..

一个关键亮点是正式达成协议实施连续制造技术。EirGenix在本周与合作伙伴敲定了合同，并已开始就技术转移和验证进行深入讨论。这项技术的采用预计将带来颠覆性变化，通过摆脱传统的批次处理，大幅提升生产效率并降低成本，从而增强EirGenix在生物制品制造领域的竞争优势。

Aligning with the conference’s AI theme, EirGenix revealed it has been building a digitized knowledge management system over the past two years. The next step involves integrating AI analytics tools to predict and mitigate risks in process development and manufacturing. This digital transformation aims to reduce commercial production costs and shorten development timelines, helping CDMO clients get their candidates into clinical trials faster..

与大会的人工智能主题相契合，永昕生技透露，过去两年来一直在建立数字化知识管理系统，下一步是整合人工智能分析工具，以预测和降低制程开发与生产制造的风险。此一数字化转型的目标在于降低商业化生产的成本并缩短开发时程，协助委托开发暨制造服务（CDMO）客户更快将候选药物推进到临床试验。

On the product front, EirGenix entered into two exclusive global commercialization agreements with Sandoz in 2024 and 2025 respectively. These deals cover the HER2-positive breast cancer biosimilars EG12014 and EG1206A, with the latter reaching a transaction value of up to $152 million. During JPM Week 2026, the two companies held intensive discussions on the details of the global licensing agreements for these biosimilars.

在产品方面，永昕生技分别在2024年和2025年与山德士达成了两项独家全球商业化协议。这些协议涵盖了针对HER2阳性乳腺癌的生物类似药EG12014和EG1206A，其中后者交易金额高达1.52亿美元。在2026年摩根大通医疗健康大会（JPM Week）期间，两家公司就这些生物类似药的全球许可协议细节进行了深入讨论。

Concurrently, EirGenix is reaching out to several heavyweights in the biosimilar space for potential partnerships, aiming to accelerate the global expansion of its biosimilar pipeline through diversified business models and collaborative frameworks..

同时，永昕生技正与生物相似药领域的多家巨头接触，寻求潜在的合作机会，旨在通过多元化的商业模式和合作框架，加速其生物相似药产品线的全球扩展。

A Qualitative Shift for Taiwan Biotech

台湾生物技术的质的转变

Overall, JPM 2026 marked a turning point for Taiwan’s biotech sector. The narrative has shifted from simple capacity providers to technology innovators. From Bora’s “US onshoring” and “AI-driven manufacturing” to EirGenix’s “continuous manufacturing” and “global licensing,” Taiwanese companies are moving up the value chain.

总体而言，JPM 2026 标志着台湾生物技术领域的一个转折点。叙述已经从简单的能力提供者转变为技术创新者。从 Bora 的“美国本土化”和“人工智能驱动的制造”到 EirGenix 的“连续制造”和“全球授权”，台湾公司正在向价值链上游移动。

As these strategies materialize throughout 2026, Taiwan is poised to expand its influence and redefine its role in the global biopharma ecosystem..

随着这些战略在 2026 年全年逐步实现，台湾有望扩大其影响力，并重新定义其在全球生物医药生态系统中的角色。

From Main Venue Presentations to Strategic Partnering, Taiwan’s Biotech Sector Makes Its Mark in JPM 2026

从主会场演讲到战略合作伙伴关系，台湾生物技术行业在JPM 2026上留下了自己的印记

Bora Pharmaceuticals Enters U.S. Capital Market with Level 1 ADR, Accelerates CDMO & LFC Growth

保瑞药业通过一级存托凭证进入美国资本市场，加速CDMO与LFC增长

Beyond the Main Stage: A Showcase of the Next Wave of Korean Biotech Innovation at JPM Week 2026

超越主舞台：2026年JPM周期间展示韩国生物技术的下一波创新浪潮

Clarity, Courage, and Global Scale: How WuXi Global Forum 2026 Is Shaping What Comes Next

清晰、勇气与全球规模：药明康德2026全球论坛如何塑造未来格局

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