유한양행, 렉라자 잇는 새 캐시카우 CDMO…키는 유한화학

Yuhan Pharmaceutical is capitalizing on pharmaceutical companies' shift to diversify manufacturing away from China. With FDA-compliant facilities and proven contracts from major clients like Gilead and Bridge Biopharm, the company is rapidly expanding its CDMO and API business, with production doubling in just two years. This reflects how geopolitical tensions are reshaping pharmaceutical supply chains and elevating Korean manufacturers' strategic importance.