極不平常的2022過去了，漢騰生物迎來了嶄新的第八年。過去的一年，國際形勢紛繁復(fù)雜、國內(nèi)經(jīng)濟形勢遇到改革開放以來最嚴(yán)峻的挑戰(zhàn)，同時也是生物技術(shù)行業(yè)興起以來最困難的一年。盡管困難重重，但漢騰人逆勢拼搏，認真審視“今年過的怎么樣”，而不再困擾“該怎么活下去”，取得了傲人的成績。
2022年，我們迎來了100名“新漢騰人”；C輪融資關(guān)閉在即，IPO已在路上；在伯利恒和Fyonibio的通力合作下，漢騰生物的技術(shù)平臺及技術(shù)能力邁上了新的臺階，尤其是lgM分子表達平臺、表達宿主細胞、高密度細胞培養(yǎng)、新型制劑以及分析領(lǐng)域均取得了重大突破；昆侖GMP生產(chǎn)中心如期投入使用，三期及商業(yè)化生產(chǎn)已面向國際市場；與廣州高新投合作下的新型生物技術(shù)生產(chǎn)中心高騰生物已順利推進、即將建成，漢騰生物由此從大分子縱深跨入微生物生產(chǎn)、基因及細胞治療領(lǐng)域，初步實現(xiàn)全能型生物醫(yī)藥CDMO戰(zhàn)略布局；公司擬定了三個十年長期戰(zhàn)略規(guī)劃及各個階段工作重心，并結(jié)合實際細化了未來三年發(fā)展目標(biāo)。這些工作，推動漢騰生物大踏步前進，讓大家看到了我們在困難時期仍然能夠創(chuàng)造合同及營收翻番的巨大成績，同時展現(xiàn)出公司產(chǎn)能跨越萬升級別、業(yè)務(wù)全面覆蓋人藥及獸藥領(lǐng)域的潛力。
回望過去，自漢騰生物誕生，誠惶誠恐，有迷茫、有反思、有懊悔，至今已走過了風(fēng)風(fēng)雨雨的七年。雖然彎路很多，困難不少，但一往無前、努力奮斗的初心永遠未變。我們常說漢騰生物路很苦，但命很硬。在行業(yè)困境時仍能保持奮進，來之不易，讓我驚喜，但又不意外。首先，我們年輕。年輕相信夢想，有著開放的思維和靈活的處事方式，雖缺乏經(jīng)驗、資源，但我們卻能更快、更好的適應(yīng)環(huán)境。其次，我們熱愛。因為熱愛，所以專注、堅持，能抵抗壓力、抵制誘惑，堅信長期主義。不論對自己、對客戶、對技術(shù)、對項目，更是對事業(yè)。最后，我們行道。所謂行道就是走正道，尊重自然規(guī)律、科學(xué)法則、市場規(guī)則，堅持價值創(chuàng)造、專業(yè)經(jīng)營，這些價值觀支持我們從實驗室成功走向社會，創(chuàng)造更多的社會價值。七年是個關(guān)口，99%的創(chuàng)業(yè)公司活不過七年，活過七年的公司具有強大的生命力，但對漢騰生物來說僅僅是生命的開始。人活著總是要面對兩個問題，一是生存，必須活著；二是活著，必須有價值、對社會有貢獻。漢騰生物也一樣，當(dāng)下解決了生存問題，今后就是要想方設(shè)法去推動生物技術(shù)行業(yè)的快速發(fā)展，對社會做出更大的貢獻。
展望未來，前途無限光明，道路仍有曲折。2022年中國生物技術(shù)的小組賽已然結(jié)束，2023年將進入淘汰賽，淘汰賽是殘酷的、無情的。要充分發(fā)揚已有的有效做法、摒棄過去的一些不適用的打法，要進一步創(chuàng)新思維，改變自我、甚至于自我革命。戰(zhàn)略上，不僅著眼于當(dāng)下，必須認清現(xiàn)實、立足長遠；經(jīng)營上，不僅局限于完成項目，更要著眼于市場開拓、節(jié)流開源、提高綜合效益，逐步建立以品牌、人才輸出的輕資產(chǎn)運營理念，建立科學(xué)體系、避免盲目投入，以高凈資產(chǎn)回報率回饋股東；管理上，努力營造團結(jié)合作、積極奮進、專業(yè)高效的工作氛圍，既發(fā)揮好現(xiàn)有人才的積極性、創(chuàng)造性、主觀能動性，又要廣納英才，進一步優(yōu)化公司的人才結(jié)構(gòu)，努力打造一支能打硬仗、能打勝仗的人才隊伍。
改變看似很難、很痛，且伴隨著高風(fēng)險，但唯有改變才能成為更好的自己?！澳悴恢滥?，所以你是你，如果你知道了你，你就不是你了。”海子曾說：“要有最樸素的生活和最遠的夢想，即使明天天寒地凍，山高水遠，路遠馬亡?！鄙缡?，企業(yè)亦如是。我堅信，在各位領(lǐng)導(dǎo)的大力支持、朋友們的密切配合、戰(zhàn)友的努力拼搏下，2023年漢騰生物一定能實現(xiàn)營收翻番、利潤大幅提升的驕人業(yè)績。
最后祝愿大家在兔年能夠活得紅紅火火，也希望漢騰能活成馬中赤兔。
漢騰生物
CEO 沈 瀟
2023年1月25日于德國柏林
CEO 沈 瀟
2023年1月25日于德國柏林
Dear stakeholders, colleagues and friends of Canton Biologics:
2022 has been put to an end, and Canton Biologics has just celebrated its 7th birthday. In the year of complicated international situation and changing pandemic control, and the year when Chinese domestic economy faced the biggest challenge ever since the Economic Reforms, as well as the year when rising Chinese biotechs met the greatest difficulties. However, it was the first year for Canton Biologics to look back asking “how it was" instead of struggling "how to survive".
In 2022, the achievements of Canton Biologics were so obvious: 100 new "Cantoners" have joined us; the series C financing round is closing, and the IPO is on the way; with the joint efforts of Bethlehem and Fyonibio, our technology platforms and capabilities has come to a new level, especially in the fields of IgM expression platform, expression host cells, intensified cell culture, novel formulation and analytical platforms; the Kunlun GMP manufacturing center was completed and operated as scheduled, and entered competition for international phase III and commercial production projects; in cooperation with Guangzhou High-tech Investment Co., Ltd, our new manufacturing center Gaoteng will be completed in early 2023, which will expand our GMP production capacity into microbial and gene/cell therapy area, thus started our implementation of all-type biomedicine CDMO strategic layout; for the first time we made three ten-year long-term strategic plans, drafted work focus for each stage, and made the detailed development objectives for the next three years. All the great achievements above have jointly pushed our business to leap forward, enabled us to make huge progresses to double contract volume as well as sales revenue at the same time, despite the hard time. In addition, our production capacity was increased to 10,000 liters level, and our business scope expanded to not only human healthcare but also veterinary medicine.
We look backwards into the past, and ahead into the future. Cantoners have worked hand in hand for seven years, there were fear, confusion, rethinks and regrets. We met detours as daily life, and difficulties when we least expected to, while hard work is the only companion. We often say Canton Biologics has a hard life, but a firm life. It was hard-won for Canton to keep forging ahead throughout the difficulties. It was surprising, but not unexpected. First of all, we are young. Young team who still believes in dreams, is open minded and remains flexible. Though lack of experience and resources, we adapted ourselves to the environment much better and faster. Second, we are passionate. For the passion, we always stay focused and persistent, take pressure and resist temptation, and firmly believe in long-termism, to ourselves, to customers, to technology, to projects, and more importantly to our mission. Finally, we pursue Dao. This means we head to the right direction. We respect the law of nature, law of science, and the rule of market, and we persist on value creation and professional management. These values support us to move from the laboratory to the society and create more value for the society. 99% of start-ups cannot make seven years, however, it is only a start. Human being always face two questions in life, one is to survive, and the other is to find the value of life. For a company it is the same. After solving the problem of survival, we have to start to answer what is the value of Canton Biologics’s existence?
The group stage tournament of Chinese Biotech has ended in 2022, and it enters the elimination round from 2023. The old plays no longer work, and the changes and even revolution is on its way. For strategy, we can no longer only focus on current issue, but must consider long-termism; for management, upgrading is in need, and professional and systematical management are the way out through self-innovation; for operation, project completion is not enough, we have to move from “done” to “well done”. At the same time, financial parameters must be taken into account as gross margin and profit rate must be considered; for corporate development, subjective investment concept must be abandoned. A scientific investment system must be established and the return-of-the-investment rate and strategic growth objectives need to be balanced. Change, of course, is always hard, painful, and accompanied by high risks, but it is the only way that can lead us better. "You don't know yourself, so you are yourself. If you know yourself, you are no longer yourself." Change is the only way to achieve our dream, our vision and our fate. Despite the fact that we have to go through what Haizi once said: "Have the simplest life and the farthest dream, even if you have to face coldness tomorrow, the mountains tall, the waters apart, the roads far away, and horse dying." True for life. True for Canton.
At the very end, I would like to wish you all a prosperous life in the Year of the Rabbit, and wish our Canton Biologics will live to a “Red Rabbit among horses”. (Chi Tu, a legendary horse with red hair, the ride of Guan Yu, A Chinese hero warrior and one of the Chinese god of wealth)
Canton Biologics
CEO Xiao Shen
Berlin, Germany, Jan,25th, 2023