2025 Landscape of Oligonucleotide CDMO Capabilities and Product Portfolio

WuXi AppTec:With its unparalleled scale and full industry chain layout, it has successfully replicated its proven "end-to-end" service model in the small molecule field to the emerging TIDES (oligonucleotides and peptides) field.

GMP-dedicated workshops for oligonucleotides have been established in key R&D and production bases in Wuxi, Changzhou, Shanghai, and other locations in China. The company has continued to ramp up investment in production capacity. As early as last year, WuXi AppTec established a separate business unit specifically for oligonucleotide and peptide lines, which boasts 27 oligonucleotide production lines.

Its TIDES business has become one of the company's fastest-growing segments. According to the 2025 interim report, the TIDES businessRevenue reached RMB 50.3 billion, a year-on-year increase of 141.6%, with orders in hand also growing by 48.8% year-on-year.

Asymchem:As a representative of expanding from a small-molecule CDMO giant into emerging fields, it systematically transfers its process development experience in chemical synthesis and mature commercial production management expertise to the nucleic acid field. It has established an oligonucleotide solid-phase phosphoramidite synthesis platform, possessing full-chain capabilities ranging from nucleotide monomer synthesis to complex oligonucleotide modifications.

Asymchem Layout 10 Oligonucleotide Pilot-Commercial Production Lines in the First Half of 2023, with a Synthesis Capacity of 500kg/Year. The company has clearly planned to further expand its commercial production capacity in the future, making full preparations for undertaking later-stage projects.

According toMid-Year Report 2025: The CDMO business segment for chemical macromolecules, including oligonucleotides, peptides, and more, achieved revenue of 379 million yuan, with a year-on-year growth rate exceeding 130%.。

Porton Advanced:According to the company's communication with investors in October this year, the new molecular business currently includes ADC, peptides, and small nucleic acids, providing IND full-package services as well as early-stage research services. Peptides and small nucleic acids have reached pilot-scale production, and this year, related conjugation projects have successfully implemented overseas IND full-package business.

The company's core focus is to provide one-stop solutions centered on differentiated services, including peptides, small nucleic acids, conjugation and formulation, analysis, etc., intervening in customer projects at an early stage and offering technical support both in China and internationally. In the short term, it will use payload linkers in ADCs and novel conjugation technologies in AOCs as entry points to build capabilities and technical reputation, gradually advancing the development of backend capabilities.

Jiuzhou Pharma:With its solid industrial foundation in specialty active pharmaceutical ingredients (APIs) and nucleoside intermediates, the company is actively upgrading to higher value-added oligonucleotide API CDMO services upstream in the supply chain. The company has systematically advanced the construction of its technology platforms, establishing small nucleic acid drug discovery platforms in both the United States and China, and now possesses service capabilities ranging from early-stage R&D support to customized production.

As of the first half of 2025, the company is accelerating the construction of a pilot platform and commercial production facilities that comply with GMP standards. The platform has been put into operation and started generating revenue; the company has publicly stated that it has "undertaken multiple custom projects."

Nuotai Bio:To fully leverage its years of technical accumulation in solid-phase peptide synthesis, complex modifications, and purification—technologies that are highly transferable to oligonucleotide production—thus forming a distinctive competitive edge in nucleic acid synthesis, particularly in the synthesis of complex modified nucleic acids.

In terms of production capacity, the subsidiaryRibo Life Science and Suzhou Ribo Life Science Co., Ltd. have an annual production capacity of10-20kg of GMP capacity at the pilot scale, mainly used for small-scale R&D and process validation.The ton-scale commercial production workshop for oligonucleotides, which began construction at the end of 2024, is expected to commence operations by the end of this year. Once operational, it will have an annual production capacity of 1,000 kilograms of oligonucleotides, 100 kilograms of PMO (phosphorodiamidate morpholino oligomers), and 200 kilograms of PEG-conjugated cyclic peptides, primarily targeting the commercial production of small nucleic acid drugs.

Aurita:Long-term engagement in the production of specialty APIs and nucleoside intermediates positions it as the "water supplier" for nucleic acid drug manufacturing. Its advantage lies in the scaled and compliant production capacity of key starting materials for nucleoside compounds.

The first production line participated in by Cytiva has been launched, which adopts the Oligo FlexFactory GMP production line at a commercial production level, aiming to achieve an annual capacity of hundreds of kilograms of GMP-grade pharmaceutical small nucleic acids. Aorti has planned three commercial production lines for small nucleic acid drugs in Yangzhou, and after completion, the final product capacity will reach 150-200 kilograms per year.

HitGen:With globally leading DNA Encoded Library (DEL) technology, it has a natural advantage in the early discovery and screening of oligonucleotides, occupying the very upstream of the innovation chain.

In terms of production capacity, its holding subsidiary Xian Dong Pharmaceutical can provide commercial small nucleic acid API CDMO services that meet GMP conditions, mainly fulfilling the demand from clinical Phase I to Phase III at the hectogram scale, as well as early commercial demands ranging from hectograms to kilograms. Additionally, a production line at the tens-of-kilograms scale can be established in accordance with the progress of product development.