1. What Happened? : Celltrion Acquires 100% of Imclone Systems LLC
On September 23, 2025, Celltrion announced the acquisition of 100% of Imclone Systems LLC, a US-based biopharmaceutical company, for $4.6 billion. The acquisition was executed through Celltrion USA.
2. Why the Acquisition? : Direct US Market Entry and Enhanced Production
This acquisition represents Celltrion’s strategic move to penetrate the US market. By securing a local production base, Celltrion aims to reduce production costs, stabilize supply chains, and strengthen collaboration with the FDA. This is expected to be particularly beneficial for the successful launch of new drugs like Remsima SC and Yuflyma in the US market.
3. What’s Next? : Celltrion’s Evolution into a Global Pharmaceutical Player
This acquisition positions Celltrion to evolve beyond a biosimilar company into a global pharmaceutical player. Backed by a robust financial structure, this investment is projected to positively impact long-term growth. However, potential risks include post-merger integration challenges, validation of the acquired company’s business, and currency fluctuations.
4. What Should Investors Do? : Explore Investment Opportunities from a Long-Term Perspective
Experts view this acquisition as a positive event, strengthening Celltrion’s long-term growth potential. Investors should closely monitor the post-merger integration process, the performance of Imclone Systems LLC, and Celltrion’s key product sales in the US market, adopting a long-term investment strategy.