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February 2017

Welcome to the February 2017 issue of CMC Market Outlook

This monthly e-newsletter provides valuable insights for both buyers and sellers of CMC drug development services. Our coverage will help you identify and understand market trends that will inform your strategic business perspective.

Enjoy the February issue!

The PharmSource Team


Stars Seem Aligned for Healthy CDMO/CMO Market

by Jim Miller, President

A year ago, the outlook for contract services was a little uncertain. Equity markets’ appetite for public offerings from emerging bio/pharmaceutical companies had significantly diminished: valuations of emerging bio/pharma companies, as measured by the NASDAQ Biotechnology Index (NBI), had declined by 15% from their highs in mid-2015, and by mid-February, they were off another 28%.

Because contract development and manufacturing organizations (CDMOs) and contract research organizations (CROs) get so much of their business from externally-financed companies, the negative energy surrounding emerging bio/pharma did… read on

Moving Biopharma Manufacturing Back to the US
Will Take Years – Here’s Why

US president Donald Trump’s insistence that manufacturing will move back to the US has sparked a wave of promises from big biopharma firms over the sector’s future.

Leaving aside the fact that biopharmaceutical manufacturing never really left the US, the realities of the current manufacturing environment means moving will take time.

Here’s why… read on

How much longer is the boom in the CDMO and CRO business likely to continue?

PharmSource’s just-released trend report, Follow the Money: The Outlook for Outsourced Spending on Early Development Services, examines the link between external funding sources and early drug development, and addresses the following:

1. How close is the link between early development activity and the external funding environment?

2. What happens to R&D spending when an emerging bio/pharma company gets financing? What happens to other spending categories?

3. What is the cost of getting a candidate into Phase 1 and Phase 2?


DCAT Week 2017

Pharma Outsourcing: The Numbers, Trends and Partnership Strategies
PharmSource president Jim Miller will provide an in-depth analysis of the market for contract development and manufacturing for drug substances and drug products, including levels of outsourcing, capacity utilization, trends in capital expenditures impacting outsourcing, and strategies for supplier differentiation.

Join us for DCAT’s 2017 Pharma Industry Outlook
PharmSource is also pleased to be the program partner for the 2017 Pharma Industry Outlook session, which will be held Monday, March 20 at 1:15 pm in the Grand Ballroom at the InterContinental Barclay.

PharmSource Strategic Advantage

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