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May 2017

Welcome to the May 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 May issue!

The PharmSource Team


2016 Results Summary: A Rising Tide Lifts All Contract Service Boats

The CDMO sector enjoyed a strong 2016, with all components reporting robust, albeit uneven, growth. Early-stage companies posted especially impressive results, bolstered by generous external funding, and the API sector continued its recent recovery, especially in the small molecule space.

The impressive top line results do, however, need to be viewed with care for several reasons. For instance, growth in the CRO sector slowed in the final quarter of 2016, with several companies… read on

CMOs and CROs Have Different Trajectories

by Jim Miller, President

A growing number of observers, including the Wall Street analysts that follow the publicly-traded CROs and CMOs, have made statements recently suggesting that the CMO industry is following the trajectory that the CRO industry took in the past decade.

In particular, they are suggesting that CMOs will eventually fulfill a large percentage of global bio/pharma companies’ manufacturing requirements through strategic manufacturing relationships the way that large CROs established strategic relationships with large bio/pharma companies to run their clinical research operations. The corollary of that position is that a small number of large CMOs will come to dominate the industry thanks to their scale, scope of capabilities, and ability to… read on

M&A in the CMC Services Industry: Implications and Outlook

PharmSource’s recently released trend report, M&A in the CMC Services Industry: Implications and Outlook, analyzes how M&A in the bio/pharma contract services industry is likely to play out over the next two years. Key questions it addresses include:

1. Which capabilities are likely to be most in demand by acquirers?

2. Which companies are likely to be the most active acquirers?

3. What developments would most likely slow M&A activity?


The Contract Services Market:Status and Strategies

PharmSource president, Jim Miller, will share his perspective on the contract services landscape and suggest strategies for outsourcing companies looking to grow in this sector at CPhI North America.

For more information click here.

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