Posts Tagged CDMO

Five Themes That Will Drive the CMO Industry

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CMO executives are focusing on M&A activity, new business models, and fundraising limits. Trade shows provide a good opportunity to gauge the temperature of the contract development and manufacturing organization (CDMO) industry and find out which trends and concerns are most on people’s minds. Five themes really stood out from conversations at the CPhI Worldwide […]

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What’s Next for the CMO Industry?

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CMOs that offer an innovative service-oriented model will dominate the industry. Contract manufacturing and contract development and manufacturing organizations (CMOs and CDMOs) are an entrenched and critical component of the bio/pharmaceutical industry, but they have proven to be more important to some segments of the industry than others. A bio/pharma company’s relationship with its CMOs […]

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Slower Bio/Pharma Investment Could Hurt CDMOs in 2017

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Contract research organizations (CROs) and contract development and manufacturing organizations (CDMOs) may not be feeling it yet, but the downturn in external financing for early stage bio/pharma companies is real. The impact on CDMOs and CROs will be delayed, but there is no doubt that service providers will be feeling it in coming months. Two […]

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Territory Watch:
Look Beyond the Usual to Capture New Business

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The majority of bio/pharma funding events in the U.S. during 2014 and 2015 occurred outside the high-profile hubs of the San Francisco Bay Area and Boston. However, contract research organizations (CROs) and Contract Development and Manufacturing Organizations (CDMOs) looking to capture new business will find substantial opportunities in geographically concentrated areas far beyond those more […]

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European Clinical Pipeline Activity

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Until the recent downturn in external financing for early stage biopharma companies, the past couple of years had witnessed something of a renaissance in biopharma funding, led as usual, by the United States. The positive mood had spread beyond the US, and this was reflected in a significant increase in pipeline activity emanating from companies […]

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Watch Out for the Hangover

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Acquisition binges often lead to hangovers; here’s what to watch out for. Merger and acquisition (M&A) activity remains robust across all industries, including contract pharmaceutical services, as low interest rates and slow organic growth create both the opportunity and the rationale for doing deals. Recent events suggest that the world may have reached the boundaries […]

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European CMOs Hit North American Shores

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As I was preparing for the INTERPHEX trade show in New York next week, I was really struck by the number of European Contract Manufacturing Organizations (CMOs) attending that don’t have North American facilities. There are at least six including CMOs with a strong recent FDA approval track record such as Rottendorf and Pierre Fabre. […]

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CMC Development is Hot

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Demand is driving expansion and consolidation of formulation and clinical trial materials services. Early development services are not the most glamorous segment of the contract development and manufacturing organization (CDMO) industry, but these days they may be the hottest. Booming market demand is driving record growth, expansion, and acquisition activity. Formulation development and manufacturing of […]

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Macro Matters

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Heightened global uncertainty could slow bio/pharma development activity. Bio/pharmaceutical companies, and the companies that serve them, tend to think they are immune from broader macroeconomic and political developments. As populations age, emerging middle classes expand, and scientific knowledge progresses, research on new drugs and demand for new therapies seem to follow an inexorably upward trend. […]

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Exchange Rates Alter CMO Competitiveness

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Sharp movements in exchange rates between the US dollar and major developed country currencies could hurt the competitiveness of US-based CMO operations in coming years. At the same time, they could spur even further consolidation in the CMO industry. Both the euro and Canadian dollar have lost 17% of their value relative to the US […]

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