Fujifilm Invests Additional $1.2 Billion to Expand its North Carolina CDMO. Read more: ow.ly/pfbB50Rf1mB

Respected CMO Odisha Pradeep Jena IAS H & FW Dept Odisha Collector & DM, Balangir MoSarkar 5T Bhima Bhoi Medical College & Hospital, Balangir CDMO BALANGIR request to take needful action soon

Goldman Sachs has given Target of 9,100 for Neuland Labs, 46% upside

Fast-growing CDMO with higher share coming from commercialised molecules

#StockMarket #Neuland #StocksInFocus

Stocks In News | Goldman Sachs initiates on CDMO/CRO players; Here's Nikunj Dalmia's take

Generic CDMO => specific generic product + custom technology + specific innovator (life cycle management once molecules go off patent)

Divis, GLS as some examples. No recommendation of course as valuations are in the eye of beholder like beauty

Global CDMO market

📌The global pharma CRDMO industry was pegged at ~US$202bn in 2022, per our analysis of various industry sources, growing at ~11% CAGR (vs. ~6% growth for Rx drugs) over the past 5 years.
📌Within the same, the CRO industry was valued at ~US$78bn (growing at…

CDMOs Inflation in EU | Pharma Manufacturing🇮🇳

Part A: Pharma Manufacturing EU

📸1: CDMO Inflation in EU

📸2: The combination of cost inflation & price control policies threatens the availability of medicines & makes EU manufacturing unsustainable

Part B: Life Sciences…

Key Policy Change that will accelerate the Indian CDMO Story Further!

The Biosecure Act would prohibit US companies receiving federal grant money from working with four Chinese biotech companies, including WuXi AppTec and its sister company WuXi Biologics, which produce active…

This can happen to any CDMO involved in innovator product development. Their entire plan of “product specific” capex may collapse

Goldman Sachs launches coverage on 3 India CRO/CDMO'S investing.com/news/stock-mar… Follow for more #Breaking #Stockmarket #StockMarketNews

Goldman Sachs is making moves in the CDMO/CRO sector! They're initiating a buy in Syngene with a target price of 876, and Neuland with a target price of 9100. However, they've initiated Laurus Labs with a sell rating and a target of 350. #CDMO #CRO #Stocks 📊

Antique on Laurus Labs

📌The generic API business and FDF business are expected to report a muted performance on a large base, while the CDMO business is expected to report a robust 30% YoY growth due to the commencement of supplies for animal health contracts and it being a…

CDMOかな？

Looking for an expert partner for Generic APIs, Curia has what you need. Visit us at CPhI Japan, Booth 4V-13
ow.ly/muu050QWQkM

#GenericAPIs #Curia #HPAPI #scale -up #syntheticchemistry #processchemistry

【Effective Measures to Prevent Microbial Strain Aging】
#strainaging #reproductivecapacity #cultivation #storage #fermentation #PCB #MCB #WCB #stability #rejuvenation #biosimilar #gmp #cdmo #microbial #crdmo #Yaohai #Yaohai BioPharma #yaohaiBio

Navin fluorine Summary:

- Anticipate high single-digit sequential revenue growth in 4Q, driven by the fulfillment of CDMO orders deferred in 3Q.
- Expect 10% YoY growth in HPP segment and 5% YoY growth in specialty chemical segments.
- EBITDA margin likely to sustain at around…

製薬業界の現状は記事の通りで製造受託が伸びるのは間違いありません。ただ私見では、半導体と違い、技術的な差異化が難しいので、先ずは量を確保し、次に開発にも携わるのが(CDMO化)必須だと思います。いずれにしろ大型設備投資の話が頻発するのは日本株にプラスですね。

nikkei.com/article/DGXZQO…

Avid Bioservices (CDMO: $6.89) down 4.2% in 2 days; -1c [-0.1%]

#lauruslabs
CMP 460
Getting ready for a mega rally

Flag pattern on monthly chart

It will get weak below 360

#pharma #CDMO #multibagger