DCAT Value Chain Insights’ Production to Pre

Next-generation complex conjugates, such as peptide conjugates, radioconjugates, ligand-conjugated antisense medicines, and small-molecule drug conjugates, are expected to outpace growth comparative antibody drug conjugates (ADCs), which are still slated for strong growth.    Gaurav Chaudhary, CEO, Roots Analysis, a business intelligence firm serving the bio/pharmaceutical industry, provides the latest market analysis of these next-generation complex conjugates and ADCS.   Support the show

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New drug classes–proteolysis-targeting chimeras (PROTACs) and molecular glue degraders–are potentially a new source of product innovation for small-molecule drugs in their ability to reach previously “undruggable” drug targets. There have been several large deals among the bio/pharma majors and smaller innovator companies, with one drug candidate recently gaining FDA approval. What is the market potential and both the promise and limitations of these drug classes? Matthew Arnold, Principal Analyst and Content Strategist, Clarivate, provides the latest insights. Support the show

As the industry reaches the mid-point in 2026, how are CDMOs of small-molecule drugs faring? The larger scale CDMOs with late-phase and/or commercial-scale capabilities are faring well while smaller and mid-sized CDMOs specializing in early-stage development and clinical-scale capabilities are facing some headwinds from more challenging trends in biotech financing, but opportunities lie ahead. Brian Scanlan, Managing Partner, Freedom Bioscience Partners, a strategic advisory firm to CROs, CDMOs, and investors, provides the latest insights. Support the show

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As bio/pharma companies and their suppliers set and implement their sustainability strategies, what issues top the industry’s sustainability agenda? Decarbonizing, standardized reporting of value-chain emissions, and coalescing talent and technology are high on the industry’s sustainability agenda in 2026. Dr. Ute Schleyer, Vice President, Internal Project Management and EHS Sustainability, Vetter, provides key insights on how bio/pharmaceutical companies and their suppliers are collaborating and the sustainability frameworks supporting these efforts. Support the show

In taking a 360-degree view of the CDMO market for injectables, what are the key developments from 2025 that continue to loom large in 2026? Ian Tzeng, Managing Director and Partner, L.E.K. Consulting and lead of L.E.K.’s Pharmaceutical Contract Services Practice, provided perspectives on evolving US tariff/trade policy, a policy movement in the US to most-favored nation drug pricing, and key technology trends and what impact they may have on the CDMO market for injectabes.  Support the show

Which bio/pharmaceuticals, slated to be launched or approved in 2026, may be potential blockbusters or are raising the innovation bar to new heights? Matthew Arnold, Principal Analyst and Content Strategist, Clarivate, highlights the 11 drugs making Clarivate’s Drugs to Watch list in 2026, key trends in product innovation, and the companies and products on the industry’s radar.  Support the show

Without question, evolving US tariff and trade policy was the story of the year, and how such policy will be implemented looms large. At the same time, the normal course of business in the bio/pharmaceutical industry—new drug approvals and the progression of pipelines, including new modalities—was also top of mind. In this special episode of the Production to Prescription podcast, 2025: The Bio/Pharma Industry’s Year in Review, we provide key insights from industry experts and a snapshot of key trends across the bio/pharmaceutical manufacturing value chain that are relevant as the industry moves into 2026.  Support the show

Antibody drug conjugates (ADCs) are a niche but growing segment in the global bio/pharmaceutical industry—both on pipeline and market basis and in the CDMO sector. What are the growth prospects overall and in the major segments and how may evolving trade policy impact global supply lines? Gaurav Chaudhary, CEO, Roots Analysis, a business intelligence firm serving the bio/pharmaceutical industry, provides the latest market insights.    Support the show

Which bio/pharmaceuticals, launched or approved thus far in 2025, may be potential blockbusters (defined as drugs with sales of $1 billion or more) in the mid term, and what upcoming launches or approvals and trends should be on the industry’s radar? Matthew Arnold, Principal Analyst and Content Strategist, Clarivate, provides the latest developments and insights.   Support the show

What will be the impact of US tariffs on CDMOs of injectables and on the decision-making of pharma companies on in-sourced/outsourced activity overall and in key geographic markets: Europe, Canada, India and China? How will major segments, innovator drug and generics/biosimilar be affected?   Featuring Ian Tzeng, Managing Director and Partner, L.E.K. Consulting, where he focuses on healthcare and life sciences, including pharmaceuticals and vaccines, and leads L.E.K.’s Pharmaceutical Contract Services Practice. Support the show

Biotech companies are an important source for innovation and product development for larger companies and are an important customer base of CDMOs/CMOs. Capital flow in the biotech sector, an important barometer of the financial health of the sectors, has been under pressure with macro factors in the US on tariffs, tax & monetary policy, and drug pricing reforms contributing to uncertainty. But will the tide turn? Featuring Arda Ural, EY America Life Sciences Leader, Ernst & Young (EY) Support the show

As evolving US trade policy looms, what are the demand–supply fundamentals now in the global market for active pharmaceutical ingredients (APIs)?  A look at the demand side—size, growth rates, and trends— and the supply side—key segments for global API manufacturing and its geographic dispersion. Plus, examining the impact of potential tariffs on manufacturing and supply chains.   Support the show

What is industry capacity utilization for biomanufacturing among the major systems/platforms (mammalian, microbial, and advanced therapies, and is there too much capacity or is the market tight? Is biomanufacturing outsourcing up or down? Are biopharma companies outsourcing more or less? Plus the impact on evolving trade policy on biomanufacturing supply chains.  Featuring: Eric Langer, MBA, Managing Partner & President, BioPlan Associates and Renaud Jacquemart, PhD, MBA, Senior Advisor, BioPlan Associates Support the show

How are supply and demand shaping up for sterile manufacturing and aseptic fill–finish in the CDMO/CMO sector? Is a capacity crunch or capacity ease in the making? And how will hot-product areas, such as GLP-1 agonist impact market fundamentals.     Featuring Ian Tzeng, Managing Director and Partner, L.E.K. Consulting, where he focuses on healthcare and life sciences, including pharmaceuticals, vaccines, and leads L.E.K.’s Pharmaceutical Contract Services practice.  Support the show

What will be the key issues shaping bio/pharma supply chains in 2025? Looking at the impact of potential changes in US tariff and trade policy. Plus, what lies ahead in product-specific supply chains for sterile injectables and antibody drug conjugates. And the latest on how companies are advancing upstream supplier risk monitoring and predictive risk planning, including through digitalization and AI.   Featuring: Derron Stark, EY-Parthenon Partner, Strategy & Transactions – Health Sciences & Wellness, Supply Chain, Ernst & Young LLP Support the show

What are some key trends and issues arising in parenteral drug development and manufacturing? From more complex molecules and modalities and sterile drug-product capacity market shifts, DCAT Value Chain Insights takes an inside look. For the text version of this article visit dcatvci.org. Key topics: (see Chapter Markers in drop down menu in audio player above)  Major trends in parenteral drug development  Long peptides in NDAs and BLAs  New complex modalities  Sterile drug-product capacity market shifts  Complex sterile injectables  Regulatory issues  Digitalization and automation  Podcast Sponsor: Vetter Pharma International GmbH Links: Subscribe to our e-newsletter at www.dcatvci.org Follow us on Twitter @DCATvci Support the show   Support the show

As 2023 comes to a close, what were the largest mergers and acquisitions and expansions made by CDMOs/CMOs in 2023? DCAT Value Chain Insights looks at which companies topped the headlines this year and the leading moves they made. For the text version of this article visit dcatvci.org. Key topics: (see Chapter Markers in drop down menu in audio player above)  Baxter Samsung Biologics Lotte Biologics Fujifilm Diosynth Biotechnologies Lonza  Cambrex Expansions in peptides, oligonucleotides  Bachem Agilent Technologies WuXi STA CordenPharma Ajinomoto Bain’s acquisition of F.I.S. eureKING New CDMOs enter the market  Bridgewest Group  SynCrest  NewBiologix  Ascend Gene & Cell Therapies  Podcast Sponsor: Vetter Pharma International GmbH Links: Subscribe to our e-newsletter at www.dcatvci.org Follow us on Twitter @DCATvci Support the show   Support the show

As we near the mid-year mark, what have been the key moves—mergers and acquisitions, expansions, and new CDMOs entering the market—thus far in 2023? DCAT Value Chain Insights takes an inside look on what is on the industry’s radar. For the text version of this article visit dcatvci.org. Key topics: (see Chapter Markers in drop down menu in audio player above)  Baxter Large-scale biomanufacturing expansions continue  Samsung Biologics Lotte Biologics Fujifilm Diosynth Biotechnologies Lonza  WuXi Biologics Expansions in Peptides and Oligonucleotides Ramp Up Bachem Agilent Technologies WuXi STA CordenPharma New CDMOs Enter the Market  eureKING NewBiologix Ascend Gene & Cell Therapies Podcast Sponsor: Vetter Pharma International GmbH Links: Subscribe to our e-newsletter at www.dcatvci.org Follow us on Twitter @DCATvci Support the show   Support the show Support the show