CDMO Winners vs. Losers: The Future of Pharma Supply Chain - DCAT 2026 Week Preview (Episode 4) скачать в хорошем качестве

CDMO Winners vs. Losers: The Future of Pharma Supply Chain - DCAT 2026 Week Preview (Episode 4)

In today's episode, we preview the major topics heading into DCAT Week in New York City. We dive deep into the shifting landscape of the biopharmaceutical industry, focusing on the widening gap between high-performing large-cap CDMOs and struggling small-cap players. The team discusses why the industry is ripe for consolidation, how inventory management strategies are changing due to funding constraints, and the "eater vs. eaten" dynamic in M&A. Finally, we decode the geopolitical pressures reshaping the supply chain, including the push for onshoring, the impact of tariffs, and the looming implications of the Biosecure Act on foreign biotech entities. Reach out for a consultation here: https://despharmaconsulting.com/des-p... Key Topics Discussed: DCAT Week Preview: What to expect in NYC this March. CDMO Consolidation: Why high-performing CDMOs are acquiring smaller, distressed assets. Inventory Challenges: Vertical integration, consumables, and lead times. Onshoring & Policy: The "Winners and Losers" of US manufacturing investments. The Biosecure Act: What the legislation means for sourcing from companies of concern (BCCs). 📅 Meet Dees Pharma at DCAT Week! We will be attending DCAT in March. Schedule a meeting with our team via the link below: https://despharmaconsulting.com/des-p... Disclaimer: This content is not regulatory or legal advice. Always consult with your own advisors and engage with the FDA directly for your specific programs. Chapters: 0:00 – Intro 0:52 – Market Outlook: Small Cap vs. Large Cap CDMOs 1:56 – M&A Trends: The "Eater" vs. The "Eaten" 3:33 – Inventory Management & Vertical Integration 7:02 – Manufacturing Onshoring 9:15 – The Biosecure Act & Companies of Concern 11:20 – How to Meet Us #Pharma #Biotech #DCATWeek #CDMO #SupplyChain #BiosecureAct #PharmaManufacturing