CDMO modality investment strategy

A contract manufacturer needed a full strategy refresh for the decade ahead: markets to serve, capabilities to build, and the cost to get there.

M971-138

Fragmented competitor set mapped by scale

Situation

Modality focus undecided

Mid-size CDMO sought full strategy refresh to build growth plan for next decade, including areas of focus and concomitant investment.
Internal assessment of CDMO capabilities and external evaluation of market dynamics were both needed to identify path forward.
Evaluation included monoclonal antibodies, gene therapy and nucleotide-based therapeutics.

Project

Market and capability assessment

Conducted deep-dive market analysis based on secondary research and qualitative interviews with biopharma manufacturing decision-makers.
Evaluated current capabilities and developed investment plan in collaboration with internal leaders and SMEs.
Aligned on new strategy for CDMO with senior leadership.
Built 10-year financial model with sensitivity analyses on key assumptions.

Phase-entry data assessed across eight modalities

Supply modeling defined viable customer and stage targets

Outcome

Funded path forward

Recommended a path forward which included a lead and secondary therapeutic modality as core service offerings.
Identified customer segments across small biotech and large pharma most amenable to their capabilities.
Parent organization approved $20M+ investment in near-term, implementation underway.

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