PPD – Contract Research Service Assessment, Near-term Clinical Capitalisation Opportunities & Subsequent Market Positioning

  • Public Equity
  • Healthcare
  • North America


Former director at Pharmaceutical Product Development Inc (PPD)


  • Operating environment surrounding PPD, highlighting biotech funding, DCTs (decentralised clinical trials) and shifts in clinical trial methodologies
  • CRO (contract research organisation) evolution of Thermo Fisher (NYSE: TMO) following acquisition of PPD – M&A analysis, customer relationships, solutions portfolio breakdown, highlighting clinical development, FSP (functional services partnership) and laboratory services segments
  • PPD’s competitive positioning within the broader CRO market relative to players such as Icon (NASDAQ: ICLR), Syneos (NASDAQ: SYNH), Medpace (NASDAQ: MEDP) and Iqvia (NYSE: IQV), elaborating on relevant market share dynamics
  • Therapeutic focus areas for PPD, including haematology, infectious diseases, oncology and CNS (central nervous system)
  • 12-18-month outlook for PPD, noting imminent headwinds as well as staffing and supply chain headwinds


Gain access to Premium Content

Submit your details to access up to 5 Forum Transcripts or to request a complimentary one week trial.

    One week, unlimited access to over 40,000 transcripts
The information, material and content contained in this transcript (“Content”) is for information purposes only and does not constitute advice of any type or a trade recommendation and should not form the basis of any investment decision.This transcript has been edited by Third Bridge for ease of reading. Third Bridge Group Limited and its affiliates (together “Third Bridge”) make no representation and accept no liability for the Contentor for any errors, omissions or inaccuracies in respect of it. The views of the specialist expressed in the Content are those of the specialist and they are not endorsed by, nor do they represent the opinion of, Third Bridge. Third Bridge reserves all copyright, intellectual and other property rights in the Content. Any modification, reformatting, copying, displaying, distributing, transmitting, publishing, licensing, creating derivative works from, transferring or selling any Content is strictly prohibited