Research
FORUM TRANSCRIPT

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

  • Public Equity
  • Healthcare
  • North America
PREMIUM

Specialist

Former director at Pharmaceutical Product Development Inc (PPD)

Agenda

  • 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

Questions

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