Small Molecule CDMO Divestments – Impact of Growing Focus on Biologic Manufacturing & Potential M&A Activity – 11 August 2021

  • Public Equity
  • Healthcare
  • Europe


Former VP at Lonza Group AG


  • Small molecule CDMO (contract development and manufacturing organisation) market overview and competitive positioning of major players
  • Expected growth of small molecule outsourced manufacturing vs biologics
  • Lonza's (VTX: LONN) divestment of its softgel business and Catalent's (NYSE: CTLT) divestment of its BFS (blow-fill-seal) business
  • Expected pace of future divestments and potential acquirers or consolidators
  • H2 2021 outlook


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