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tmarshbanks@firstanalysis.com
- The pandemic was a catalyst that accelerated adoption of emerging technologies and business models. We summarize the major pharma process technology related trends and developments we see resulting from the pandemic.
- Key areas where transformations have accelerated include synthetic biology, outsourced drug development and manufacturing business models, and clinical trial processes.
- The pandemic's lingering impact among long-haul COVID-19 patients will likely result in future business opportunities.
TABLE OF CONTENTS
Includes discussion of Moderna (MRNA), Pfizer (PFE) and Ginkgo Bioworks
The genie is out of the bottle for several major trends
Synthetic biology and vaccines shine
CDMO – what a difference a D makes
My kingdom for a reasonably priced eClinical or decentralized trial company
Unfortunately, long-haulers and others likely a growth market
From trails to roads
Process Technology Index pulls well ahead of Nasdaq
Process technology M&A activity strengthens further
Q2 process technology private placements continue at steady pace
The genie is out of the bottle for several major trends
As vaccination efforts begin to turn the tide against COVID-19 (at least in high-income countries), we summarize some major pharma process technology related trends and developments we see resulting from the pandemic. A number of these trends and developments had their beginnings well prior to COVID-19 but to that point showed minimal adoption due to regulatory and commercial inertia. But the need to respond to COVID-19 quickly and effectively at scale smashed many of those barriers. The pandemic was a catalyst that accelerated adoption of emerging technologies and business models. With the genie out of the bottle, we don’t expect much rollback.