Sartorius Stedim Biotech SADIM
▲ PositiveDemandrelevance
Market growth driven by increasing cell therapy clinical trials and approvals, boosting demand for raw materials supplied by Sartorius Stedim Biotech.
Impact on assets 4
Biotech & Genomic Medicine
Sartorius Stedim Biotech SA
Thermo Fisher Scientific IncTMO
▲ PositiveDemandrelevance
Market growth driven by increasing cell therapy clinical trials and approvals, boosting demand for raw materials supplied by Thermo Fisher.
Critical Materials & Supply Chain
Merck KGaAMRK
▲ PositiveDemandrelevance
Market growth driven by increasing cell therapy clinical trials and approvals, boosting demand for raw materials supplied by Merck KGaA.
Health Care
Sartorius AktiengesellschaftSRT3
▲ PositiveDemandrelevance
Market growth driven by increasing cell therapy clinical trials and approvals, boosting demand for raw materials supplied by Sartorius AG.
Theme Impact 1
Off-coverage companies
Related news
China2
Pharmaron's Overseas Employee Shareholding Platform Plans to Transfer 1% Stake via Inquiry
Pharmaron announced that shareholder Pharmaron Holdings Limited plans to transfer 18.373 million shares of the company through inquiry, representing 1.00% of total share capital, with the reason being its own capital needs. The transferor is the company's overseas employee shareholding platform, with actual controller Boliang Lou. It is not a controlling shareholder of the company, but a person acting in concert with the actual controller and a shareholder holding more than 5% of shares. Its shareholders include directors and senior management of the company. The transferees are institutional investors, and the transferred shares cannot be sold within six months after the transfer. The lower limit of the inquiry transfer price shall not be less than 70% of the average stock trading price over the 20 trading days before the date of sending the subscription invitation. Huatai United Securities will determine the transfer price after the quotation based on the principles of price priority, quantity priority, and time priority. Financial data shows that in the first half of this year, the company's operating revenue was 7.595 billion yuan, up 17.92% year-on-year; net profit attributable to the parent was 750 million yuan, up 6.96% year-on-year; and non-GAAP net profit attributable to the parent was 693 million yuan, up 8.87% year-on-year. As of the close on October 9, Pharmaron fell 1.46% to 43.11 yuan per share, with a total market value of 79.21 billion yuan.
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Biotech & Genomic Medicine › Tools, Diagnostics & CDMO Capital
Biotech & Genomic Medicine › CDMO / Contract Manufacturing Capital
300759.CS · Capital · Negative Overseas employee shareholding platform plans to transfer 1% stake via inquiry due to its own capital needs, signaling potential selling pressure.
Switzerland
South Korea2
UBS Cuts PolyPeptide Group to Neutral After Samsung Biologics Tender Offer
UBS downgraded PolyPeptide Group to neutral following Samsung Biologics' all cash tender offer, shifting investor focus toward deal completion rather than further upside. PolyPeptide shares trade at CHF43.85, close to both the UBS target and Samsung's offer, after an 82.71% share price return and an 81.20% total shareholder return over one year, though the 5 year total shareholder return remains down 63.39%. The most followed narrative pegs fair value at CHF39.09, implying the stock is 12% overvalued, based on a discount rate of 4.89%. The peptide therapeutics market is expected to grow more than 15% annually with nearly 500 drugs in late stage development, but PolyPeptide could struggle to convert its Phase III exposure into sustained commercial wins if programs are delayed or terminated, pressuring revenue growth and EBITDA progression.
About megatrends
Biotech & Genomic Medicine › CDMO / Contract Manufacturing Capital
PPGN.SW · Capital · Neutral UBS downgraded PolyPeptide to neutral after Samsung Biologics' tender offer, with shares near the offer price and fair value seen 12% overvalued
207940.KO · Capital · Positive Samsung Biologics' all-cash tender offer for PolyPeptide is an M&A move that expands its peptide business
United StatesThermo Fisher Helps Launch Digital CMC Consortium for Biopharma
Thermo Fisher Scientific has helped launch the Digital CMC Consortium to advance digital Chemistry, Manufacturing, and Controls for biopharma. The initiative brings together biopharma companies, technology providers, and regulators to work on shared digital standards for CMC data, aiming to support faster therapy development, more efficient regulatory reviews, and digital lifecycle management across drug programs. Thermo Fisher Scientific operates across life sciences tools, diagnostics, and biopharma services, and its US$242.8b size gives it the breadth to help shape shared data standards that many pharma clients may end up using. The company already supports programs like Quantum BioPharma's Phase 2 Lucid MS trial and offers platforms such as OSD Express and Steriles Express that structure data and workflows across development and manufacturing. A practical signal to watch is how many drug programs and partners explicitly adopt Digital CMC based workflows or defined solutions such as OSD Express, Steriles Express or KinetiSol projects over the next CPHI cycle through late 2027.
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Biotech & Genomic Medicine › Tools, Diagnostics & CDMO ▲Technology
Biotech & Genomic Medicine › CDMO / Contract Manufacturing Technology
TMO · Technology · Positive Thermo Fisher helped launch the Digital CMC Consortium to advance digital CMC standards and its platforms like OSD Express and Steriles Express
United StatesSouth Korea
Iceland▲
Alvotech signs long-term manufacturing deal with LOTTE Biologics
Alvotech announced on Tuesday that it has agreed to a long-term deal with LOTTE Biologics to manufacture multiple biosimilar drugs at LOTTE's Syracuse, New York facility. The agreement adds 40K liters of manufacturing capacity and expands Alvotech's U.S. production footprint. The added capacity will support the company's growing biosimilar pipeline and global supply needs, with potential for the partnership to expand. Commercial production will begin after required technology transfer, facility qualification, and regulatory approvals.
About megatrends
Biotech & Genomic Medicine › Biosimilars ▲Supply
Biotech & Genomic Medicine › CDMO / Contract Manufacturing ▲Supply
ALVO · Supply · Positive Long-term deal with LOTTE Biologics adds 40K liters of manufacturing capacity, expanding Alvotech's U.S. production footprint to support its biosimilar pipeline.
LOTTE Biologics · Demand · Positive LOTTE Biologics wins a long-term manufacturing agreement to produce multiple biosimilar drugs at its Syracuse, New York facility.
GlobalUnited States
United Kingdom
France▲
Cell and Gene Therapy Bio-Manufacturing Market to Reach $21.46 Billion by 2030
The global cell and gene therapy biomanufacturing market is projected to grow from $12.35 billion in 2025 to $13.83 billion in 2026, a compound annual growth rate of 12%, and to reach $21.46 billion by 2030 at a compound annual growth rate of 11.6% from 2026, according to the Cell and Gene Therapy Bio-Manufacturing Market Global Report 2026 added to ResearchAndMarkets.com. Growth is being driven by the increasing commercialization of cell and gene therapies, demand for scalable viral vector production, wider adoption of personalized medicine, and expansion among contract development and manufacturing organizations, alongside automation, digitalization, and investment in modern biomanufacturing facilities. The report cites the American Society of Gene and Cell Therapy's finding that the number of gene therapies in Phase III development increased by 10% during the fourth quarter of 2023 compared with the previous quarter, the first quarterly increase since the third quarter of 2022. In May 2026, Andelyn Biosciences launched its LVV Curator platform to streamline lentiviral vector manufacturing, using a modular, prevalidated framework based on Curator methodology previously applied across more than 100 adeno-associated virus programs. In January 2024, Oxford Biomedica plc acquired ABL Europe SAS for $17.35 million, expanding its manufacturing presence in Europe and its viral vector development and production services. North America was the largest cell and gene therapy biomanufacturing market in 2025, while Asia-Pacific is forecast to be the fastest-growing region; companies featured include Thermo Fisher Scientific Inc., Merck KGaA, Lonza Group AG, and Samsung Biologics Co. Ltd.
About megatrends
Biotech & Genomic Medicine › Tools, Diagnostics & CDMO ▲Technology
Biotech & Genomic Medicine › CDMO / Contract Manufacturing ▲Technology
Biotech & Genomic Medicine › Cell Therapy (CAR-T & beyond) ▲Technology
OXB.LSE · Capital · Positive Oxford Biomedica acquired ABL Europe SAS for $17.35 million, expanding its European viral vector manufacturing presence.
United StatesCooke & Bieler Flags Charles River Laboratories as Demand Stabilizes
Cooke & Bieler's Mid Cap Value Equity Strategy named Charles River Laboratories International as its second largest contributor in its second-quarter 2026 investor letter, citing better than expected first quarter earnings as support for its thesis that demand is stabilizing after a period of cyclical contraction. The firm described Charles River Laboratories as the world's largest provider of outsourced nonclinical drug development services, serving pharmaceutical and biotechnology firms with drug discovery, development, and safety testing. The stock closed at $294.59 per share on September 28, 2026, returned 4.34% over the past month, and is up 88.28% over the past year, giving the company a market capitalization of $14.19 billion within a 52-week range of $146.20 to $303.31. The Cooke & Bieler Mid Cap Value Strategy returned 8.05% in the quarter, lagging the Russell Midcap Value Index's 13.4%, with an underweight in Information Technology driving nearly all of the shortfall as that sector surged 60% on AI capex. Forty-seven hedge fund portfolios held Charles River Laboratories at the end of the second quarter, up from 43 in the previous quarter.
About megatrends
Biotech & Genomic Medicine › Tools, Diagnostics & CDMO ▲Demand
Biotech & Genomic Medicine › CDMO / Contract Manufacturing Demand
CRL · Capital · Positive Cooke & Bieler named Charles River Laboratories a top contributor, citing better-than-expected Q1 earnings supporting its thesis that demand is stabilizing.