Sartorius Stedim Biotech: Post-Covid Sourcing Strategy & Price Competition
Former Account Management Executive at Sartorius Stedim Biotech
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Sartorius Stedim Biotech: Post-Covid Sourcing Strategy & Price Competition(November 27, 2024)
Former Account Management Executive at Sartorius Stedim Biotech
Interview Transcript
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I have the impression that Sartorius has had very little insight into their clients' inventory. I'm still not sure if they have a full understanding of the inventory levels at their customers, as they seem reluctant to discuss it and provide a clearer perspective to investors. I think they might still be lagging in having a more holistic understanding of their clients. What do you think about it?
Additionally, the critical nature of the products you provide can drive customers to share more information. There's a strong focus at Sartorius on this topic, and it's being closely monitored. With market dynamics, the pressure on reporting has improved substantially. They are doing this, but the question is how strong their customer relationships are, not only with the biggest accounts where information exchange is basic but also with the hundreds or thousands of other companies where this information is needed.
This is a snippet of the transcript, sign up to read more.
I have the impression that Sartorius has had very little insight into their clients' inventory. I'm still not sure if they have a full understanding of the inventory levels at their customers, as they seem reluctant to discuss it and provide a clearer perspective to investors. I think they might still be lagging in having a more holistic understanding of their clients. What do you think about it?
It comes down to the strength of relationships with those customers and their willingness to share information, as well as the share of wallet Sartorius has with those accounts.
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