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Sep 19, 2025

AGC Biologics & Western vs Chinese CDMOs

Executive at AGC Biologics
Partner Interview
AGC BiologicsWuXi BiologicsBayerLonza GroupThermo Fisher ScientificSartorius Stedim BiotechMerckPfizerCatalentSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseHealth Care
Jul 30, 2025

Aldevron: mRNA, Plasmids and Synthetic DNA

Former VP of Sales, Aldevron
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IP Interview
DanaherUSLarge CapCatalentThermo Fisher ScientificModernaGenscript Biotech CorporationLonza GroupSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
Jan 20, 2025

Lonza: CDMO Market Capacity

Executive at AGC Biologics
Partner Interview
Lonza GroupCHLarge CapCatalentSartorius Stedim BiotechAbbVieAvid BioservicesDanaherThermo Fisher ScientificCharles River Laboratories InternationalSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
Jan 14, 2025

Danaher vs Thermo Fisher: Plasmid Manufacturing & Gene Therapy Positioning

Former VP of Sales, Aldevron
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IP Interview
DanaherUSLarge CapThermo Fisher ScientificLonza GroupCatalentCharles River Laboratories InternationalTwist BioscienceSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerHealth Care
Dec 16, 2024

Danaher: Aldevron & DNA Plasmid Manufacturing

Former Director at Aldevron, Danaher
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IP Interview
DanaherUSLarge CapSartoriusThermo Fisher ScientificCatalentLonza GroupSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
Oct 6, 2024

Lifecore Biomedical: Customer Mix, Switching Cost & Power in the CDMO Value Chain

Former Senior VP at Lifecore Biomedical
Partner Interview
LandecUSSmall CapNovo NordiskLonza GroupCatalentHealth Care

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