A daily compilation of articles, manuscripts, and news focused on the ADC market and compiled for the scientists who are making the cure everyday.
Wednesday, May 8, 2019
ThermoFisher is coming into the Gene Therapy CDMO space
ThermoFisher is announcing that that they are investing another $125M into their $1.7B acquisition of Brammer Bio to enable them to move into the gene therapy space. This is interesting for a couple of reasons
http://bit.ly/2H8AfdK
The main reason that this is interesting for me, is because Thermo is not a CDMO company. They are a hardware company.
I'm sure part of their motivation is the CDMO profit stream, but trying to compare contract manufacturing to selling $10K ziploc bags is not exactly apples to apples.
My guess is that the real motivation here is analagous to MilliporeSigmas contract ADC offer in that it is really a clever way to sell more hardware. With an added benefit of a potential CDMO profit at the same time.
What do you think? Are they jumping on the gene therapy bandwagon for the CDMO side, or to continue their single-use offer?
Side note: What do you think about single-use equipment in CDMO manufacturing? And then how does this apply to personalized medicine?
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