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
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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