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?