Top Tweets for #crdmo
Drug discovery is a team sport. Our vice president - medicinal chemistry, Santosh Kulkarni, shares why integrating expertise across disciplines is key to solving increasingly complex scientific challenges.
#sailifesciences #drugdiscovery #pharma #cro #crdmo #trust #medchem
#WuXiBiologics and #EarendilLabs mark 1,000th molecule on #CRDMO platform. The collaboration supports development of #antibody programs from DNA to investigational new drug application across autoimmune disease, oncology, and ophthalmology. https://t.co/My2OcHMOCc #antibodies
We're excited to be attending Informa Australia's Bio Connections Australia 2026 in Melbourne.
🗓️ 27 July 2026
📍 Crown Promenade, Melbourne
#DrugDiscovery #Biotech #CRDMO #Australia
【#Guidechem's Featured Suppliers】
⭐Suzhou Motif Biotech (@MotifBiotech)
Need a trusted #peptide #CRDMO?
Motif Biotech offers FDA DMF-ready #Semaglutide & #Tirzepatide APIs with 1,000kg/yr capacity! 🧪
🌐https://t.co/5DDRXRf80H
Want featured? DM "Showcase"!
#GLP1 #API
#India's #CRDMOs stand to gain from addition of #China's #WuXiAppTec to #Pentagon list. WuXi's designation as Chinese #military company by U.S. Defense Department could mean more business for Indian companies in the #CRDMO space. https://t.co/lFQ9GfUVfl #DoD #1260H #BIOSECUREAct
Is #WuXiAppTec a "Chinese #military company" as #Pentagon alleges? The #China-based #CRDMO filed a legal complaint with the U.S. District Court for the District of Columbia challenging the designation by the Department of Defense. https://t.co/gsWXWUjVUw #DoD #1260H #BIOSECUREAct
#Aragen to manufacture #RenaissancePharma's #FDA Fast Track #antibody candidate. The program advanced from #cellline development in #California to commercial-scale #GMPmanufacturing in #India within nine months. https://t.co/LWNixBfcfQ #CRDMO #monoclonalantibody #neuroblastoma
The next big pharma opportunity may not be selling drugs.
It may be helping global pharma companies discover and manufacture them faster.
#SaiLifeSciences #CRDMO #Pharma #Healthcare #India #Investing
#SaiLifeSciences is a debt-free global CRDMO leader with 25% EBITDA margins, serving 18 of the top 25 pharma firms via a discovery-to-scale model. #CRDMO #Pharma
Dishman Carbogen Amcis and @CARBOGEN_AMCIS will be at CPhI Japan in Tokyo 🇯🇵 @CPHI_Japan
Let’s meet & build solutions for a better tomorrow.
#CPhIJapan #DishmanCarbogenAmcis #Pharma #Biotech #CRDMO #Innovation #Tokyo #LifeSciences
#Ipsen and #QuotientSciences have extended a commercial supply partnership to manufacture a treatment for the ultra-rare disease #FibrodysplasiaOssificansProgressiva. Ipsen has invested in new equipment at Quotient's Boothwyn, PA facility. https://t.co/4g4n6r3ZJF #CRDMO #HPAPI
Anthem Biosciences ltd Concall Summary for Q3FY26
#Anthembiosciences #Pharma #CRDMO #Q3FY26 #Anthem @gaze_observer @shome_rajarshi @RaghavT10944
Financial Performance
• 9M Revenue: ₹1,513 Cr (CRDMO ₹1,260 Cr | Specialty ₹254 Cr).
• Q3 Revenue: ₹423 Cr (CRDMO ₹333 Cr | Specialty ₹90 Cr).
• 9M EBITDA: ₹671 Cr (41.5% margin).
• Q3 EBITDA: ₹191 Cr (41.8% margin).
• 9M PAT: ₹402 Cr (24.8% margin).
• Q3 PAT: ₹93 Cr (20.3% margin).
• Other income: ₹41 Cr (9M) | ₹33.5 Cr (Q3).
Margin Drivers
• Structural backward integration eliminating China outsourcing.
• Strong gross margin from in-house intermediates & yield optimization.
• Peptide EBITDA margins remain structurally high across GLP-1 chain.
• EBITDA growth outpaced revenue due to operating leverage.
Pipeline Strength
• 130–140 early-stage molecules.
• 6 Phase 3 molecules.
• 6–7 ADC programs (1 in Phase 3).
• 5–6 Phase 2 assets moving toward Phase 3 in 18–30 months.
Peptide & GLP-1
• 16 kL commercial peptide facility operational.
• Semaglutide API validated; DMF ready for ROW markets.
• Injectable GLP-1 near-term focus; oral under development.
• Target 35% EBITDA margin in peptides even at $100/g API price.
Manufacturing & Capacity
• Custom synthesis: 25 kL (Unit-1) fully utilized.
• Fermentation: 300 kL total, 75% utilized.
• Unit-4 CAPEX: ₹1,000 Cr (phased, 30-acre site).
• Peptide facility CAPEX: ₹200 Cr.
• Microbial biosimilar plant: 2 × 200L trains.
Capacity Strategy
• Units 1 & 2 fully utilized; expansion largely greenfield-led.
• Hybrid CHO + single-use systems in new facility.
• Unit-4 to support 20% growth over next 2 years.
• Target 4–5 asset turns within 3 years of ramp-up.
Customer & Market Trends
• CDMO 100% export (USD denominated).
• Specialty ingredients 90% domestic.
• Destocking impacted Q3 vs high base.
• RFQ activity improving as biotech funding recovers.
• 8–9 innovator peptide programs active.
Growth Drivers (2–3 Years)
• GLP-1 peptides.
• Fermentation-based products.
• Biosimilars.
• Four newly launched molecules showing early traction.
• Estimated peak sales potential of key molecules: $10 Bn (combined).
Risks
• One Phase-3 FDA review returned for additional data.
• No FX hedging (USD exposure).
Guidance & Outlook
• FY26 Revenue Growth: 15–16% (revised from >20%).
• EBITDA & PAT margins: >20% for FY26.
• Strong Q4 expected as destocking normalizes.
• Long-term growth supported by GLP-1, fermentation & biosimilar scale-up.
Key Takeaway
Anthem maintains industry-leading ~42% EBITDA margins driven by deep backward integration and peptide capabilities. Despite temporary destocking, strong pipeline (130+ molecules), ₹1,000 Cr expansion plan, and GLP-1 positioning provide a multi-year growth runway with sustained high-margin profile.
#CNBCTV18Market | #Jefferies' call on #CRDMO #Q3: 4 of 8 cos missed, 3 beat, 1 was in-line with est in Q3. CRDMO rev grew 7.5% YoY, led by Gland Ph, Divi's Lab & Sai Life Sciences. In Q3, upgraded #LaurusLabs to hold, downgraded #SyngeneIntl to underperform
India’s CRDMO sector is shifting from cost advantage to strategic relevance. 🇮🇳💊
Projected at $22–25B by 2035, India could capture up to 10% of global CDMO outsourcing as pharma diversifies supply chains beyond China+1.
#CRDMO #Pharma #Biotech #IndiaGrowth #SupplyChain
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