1/2 Spanish ROVI $ROVI.MC trades at a NTM ev/ebit of 15,7 which usually is too high for me to consider. Rovi got 2 divisions: CDMO and speciality pharma
The CDMO division eg filled $MRNA covid vacchine. They now ramped up CDMO capacities and got the first bigger non covid order in April with revs
The CDMO division eg filled $MRNA covid vacchine. They now ramped up CDMO capacities and got the first bigger non covid order in April with revs
February 17, 2025 at 2:37 PM
1/2 Spanish ROVI $ROVI.MC trades at a NTM ev/ebit of 15,7 which usually is too high for me to consider. Rovi got 2 divisions: CDMO and speciality pharma
The CDMO division eg filled $MRNA covid vacchine. They now ramped up CDMO capacities and got the first bigger non covid order in April with revs
The CDMO division eg filled $MRNA covid vacchine. They now ramped up CDMO capacities and got the first bigger non covid order in April with revs
Marché des services Cdmo de virus oncolytiques : perspect... | WiseGuyReports www.wiseguyreports.com/fr/reports/o...
Marché des services Cdmo de virus oncolytiques : perspect...
L’industrie du marché des services Cdmo pour virus oncolytiques devrait passer de 0,92 (milliards USD) en 2024 à 5,6 (milliards USD) d’ici 2032. Le TCAC du marché des services Cdmo pour virus oncolyti...
www.wiseguyreports.com
September 26, 2026 at 6:15 AM
Marché des services Cdmo de virus oncolytiques : perspect... | WiseGuyReports www.wiseguyreports.com/fr/reports/o...
#Tafamidis #CanadaPharma #PharmaCanada #API #APISourcing #CDMO #PharmaSupplyChain #PharmaManufacturing #PharmaImporter #PharmaDistributor #GMP
September 27, 2026 at 2:46 AM
September 24, 2026 at 1:22 AM
CDMO-Marktanalyse für medizinische Geräte (2032) | WiseGuyReports www.wiseguyreports.com/de/reports/m...
CDMO-Marktanalyse für medizinische Geräte (2032)
Die Branche des CDMO-Marktes für medizinische Geräte wird voraussichtlich von 13,74 (Milliarden US-Dollar) im Jahr 2024 auf 50,4 (Milliarden US-Dollar) im Jahr 2032 wachsen. Die CAGR (Wachstumsrate) d...
www.wiseguyreports.com
September 24, 2026 at 7:56 AM
CDMO-Marktanalyse für medizinische Geräte (2032) | WiseGuyReports www.wiseguyreports.com/de/reports/m...
I'm the radiation safety officer for a new CDMO that will soon be manufacturing these. There are a few very promising isotopes in early phase clinical trials. I've been in nuc med manufacturing for 25 years and this is the most exciting time the field has ever seen.
November 16, 2024 at 10:46 PM
I'm the radiation safety officer for a new CDMO that will soon be manufacturing these. There are a few very promising isotopes in early phase clinical trials. I've been in nuc med manufacturing for 25 years and this is the most exciting time the field has ever seen.
2/2 starting in 2026ff. CDMO is a classical oligopoly high margin with supply<demand biz. More order negotiations with big pharma are in progress. As soon as revs/orders ramp, market may realize the CDMO biz alone is worth more than current mcap. Bigger pure play peer Lonza is trading at 33x P/E
February 17, 2025 at 2:37 PM
2/2 starting in 2026ff. CDMO is a classical oligopoly high margin with supply<demand biz. More order negotiations with big pharma are in progress. As soon as revs/orders ramp, market may realize the CDMO biz alone is worth more than current mcap. Bigger pure play peer Lonza is trading at 33x P/E
Lipid Nanoparticles LNPs CDMO Service Market | Analysis 2035 | WiseGuyReports www.wiseguyreports.com/reports/lipi...
Lipid Nanoparticles LNPs CDMO Service Market | Analysis 2035
The Lipid Nanoparticles LNPs CDMO Service Market is expected to grow from 1,500 USD Million in 2025 to 5 USD Billion by 2035. The Lipid Nanoparticles LNPs CDMO Service Market CAGR (growth rate) is exp...
www.wiseguyreports.com
September 23, 2026 at 4:27 AM
Lipid Nanoparticles LNPs CDMO Service Market | Analysis 2035 | WiseGuyReports www.wiseguyreports.com/reports/lipi...
医療機器の CDMO および Cro 市場分析と 2032 年の予測 | WiseGuyReports www.wiseguyreports.com/ja/reports/m...
医療機器の CDMO および Cro 市場分析と 2032 年の予測
医療機器の CDMO および Cro 市場の概要:
医療機器の Cdmo および Cro 市場規模は、2023 年に 66.99 (10 億米ドル) と推定されています。医療機器の Cdmo および Cro 市場産業は、2024 年の 76.17 (10 億米ドル) から 2,125 億米ドル (10 億米ドル) に成長すると予想されています2032 年までに。医療機器の Cdmo および Cro...
www.wiseguyreports.com
September 23, 2026 at 10:46 AM
医療機器の CDMO および Cro 市場分析と 2032 年の予測 | WiseGuyReports www.wiseguyreports.com/ja/reports/m...
#MediconValley er dét sted i Europa, hvor flest #CDMO (Contract Dev. Manufacturing Org.) har valgt at lægge deres investeringer og arbejdspladser! #dkpol #sundpol @mediconvalley.bsky.social
"I’m very happy to see that the Swedish strategy focuses on collaboration and also on the Nordic perspective," says Niels Abel Bonde @mediconvalley.bsky.social
Is there any power in the policies? - NLS
Danish and Swedish life science strategies under the lens at Medicon Valley Alliance Annual Meeting.
nordiclifescience.org
November 26, 2024 at 10:43 AM
#MediconValley er dét sted i Europa, hvor flest #CDMO (Contract Dev. Manufacturing Org.) har valgt at lægge deres investeringer og arbejdspladser! #dkpol #sundpol @mediconvalley.bsky.social
Stay ahead of what’s shaping biopharma outsourcing. Get free industry news, expert perspectives, and practical insights from Outsourced Pharma.
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#Biopharma #CDMO #Outsourcing #PharmaManufacturing #Biotech
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#Biopharma #CDMO #Outsourcing #PharmaManufacturing #Biotech
September 22, 2026 at 4:05 PM
Stay ahead of what’s shaping biopharma outsourcing. Get free industry news, expert perspectives, and practical insights from Outsourced Pharma.
Sign up for free: www.outsourcedpharma.com/user/new
#Biopharma #CDMO #Outsourcing #PharmaManufacturing #Biotech
Sign up for free: www.outsourcedpharma.com/user/new
#Biopharma #CDMO #Outsourcing #PharmaManufacturing #Biotech
Ich habe Schulden😔 | THIEF SIMULATOR 2
YouTube video by Elliawald
www.youtube.com
October 18, 2024 at 11:13 AM
契約開発・製造組織 CDMO市場 | WiseGuyReports www.wiseguyreports.com/ja/reports/c...
契約開発・製造組織 CDMO市場
The Contract Development and Manufacturing Organization CDMO Market is expected to grow from 82.6 USD Billion in 2025 to 120 USD Billion by 2035. The Contract Development and Manufacturing Organizatio...
www.wiseguyreports.com
September 23, 2026 at 3:42 AM
契約開発・製造組織 CDMO市場 | WiseGuyReports www.wiseguyreports.com/ja/reports/c...
#TanzaniaPharma #Ustekinumab #Biologics #mAb #PharmaSourcing #CDMO #PharmaAfrica #TanzaniaHealthcare #PharmaImporters #Biosimilars
September 23, 2026 at 2:53 AM
#ABCChallenges #MusicChallenge
Week 3: Bands that start with C
f*yeah cayetana!
Cayetana - Mesa
www.youtube.com/watch?v=cDMo...
Week 3: Bands that start with C
f*yeah cayetana!
Cayetana - Mesa
www.youtube.com/watch?v=cDMo...
CAYETANA - MESA (OFFICAL VIDEO)
Director - Adam Peditto.Director of photography - Aly Spengler.New Kind of Normal. Plum Records 2017.
www.youtube.com
February 29, 2024 at 4:38 AM
#ABCChallenges #MusicChallenge
Week 3: Bands that start with C
f*yeah cayetana!
Cayetana - Mesa
www.youtube.com/watch?v=cDMo...
Week 3: Bands that start with C
f*yeah cayetana!
Cayetana - Mesa
www.youtube.com/watch?v=cDMo...
Contract Research Organization CRO and CDMO for Pharmaceu... | WiseGuyReports www.wiseguyreports.com/reports/cont...
Contract Research Organization CRO and CDMO for Pharmaceu...
The Contract Research Organization CRO and CDMO for Pharmaceutical Market is expected to grow from 53.5 USD Billion in 2025 to 78 USD Billion by 2035. The Contract Research Organization CRO and CDMO f...
www.wiseguyreports.com
September 22, 2026 at 6:16 AM
Contract Research Organization CRO and CDMO for Pharmaceu... | WiseGuyReports www.wiseguyreports.com/reports/cont...
Added $ROVI.MC again at ~46€ - biggest position now…base case ~30% earnings cagr (starting 26) for years to come. Trading <12x 2026e ev/ebit.
Biggest CDMO peer Catalent was bought by Novo,will cancel all 3rd party contracts in 26. All their clients need a new partner, Rovi is the biggest one then.
Biggest CDMO peer Catalent was bought by Novo,will cancel all 3rd party contracts in 26. All their clients need a new partner, Rovi is the biggest one then.
April 8, 2025 at 8:19 PM
Added $ROVI.MC again at ~46€ - biggest position now…base case ~30% earnings cagr (starting 26) for years to come. Trading <12x 2026e ev/ebit.
Biggest CDMO peer Catalent was bought by Novo,will cancel all 3rd party contracts in 26. All their clients need a new partner, Rovi is the biggest one then.
Biggest CDMO peer Catalent was bought by Novo,will cancel all 3rd party contracts in 26. All their clients need a new partner, Rovi is the biggest one then.
The Cultured Hub, a first-of-its-kind pilot plant and CDMO for cellular agriculture, opens in Switzerland
Cultivated meat companies can now rent space & equipment for process development up to 1000L scale without having to sink costs into their own facilities
gateway.eqs.com/maily/online...
December 3, 2024 at 7:38 PM
The Cultured Hub, a first-of-its-kind pilot plant and CDMO for cellular agriculture, opens in Switzerland
Cultivated meat companies can now rent space & equipment for process development up to 1000L scale without having to sink costs into their own facilities
gateway.eqs.com/maily/online...
I work in one of the r&d groups of a cdmo. Almost everyone I work with is an immigrant including my boss. I love my job and I work with awesome folks.
December 28, 2024 at 10:54 PM
I work in one of the r&d groups of a cdmo. Almost everyone I work with is an immigrant including my boss. I love my job and I work with awesome folks.
I work at a CDMO and a bunch of our clients (including those fighting cancer) have lost funding. I am selfishly worried for my job and also devastated wondering how many patients whose diseases are on the edge of a cure are going to die senselessly. I will never forgive the current regime.
April 3, 2025 at 2:10 AM
I work at a CDMO and a bunch of our clients (including those fighting cancer) have lost funding. I am selfishly worried for my job and also devastated wondering how many patients whose diseases are on the edge of a cure are going to die senselessly. I will never forgive the current regime.
At my day job, I got interviewed during a trade show a couple weeks ago, but was ambushed about my @hampshirecollege.bsky.social thoughts, as well as What I'm Reading. Also, I adjust my jacket & cuffs multiple times. ENJOY: youtu.be/nSOigcyKk9k?...
Gil Roth Interview | CDMO Leadership Perspectives at CPHI Philadelphia 2026
YouTube video by CDMO World
youtu.be
June 15, 2026 at 6:22 PM
At my day job, I got interviewed during a trade show a couple weeks ago, but was ambushed about my @hampshirecollege.bsky.social thoughts, as well as What I'm Reading. Also, I adjust my jacket & cuffs multiple times. ENJOY: youtu.be/nSOigcyKk9k?...
Ghana hashtags
#Secukinumab #GhanaPharma #PharmaceuticalsGhana #GhanaHealthcare #PharmaImportersGhana #PharmaDistributorsGhana #Biologics #MonoclonalAntibody #IL17A #PharmaSourcing #CDMO #PharmaceuticalSupplyChain
#Secukinumab #GhanaPharma #PharmaceuticalsGhana #GhanaHealthcare #PharmaImportersGhana #PharmaDistributorsGhana #Biologics #MonoclonalAntibody #IL17A #PharmaSourcing #CDMO #PharmaceuticalSupplyChain
September 22, 2026 at 1:59 AM