Navigating the CDMO Landscape: Market Trends, Emerging Opportunities, and the China Impact
Day 3 Manufacturing 5.0 Stage
08/10/2026 10:00 - 10:25am
Contributors
Ayan Deb : Principal, Strategy Consulting - IQVIA
This presentation examines the evolving CDMO landscape, highlighting the key structural megatrends that are reshaping demand, capacity, and capital allocation priorities across the industry. It explores how these shifts are creating attractive growth opportunities in select CDMO sub-segments, with certain technologies, and modalities emerging as the primary beneficiaries of the ongoing structural changes. The presentation also discusses how China is emerging as the global innovation engine and assesses the strategic implications for Western CDMOs.