Neuland has strong capabilities in biologics, particularly as a CDMO focused on peptides and oligonucleotides. Peptide synthesis, a core strength, is a growing market with an expected rise from $90.1 billion in 2023 to $157.5 billion by 2028. This growth is driven by increasing demand for peptide-based drugs, such as GLP-1 agonists, which are used in treatments for diabetes and weight management. Neuland’s biologics business aligns with this double-digit market growth (DCAT Value Chain Insights)
The biological CDMO space is highly competitive, with established players already dominating the market. Their focus on niche areas like peptides helps them carve out a specialized position, but scaling up and competing with larger global CDMOs will require continued investment and operational excellence (which I believe they have shown over and over again, i don’t think they have ever failed an FDA checking, either announced or unannounced, which no pharma company, I think has been able to achieve). So definitely, operational excellence I believe is unparalleled.
Disc: Invested
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