INTEGRATIVE INSIGHTS
ON EMERGING OPPORTUNITIES

Integrative research means our extensive company research informs every thesis and perspective. The result is deep industry knowledge, expertise, and trend insights that yield valuable results for our partners and clients.

About the Author:
Tracy Marshbanks, Ph.D.
Managing Director
Tracy Marshbanks, with over two decades of experience at First Analysis, works with entrepreneurs as an investor and as an advisor on growth transactions to help build leading businesses where chemical and medical technologies are a key differentiating element. He is a thought leader in those areas, having authored widely read research papers. He serves on the boards of Checkpoint Surgical, CSA Medical, Current Ways Technologies, Medicinal Genomics, and VIDA Diagnostics. Prior to joining First Analysis in 1999, he held a number of positions with Amoco Corp. with responsibilities ranging from refining research and development to capital planning (first in petroleum refining and then in marketing). He earned an MBA from the University of Chicago, a doctorate in chemical engineering from Purdue University, and a bachelor’s degree in chemical engineering from Colorado State University.
First Analysis Process Technology Team
Tracy Marshbanks, Ph.D.
Managing Director
Eric Terhorst
Senior Vice President
Matthew Nicklin
Managing Director
Joseph Munda
Senior Vice President
First Analysis Quarterly Insights
Process Technology
Beginning of the end of the pandemic - what now?
June 17, 2021
  • The pandemic was a catalyst that accelerated adoption of emerging technologies and business models. We summarize the major pharma process technology related trends and developments we see resulting from the pandemic.
  • Key areas where transformations have accelerated include synthetic biology, outsourced drug development and manufacturing business models, and clinical trial processes.
  • The pandemic's lingering impact among long-haul COVID-19 patients will likely result in future business opportunities.

TABLE OF CONTENTS

Includes discussion of Moderna (MRNA), Pfizer (PFE) and Ginkgo Bioworks

The genie is out of the bottle for several major trends

Synthetic biology and vaccines shine

CDMO – what a difference a D makes

My kingdom for a reasonably priced eClinical or decentralized trial company

Unfortunately, long-haulers and others likely a growth market

From trails to roads

Process Technology Index pulls well ahead of Nasdaq

Process technology M&A activity strengthens further

Q2 process technology private placements continue at steady pace

The genie is out of the bottle for several major trends

As vaccination efforts begin to turn the tide against COVID-19 (at least in high-income countries), we summarize some major pharma process technology related trends and developments we see resulting from the pandemic. A number of these trends and developments had their beginnings well prior to COVID-19 but to that point showed minimal adoption due to regulatory and commercial inertia. But the need to respond to COVID-19 quickly and effectively at scale smashed many of those barriers. The pandemic was a catalyst that accelerated adoption of emerging technologies and business models. With the genie out of the bottle, we don’t expect much rollback.

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