On Dec. 5th, Jack Meehan hosted a KOL call on the bioprocessing industry.  Bioprocessing has historically been one of the fastest growing areas of our coverage, and we think the long-term outlook is bright. However, the industry is facing short-term headwinds from excess inventory and the roll-off of demand for COVID-19. 

Topics of discussion on this conference call included an overview on the environment for bioprocessing purchasing, expected growth in gene therapy from Sarepta, stocking trends, views on various suppliers and product categories, and a discussion on quality of CDMO participants. Both of our experts have significant experience as industry consultants in helping customers establish biologics manufacturing and evaluate these big debates.