On May 18th, Nephron Research hosted a discussion on the latest updates in bioprocessing with one of the top thought leaders in the industry, Dr. Howard Levine. Topics of discussion included the backdrop for industry funding, an analysis of supply/demand capacity, as well as a closer look at the technologies and providers playing a leading role in the category.  We discussed an updated view on the market opportunity for COVID-19 treatments and vaccines for the industry. Dr. Levine presented an analysis on the industry with investor Q&A. 

The discussion is most relevant for our Life Science Tools coverage of Agilent (A), Avantor (AVTR), Danaher (DHR) and Thermo Fisher (TMO), and CDMO coverage of Catalent (CTLT).