March 2026 — CDMO Opportunities And Threats Report
By GlobalData
Each month, Outsourced Pharma works in conjunction with PharmSource, part of GlobalData, to present its “Contract Manufacturing: Opportunities and Threats (CMOT) Report” to our readers. The report identifies CDMOs that might be impacted by key events affecting their clients, including company acquisitions, product acquisitions and licenses, product approvals, late clinical product terminations, and FDA rejections.
| Contractor | BioPharma Company | Event | Product | Relationship |
POTENTIALLY POSITIVE |
||||
| AGC Biologics Inc | Quell Therapeutics Ltd | Positive Phase I/II interim results | QEL-001 | Biologic API |
| AGC Biologics Inc | ImmunityBio Inc | EMA approval | Anktiva* | Parenteral manufacture |
| AGC Biologics Inc | ImmunityBio Inc | EMA approval | Anktiva* | Biologic API |
| Almac Group Ltd | Array BioPharma Inc | FDA expanded indications | Braftovi* | Solid-dose packaging |
| Almac Group Ltd | Jazz Pharmaceuticals UK Ltd | MHRA approval | Ziihera* | Parenteral packaging |
| Ardena Holding NV | Array BioPharma Inc | FDA expanded indications | Braftovi* | Solid-dose manufacture & Packaging |
| Avid Bioservices Inc | Janssen-Cilag International NV | EMA expanded indications | Rybrevant* | Biologic API |
| Bilthoven Biologicals BV | ImmunityBio Inc | EMA approval | Anktiva* | Parenteral manufacture & packaging |
| Biogen Inc | Janssen Biotech Inc | FDA expanded indications | Tecvayli* | Biologic API |
| Boehringer Ingelheim Pharma GmbH & Co KG | AstraZeneca Plc | NICE approval | Imfinzi* | Biologic API |
| Catalent CTS LLC | Chiesi USA Inc | FDA expanded indications | Juxtapid* | Solid-dose manufacture & packaging |
| Catalent U.K. Swindon Zydis Ltd | Chiesi USA Inc | FDA expanded indications | Juxtapid* | Solid-dose packaging |
| Cell and Gene Therapy Catapult | Quell Therapeutics Ltd | Positive Phase I/II interim results | QEL-001 | Biologic API |
| Divi's Laboratories Ltd | Merck Sharp & Dohme (UK) Ltd | NICE approval | Lagevrio* | Small mol API |
| Dottikon Exclusive Synthesis AG | AstraZeneca Pharmaceuticals LP | FDA expanded indications | Calquence | Small mol API |
| Esteve Pharmaceuticals SA | Insmed Ltd | MHRA approval | Brinsupri* | Small mol API |
| Esteve Quimica SA | Insmed Ltd | MHRA approval | Brinsupri* | Small mol API |
| Eurofins Scientific SE | Satellos Bioscience Inc | Positive Phase II interim results | SAT-3247 | Solid-dose manufacture |
| Eurofins Scientific SE | Boehringer Ingelheim Pharmaceuticals Inc | FDA expanded indications | Hernexeos* | Small mol API |
| eXmoor Pharma Concepts Ltd | Quell Therapeutics Ltd | Positive Phase I/II interim results | QEL-001 | Biologic API |
| FUJIFILM Biotechnologies USA Inc | Immedica Pharma AB | FDA approval | Loargys* | Biologic API |
| Halo Pharma Inc | Sun Pharma UK Ltd | MHRA approval | Leqselvi* | Solid-dose manufacture |
| Hovione FarmaCiencia SA | Boehringer Ingelheim Pharmaceuticals Inc | FDA expanded indications | Hernexeos* | Solid-dose manufacture |
| Jetpharma SA | Array BioPharma Inc | FDA expanded indications | Braftovi* | Small mol API |
| Jiangsu Jiaerke Pharmaceutical Group Co Ltd | Janssen-Cilag International NV | EMA expanded indications | Akeega | Small mol API |
| Just Evotec Biologics Inc | Alpine Immune Sciences Inc | Positive Phase III interim results | povetacicept | Biologic API |
| Lek Pharmaceuticals dd | Novartis Pharmaceuticals Corp | FDA expanded indications | Cosentyx* | Parenteral manufacture & packaging |
| Lonza Group Ltd | DNAtrix Inc | Trial planned - Phase II | tasadenoturev | Small mol API |
| MilliporeSigma | GlaxoSmithKline Pharmaceuticals Ltd | NICE approval | Blenrep* | Biologic API |
| Novo Nordisk AS | BioMarin Pharmaceutical Inc | FDA expanded indications | Palynziq* | Parenteral manufacture & packaging |
| Novo Nordisk AS | Sanofi-Aventis US LLC | FDA expanded indications | Dupixent* | Parenteral manufacture & packaging |
| Novo Nordisk AS | BristolMyers Squibb Co | FDA expanded indications | Sotyktu* | Solid-dose packaging |
| Novo Nordisk AS | Sanofi UK | NICE approval | Dupixent* | Parenteral manufacture & packaging |
| Patheon France SAS | Insmed Ltd | MHRA approval | Brinsupri* | Solid-dose manufacture & packaging |
| Patheon NV | Insmed Ltd | MHRA approval | Brinsupri* | Solid-dose manufacture & packaging |
| Patheon NV | Novo Nordisk AS | EMA expanded indications | Wegovy | Parenteral packaging |
| Patheon NV | Janssen Biotech Inc | FDA expanded indications | Tecvayli* | Parenteral manufacture & packaging |
| Patheon NV | Merck Sharp & Dohme (UK) Ltd | NICE approval | Lagevrio* | Solid-dose manufacture & packaging |
| Patheon NV | Merck Sharp & Dohme (UK) Ltd | NICE approval | Lagevrio* | Small mol API |
| PCI Pharma Services | ImmunityBio Inc | EMA approval | Anktiva* | Parenteral manufacture |
| PCI Pharma Services | Janssen Biotech Inc | FDA expanded indications | Tecvayli* | Parenteral packaging |
| Pfizer Inc | Janssen-Cilag International NV | EMA expanded indications | Akeega | Solid-dose manufacture & packaging |
| Pfizer Inc | Eton Pharmaceuticals Inc | FDA approval | Desmoda | Biologic API |
| Praxis Packaging Solutions | Boehringer Ingelheim Pharmaceuticals Inc | FDA expanded indications | Hernexeos* | Solid-dose packaging |
| Rentschler Biopharma SE | AbbVie Inc | NICE approval | Tepkinly* | Biologic API |
| Samsung Biologics Co Ltd | Janssen-Cilag International NV | EMA expanded indications | Rybrevant* | Biologic API |
| Samsung Biologics Co Ltd | AstraZeneca Plc | NICE approval | Imfinzi* | Biologic API |
| Sandoz GmbH | Novartis Pharmaceuticals Corp | FDA expanded indications | Cosentyx* | Parenteral manufacture |
| Sandoz GmbH | Novartis Pharmaceuticals Corp | FDA expanded indications | Cosentyx* | Biologic API |
| Sharp Packaging Services LLC | CStone Pharmaceuticals Co Ltd | MHRA expanded indications | Cejemly* | Parenteral packaging |
| Sharp Packaging Services LLC | Merck Sharp & Dohme (UK) Ltd | NICE approval | Lagevrio* | Solid-dose packaging |
| SK Pharmteco Inc | Merck Sharp & Dohme (UK) Ltd | NICE approval | Lagevrio* | Small mol API |
| Sterling Pharma Solutions Ltd | Merck Sharp & Dohme (UK) Ltd | NICE approval | Lagevrio* | Small mol API |
| Tulex Pharmaceuticals Inc | Eton Pharmaceuticals Inc | FDA approval | Desmoda | Solid-dose manufacture |
| Unimedic AB | Immedica Pharma AB | FDA approval | Loargys* | Parenteral manufacture |
| Vetter Pharma-Fertigung GmbH & Co KG | MoonLake Immunotherapeutics | Positive Phase II top-line results | sonelokimab | Parenteral manufacture & Packaging |
| Vetter Pharma-Fertigung GmbH & Co KG | AstraZeneca Plc | NICE approval | Imfinzi* | Parenteral manufacture |
| Viralgen Vector Core SL | Elpida Therapeutics | Trial planned - Phase I/II | Elpida-02 | Biologic API |
| WuXi Biologics Cayman Inc | NovaBridge Biosciences | Trial planned - Phase II | plonmarlimab | Biologic API |
| WuXi Biologics Cayman Inc | OncoC4 Inc | Positive Phase I/II interim results | gotistobart | Biologic API |
| WuXi Biologics Cayman Inc | OncoC4 Inc | Positive Phase I/II interim results | gotistobart | Parenteral manufacture |
| WuXi Biologics Co Ltd | Jazz Pharmaceuticals UK Ltd | MHRA approval | Ziihera* | Parenteral manufacture |
| WuXi Biologics Co Ltd | Jazz Pharmaceuticals UK Ltd | MHRA approval | Ziihera* | Biologic API |
| WuXi Biologics Co Ltd | CStone Pharmaceuticals Co Ltd | MHRA expanded indications | Cejemly* | Biologic API |
| WuXi STA (Shanghai) Co Ltd | Janssen-Cilag International NV | EMA expanded indications | Akeega | Small mol API |
| WuXi XDC Cayman Inc | Janssen-Cilag International NV | EMA expanded indications | Akeega | Solid-dose manufacture |
| WuXi XDC Cayman Inc | Janssen-Cilag International NV | EMA expanded indications | Akeega | Small mol API |
| Yposkesi SAS | Atamyo Therapeutics SAS | Positive Phase I/II interim results | ATA-200 | Biologic API |
| Zhejiang XianjuJunye Pharmaceutical Co Ltd | Janssen-Cilag International NV | EMA expanded indications | Akeega | Small mol API |
POTENTIALLY NEGATIVE |
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| Patheon | Epizyme Inc | Withdrawn (EU) | Tazverik* | Solid-dose manufacture |
| Rechon Life Science | Novo Nordisk Ltd | Withdrawn (EU) | Zegalogue* | Parenteral manufacture & packaging |
| Samsung Biologics | GSK plc | Withdrawn (EU) | Xevudy* | Biologic API |
| Sharp Packaging Services LLC | Roche Products Ltd | NICE unable to recommend | Xofluza* | Solid-dose packaging |
| Sterling Pharma Solutions | Epizyme Inc | Withdrawn (EU) | Tazverik* | Small mol API |
Notes:
Source: GlobalData, Pharma Intelligence Center (Accessed February 15, 2026)
NICE = National Institute for Health and Care Excellence
*New molecular entities are in bold.