CDMO, one level at a time

What is a CDMO

Four bullets, one table, one chart. Enough to read everything below.

CDMO stocks in India, side by side

All of them on one page — which stage of a drug each works on, and how big each is.

What’s going on in CDMO

Eight findings from the latest quarter’s earnings calls of the CDMO companies covered here, compared. Together on one page, or one at a time:

1. Nobody is replacing China
2. Record sales. Not record profits.
3. Eleven paise in the rupee
4. Half the growth was the exchange rate
5. The peptide silence
6. Lets go shopping
7. How big is the pipeline?
8. The GLP-1 queue

One company, five questions

Twenty-three answers, every figure from a filing.