The CEO's Weekly Challenge: Capacity or Indication

Every CDMO CEO faces the same unresolved question: build broad, flexible capacity and hope the demand shows up, or bet on a specific therapeutic indication and specialise around it. Get it wrong, and you're left with either an empty cleanroom or a therapeutic class that stalls and takes the business with it.

This panel brings together three CDMO CEOs - spanning delivery platforms, sterile formulation, and biosimilar manufacturing - for a candid conversation about how they actually make that call, week after week. Expect an honest look at capacity risk versus indication risk, when it makes sense to build a capability versus buy it versus partner for it, and how far out CEOs are genuinely forecasting demand before they commit years of capital.