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Artwork for DCAT Value Chain Insights’ Production to Prescription

DCAT Value Chain Insights’ Production to Prescription

DCAT
Tariffs and Trade Policy
Decarbonization
Clarivate
Scope 3 Emissions
Solid Phase Peptide Synthesis
Antibody Drug Conjugates
Lilly
Bio/pharmaceutical Manufacturing
ADC (antibody-Drug Conjugates)
Liquid Phase Peptide Synthesis
Hybrid Peptide Synthesis
Small Molecule Cdmos
Contract Manufacturing Organization (CMO) Market
Most Favored Nation Drug Pricing
Science-Based Targets Initiative
AI In Drug Development
Next-Generation Drug Conjugates
Relic Coralant / Sobe's NASP / Novo Nordisk Products (examples Of Drugs In Discussion)
Cdmos
Ecovadis

DCAT Value Chain Insights' Production to Prescription podcast, presented by the Drug, Chemical & Associated Technologies Association (DCAT), features thought leaders with expert views on the major happenings impacting the global bio/pharmaceutical manufacturing value chain and industry performance.

PublishesMonthlyEpisodes59Founded6 years ago
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Artwork for DCAT Value Chain Insights’ Production to Prescription

Latest Episodes

New drug classes–proteolysis-targeting chimeras (PROTACs) and molecular glue degraders–are potentially a new source of product innovation for small-molecule drugs in their ability to reach previously “undruggable” drug targets. There have been severa... more

As the industry reaches the mid-point in 2026, how are CDMOs of small-molecule drugs faring? The larger scale CDMOs with late-phase and/or commercial-scale capabilities are faring well while smaller and mid-sized CDMOs specializing in early-stage dev... more

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As bio/pharma companies and their suppliers set and implement their sustainability strategies, what issues top the industry’s sustainability agenda? Decarbonizing, standardized reporting of value-chain emissions, and coalescing talent and technology ... more

In taking a 360-degree view of the CDMO market for injectables, what are the key developments from 2025 that continue to loom large in 2026? Ian Tzeng, Managing Director and Partner, L.E.K. Consulting and lead of L.E.K.’s Pharmaceutical Contract Serv... more

Which bio/pharmaceuticals, slated to be launched or approved in 2026, may be potential blockbusters or are raising the innovation bar to new heights? Matthew Arnold, Principal Analyst and Content Strategist, Clarivate, highlights the 11 drugs making ... more

Without question, evolving US tariff and trade policy was the story of the year, and how such policy will be implemented looms large. At the same time, the normal course of business in the bio/pharmaceutical industry—new drug approvals and the progre... more

Antibody drug conjugates (ADCs) are a niche but growing segment in the global bio/pharmaceutical industry—both on pipeline and market basis and in the CDMO sector. What are the growth prospects overall and in the major segments and how may evolving t... more

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Recent Guests

Brian Scanlan
Managing Partner
Freedom Bioscience Partners
Episode: CDMO Outlook: Small Molecules—What Lies Ahead?
Alaric Demarchelais
Business Development Manager, Peptides, ALMAX Sciences
ALMAX Sciences
Episode: A CDMO Roundtable: The Making of a Molecule: Peptide Synthesis
Mimoun Ayou
Senior Vice President and Global Commercial Head of the Peptide at Corn Pharma
Corn Pharma
Episode: A CDMO Roundtable: The Making of a Molecule: Peptide Synthesis
Matt Bio
Chief Scientific Officer, Cambridge
Cambridge (biopharma context)
Episode: A CDMO Roundtable: The Making of a Molecule: Peptide Synthesis
Eric Vang
General Manager, SnapDragon Chemistry
SnapDragon Chemistry
Episode: A CDMO Roundtable: The Making of a Molecule: Peptide Synthesis
Ute Schleyer
Internal Project Management and EHS Sustainability, Vetter
Vetter
Episode: What Tops the Industry’s Sustainability Agenda for 2026?
Julia Moralla
Associate Content Analyst, Cordis/Clarivate
Clarivate
Episode: 2025: The Bio/Pharma Industry’s Year in Review
Ian Zhang
Managing Director and Partner, LEK Consulting
LEK Consulting
Episode: 2025: The Bio/Pharma Industry’s Year in Review
Goroff Shorter
CEO, Roots Analysis
Roots Analysis
Episode: 2025: The Bio/Pharma Industry’s Year in Review

Host

Patricia Van Arnhem
Editorial Director at DCAT, DCAT Value Chain Insights (DCAT); host of discussions on bio/pharma manufacturing value chain.

Talking Points

Recent interactions between the hosts and their guests.

CDMO Outlook: Small Molecules—What Lies Ahead?
Q: Near the midpoint of 2026, how would you characterize market performance to date compared to the second half of last year and year over year?
Overall, small molecules remain steady with robust pipelines; larger CDMOs show strong performance especially in late-stage and commercial activity, while early-stage players face more muted demand due to funding dynamics. The shift toward late-stage opportunities is accelerating, and differentiation through specialization becomes critical for smaller players to win higher-value work.
What’s Trending: ADCs: Pipelines, Products, & CDMO Growth
Q: So what we first want to look at is on ADCs on a product basis, can you provide market insights into the size of the global ADC market now and projections for growth?
The ADC market is currently around $15 billion and is expected to grow to about $35 billion by 2035, with solid tumors comprising the vast majority of the market, highlighting strong growth potential across core cancer indications.
2026: Drugs To Watch: The Year Ahead
Q: What are the top drugs expected to launch in 2026 and which ones have blockbuster potential by 2031?
Lilly's Triple G Retatutide tops the list for diabetes with strong revenue forecasts by 2031, followed by Lilly's oral GLP-1 agents for obesity and other diabetes drugs. The panel also highlights J&J, BMS, and other players with several oncology and rare-disease programs showing strong commercial potential, though some may remain below the $1B mark in annual sales due to targeted populations.

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

- This set of episodes centers on the global bio/pharma manufacturing value chain, with a strong focus on contract development and manufacturing (CDMO) dynamics, injectable and peptide production, and next-generation modalities. Episodes frequently analyze market structure, regional capacity shifts (notably U.S., China, Europe), regulatory and tariff impacts, and the economics of manufacturing technologies from small molecules to complex biologics. A recurring thread is how policy, capital flows, sustainability targets, and emerging digital tools are reshaping strategy, with guests ranging from top-tier consulting firms, market intelligence firms, and specialized industry groups. Sponsors are often acknowledged, highlighting practical impli... more

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Recent guests on this podcast include:

1. Brian Scanlan
2. Alaric Demarchelais
3. Mimoun Ayou
4. Matt Bio
5. Eric Vang
6. Ute Schleyer
7. Julia Moralla
8. Ian Zhang

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