美国生命科学行业报告2025

UNITED STATESLIFE SCIENCES2025 Financial Environment - Drug Discovery and Development - HubsRegulation - Contract Manufacturing - AI and New Technologies Dear Readers, Welcome to the 2025 edition of GBR’sUnited States Life Sciencesindustry report. Resilience amid uncertainty. These words encapsulate the US life sciences sectoras it navigates 2025. While the industry has largely rebounded from the recentbiotech bear market, with clinical trial starts and funding showing signs of re-bound, headwinds remain. Political uncertainty, the specter of tariffs, and evolv-ing regulatory landscapes create a complex operating environment. Yet, the fun-damental strengths of the US ecosystem endure. The nation remains the undisputed global leader, powered by world-class re-search, robust investment, and dynamic innovation hubs stretching from theestablished centers in California and the Northeast to burgeoning regions acrossthe country. This landscape continues to attract global players. Challenges are awry. Big Pharma faces immense pressure from patent expira-tions, driving strategic M&A to acquire innovation often originating from biotech.Both must adapt business models in an era demanding greater efficiency andvalue demonstration, even amidst breakthroughs in areas like metabolic diseaseand advanced therapies. Supporting this ecosystem are vital partners: CDMOs are rapidly expanding tomeet the demand for biologics manufacturing, CROs offer pathways to accel-erate development, and logistics providers are innovating to handle complexpersonalized medicines. This crucial segment faces its own pivotal moment,grappling with supply chain vulnerabilities and the potential reshaping spurredby geopolitical tensions and legislation like the BIOSECURE Act, accelerating di-versification strategies. We extend our gratitude to our partners at Biocom California, MassBio, BioNJ,and Ohio Life Sciences, as well as the many executives who generously sharedtheir insights with us. We hope this report aids all stakeholders in navigating theevolving landscape of the US Life Sciences sector. Alfonso TejerinaDirector and General ManagerGlobal Business Reports 48Interviews with Thermo FisherScientific and with Siegfried50Interview with Uquifa Group52Interview with Genezen53Interview with EnzeneBiosciences54Interview with Pyramid Labs55Small Molecule, Big Impact57Interview with Dipharma Francis58Interview with Procos SPA59Interview with CMIC CMO USA60Interview with SAI Life Sciences62Fortifying the Flow 64Interview with CMCPharmaceuticals65Interviews with Evonik, withBrenntag and with BASF PharmaSolutions 20Amazonification Effect21Interviews with Pharma.Aero,with DHL and with Etihad Cargo Drug Discovery and Development Introduction 38Metabolic Disease and the ThreeBears of Drug Development40Interviews with HighTideTherapeutics and withBostonGene42In the Lab43Interviews with ImmunicTherapeutics, with Biovie andwith Aphios 8A 2025 US Life Sciences Dissec-tion11Tools and Materials Providers12Interviews with Agilent and withMilliporeSigma13Pulse Check15Interviews with HSBC InnovationBanking and with EY16Disrupting the Dragon Dance18Interview with Pharma andBiopharma OutsourcingAssociation (PBOA)19Interview withLaVoieHealthScienceUnited States Life Sciences 2025 Hubs 24The Birthplace of Biotech26Interview with Biocom California27Life, Liberty, and the Pursuit ofInnovation29Interview with BioNJ30Interview with MassBio32Interview with PennsylvaniaBiotechnology Center (PABC)33Mitochondrial Hubs34Interview with Ohio Life Sciences New Technologies 68Beyond Drug Discovery69Interview with Quartic.ai70Interview with Valgenesis71Industry Insights: How will theindustry evolve?72Company Directory74Credits Contract Manufacturing, Servicesand Chemicals 46Bolstering the BurgeoningBiologics Boom and Beyond 36-43 Drug Discoveryand Development 44-65 ContractManufacturing,Services andChemicals UNITED STATES LIFE SCIENCES 2025GBR SERIES erating environment is undeniably shifting. They face a sig-nificant loss of exclusivity (LOE) wave, projected to impactrevenues by an estimated US$300 billion by 2028. Thispatent cliff, reminiscent of the 2008-2010 period, is drivingportfolio reshaping and M&A activity. The balance betweentop-line revenue and pipeline strength turned negativein 2023 and is expected to remain so until 2028. “Lead-ers must recognize that market economics are changingand decide where they can truly excel. Some companieswill disrupt R&D, accelerating speed and reducing coststhrough AI, data, and startup partnerships. Others will fo-cus on consumers, expanding beyond therapeutics to ho-listic healthcare solutions. Companies must choose howthey will win in this evolving landscape,” emphasized Rotz. lifting—producing APIs, formulating drugs, and scalingmanufacturing. They support movement initiated by theheart (biotech). Without CDMOs and CROs, ideas wouldnot become actions, and innovation, the lifeblood, wouldnot be delivered. Th