Laurus Labs shifts manufacturing focus to capacity utilization; potential Amgen supply…
What happened
Laurus Labs is adjusting its manufacturing strategy, shifting its emphasis from expanding capacity to utilizing existing capacity for business. The company may participate in Amgen's supply chain. Analysts note that Laurus Labs has more than 125 active CDMO projects and works with seven of the top 10 global innovators.
From indiatimes.com
Why it matters
The shift in strategy is viewed by brokerage firms as supporting higher CDMO revenue and better margins for Laurus Labs. The company has diversified its operations from ARV dependence into CDMO growth across small molecules, fermentation, and peptides.
Brokerage firms have been analyzing diversification trends within Indian pharmaceutical supply chains.
From indiatimes.com
Who's involved
- Laurus LabsIndian pharmaceutical company adjusting capacity strategy
- AmgenAmerican multinational biopharmaceutical company whose supply chain Laurus Labs may join
Who could feel it
Possible knock-on effectsThese are possibilities Brind reasoned out, not predictions, and not advice. Most are not stated in any report.
- Laurus LabsSpeculative
Laurus Labs could see increased revenue from CDMO contracts and better margins as its manufacturing capacity is utilized.
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The entities involved
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Laurus Labs
Indian pharmaceutical company
Nothing else this week.
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Amgen
American multinational biopharmaceutical company