CDMO & CRAMS
In focusPharma earnings lagged in Q1 FY27 even as the sector led the year's rally; CDMO/CRAMS names are the reason, converting innovator deal wins in biologics, peptides, ADCs and GLP-1 intermediates on capacity already built. Risk is execution on fresh capacity.
Avg read 6.69 covered · scores as of Q2 FY27
CompanyQ · G · V · Read
Theme 08Since Q1 FY27
CDMO & CRAMS
In focus
Pharma earnings lagged in Q1 FY27 even as the sector led the year's rally; CDMO/CRAMS names are the reason, converting innovator deal wins in biologics, peptides, ADCs and GLP-1 intermediates on capacity already built. Risk is execution on fresh capacity.
US biotech IPOs
18
funding window reopening
Senores registrations
942
under way, 513 approved, 40+ markets
Neuland EBITDA margin
25%+
guided as sustainable
The board · every name on the leaderboard's four scores
9 coveredScores as of Q2 FY27
- 1Senores Pharmaceuticals LimitedBest readQ7.6G7.6V5.5Read7.4
- 2Acutaas Chemicals LimitedQ7.8G7.0V0.0Read6.5
- 3Sai Life Sciences LimitedQ7.4G5.9V—Read6.4