1. EachPod

Pharma services market sentiment at the midpoint of 25

Author
Raman Sehgal
Published
Fri 05 Sep 2025
Episode Link
https://molecule2market.podbean.com/e/pharma-services-market-sentiment-at-the-midpoint-of-25/

In this episode of Molecule to Market, you’ll go inside the outsourcing space of the global drug development sector with Adam Siebert, Managing Director and Partner at L.E.K. Consulting.


Your host, Raman Sehgal, discusses the pharmaceutical and biotechnology supply chain with Adam, covering:



  • Adam's journey from academic to commercial, and what helped him transition into 'life science enablers".

  • How pandemic demand has left our sector with a huge over capacity issue and market imbalance.

  • Some positive signals for the second half of 2025 after a period of geopolitical chaos, and a bumpy rollercoaster.

  • Even thought biotech funding has largely returned... how decreasing clinical trials, a shifting of therapeutic focus, and the concentration of investments on fewer, higher value deals is impacting pharma services.

  • The value of building a reputation in one in-demand modality area before extending into other modalities. And why the CDMO is at an inflexion point...


Adam is a Managing Director and Partner in L.E.K. Consulting’s New York office and a member of the Life Sciences practice. He has been with L.E.K. for over eight years, and has experience across diagnostics and research tools, bioprocessing and pharma services, and emerging, mid-cap and large pharma. Adam has helped a number of clients in the life sciences industry with growth strategy, life cycle management, portfolio optimization and M&A projects. Adam holds a Bachelor of Science from Boston College and a Ph.D. from the Perelman School of Medicine at the University of Pennsylvania.


 


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Molecule to Market is also sponsored by Bora Pharma (boracdmo.com) and Charles River (www.criver.com), and supported by ramarketing.

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