Our team was present at Advances Therapies Week in San Diego on February 9-12th, 2026.
Our takeaway is these six major key subjects the industry is clearly aligned on right now:
Standardization & automation are the number 1 priority. Closed systems, modular processes, digital batch records. Variability that the field can control is no longer acceptable.
CDMOs are strategic partners, not vendors. The transactional model is fading. Long-term alignment on risk and scale-up is the new expectation.
Cost og goods is a clinical constraint now. Payers are entering the conversation earlier. COGs can’t be a commercialization afterthought anymore.
Solid tumors and next-gen cell therapy are having a moment. The appetite for harder problems is real and competitive.
Investors want plateforms and scalable infrastructure. Single-asset companies face a much tougher pitch environment.
More partnerships, fewer big early VC rounds. Capital is being deployed more selectively than ever.
And the theme across all of it is: The science is there; Now it’s about execution and economics.
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