Investor Presentaiton
Highly dynamic niche market with strong end market growth
Strong growth of aseptic manufacturing(1)
Isolator market by value (EURM)
CAGR
(2016-20) (20-26F)
2'302
Total
9.3% 11.3%
811
Low value 9.4%
11.8%
Key growth drivers
Underlying biopharma industry growth:
Global pharmaceutical industry: +4.5% p.a. (CAGR 2021-2026F)(2)
Cell & gene therapy market: +58% p.a. (CAGR 2020-2024F) (2)
Highly potent APIs market: +8.9% p.a. (CAGR 2020-2024F)(2)
Shift towards injectable therapies
Peptide products by
administration route(3): 23%
Injection
Oral
Other
16%
65%
75%
12%
Approved
/ Marketed
9%
Pipeline
1'210
414
848
289
796
559
2016A
2020A
1'491
High value
9.2%
11.0%
2026F
XXXXX
Expected injectable market value growth: +8.5% p.a. (CAGR 2020-2025F)(2)
Growth in no. of injectable molecules in development: +17.8% p.a. (CAGR 2014-2020)(2)
Shift towards personalized medicine requiring aseptic manufacturing
Growing demand for injection administration
Growing demand for smaller batch sizes (e.g. expected orphan drug sales
growth +10.8% CAGR 2020-2024F(2))
Increased risk of cross-contamination addressed by isolators
Continuing trend of pharma outsourcing
Increased outsourcing via CMOS is driving the demand for isolation equipment
Global CMO market: +6.3% p.a. (CAGR 2020-2025F)(2)
November 2023
SKAN Group AG Investor Presentation
(1)
ེསི་ེ
L.E.K. market study.
(2)
L.E.K. market study based on third-party data.
(3) A.N. Ganesh et al, Medicine in Drug Discovery 9 (2021) 100079.
9
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