Kinetica

🧩 Is Contract Manufacturing Reaching a Breaking Point—or a Breakthrough? 🍽️ As demand for private label and emerging brands skyrockets, contract manufacturers across the the world are facing unprecedented pressure: - Capacity is stretched thin. - Lead times are growing. - Ingredient volatility remains high. - Brands are demanding speed, flexibility, AND transparency. The big question: Is the current co-man model sustainable? Many legacy manufacturers are built for volume, not agility. Meanwhile, upstart brands need innovation, smaller MOQs, and faster commercialization. There’s a clear mismatch between what the market needs and what many co-mans can deliver. Some questions worth discussing: Should contract manufacturers specialize in niche product categories (e.g., plant-based, functional, allergen-free), or keep casting a wide net? Are tech investments (AI in demand planning, digital twins, smart factories) the only way forward? How can co-mans and brands create more transparent, equitable partnerships, especially when power dynamics are shifting? Will labor and ESG pressures force a major realignment of domestic vs. offshore manufacturing? We’re entering a new chapter where adaptability may matter more than capacity. Brand leaders, contract manufacturers, ops experts, what are you seeing? Where is this heading? Let’s open this up........ #Manufacturing #ContractManufacturing #PrivateLabel #CPG #Innovation #SupplyChain #ContractManufacturingIndustry

🔬 𝐌𝐚𝐫𝐤𝐞𝐭𝐬 𝐭𝐨 𝐖𝐚𝐭𝐜𝐡 𝐢𝐧 𝐋𝐢𝐟𝐞 𝐒𝐜𝐢𝐞𝐧𝐜𝐞 – Synthetic Biology Synthetic biology is blossoming into a transformative force across medicine, agriculture, chemicals, and materials. The ability to program cells like software is no longer theoretical, it’s powering custom enzymes, biologic therapies, and bio-based manufacturing. 🚀 𝐈𝐧𝐧𝐨𝐯𝐚𝐭𝐨𝐫𝐬 - You’ve got Ginkgo Bioworks, Inc. leading the charge, plus Ansa Biotechnologies, Inc., Arzeda, Evonetix Ltd, and many more. These companies harness biofoundries, automation, AI-driven design, and metabolic engineering to rapidly iterate and scale biology-as-a-manufacturing platform. 💸 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐏𝐨𝐭𝐞𝐧𝐭𝐢𝐚𝐥 - Investors are all in: 🚀 Ginkgo Bioworks, Inc. secured significant 2024 funding to advance DNA synthesis, gene editing, and engineered biology for pharmaceuticals and industrial chemicals. 🚀 Constructive Bio raised $58M to develop sustainable microbial factories and novel chemical building blocks, partnering on semaglutide and antibody-drug conjugates. 🚀 Antler Bio raised £3.2M to expand their Epiherd epigenomics platform for dairy farm health monitoring across the UK and Europe. 🚀 LabGenius Therapeutics secured £35M Series B to enhance their AI-driven platform for protein drug discovery and accelerate new therapeutic development. This isn’t just future talk, it’s happening today. #syntheticbiology #biodesign #cellengineering #biotechstartups #biofoundry #lifesciences #dnaengineering #molecularbiology #proteinengineering #crisprediting #automationinbiology #biomanufacturing #biotechjobs #engineeringbiology #omics #biotechtrends #platformbiology #futureofmedicine #aiinbiology #biotechinvestments

🚨 Quanterix Closes $20M Acquisition of Akoya Biosciences, Inc. 🚨 Quanterix has officially completed its acquisition of Akoya Biosciences in a deal valued at ~$20M, including the issuance of ~7.8 million shares and a cash payment to Akoya shareholders. This acquisition brings Akoya’s spatial biology and tissue analysis technologies under the Quanterix umbrella, a strategic move aimed at accelerating liquid biopsy development by combining tissue-based biomarker discovery with Quanterix’s ultra-sensitive Simoa® platform for blood-based assays. But the deal has been anything but straightforward. 🧩 Key Developments: 🧪 The initial agreement in January would have given Akoya shareholders ~30% ownership of the combined company. 🧪 The final terms, announced in May, reduced that share to just 16%, with the addition of $20M in cash, a change that allowed Quanterix to bypass a shareholder vote. 🧪 The deal faced significant opposition from major shareholders, including Kent Lake Capital, who voiced concerns over increased cash burn and a perceived shift away from Quanterix’s diagnostics strategy. Despite the controversy, the deal went through, even after Akoya received a competing (undisclosed) acquisition offer in May. 📉 Quanterix stock fell 20% on the day the acquisition was announced in January and is currently down ~46% since then. 📈 Shares rose 3% following news of the deal’s closure this week. ❓ Is this a strategic leap forward in liquid biopsy and spatial biology, or a costly distraction? #biotech #lifesciences #spatialbiology #liquidbiopsy #moleculardiagnostics #biomarkers #tissueanalysis #clinicalresearch #pharmaservices #immunoassay #diagnostics #mergersandacquisitions #genomics #proteomics #precisionmedicine #drugdevelopment #bioinformatics #biotechnews #investorrelations #healthcareinnovation

We are more than halfway through 2025 - how are those CDMO predictions tracking? Just revisited the CDMO Growth Report from earlier this year and it's fascinating to see how their predictions are actually playing out. The capacity crunch they warned about? Absolutely happening, especially in large molecules. CDMOs definitely have more leverage now, and the price pressure is real. The collaboration gap is still very much a thing. CDMOs are still focused on speed while pharma keeps banging on about supply chain reliability. Not much has changed there - we're still having those slightly misaligned conversations. What's particularly interesting is how the confidence levels have evolved. Early-phase CDMOs were bullish back in January, and from what I'm seeing, that optimism seems to be paying off. Large molecule players were more cautious, which probably wasn't a bad call given the capacity constraints. The AI investment piece is really accelerating. More CDMOs are getting serious about process optimization and predictive maintenance - exactly what the report highlighted as key areas. Geographic trends are spot on too. North American CDMOs continue to outperform, and the APAC expansion story is definitely gathering momentum. Anyone else finding these predictions eerily accurate? Would be curious to hear how the second half of 2025 is looking from your perspective. #CDMO #Pharma #Manufacturing #IndustryInsights

🦷🦷Huge news in the Dental industry as leading Implant manufacture agree distribution agreement partnership with an Intraoral Scanner manufacturer🦷🦷 Nobel Biocare is to become an official distributor of the TRIOS Intraoral Scanner range by 3Shape, expanding its digital dentistry offering. This news comes as a bit of a surprise, as back in 2021, Nobel Biocare's parent company Envista Holdings Corporation bought the IOS product portfolio from Carestream Dental for $600Mil - Now branded as the "DEXIS IOS" With other giants in the IOS space focused on growing in the restorative space, how will this affect the IOS landscape going forward? I think the healthy competition in the space will continue to expand the market for now, with space for multiple players, but this might change if the Intraoral Scanner market becomes saturated as many are predicting. https://lnkd.in/etiS4TVJ

🔬 𝐌𝐚𝐫𝐤𝐞𝐭𝐬 𝐭𝐨 𝐖��𝐭𝐜𝐡 𝐢𝐧 𝐋𝐢𝐟𝐞 𝐒𝐜𝐢𝐞𝐧𝐜𝐞 – 𝐀𝐈 𝐢𝐧 𝐃𝐫𝐮𝐠 𝐃𝐢𝐬𝐜𝐨𝐯𝐞𝐫𝐲 AI in drug discovery is no longer a distant possibility; it’s actively reshaping pharmaceutical pipelines. We’ve entered an era where predictive modeling, generative biology, and closed-loop wet-lab systems are dramatically accelerating timelines and reducing R&D risk. This isn't just hype, it’s delivering drugs faster, with more precision. 🚀 𝐈𝐧𝐧𝐨𝐯𝐚𝐭𝐨𝐫𝐬 - Leaders like Recursion, insitro, Genesis Therapeutics, and Absci are forging integrated platforms that span from target ID and generative molecule design to in-vitro and in-vivo validation, often in direct partnership with major pharma and AI hardware players. 💸 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐏𝐨𝐭𝐞𝐧𝐭𝐢𝐚𝐥 - The capital flood is real: Recursion raised a $500M+ IPO, now collaborating with NVIDIA Bristol Myers Squibb & insitro sealed a $2B+ drug discovery deal Sanofi & Exscientia aligned on a $5.2B collaboration AI isn’t just augmenting drug discovery, it’s rewriting the playbook. #aiindrugdiscovery #generativebiology #biotechai #drugdiscovery #lifesciencerecruitment #computationalbiology #deeplearning #biotechinvesting #startuplife #biotechtrends #mlengineer #aiinpharma #wetlabautomation #digitalbiotech #datadriven #venturecapital #bioinformaticsjobs #pharmatech #lifesciencejobs #bionovation