Europe Needs to Pick a Side: Why Geopolitics Is Forcing a Rethink of Pharma Supply Network Design

Sponsored by Blue Jet Healthcare, this panel at CDMO Live Europe 2026 brought together Bernhard Boehm, Head of External Manufacturing Animal Health, Boehringer Ingelheim; Philip Coetzee, Director CMO Management, Daiichi Sankyo Europe; Fanny Eberhardt, Director Global Procurement, UCB; and Shiven Arora, Managing Director, Blue Jet Healthcare to debate how pharma companies are making network strategy decisions as cost pressures, geopolitical risk, and the limits of tech transfer collide.Read the full article.

“AI is marketed as such an approachable, ubiquitous thing that everybody thinks they can vibe code it. Unfortunately, a lot of companies are starting to think that way,” says Kat Kozyrytska.Kat Kozyrytska is a portfolio strategy and technology leader in life science technologies who has operated across organizations, including Sartorius and Thermo Fisher, and now advises across the life sciences ecosystem. Her work focuses on translating emerging technologies, including AI, automation, and digital capabilities, into portfolio strategy, partnerships, and business growth.Ahead of CDMO Live Americas, Kat explains why many of the assumptions shaping AI adoption in drug discovery do not translate into biopharma manufacturing. She covers the evolving questions around intellectual property and learning rights, why building AI in-house may be the wrong long-term choice for many companies, and why manufacturers need to move from experimentation toward portfolio-level prioritization if AI is to deliver sustainable business value.Read the full article

“How good is your AI model? That’s the wrong question. The right question is: what does your AI model actually help your company do?”Seungik Cho, founder of Sapiens Health, has spent the past year pulling apart the assumption in biomanufacturing that a better-predicting AI model means a better digital twin. His research argues the opposite: that optimizing AI for prediction accuracy can cause these systems to fail in CDMO environments.Seungik Cho is the founder of Sapiens Health and Director of Strategic Operations at Nucleate. He’s finishing his B.S. in Biological Physics at Rice University, where his research explores the intersection between computational biology and multimodal AI. He describes his work as building AI systems that are “trustworthy and deployable,” not just accurate on a benchmark. His recent publications include work on longitudinal CT lesion prediction (IEEE ISBI 2026) and gene network analysis (IEEE BHI 2025).In the latest PharmaSource podcast episode, Seungik explains why he believes CDMOs are pointing their AI investment in the wrong direction and lays out an alternative model built around diagnosis rather than prediction, explainability rather than confidence scores, and institutional memory rather than one-off forecasts.Read the full article.

At CDMO Live Europe 2026, Dr. Olivier Aebischer, Deputy CEO at Interlabor Belp AG, demonstrated how a structured, dual-path analytical approach can identify manufacturing root causes in days, using two real contamination case studies from the lab’s operations.

“We can adjust and be flexible around equipment configuration, but we can’t be flexible around what is a clear communicator and an honest partner.”Damien Perriman is Chief Commercial Officer at ExoZymes, a Nasdaq-listed company using AI-enhanced enzymes to produce pharmaceutical and nutraceutical compounds without living cells. He spent two decades commercializing biotechnologies at multiple companies, scaling up seven different technologies, before joining ExoZymes just over a year ago.In the latest PharmaSource podcast episode, Damien explains how ExoZymes is running its first major CDMO selection process for a platform unlike anything most contract manufacturers have run before, and why the company is weighing communication and cultural fit as heavily as technical capability.Read the full article.

“Rather than saying that there’s a gap from the industry, I think there’s a listening gap from our governments.”Neha Dave is an independent EU Government Affairs Advisor based in Brussels, with more than 20 years of experience across the EU institutions, agency-side consulting at Weber Shandwick, and government affairs and public policy at MedTech Europe. She advises pharma and medtech companies on entering and navigating the European market, with policy expertise spanning pharmaceuticals, MDR/IVDR, clinical trials, and the single market.In the latest PharmaSource podcast episode, Neha explains how EU regulation, particularly the environmental and sustainability agenda, is landing on contract manufacturers, which legislation is already in force, what arrives in the next 12 to 18 months, and what CDMOs should be doing now to prepare.Read the full article.

Moderated by Raman Sehgal, Host of Molecule to Market, this opening panel at CDMO Live Europe 2026 brought together Melanie Wamsler, External Network Strategy Lead, Takeda, Rocco Paracchini, Vice President, Morpho, Kaan-Fabian Kekec, Partner, Simon-Kucher, and Kurt Nielsen, President, Longview Leader, to assess market conditions, capital discipline, geopolitical risk, and pricing in contract manufacturing.Read the full article.

“There isn’t enough capacity for antibody-oligo conjugates out there today, full stop,” says Geoff Glass, CEO of Abzena. “And it’s really because of the volume requirements for the diseases.”Geoff Glass is Chief Executive Officer of Abzena, the end-to-end, fully integrated CDMO and CRO for complex biologics and bioconjugates. He brings 30 years in life sciences, including at Patheon, Avadel, and Ncardia, and he chaired Abzena’s board before taking the CEO seat last year. He’s joined by Campbell Bunce, Abzena’s Chief Scientific Officer, who runs discovery through GMP manufacturing across the company’s San Diego, CA, Bristol, PA, and Cambridge, UK sites.Antibody-oligonucleotide conjugates (AOCs) have moved from concept to late-stage development in just a few years, attracting major investment along the way. In the latest PharmaSource podcast, Geoff and Campbell walk through where the modality came from, manufacturing considerations compared to ADCs, and the broader geopolitical and capacity challenges in the US.Read the full article.

“If you look at the employment numbers in the manufacturing sector, it’s been absolutely flat for two years. The political noise has not driven that big wave of reshoring that we were expecting.” After a decade of making the economic case for bringing manufacturing back to America, Rosemary Coates says the data tells a very different story from the press releases.Rosemary Coates is Executive Director of the Reshoring Institute and President of global supply chain consultancy Blue Silk Consulting, with 35 years of experience across industries from healthcare to high tech. She has consulted for over 80 clients worldwide, served as an expert witness in major supply chain disputes, authored five books including the Amazon bestseller 42 Rules for Sourcing and Manufacturing in China, and was named one of the 100 Most Influential Women in Silicon Valley in 2024.In the latest PharmaSource podcast episode, Rosemary explains what the data really says about reshoring to the US, why tariff volatility has frozen executive decision-making, and how pharmaceutical companies can build manufacturing strategies durable enough to survive an unstable world.Read the full article.

“No one is going to care about your project as much as you do.” Steven Weissman is Vice President and Head of CMC at Cognition Therapeutics, a small pharma company outside New York City developing CT1812, a neurodegeneration candidate now through three Phase 2 trials in Alzheimer’s disease, Lewy body dementia, and dry AMD. He spent 18 years in the process chemistry groups at Merck before moving into the small pharma space, where he has managed CMC functions at Concert Pharmaceuticals, Lexicon, and now Cognition Therapeutics.In the latest PharmaSource podcast, Steven explains how small biotechs can build a manufacturing supply chain from scratch, why cost of goods is a lever most teams pull too late, and what working on drugs that made it to market, and some that didn’t, taught him about when to invest in process development.Read the full article.