The AAV CDMO market in August 2025: navigating the crossroads of capacity, complexity, and cost

In August 2025, the AAV CDMO market stands at a decisive turning point. Capacity is no longer the limiting factor; the real constraint is the scarcity of specialized expertise to navigate upstream scalability, downstream purity challenges, and intensifying regulatory scrutiny. Our analysis reveals a shift toward risk-sharing partnerships, where CDMOs act as both strategic investors and service providers, accelerating programs with minimal capital. Big pharma’s pivot to ‘platform-first’ acquisitions further raises the stakes. For both developers and CDMOs, success now hinges on precise strategic alignment, deep disease-area specialization, and the ability to execute with speed, quality, and shared commitment.

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