CGT Business Insights

Independent analysis of the strategic decisions shaping cell and gene therapy.

Cell and gene therapy is often discussed through the lens of biology, clinical data or manufacturing. This publication explores a different question: how do technical and operational decisions shape long-term business success?

At its core is a simple framework:

Construct → Platform → Industrialisation

A way of understanding how therapies are built, how capabilities become reusable platforms, and how companies translate scientific innovation into scalable businesses.

Alongside the core series, I also explore:

• Insights — strategic patterns emerging across modalities and companies.

• Case studies — comparative analyses of how different companies compete and create value.

• CMC deep dives — how control strategy, comparability, manufacturing and development influence long-term success.

• External environment — how regulation, capital, policy and market dynamics reshape strategic choices.

My aim is simple: to help readers understand not just what companies are doing, but why those choices matter.

New articles every 1–2 weeks, with shorter At a Glance summaries published in between.