In the latest issue of Pharma Focus America, BearingPoint leaders Ralf Dillmann and Dr. Stefan Kahl examine two of the most defining shifts shaping the U.S. pharmaceutical and CDMO landscape in 2026

Their articles provide an analytically sharp and highly relevant perspective on how scaling challenges, regulatory scrutiny, and industrial complexity are reshaping strategic decision‑making for biopharma executives.

In his analysis of the post‑pandemic recalibration of the U.S. CDMO market, Ralf Dillmann explores why traditional pricing power has given way to a “reliability premium.” He explains how reshoring, modality complexity, and capital discipline are redefining what sponsors expect from their manufacturing partners. U.S. CDMOs now face rising scrutiny, demanding quality standards, and a shift toward selective partnerships with providers able to demonstrate proven execution. As he highlights: 

Reshoring has become a gating criterion for strategic CDMO partnerships.

Ralf Dillmann, Partner at BearingPoint

Complementing this perspective, Dr. Stefan Kahl offers a forward‑looking view on the GLP‑1 market and the transformation of injectable supply chains in the United States. He argues that the industry has entered a phase where bottlenecks have shifted downstream – from API to fill‑finish, device assembly, and packaging – requiring companies to think in systems rather than silos. Success is no longer defined by the fastest capacity expansion but by the ability to orchestrate complex, interdependent value streams under pressure. As he writes:

GLP‑1 therapies are no longer just drugs – they are operating systems.

Dr. Stefan Kahl, Director at BearingPoint

Taken together, the two articles provide a clear message: the winners of the next cycle will be those who combine operational maturity, system integration, and disciplined capital allocation. This dual perspective from Dillmann and Kahl equips decision‑makers across the life sciences sector with the strategic clarity needed to navigate an increasingly complex and competitive U.S. market landscape.

Read the full articles here: https://www.pharmafocusamerica.com/magazine

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