Navigating the Trough: Investment Strategy for the CRO & Biotech R&D Sector Turnaround

The Gemini Report - Investment Deep Dives
27/08/2025 51 min
Navigating the Trough: Investment Strategy for the CRO & Biotech R&D Sector Turnaround

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Episode Synopsis

I. Executive Summary: The Great R&D Reset The Contract Research Organization (CRO) industry is in the late stages of a cyclical downturn, precipitated by a severe contraction in biotech funding that began in 2022 and persisted through the first half of 2025. This “biotech winter” was a direct consequence of a fundamental shift in the […]

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