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West Pharmaceutical Services (WST) investor relations material
West Pharmaceutical Services Bank of America Global Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Business performance and market dynamics
Core business momentum is building, with Q2 showing 8% growth in high value product components, driven by biologics and GLP-1s, and regulatory changes in Europe (Annex One).
Destocking in small molecules subsided in 2024; normalization is seen across small molecules, biologics, and generics, with lingering effects in generics expected to diminish through 2025.
Improved customer order visibility through enhanced forecasting, leveraging historical data and technology, especially with top accounts.
Growth trajectory is returning to expectations, with high value product components expected to grow high single to low double digits for the rest of the year.
High value products and GLP-1 exposure
High value product manufacturing constraints in Europe have been addressed by increasing staffing and training, supporting growth into 2026.
GLP-1s represent about 8% of high value component revenue and 40% of contract manufacturing, totaling mid-teens percentage of overall business.
Injectable GLP-1s are expected to remain dominant, with orals modeled to capture about 30% of the market by 2030, but overall market growth is anticipated.
Product configuration shifts (vials, prefilled syringes, pens) are supported across all formats, with consistent margins.
Contract manufacturing and margin strategy
Two major CGM contracts are transitioning; one replaced in 2025, the other to be filled post-2026, with a robust pipeline of higher-margin opportunities.
Strategic shift away from low-margin programs aims to improve contract manufacturing margins to align with company averages.
New programs, such as drug handling, are expected to be margin accretive.
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