Where Value Accrues: Platforms, Processes or Products?
In the in-space manufacturing value chain, who is likely to capture value: those who own the platforms, those who own the processes or those who own the products?
Chapter summary
in the near term, platforms and services capture most of the revenue, because they sell to every customer and to defence; in the long term, the owners of products with protected advantages capture most of the value, because they sell to patients and industrial buyers at prices far above transport costs.
Key takeaways
- 1
Process owners, the facility providers and capsule companies' own process modules, sit in between and are likely to be absorbed by one side or the other.
- 2
Vertical integration, a capsule company owning products or a drug developer owning capsules, is the strategy for whoever wants both.
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