Biomay

Executive Summary

Biomay AG is an Austrian CDMO established in 1999, specializing in GMP manufacturing of plasmid DNA (pDNA), mRNA, and recombinant proteins. The company offers end-to-end services from gene construction to market supply and has a strong track record in pDNA production. Recently, it has expanded into mRNA production, lipid nanoparticle (LNP) formulation, and off-the-shelf critical reagents for gene editing and viral vector manufacturing. These capabilities position Biomay to support the growing demand for advanced therapies, including gene and cell therapies, as well as mRNA-based vaccines and therapeutics. With a focus on flexibility and quality, Biomay serves a diverse client base ranging from academic institutions to biotech and pharma companies. Looking ahead, Biomay is well-positioned to capitalize on the increasing outsourcing trend in biologics manufacturing. The company's expansion into mRNA and LNP technologies aligns with market needs, though competition in the CDMO space remains intense. Biomay's private status limits financial transparency, but its long operational history and technical expertise provide a solid foundation. Key areas to watch include new client partnerships, capacity expansions, and potential technology advancements that could drive revenue growth. As a private company, Biomay may also attract acquisition interest from larger CDMOs seeking to broaden their capabilities in nucleic acid manufacturing.

Upcoming Catalysts (preview)

• Q3 2026Announcement of new mRNA/LNP manufacturing partnership70% success
• Q4 2026Capacity expansion for pDNA or mRNA production60% success
• Q2 2026Launch of new off-the-shelf reagents for gene editing80% success