Mcilvaine Insights


No. 159   May 12, 2021


Sound unlikely but we believe 

       The most effective way to achieve zero greenhouse gas emissions is biomass combustion in former coal fired plants and then carbon capture and CO2 sequestration

       The quick solution to the COVID catastrophe in India is Hi-fi washable masks and it would only cost $ 1 billion

       Cell and Gene therapy revenues will grow at a 20% CAGR

       A new sustainability metric justifies a ton of CO2 to recover just 100 lbs. of water in a drought area

       The U.S. semiconductor production will grow after decades of loss to Asia

       Schools buying unproven air cleaning devices may be worse off rather than safer

       Nonwoven media developments will have major impact on filtration in the next two years

       Sneezing and coughing commuters in the future will be pressured into mask wearing.  They call them courtesy masks in Asia

       Gas turbines provide back up power for days and will not be replaced by battery storage in the foreseeable future


$55 Billion Market for Pharmaceutical Air and Water Flow and Treat Products and Services

The market for pharmaceutical air and water flow and treat products and services will grow to $55 billion in 2025 according to the latest forecast in Pharmaceutical Prospects.

2020 was an unusual year with big growth in vaccines but slowdown in many pharmaceutical projects.  However, the industry is returning to normal, and the market has been strong in the first half of 2021. The pandemic surge in India and other countries without vaccines is likely to result in continued expansion of vaccination production for the next several years.

Certain segments of the market will grow more rapidly than others. Cell and gene therapy projects are a small portion of the total. But this segment is growing three times faster than the average.

The top ten purchasing countries in 2025 will account for 90% of the market.


The air and water flow and treat expenditure will equal 3.9% of the pharmaceutical revenues in 2025.  The volumes of air and water being treated are modest compared to the chemical or mining industry.  On the other hand, the potency and sensitivity of the products result in very high investments per unit of fluid moved or treated. This ratio is at its highest in cell and gene therapy.  This potency and sensitivity have also resulted in single use systems which are converting one time into continual equipment investments

Here is a segmentation of the purchases by product.  The categories include associated flow control instruments, software and hardware.  Service and repair parts are also included.


The year by year forecast for every country is included as part of Pharmaceutical Prospects

More details on this service are shown at

Bob McIlvaine can answer your questions at 847 226 2391 or