Global Healthcare Analyst

Tina Banerjee

Equity Capital Markets

Molbio Diagnostics Limited / Equity Capital Markets

<ul>
<li>Molbio Diagnostics will launch its India IPO on August 10. The IPO consists of fresh issue of INR2B (~$21M) and OFS of up to 9M equity shares aggregating to INR7B.</li>
<li>The IPO price band is set at INR768 to INR807 per share. The IPO subscription will close on August 12, with expected listing on August 17.</li>
<li>Molbio proposes to utilize the net proceeds for funding the capex of infrastructure for R&amp;D facility and for purchase of equipment for Goa and Visakhapatnam units.</li>
</ul>


Molbio Diagnostics will launch its India IPO on August 10. The IPO consists of fresh issue of INR2B (~$21M) and OFS of up to 9M equity shares aggregating to INR7B.
The IPO price band is set at INR768 to INR807 per share. The IPO subscription will close on August 12, with expected listing on August 17.
Molbio proposes to utilize the net proceeds for funding the capex of infrastructure for R&amp;D facility and for purchase of equipment for Goa and Visakhapatnam units.


Molbio Diagnostics IPO: Attractive Business Model; Profitable Operations; Reasonable Valuation

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<p style="text-align: left;">Corrections across global ex-US markets continue to limit attractive investment opportunities from both a price and relative strength perspective.  We provide a recap and outlook for global equity markets and highlight individual opportunities across various markets within the Health Care, Communications and Transportation sectors.</p>

Corrections across global ex-US markets continue to limit attractive investment opportunities from both a price and relative strength perspective.  We provide a recap and outlook for global equity markets and highlight individual opportunities across various markets within the Health Care, Communications and Transportation sectors.

Global Strategy: Carnage Continuation Amid Turkey Turmoil and US Dollar Breakout

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul>
<li>QIAGEN's recent earnings call highlighted several points of interest for investors.</li>
<li>The company reported betterthan-expected results for Q1 2025, with net sales of $483 million, marking a 7% rise at constant exchange rates (CER) year-over-year.</li>
<li>Adjusted diluted earnings per share reached $0.50 at CER, surpassing initial forecasts.</li>
</ul>


QIAGEN's recent earnings call highlighted several points of interest for investors.
The company reported betterthan-expected results for Q1 2025, with net sales of $483 million, marking a 7% rise at constant exchange rates (CER) year-over-year.
Adjusted diluted earnings per share reached $0.50 at CER, surpassing initial forecasts.


QIAGEN:  How Digital Solutions Are Transforming Diagnostic Leadership!

Equity Long-Short Analyst

Pyari Menon

<ul>
<li>
<a href="https://www.smartkarma.com/entities/twist-bioscience-corp" target="_blank" data-smartkarma-citation="entities:37112:1" rel="noopener">Twist Bioscience (TWST US)</a> fosters a new biotech paradigm by empowering startups and researchers with scalable tools, accelerating innovation and transforming biotech into a more agile, tech-style founder-driven industry.</li>
<li>DNA synthesis should see strong growth (15-25% CAGR estimates) driven by synthetic biology revolutionizing healthcare, agriculture, and industry with precise, scalable solutions for gene editing and bioengineering.</li>
<li>Lack of profitability and notable short-seller interest are concerns, but its innovative platform, high innovation score and transformative potential makes a somewhat risky but very good investment case</li>
</ul>



Twist Bioscience (TWST US) fosters a new biotech paradigm by empowering startups and researchers with scalable tools, accelerating innovation and transforming biotech into a more agile, tech-style founder-driven industry.
DNA synthesis should see strong growth (15-25% CAGR estimates) driven by synthetic biology revolutionizing healthcare, agriculture, and industry with precise, scalable solutions for gene editing and bioengineering.
Lack of profitability and notable short-seller interest are concerns, but its innovative platform, high innovation score and transformative potential makes a somewhat risky but very good investment case


<ul>
<li>In July 2022, <a href="https://www.smartkarma.com/entities/sd-biosensor-inc" target="_blank" data-smartkarma-citation="entities:33333:1" rel="noopener">SD Biosensor (137310 KS)</a> in partnership with SJL Partners signed a definitive merger agreement to acquire <a href="https://www.smartkarma.com/entities/meridian-bioscience-inc" target="_blank" data-smartkarma-citation="entities:1559:1" rel="noopener">Meridian Bioscience (VIVO US)</a>  for approximately KRW800 billion (~$1.5 billion).</li>
<li>The acquisition will strengthen SD Biosensos’s IVD platform to navigate the decline in COVID-19 testing demand and accelerate its U.S. market entry.</li>
<li>In September 2021, SD Biosensor acquired ~22% stake in UXN, which aims to launch mini continuous blood glucose meter in domestic market in 2024.</li>
</ul>


In July 2022, SD Biosensor (137310 KS) in partnership with SJL Partners signed a definitive merger agreement to acquire Meridian Bioscience (VIVO US)  for approximately KRW800 billion (~$1.5 billion).
The acquisition will strengthen SD Biosensos’s IVD platform to navigate the decline in COVID-19 testing demand and accelerate its U.S. market entry.
In September 2021, SD Biosensor acquired ~22% stake in UXN, which aims to launch mini continuous blood glucose meter in domestic market in 2024.


SD Biosensor (137310 KS): Aggressively Investing Windfall Gain From COVID; Adding New Growth Engines

United States

QIAGEN N.V. is a global provider of Sample to Insight solutions to transform biological materials into valuable molecular insights. The Company provides its workflows to customers in Molecular Diagnostics (human healthcare), Applied Testing (forensics, veterinary testing and food safety), Pharma (pharmaceutical and biotechnology companies) and Academia (life sciences research).

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

QIAGEN NV (QIA GY)

Molbio Diagnostics IPO: Attractive Business Model; Profitable Operations; Reasonable Valuation

Molbio Diagnostics will launch its India IPO on August 10 to fund capex. IPO price band is set at INR768–807. Subscription will close on August...

Tina Banerjee

Global Strategy: Carnage Continuation Amid Turkey Turmoil and US Dollar Breakout

Corrections across global ex-US markets continue to limit attractive investment opportunities from both a price and relative strength perspective. ...

Vermilion Research

QIAGEN: How Digital Solutions Are Transforming Diagnostic Leadership!

The company reported betterthan-expected results for Q1 2025, with net sales of $483 million, marking a 7% rise at constant exchange rates (CER)...

Baptista Research

DNA Synthesis with a Silicon Twist

Twist's fast, cheap DNA synthesis will power biotech start-ups, driving demand, fostering loyalty, enabling innovation, and securing new and...

Pyari Menon

SD Biosensor (137310 KS): Aggressively Investing Windfall Gain From COVID; Adding New Growth Engines

SD Biosensor is pursuing inorganic route to add new business opportunities to navigate the decline in COVID-19 testing demand. Acquisition of...

Tina Banerjee

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)