In today’s briefing:
- Bio-Rad Laboratories: Initiation of Coverage – How China’s New Policies and a Global Recession Are Rocking Its Market! – Major Drivers
- Catalent: Initiation of Coverage – How Their Ongoing Strategic Review Could Unleash Unprecedented Growth! – Major Drivers
- Quick Ideas #7
Bio-Rad Laboratories: Initiation of Coverage – How China’s New Policies and a Global Recession Are Rocking Its Market! – Major Drivers
- This is our first report on clinical diagnostic products manufacturer, Bio-Rad Laboratories.
- The company’s financial results for the third quarter of 2023 show varying performances across segments.
- The call highlighted key issues including the impacts of Bio-pharma and the challenges in the economic conditions in China on the company’s performances.
Catalent: Initiation of Coverage – How Their Ongoing Strategic Review Could Unleash Unprecedented Growth! – Major Drivers
- This is our first report on healthcare tech solutions provider, Catalent Inc.
- The company’s first quarter of fiscal year 2024 earnings call highlighted a solid start to the fiscal year despite turbulence in several markets.
- The management noted improved focus on cash flow, citing benefits from better working capital management and increased analytical rigor around capital expenditure spending.
Quick Ideas #7
- I want to close a few positions. First Homology (FIXX) a busted biotech mentioned here about 2 months ago.
- A terrible reverse merger was inflicted on FIXX shareholders, and I was hoping the deal would be changed or some activist shareholder would jump in.
- So far that has not happened while the stock is up 18%, so I am closing it here.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
