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(1/9) $BLFS under the radar name, but a possibly very intriguing one. Big thanks to @OptionsHawk for first bringing this to my attention. Company could be on the ground floor of explosive growth, some details...
$BLFS growth in regenerative medicine and cell therapy is beginning to drive this name - Cell therapy requires Stability (shelf life) and functional recovery during the manufacturing, distribution and clinical administration process, which is where BLFS comes in
$BLFS products are used throughout the clinical process - from phase 1 to approval
They estimate revenue of $10k-$25k for every Phase 1 trial, $20k-$50k for Phase 2, $100k-$200k for phase 3. Most significant: annual revenue of $500k-$2M for approved applications
They estimate revenue of $10k-$25k for every Phase 1 trial, $20k-$50k for Phase 2, $100k-$200k for phase 3. Most significant: annual revenue of $500k-$2M for approved applications
$BLFS there are 959 clinical trials in Regenerative Medicine as of Q1 
$BLFS in Q2, regenerative medicine segment was 58% of total revenue, +176% y/y and +42% over Q1 - still coming off a tiny base, at $3M
Customers include Kite Pharma, AdaptImmune, Iovance, Bluebird. Company gained 19 new regenerative medicine customers in Q1 and 37 in Q2
Customers include Kite Pharma, AdaptImmune, Iovance, Bluebird. Company gained 19 new regenerative medicine customers in Q1 and 37 in Q2
$BLFS Swiss giant Lonza betting big on the future of Regenerative Medicine, opening up a 250,000 sqft Houston plant earlier this year- the biggest of its kind in the world, a telling sign on the outlook for this market, which could be worth $21B by 2025
reuters.com/article/us-lon…
reuters.com/article/us-lon…
$BLFS last week announced a $20M investment from Casdin, about a 15% stake, to fund their M&A strategy Casdin has a nice portfolio in this space whalewisdom.com/filer/casdin-c…
$BLFS intriguing commentary on M&A:
"Our share of the per dose spend on manufacturing tools ranges from about $100 to $500. We believe consolidation opportunities to acquire complimentary companies or technologies could increase our share of the per dose tool spend by 5X to 10X."
"Our share of the per dose spend on manufacturing tools ranges from about $100 to $500. We believe consolidation opportunities to acquire complimentary companies or technologies could increase our share of the per dose tool spend by 5X to 10X."
$BLFS there are other interesting segments of this company as well, including their Savsu stake. Like any tiny company, not without its risks, but the possible massive growth makes this worth a closer look.
