Mostly the funding reduction in the biopharma market as of late and the timing of recovery to more normalised industry growth added with the near term tariff headwinds. My price targets in models are driven by long term positive industry trends, a re rating from the market plus operating leverage as they continue to grow and execute their PPI business system.
Definitely an opportunity at current levels. The CEO will continue to deliver
Agree 👍🏻
Why do you think the market is mispricing this at 15% forward returns?
Mostly the funding reduction in the biopharma market as of late and the timing of recovery to more normalised industry growth added with the near term tariff headwinds. My price targets in models are driven by long term positive industry trends, a re rating from the market plus operating leverage as they continue to grow and execute their PPI business system.
Very close myself
You in yet? What's your price target?
Not yet. I'd buy here though.