BioLife Solutions: The Whole Is Much More Than The Sum Of The Parts

  • The company enjoys strong secular tailwinds from a growing regenerative medicine market, gaining lots of new customers and seeing existing customers move through clinical phases.
  • Acquisitions have added significantly to the TAM and provided multiple leverage opportunities, especially in sales.
  • Gross margins have taken a hit from the acquisitions and dilution has been substantial.
  • While the shares are fully valued at the moment, the company appears to be an unstoppable juggernaut.
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