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Entries Tagged as 'BLFS'

Solid Quarter For BioLife, But Dilution Is A Little Concerning

May 24th, 2020 · Comments Off on Solid Quarter For BioLife, But Dilution Is A Little Concerning

The company experienced a 50% increase in its media revenues, although a considerable part of that is probably inflated by safety inventory building customers. Nevertheless, sooner or later, some of its 400+ customers will get FDA approved which will produce a jump in their demand for BioLife’s products. The acquisition strategy is the other main […]

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Tags: BLFS

BioLife Will Suffer From Cancellations Of Trials

April 11th, 2020 · Comments Off on BioLife Will Suffer From Cancellations Of Trials

The shares in BioLife Solutions have crashed with the markets and some minor disappointments in quarterly figures. But we think the company has several secular tailwinds blowing in its favor and we see attractive valuation at these levels. There are signs that clinical trials are aborted because of the strain on the healthcare system, which […]

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Tags: BLFS

BioLife’s Disappointing Quarter Masks A Much Better Future

November 15th, 2019 · Comments Off on BioLife’s Disappointing Quarter Masks A Much Better Future

The company produced a disappointing Q3, with one-off issues at two customers shaving $1 million off revenue and organic growth slowing down to 15%. However, investors should not be too worried about that, as the company keeps adding dozens of new customers each quarter – over 400 in total – and growth will come back. […]

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Tags: BLFS

BioLife Gives Another Opportunity To Investors

October 25th, 2019 · Comments Off on BioLife Gives Another Opportunity To Investors

The shares of BioLife have sold off last month, and those of competitor CryoPort much more, closing what we thought was an irrational valuation gap. Critics argue that this is a commodity business but we see little or no signs of that. The big money is in their clients reaching commercial production after FDA approval, […]

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Tags: BLFS

BioLife Buying The Remaining 56% Of SAVSU Is A Huge Positive Signal

July 16th, 2019 · Comments Off on BioLife Buying The Remaining 56% Of SAVSU Is A Huge Positive Signal

We noticed a huge and recent valuation gap between BioLife and CryoPort, both operating in the regenerative medicine market supplying storage media and distribution solutions. We surmised this was mostly due to investors discounting BioLife’s distribution business, SAVSU. Now that BioLife has exercised its option to buy the remaining 56% of SAVSU, it is publicly […]

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Tags: BLFS

BioLife’s Huge Valuation Gap With CryoPort Is Difficult To Explain

July 13th, 2019 · Comments Off on BioLife’s Huge Valuation Gap With CryoPort Is Difficult To Explain

Both companies operate in the same market and are of similar size and produce comparable growth rates, yet CryoPort sells at 2.5x the valuation of BioLife. Operationally BioLife is much superior in terms of profits, cash flow, margins compared with CryoPort’s history of losses, cash burn, lower margins, debt and dilution. CryoPort has a more […]

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Tags: BLFS

It’s Still Not Too Late To Get On Board Of The BioLife Solutions Train

May 19th, 2019 · Comments Off on It’s Still Not Too Late To Get On Board Of The BioLife Solutions Train

We argued that the company is a ground-floor opportunity on the regenerative medicine revolution, which is just in the early innings. The company is winning dozens of new customers a quarter, increasing the pool of possible regulatory approvals and the accompanying prospect of a step up in revenues. Already profitable and cash generating, the shares […]

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Tags: BLFS

SHU Portfolio: BioLife Solutions Marches On

March 29th, 2019 · Comments Off on SHU Portfolio: BioLife Solutions Marches On

The company produced solid Q4 result and 2019 outlook, without exceeding expectations. The company introduced a second sensible acquisition increasing its wallet space of its customers offering them another product line. The company is a solid long-term prospect, although the shares are not cheap and there is not that much room for further valuation multiple […]

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Tags: BLFS

SHU Portfolio: Performance Update And Where We Would Add

February 25th, 2019 · Comments Off on SHU Portfolio: Performance Update And Where We Would Add

Nearly 40% up after less than 17 months, we can’t complain, especially with the couple of triple-baggers in the portfolio. The Chinese stocks have disappointed though, and Nano Dimension waited far too long with getting finance, with a disastrous result. We’re most likely to add to Pareteum and BioLife, the first is still undervalued, despite […]

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Tags: BLFS · TEUM

SHU Portfolio – BioLife: The Story Is Even Better Than We Thought

November 21st, 2018 · Comments Off on SHU Portfolio – BioLife: The Story Is Even Better Than We Thought

BioLife is a recent addition to the SHU portfolio and one of its highest conviction buys. We were already very positive, but after the Q3CC, we have become more bullish. The rapid growth is still in the very early stages, and with SAVSU, the company could have a first major expansion of its already impressive […]

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Tags: BLFS