One of its acquired companies, Sterling, could not cope with the rapidly rising demand and this generated substantial one-off costs, marring the figures. However, underlying growth is very healthy, better […]

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 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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]