Filtered library · Theme
biotech-funding-recovery theme · 2 dossiers
Dossiers in the biotech-funding-recovery theme cluster — 2 names moving on shared catalysts.
All dossiersCYRX
CryoPort, Inc.
CGT cold-chain picks-and-shovels; the 2026 re-rate (FDA manufacturing flexibility + biotech-funding recovery + commercial CGT rev +26% YoY at the May 4 print) has largely played out. Spot ~$15.70 now sits ABOVE the $15.31 consensus PT…
Cyclical recovery cell-gene-therapy-logistics cgt-cold-chain
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FTRE
Fortrea Holdings Inc.
Busted Labcorp CRO spin running a real margin turnaround Q1 adj EBITDA +55% YoY, margin +270bps to 7.4%, book-to-bill 1.15x (3rd straight Q >1.1x). But the catalyst is spent: stock 4x'd off $3.97 to ~$15.64, RSI ~80, +51% over the 50-day,…
Special situation cro-clinical-trials biotech-funding-recovery
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