Conviction
1 → 3
Conviction●●●○○3 of 5
Research target$281Snapshot target
Thesis statusINTACTLast reviewed 7/8/26
Market cap$11.11BSnapshot value
Research history
See all CRL changes ↗What changed
Target
— → $281
Thesis status
NEEDS_MORE_DATA → INTACT
Last reviewed
Not reviewed → 7/8/26
Target
$281.44 → $281
Target
— → $281.44
Preclinical CRO + CGT manufacturing proxy. Safety testing creates recurring demand independent of any one drug. Also the best public read on cell/gene therapy manufacturing demand.
CGT trial volume (2,000+ in clinic) driving preclinical demand; strategic review (divesting CDMO + Cell Solutions to GI Partners, European Discovery to IQV); CGT manufacturing tailwind.
Strategic review uncertainty; preclinical demand tied to early-stage funding; overlap with Manufacture layer (audit for double-counting); CGT manufacturing mostly private.
needs X/Reddit sentiment sweep
Snapshot · 7/8/26🟢 Lean-Bull · ins-$16.9M · 13F 20+/5- · short↓0.27
Snapshot · 7/8/26