Archive - Borlaug’s Substack

The Borlaug Report #8: Repligen

Trust the (Bio) Process

Aug 11, 2023 •

July 2023

The Borlaug Report #7: 2Q Earnings Szn Edition

1H Post-Mortem, 2Q & 2H Positioning

Jul 24, 2023 •

The Borlaug Report #6: Omics

The Companies Driving the Revolution in our Understanding of Science

Jul 11, 2023 •

June 2023

The Borlaug Report #5: Catalent

Jun 5, 2023 •

May 2023

The Borlaug Report #4: Biologics CDMOs

The Secular Shift in How Drugs are Made (Part 2)

May 15, 2023 •

The Borlaug Report #3: Bioprocessing

The Secular Shift in How Drugs are Made (Part 1)

May 4, 2023 •

April 2023

The Borlaug Report #2: Avantor

Teenage Thermo Needs Activist Parents

Apr 25, 2023 •

The Borlaug Report #1: Twist Bioscience

Numerous Catalysts Could Trigger A Re-Rating

Apr 17, 2023 •

This is Borlaug’s Substack.

Apr 17, 2023 •

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