The Borlaug Report

#13: Scientists R Us (Traditional Tools Primer)

The Picks & Shovels Behind Global R&D

Apr 20 • 

Borlaug

5

March 2025

#12: Let Me Do It for You (CRO Primer)

The Boring Businesses Dislocated by Vibes and Science Jargon

Mar 14 • 

Borlaug

16

15

February 2025

#11: Straight to the Vein (Packaging Primer)

Understanding how WST & Peers Grow, Recapping WST 4Q Earnings

Feb 17 • 

Borlaug

22

24

#10: Danahurt

EPS Recap, Bioprocessing Primer 2.0, Is Danaher Really a Long?

Feb 6 • 

Borlaug

17

12

January 2025

#9: Unburdened by What Has Been

JPM, Bioprocessing, and a New Repligen Thesis

Jan 27 • 

Borlaug

21

7

August 2023

The Borlaug Report #8: Repligen

Trust the (Bio) Process

Aug 11, 2023 • 

Borlaug

16

4

July 2023

The Borlaug Report #7: 2Q Earnings Szn Edition

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

Jul 24, 2023 • 

Borlaug

13

1

The Borlaug Report #6: Omics

The Companies Driving the Revolution in our Understanding of Science

Jul 11, 2023 • 

Borlaug

17

2

June 2023

The Borlaug Report #5: Catalent

Let Them Cook.

Jun 5, 2023 • 

Borlaug

14

2

May 2023

The Borlaug Report #4: Biologics CDMOs

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

May 15, 2023 • 

Borlaug

20

3

The Borlaug Report #3: Bioprocessing

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

May 4, 2023 • 

Borlaug

35

3

April 2023

The Borlaug Report #2: Avantor

Teenage Thermo Needs Activist Parents

Apr 25, 2023 • 

Borlaug

7

2