The Borlaug Report #7: 2Q Earnings Szn Edition

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

Introduction 

As I begin to write this, the entire bioprocessing space is moving up on commentary from Sartorius suggesting that the “bottom is in” for bioprocessing. I’ve talked a lot on Twitter about healthcare and the life science supply chain; bioprocessing and biologics CDMOs have been the biggest battlegrounds among them. More broadly, however, I’v…