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Borlaug’s Substack

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Sector Biotech
Content Type Analysis
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Borlaug’s Substack
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The Borlaug Report #8: Repligen

Aug. 11, 2023, 1:17 p.m.

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Borlaug’s Substack
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The Borlaug Report #7: 2Q Earnings Szn Edition: 1H Post-Mortem, 2Q & 2H Positioning

July 24, 2023, 4:34 p.m.

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Borlaug’s Substack
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The Borlaug Report #6: Omics: The Companies Driving the Revolution in our Understanding of Science

July 11, 2023, 9:44 p.m.

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Borlaug’s Substack
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The Borlaug Report #5: Catalent: Let Them Cook.

June 5, 2023, 12:09 p.m.

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The Borlaug Report #4: Biologics CDMOs: The Secular Shift in How Drugs are Made (Part 2)

May 15, 2023, 1:25 p.m.

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The Borlaug Report #3: Bioprocessing: The Secular Shift in How Drugs are Made (Part 1)

May 4, 2023, 1:32 p.m.

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Borlaug’s Substack
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The Borlaug Report #2: Avantor : Teenage Thermo Needs Activist Parents

April 25, 2023, 1:02 p.m.

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The Borlaug Report #1: Twist Bioscience: Numerous Catalysts Could Trigger A Re-Rating

April 17, 2023, 4:18 p.m.

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Coming soon: This is Borlaug’s Substack.

April 17, 2023, 2:13 p.m.

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