Sartorius Aktiengesellschaft AG SRT3

July 19, 2023 - 5:01am EST by

member

						2023	2024
Price:		312.00		EPS		5.90	7.40
Shares Out. (in M):		68		P/E		53	42
Market Cap (in $M):		19,500		P/FCF		0	0
Net Debt (in $M):		3,080		EBIT		820	1,060
TEV (in $M):		22,580		TEV/EBIT		27	21

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9	member 7/25/23 11:48AM Re: Re: Re: Plastic bags 8
Can a SUT bag from another company even be used in a sartorius bioreactor? Isn't this the razor/razor blade model? view available tags
7	member 7/25/23 8:17AM Re: Re: Plastic bags 6
Thanks for this. Haven't done any work myself; was quoting the patent reference your memo. view available tags
6	member 7/25/23 5:53AM Re: Plastic bags 5
I think there are several things. First, in pharmaceutical/biologics production, whatever is used in production undergoes the regulatory process in which the drug/biologic is approved. So switching plastic bags is simply not possible in most... login to read the rest 2 view available tags
5	member 7/24/23 3:31PM Plastic bags
Could you discuss what's defensible about manufacturing these plastic bags/single use containers? Considering there's no patents, I'm a bit surprised there's been no major entrants who'll erode industry margins. 1 view available tags
4	member 7/21/23 10:07AM Re: margins 2
Thanks for the comments. It is true that de-stocking could continue for another quarter or 2. Management on their call today for H1 2023 said that they expect to see recovery by late Q3 and... login to read the rest view available tags
3	member 7/21/23 10:05AM Re: Bio-Rad 1
I think Bio-Rad as well as DIM are both investment possibilities tied to Sartorius. While i judge DIM also quite attractively, the question on Biorad has always been its management team and their abilities. Lately... login to read the rest view available tags

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