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Weekly update

Aldevron & Synthetic DNA, Oracle, RBC Bearings, Hèrmes, Deere Parts, Equifax, Wolters Kluwer,

ModernaWiseDanaherL'OréalChanelWizz AirAirbusLVMHBrand EquityLow Cost Operators
Jul 31, 2025

Aldevron: mRNA, Plasmids and Synthetic DNA

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Danaher•US•Large CapCatalentThermo Fisher ScientificModernaGenscript Biotech CorporationLonza GroupSwitching CostsMission Critical Products & Services
Jul 30, 2025

Maravai LifeSciences: CleanCap vs. Enzymatic Capping

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Maravai LifeSciences•US•Mid CapTriLink BioTechnologiesModernaPfizerBioNTechThermo Fisher ScientificGSKDanaherSwitching CostsMission Critical Products & Services
Feb 27, 2025

Maravai LifeSciences: CleanCap, Competition, & mRNA Innovation

Partner Interview
Maravai LifeSciences•US•Mid CapTriLink BioTechnologiesModernaPfizerBioNTechThermo Fisher ScientificGSKDanaherSwitching CostsMission Critical Products & Services
Feb 21, 2025

Google DeepMind: AlphaFold & the Biologic R&D Process

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Google•US•Mega CapAstraZenecaGSKModernaDanaherSartoriusSwitching CostsOEMs w/ Installed Base
Dec 17, 2024

Maravai LifeSciencies: Trilink Biotech

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Maravai LifeSciences•US•Mid CapModernaPfizer
Nov 2, 2022

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