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Re: jpike post# 8084

Thursday, 03/24/2022 10:51:21 AM

Thursday, March 24, 2022 10:51:21 AM

Post# of 8378
Agree, not a horrible quarter and the guidance was "okay".

It's just that the market was expecting more. Nice rebound from last year on top and bottom line, margins are looking pretty good as well.

20%+ growth is good but the issue is its purely a plasma play, they have the lion share of plasma centers in the US (I'd say they are ~40-50% of market share). They "OWN" that market, have proven the business model, its good business, steady growth, recession proof. But - what they haven't proven out is expansion into other segments. Pharma had picked up a bit but expected to be flat yoy whereby plasma represents 90% of earnings. There's only so far they can scale the business in such a nice segment, they need to either grow into other verticals or internationally.

they hired some good people for the pharma business but its not the easiest to break into (especially during covid). I bet they wished they had raised equity when the stock ran to 18$ to acquire other businesses in these verticals (you can either grow organically into these new spaces or simply acquire others with pre-existing relationships which occasionally is easier to gain access).


Holding my position.

E.

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