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Re: r622102675 post# 343913

Tuesday, 04/18/2023 12:39:08 PM

Tuesday, April 18, 2023 12:39:08 PM

Post# of 346504
Maybe Danaher would like to take a run at CDMO since they walked away from CTLT. Danaher is a serial acquirer and so expect them to do more deals in the coming year/s. Could also be that they come again at Catalent at a much lower price later in the year????

Still think we will become a buyout candidate once all of the new expansion revenue starts to come on line. Even though we are not loved today and have sort of been tarred with the CTLT brush, if Nick continues to deliver and execute(unlike CTLT) and keeps costs under control, we should be in very good shape. Buyout in the $40's?

Interesting that CDMO is advertising for paid interns on Linked In for their summer hiring program.
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