Latest news with #CGTs
Yahoo
2 days ago
- Business
- Yahoo
Bio-Techne Corporation (TECH): A Bull Case Theory
We came across a bullish thesis on Bio-Techne Corporation (TECH) on scuttleblurb's Substack. In this article, we will summarize the bulls' thesis on TECH. Bio-Techne Corporation (TECH)'s share was trading at $47.93 as of 28th May. TECH's trailing and forward P/E were 57.75 and 22.03 respectively according to Yahoo Finance. A close-up of a biotechnology machine working on an oncology therapy. Bio-Techne has built a diverse and complex business centered on its strong legacy in recombinant proteins, expanding downstream into antibodies, assays, and instrument platforms, while also moving into cell and gene therapy (CGT) solutions. Its revenue is split roughly between Protein Sciences and Diagnostics, which are closely linked—diagnostics identify disease biomarkers that then become therapeutic targets developed using Bio-Techne's proteins and antibodies. Despite about 20 acquisitions over the past decade, its core legacy products still contribute 56% of total revenue, with the remainder coming from faster-growing, less penetrated markets. Around half of Bio-Techne's revenue comes from commercial R&D, now dominated by smaller, venture-funded biotechs rather than big pharma, making this segment more cyclical. Academia accounts for another 20%, a price-sensitive group vulnerable to budget swings. The company is gaining ground in GMP protein production for clinical and commercial use, a highly regulated and lucrative niche, though it trails established leaders like Miltenyi and Cellgenix. Bio-Techne has also expanded into proteomics and spatial biology through acquisitions. While the company once forecasted nearly $2 billion in revenue by 2026, growth slowed due to several factors: COVID-related demand spikes followed by inventory destocking, a 20-30% revenue decline in China, fading COVID testing tailwinds, and cautious FDA oversight of CGTs that hurt growth expectations. Despite these setbacks causing a nearly 50% stock price decline, recent signs point to recovery with organic growth rebounding to 9% and instrument sales improving. Bio-Techne's broad strategy reflects its efforts to protect core franchises while expanding into new growth areas, including becoming an instrument provider to capture more downstream value. Bio-Techne Corporation (TECH) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 34 hedge fund portfolios held TECH at the end of the first quarter which was 24 in the previous quarter. While we acknowledge the risk and potential of TECH as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than TECH but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey.
Yahoo
3 days ago
- Business
- Yahoo
Medable Introduces Long-Term Follow-Up Model for Cell & Gene Therapy (CGT) Trials to Reduce Costs and Improve Patient Access
New digital-first solution enables patient engagement and retention while maintaining scientific rigor throughout 15-year CGT trials PALO ALTO, Calif., May 28, 2025--(BUSINESS WIRE)--Medable Inc., a leading technology platform provider for decentralized clinical trials, today unveiled its digital-first Long-Term Follow-Up (LTFU) model for cell and gene therapy (CGT) trials. Medable's platform reduces the burden on patients and sites involved in complex CGT trials and enhances scientific integrity with sustainable data capture across the FDA-required 15-year follow-up period for certain CGTs, including those using genome-editing techniques like CRISPR-Cas9. This extended monitoring period is essential for tracking delayed adverse events, understanding the durability of the therapy, and ensuring the long-term impact on patients – but can add significant hardships. CGTs offer transformative potential yet they also require prolonged safety monitoring, often spanning 15 years post-treatment. Traditional models for LTFU impose logistical and financial challenges on participants, contributing to lower participation and high attrition rates over time. According to a 2024 survey conducted by the Emily Whitehead Foundation and Catalyst Healthcare Consulting, 20% of CAR T-cell therapy patients stop participating in long-term follow-up altogether, with 80% of that group ceasing participation at or after five years post-treatment. Distance to sites, lack of awareness about local follow-up options, and burdensome travel are frequently cited as key barriers. "Long-term follow-up is essential to ensure the durability and safety of advanced therapies, but the current system isn't working for patients or sponsors," said Dr. Pamela Tenaerts, Chief Medical Officer at Medable. "With our new LTFU model, we're reimagining how post-treatment data is captured - putting patients at the center while ensuring scientific and regulatory rigor." Medable's digital-first LTFU offering includes: Remote and Hybrid Patient Interaction: Patients can engage in follow-up through flexible virtual, in-person, or blended formats that meet their individual needs and life circumstances. Seamless Transition from Parent Trials: Integrated workflows and data continuity ensure a frictionless handoff from interventional studies to long-term observational follow-up. Patient-First Data Capture and Adherence Monitoring: Leveraging mobile technology, patient reported questionnaires and local healthcare providers to track key endpoints and ensure consistent participation over time. Personalized Patient Communication: Ongoing engagement through tailored content, reminders, and support tools to build trust and maintain long-term connection. By embracing a digital, patient-centric approach, Medable's model addresses key gaps in traditional LTFU execution – improving retention, increasing diversity, and reducing the long-term cost burden for both sponsors and sites. Learn more about Medable's new digital-based LTFU model at American Society of Clinical Oncology's (ASCO) 2025 Annual Meeting (May 30-June 3) in Chicago at Medable Booth #10105. About Medable Medable is on a mission to get effective therapies to people faster. Its digital clinical trials platform enhances speed, scale, and patient access in clinical research, accelerating medicines for thousands of conditions without treatment or cure. Awarded Best Digital Health Solution by the Galien Foundation, Medable's platform has been deployed in nearly 400 trials in 70 countries and 120 languages, serving more than one million patients globally. Medable is a privately held, venture-backed company headquartered in Palo Alto, California, and was listed for the second year in a row on the Inc. 5000 in 2024. View source version on Contacts Media Contact: Lisa Barbadora, Barbadora INK for Medable+1 (610) 420-3413lbarbadora@ / media@
