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"Potential infrastructure plays: Bachem $BANB is the worlds largest pure-play peptide manufacturer. - 4-5 year order backlog - Massive capex expansion - Strategic partner to $LLY & $NVO $PPGN PolyPeptide is #2. These currently are the semicap suppliers of the peptide world"
X Link @The__Jumas 2025-10-13T18:22Z 1411 followers, 3073 engagements
"Heres how I see the landscape breaking down: X. Leaders $LLY $NVO $PFE Already printing billions own the GLP-1 space. X. Specialists $ASND $RYTM $ZEAL $CRNX High-growth mid-caps with focused pipelines. X. Infrastructure (Picks & Shovels) $BANB $PPGN Capacity bottlenecks = pricing power. X. Moonshots AI design startups novel oral delivery plays. Asymmetric upside binary risk (Will keep these to myself for now)"
X Link @The__Jumas 2025-10-13T18:22Z 1415 followers, 4432 engagements
"Bachem $BANB $BANB.SW- a CDMO for peptides posted strong growth in 1st half and is up 27%. Peptides are continuing to gain traction. As they do volumes will go up and costs on a unit basis will decline. $PGTX $VKTX"
X Link @Mufaso7 2025-07-24T14:21Z 3341 followers, 1158 engagements
"European Markets : Stocks & Moves today STOXX600 index Fincantieri $FCT +4.9% (ship building) Mapfre $MAP -X% (reinsurance global risks) Bachem $BANB +3.4% (pharma: oligonucleotides peptides) #stockmarkets"
X Link @ZSMarkets 2025-05-27T12:55Z 1399 followers, XXX engagements