- Orgenesis is a $151m market cap biotech focused on cell and gene therapy technologies.
- It has a technology, therapeutics, and point of care platform that enables its CGT partners to develop products in a safe and sterile environment near to health / research centres.
- Last year, Orgenesis sold its $33m per annum revenue CDMO business, earning ~$127m, and is reinvesting in a portfolio of CGT therapies and mobile technology.
- The pipeline looks promising and the business model attractive - revenue sharing / royalties combined with R&D work.
- The share price has been a bull run in recent months (due to COVID and pancreatic treatment opportunities), but still looks attractive at $6.3.
For further details see:
Orgenesis: A Cell And Gene Therapy Disruptor With A Nice Risk Reward Profile