Sartorius: Consistent Performance And Market Resurgence - Valuation Falls

2025-11-13 09:54:37 ET

Introduction

Upon first glance at the ADR’s share price, one would assume that Sartorius AG ( OTCPK:SARTF ) has performed just as poorly as other healthcare suppliers in this poor biopharma environment. However, under the surface, the company has performed quite well and bioprocess remains a segment that is growing with secular demand. To recap Sartorius’ opportunity , there are two growth levers: the demand for biologics as next-generation therapies, alongside an increased complexity in biologics manufacturing that requires advanced, IP protected platforms that enable efficiency. Name a recent therapy you heard about in the news or discussed as a blockbuster and most likely it is a biologic therapy. This even includes the new modalities of cell and gene therapies like CAR-T and CRISPR-Cas systems.Just look at the growth of biologics since their emergence in the year 2000, along with their expected growth, as presented by BCG below. ...

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