Sartorius AG

Because it means we're not investing in having to create those skids.

And frankly, that means we have the big vendors, you know, pick your favorite big vendors, Cytiva, Sartorius, Paul, you know, Repligen.

They're going to support you.

So you don't have to worry about that.

Show me that you can actually put fully disposable consumables together and you got a validatable skid.

And they're investing in that space now.

Sartorius, in fact, has actually got almost an entire line of equipment that's designed to be fully continuous and they're still working on it, investing in it.

I'm happy to see it.

One bright spot.

Lab equipment maker Sartorius jumped 6.5% against the trend.

And now for the flip side, because Asia partied.

South Korea's KOSPI exploded 5.9% higher, so fast that the exchange briefly had to curb program buying.

Uh, but overall, the analysts and investors are, seem to be very positive, uh, on this, uh, latest update, and they see it as very encouraging for the rest of the year and, and further forward as well.

Well, we're sticking with that upbeat theme with Sartorius, which I've discovered, thanks to you, is a German lab equipment maker.

Mm-hmm.

Um, tell us more about them.

Yeah, so Sartorius has been, just been upgraded at UBS with analysts saying that it is well-positioned for accelerating growth from twenty- twenty seven to twenty twenty nine, and that there's really a scope for a significant consensus upgrades going forward.

And then we had this upgrade, and in, in addition to that, there was also Sar- Sartorius Stedim, which is the French subsidiary of this German lab equipment maker.

Um, and this is a subsidiary that handles the, uh, single-use equipment division, and that also got upgraded by UBS analysts with, um, UBS as noting a very positive setup going into twenty twenty seven.

So if we look at how those two companies have been performing lately, the results last month were pretty good, but they really suffered from tariff challenges in particular.