Investors interested in Medical - Biomedical and Genetics stocks are likely familiar with CSL Limited Sponsored ADR (CSLLY) and Techne (TECH) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank is a proven st ...

Core Viewpoint - Bio-Techne Corporation (TECH) is expected to release its second-quarter fiscal 2026 results on February 4, with adjusted earnings per share (EPS) anticipated at 43 cents, reflecting a 2.4% increase from the previous year, while revenues are projected at $292 million, indicating a 1.7% decrease year-over-year [1][2]. Group 1: Earnings Performance - In the last reported quarter, Bio-Techne posted adjusted EPS of 42 cents, matching the Zacks Consensus Estimate, with the company beating earnings in three of the last four quarters and matching once, averaging a surprise of 6.58% [1]. - Estimates for earnings have remained constant at 43 cents over the past 30 days, indicating stability in expectations leading up to the announcement [3]. Group 2: Revenue Estimates - The Zacks Consensus Estimate for revenues is set at $292 million, which represents a decrease of 1.7% from the year-ago figure [2]. - The consensus estimate for the Spatial Biology segment's revenues is pegged at $81.6 million, down 3% from the previous year [15]. Group 3: Factors Influencing Performance - Ongoing macro uncertainties, including tariffs and potential NIH budget cuts, may add to customer uncertainty and temporarily slow growth momentum in the second quarter of fiscal 2026 [4]. - The timing related to cell therapy programs negatively impacted sales in the previous quarter, and this trend is expected to continue [5]. - The core portfolio of research-use-only proteomic agents, featuring over 6,000 proteins and 400,000 antibody types, is likely to support global customers in advancing therapeutics for precision diagnostics [6]. Group 4: Segment Developments - The protein analytical instrumentation business is expected to maintain strong momentum, with the ProteinSimple solution resuming double-digit growth [7]. - Demand for the next-generation high-throughput instrument, Leo, appears to be strong, contributing positively to quarterly results [8]. - Major developments include a licensing agreement with Monod Bio for exclusive rights to a subset of AI-designed bispecific binding proteins and a strategic distribution partnership with Sphere Bio for ultrasensitive immunoassays targeting Alzheimer's biomarkers [10]. Group 5: Challenges and Growth Areas - The Spatial Biology segment may face revenue declines due to the divestiture of the Exosome Diagnostics business, despite growth in the RNAscope product suite [12]. - The segment is likely to encounter headwinds from NIH funding uncertainties and a weaker biotech funding environment [13]. - The company has launched several new products and partnerships aimed at enhancing its offerings in spatial biology and diagnostics, which may contribute to top-line performance [14].

Core Insights - Bio-Techne Corporation has launched Simple Plex Ultra-Sensitive Assays on the Ella automated benchtop platform, enhancing capabilities for neurodegenerative disease research [1][4]. Group 1: Product Launch and Features - The new assays provide step-change improvements in analytical sensitivity and reliable quantification of biomarkers such as NFL, GFAP, pTau 217, and Amyloid (aa1-42) [2][4]. - The Ella platform allows for femtogram-level detection, enabling precise quantification of low-abundance biomarkers that are often undetectable by conventional methods [4][5]. - The automated workflow of Ella reduces manual steps and variability, achieving an overall runtime of under three hours for assay results [4][7]. Group 2: Research Impact and Adoption - The assays facilitate the detection of subtle biological changes, accelerating insights into disease onset, progression, and treatment response [3][4]. - Ella has been cited in over 200 peer-reviewed publications focused on neurology, demonstrating its widespread adoption in translational and clinical research [3][5]. - Bio-Techne's immunoassay leadership is strengthened by combining ultrasensitive assays with automated instrumentation, improving reproducibility and data quality [5]. Group 3: Company Overview - Bio-Techne generated over $1.2 billion in net sales in fiscal 2025 and employs approximately 3,100 people globally [6]. - The company provides innovative tools and bioactive reagents for research and clinical diagnostics, with a broad portfolio that drives breakthroughs in neuroscience research and precision medicine [6][5].

Company Overview - Bio-Techne is headquartered in Minneapolis and employs 3,100 colleagues across 34 global locations [2] - The company has developed a differentiated portfolio of protein-based core products over the last 50 years [2] Mission and Value Creation - The mission of Bio-Techne is to improve the quality of life by catalyzing advances in science and medicine, which drives the company's daily operations [2] - This mission is central to how the company creates value for both customers and shareholders [2]

Bio-Techne FY Conference Summary Company Overview - **Company Name**: Bio-Techne (NasdaqGS: TECH) - **Headquarters**: Minneapolis - **Employee Count**: 3,100 across 34 global locations - **Revenue**: $1.2 billion in 2025 - **Segments**: - Protein Sciences (73% of revenue) - Diagnostics and Spatial Biology (27% of revenue) [3][4] Core Business Insights - **Product Portfolio**: - 6,000 proteins and 400,000 antibodies - Focus on consumables (81% of revenue), instruments (9%), services (7%), and royalties (2%) [4] - **Revenue Breakdown**: - 41% from core reagents - 12% from diagnostic controls - 51% from biopharma, 20% from academia, 16% from diagnostics, 13% from distributors [5][6] Market Position and Strategy - **Total Addressable Market (TAM)**: $27 billion with significant growth potential [18][22] - **Growth Factors**: - Discovery of biological insights - Development of advanced therapeutics - Enablement of precision diagnostics [9][10] - **Key Applications**: - Cell therapies (7% of revenue) - Proteomic applications in drug development - Spatial interrogation [10][13] Financial Performance - **Revenue Growth**: 10% CAGR over the last five years despite market headwinds [19] - **Organic Revenue Growth**: 5% in fiscal 2025 [20] - **Profitability**: Targeting 35%-40% operating margins [23] Industry Trends - **Biotech Industry**: Experienced a decline in Q1 but showed signs of recovery with a 90% increase in funding in Q4 [24][25] - **Academic Sector**: Stabilizing with a shift in research focus from infectious diseases to chronic diseases [25][26] - **China Market**: Contributing 8% of revenue, showing potential for growth due to favorable government policies and funding [28][29] Cell Therapy Insights - **Growth in Cell Therapy**: Revenue reached $80 million, with $60 million from GMP proteins [30] - **Fast-Track Designation**: Two major customers received fast-track designation, potentially leading to significant future revenue [30][31] - **Clinical Trials**: 57% increase in cell therapy trials year-over-year [32] Diagnostics and Spatial Biology - **Market Size**: $5 billion for spatial biology, with 75% in translational and clinical markets [35] - **Innovations**: Introduction of RNAscope for RNA detection and COMET for multi-omic analysis [36][37] Future Outlook - **Growth Projections**: Anticipating low single-digit growth for fiscal 2026 due to current market conditions [41] - **Innovation Focus**: Continued investment in R&D (8% of revenues) and new product launches, including AI-designed proteins and ultra-sensitive immunoassays [38][39] - **M&A Strategy**: Plans to pursue acquisitions to enhance cell therapy and proteomic analytical capabilities [42] Conclusion - Bio-Techne is positioned for sustained growth through its differentiated product portfolio, strategic market focus, and commitment to innovation, despite facing short-term challenges in the biotech and academic sectors. The company aims to leverage its strengths to navigate market fluctuations and capitalize on emerging opportunities.

Company Overview - Bio-Techne has approximately 3,100 employees and is headquartered in Minneapolis, MN[12] - The company's FY2025 revenues reached approximately $1.2 billion[13] - Bio-Techne's market capitalization is approximately $10 billion[13] Revenue Breakdown - Consumables accounted for 81% of FY2025 revenues[15] - Instrument-specific consumables represented 12% of FY2025 revenues[15] - Services contributed 9% to FY2025 revenues[15] - Royalties made up 2% of FY2025 revenues[15] Market Segmentation & Geography - Pharma/Biotech represents 51% of the market[18] - Diagnostics accounts for 16% of the market[18] - Academia comprises 20% of the market[18] - Distributors make up 13% of the market[18] - Americas account for 58% of the geographic market[18] - EMEA represents 27% of the geographic market[18] - China accounts for 8% of the geographic market[18] - APAC makes up 7% of the geographic market[18] Financial Performance - Revenue increased from $738 million in 2020 to $1.215 billion in 2025, representing approximately 10% growth[44] - Adjusted operating income increased from $246 million in 2020 to $384 million in 2025, representing approximately 9% growth[44] Market Opportunity - The company is addressing a $27 billion market growing at a high-single-digit rate[48] - The market for Discovery of Novel Biological Insights is $14 billion with high-single-digit growth[40] - The market for Development and Manufacturing of Advanced Therapeutics is $5 billion with approximately 20% growth[40] - The market for Enablement of Precision Dx is $8 billion with mid-single-digit growth[40]

Core Insights - Mizuho Americas and NPower have successfully completed the first year of their partnership aimed at connecting young adults in the New York metro area with employment opportunities in technology, supported by a three-year FutureReady grant from Mizuho USA Foundation [1][2] Program Overview - The Path2TECH: Networking & Systems Administration (NetSA) program addresses the demand for technology talent in New York, targeting the 13.2% of unemployed young New Yorkers who require skills training for competitive-wage roles [2] - The program offers a free, blended asynchronous 26-week training curriculum that includes fundamentals of computer networking, systems administration, cloud technologies, and generative AI, allowing students to earn certifications such as CompTIA Network+, Linux+, Microsoft Azure Fundamentals, and Azure AI [3][4] Program Impact - The pilot program has shown a completion rate of 70% among students, exceeding the 60% goal, with 41% of graduates either employed in tech roles or continuing their education, and an expected 80% placement rate within a year of graduation [7] - Nearly half of the students have completed certifications in CompTIA Linux+ or CompTIA Networking+, with ongoing certification efforts into 2026 [7] Organizational Commitment - Mizuho USA Foundation emphasizes the importance of building a skilled and inclusive tech workforce for New York's economic future, supporting programs that expand opportunities for young adults [3] - NPower aims to train 15,000 students annually by 2030, focusing on expanding access to tech careers and creating a workforce that reflects community potential [6]

Core Insights - Institutional investors favor wide-moat businesses that can consistently generate exceptional margins and cash flows with minimal competitive risk [1] - Companies that demonstrate reliable above-average growth are also highly attractive to institutional investors, leading to significant increases in valuation multiples when both factors are present [1] Summary by Category Business Characteristics - Wide-moat businesses are characterized by their ability to maintain high margins and cash flows while facing little competitive threat [1] - The combination of strong cash flow generation and growth potential enhances the attractiveness of these companies to investors [1] Investment Implications - The valuation multiples of companies that exhibit both strong margins and growth can experience substantial increases, making them appealing investment opportunities [1]

Company Overview - Bio-Techne Corporation (NASDAQ: TECH) is a global life sciences company that provides innovative tools and bioactive reagents for research and clinical diagnostics [2] - The company generated over $1.2 billion in net sales in fiscal 2025 and employs approximately 3,100 people worldwide [2] Upcoming Events - Kim Kelderman, President and CEO of Bio-Techne, will present at the 2026 J.P. Morgan Healthcare Conference on January 13, 2026, at 9:00 a.m. PST [1]

Company Overview - Bio-Techne Corporation (TECH) has a market cap of $9.1 billion and operates in the life sciences sector, focusing on reagents, instruments, and services for research, diagnostics, and bioprocessing markets [1] - The company is classified as a "mid-cap" stock, with offerings that support applications in protein analysis, molecular diagnostics, oncology, and genetic research [2] Stock Performance - Shares of Bio-Techne have decreased nearly 26% from their 52-week high of $79.28, while the stock has increased 13.7% over the past three months, lagging behind the Health Care Select Sector SPDR Fund's (XLV) 14% gain [3] - On a year-to-date (YTD) basis, TECH stock is down 18.5%, underperforming XLV's 13.5% rise, and has declined 22.5% over the past 52 weeks compared to XLV's 10.7% return [4] Recent Financial Performance - In Q1 2026, Bio-Techne reported a 1% year-over-year revenue decline to $286.6 million, attributed to a 3% organic decline in Protein Sciences and a 4% decline in Diagnostics and Spatial Biology [5] - The revenue decline was influenced by cell therapy timing headwinds, which reduced growth by 200 basis points in Q1 and are expected to worsen to 400 basis points in Q2, alongside ongoing biotech funding softness [5] Analyst Sentiment - Despite the stock's underperformance, analysts maintain a bullish outlook, with a consensus rating of "Strong Buy" from 15 analysts and a mean price target of $68.58, indicating a potential upside of 16.9% from current levels [6]