On this episode of Chit Chat Stocks, we speak with Leandro from the Best Anchor Stocks newsletter on a biopharma stock he recently researched. We discussed:
(00:00) Introduction and history
(04:31) Understanding the Pharmaceutical Supply Chain
(07:30) Exploring Business Segments
(12:06) High Value Products vs. Bulk Products
(14:24) The Impact of AI on Drug Development
(17:17) Current Industry Cycles and Demand Dynamics
(21:24) CapEx Expansion and Future Capacity
(24:04) Drivers of Demand for Products
(26:33) The Impact of GLP-1s on Business Dynamics
(29:27) Navigating Tariff Impacts in the Pharmaceutical Supply Chain
(32:21) Understanding Competition in the Pharmaceutical Packaging Industry
(36:45) The Advantages of Vertical Integration
(41:41) Valuation Insights and Market Perception
(47:38) Identifying Risks and Challenges Ahead
(51:54) Exploring Best Anchor Stocks and Investment Strategies
Leandro's Twitter: https://x.com/Invesquotes
Best Anchor Stocks: https://www.bestanchorstocks.com/
*****************************************************
JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/
*********************************************************************
Chit Chat Stocks is presented by TSOH Investing Research. Long-term equity research with 100% portfolio transparency.
Subscribe Today: https://thescienceofhitting.com/
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
24/7 News: The Latest
The latest news in 4 minutes updated every hour, every day.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com