Co-Analyst Research

Research Notes & Thematic Analysis

Co-Analyst driven research on thematic trends, public companies and competitive landscapes.

Initiation Memo on OmniAb (OABI)

OmniAb (OABI) stock analysis for 2026 covers revenue decline, partner growth, and financial outlook. Discover key risks and catalysts for investors.

Sep 27, 2026

$QGEN

Initiation Memo on Qiagen (QGEN)

Qiagen (QGEN) stock analysis for 2026 highlights strong growth pillars, robust margins, and strategic automation focus. Discover key financials and outlook.

Sep 27, 2026

$DGX

Initiation Memo on Quest Diagnostics (DGX)

Quest Diagnostics (DGX) boosted revenue and margins through acquisitions and advanced diagnostics. Explore the 2026 outlook and key financials.

Sep 27, 2026

$REGN

Initiation Memo on Regeneron Pharmaceuticals (REGN)

Regeneron (REGN) posts strong 2025 results with $14.3B revenue and rising Dupixent sales. Explore growth drivers, pipeline, and financial outlook.

Sep 27, 2026

$RGEN

Initiation Memo on Repligen (RGEN)

Repligen (RGEN) returned to double-digit growth in 2025 with strong margin recovery and strategic acquisitions. Explore the 2026 outlook.

Sep 27, 2026

$SOPH

Initiation Memo on SOPHiA Genetics (SOPH)

SOPHiA GENETICS (SOPH) projects 22–24% revenue growth for 2026, driven by strong U.S. performance and biopharma contracts. Read the full analysis.

Sep 27, 2026

$TEM

Initiation Memo on Tempus AI (TEM)

Tempus AI (TEM) revenue jumped 83% to $1.27B in 2025, led by Diagnostics and major acquisitions. Explore key financials and growth drivers.

Sep 27, 2026

$TMO

Initiation Memo on Thermo Fisher Scientific (TMO)

Thermo Fisher Scientific (TMO) delivered resilient growth and margin expansion through 2025, driven by innovation and strategic M&A.

Sep 27, 2026

$TWST

Initiation Memo on Twist Bioscience (TWST)

Twist Bioscience (TWST) stock analysis: revenue up 54% since 2023, with margin gains and a focus on AI-enabled drug discovery.

Sep 27, 2026