Some notes on recently acquired cos
Therachem research medilab: is an intermediate supplier, specializing in phenol, pyridine and benzene based intermediates. Their large customers are Biocryst Pharmaceuticals (NASDAQ: BCRX) and Cambrex Karlskoga (based out of Sweden).
Biocryst Pharma has one commercialized molecule called ORLADEYO (berotralstat) which is scaling up rapidly. I think Therachem provides a couple of intermediates for this molecule.
A very nice presentation on the co. from the JP Morgan summit.
https://ir.biocryst.com/static-files/7992d27a-9330-4e12-a634-cfa8152ea6a2
Venkat Reddy is a common link between the Biocryst and Therachem, he used to work in Biocryst and later moved on to Therachem.
Cambrex Karlskoga is a generic API supplier based out of Sweden. Their product basket is available at the link below (looks like generic APIs) and Therachem supplies intermediates to them.
https://www.cambrex.com/drug-substance/generic-apis/product-catalogue/
The second acquired co Archimica is a generic API manufacturer, with 24 DMFs, 11 commercialized products and 200 customers.
Company has a history of change in ownership over years.
Product basket
They have certifications from USA, Italy and Korea.
Disclosure: Invested (position size here, no transactions in last-30 days)