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BLBLFS

BioLife Solutions, Inc.

$BLFS·$1.5B·Medical - Instruments & Supplies·Healthcare
$29.98-2.6%YTD+23.4%1Y+34.7%
Mentions · last 7 days
2026-07-18: 0 posts2026-07-19: 0 posts2026-07-20: 0 posts2026-07-21: 0 posts2026-07-22: 56 posts2026-07-23: 17 posts2026-07-24: 1 posts74+30%
Price updated 2d ago·X counts updated 2d ago
BLBLFS
$BLFSBioLife Solutions, Inc.
$29.98-2.57%74 posts+30%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $BLFS, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventEvent coming upAI verdict · as of 2026-07-26

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

BioLife Solutions is being acquired by Repligen for $1.5B ($11.25 cash + 0.144 RGEN shares) — the deal announced 7/21.

BioLife Solutions is a specialty biopreservation media and cold-chain services company for cell and gene therapy — makers of the CryoStor and HypoThermosol preservation media that most CGT companies depend on. Up 35% over 12 months and 23% YTD, this is a catalyst-driven biotech-tools name mid-M&A.

The setup is a real-business now inside a merger arb:

  • The Repligen acquisition is the whole story: Repligen ($RGEN) agreed to acquire BLFS on 7/21 for approximately $1.5B at $31/share — $11.25/share in cash plus 0.144 shares of RGEN, meaning the arb spread from today's $29.98 is small but positive.
  • The underlying business is growing at real rates: Q1 revenue grew 14.9% YoY to $27.5M with a 64% gross margin — the CGT-tools cycle is real, and the last four EPS prints all beat consensus by large margins (300-1900%) on low bars.
  • The M&A-inquiry noise is standard: the Kahn Swick & Foti M&A Class Action Firm investigation (7/22, 7/24) is routine post-announcement legal noise that typically doesn't materially delay a friendly all-cash-and-stock deal.

At 84% of the 52-week range and 23% above the 200-day, the tape is confirming the arb setup. The deal-close mechanics (expected mid-2027 based on typical timelines) are the near-term binary — a positive shareholder vote plus antitrust clearance restarts a smaller arb; an unexpected regulatory hurdle or a Repligen re-rating that lowers the effective take-out cools the trade despite the deal-in-hand.

Agrees with X sentimentX is right on the Repligen acquisition ($1.5B, $11.25 cash + 0.144 RGEN shares = ~$31), the strategic expansion into cell-therapy biopreservation media, the Sartorius positive read-through to DHR, and the $35 BLFS Aug 21 calls being high-confidence positioning. The 'skeptics grumble about valuation but not fit' framing is fair.

What to watch: The deal-close mechanics — shareholder vote and antitrust clearance restart a smaller arb; an unexpected regulatory hurdle or Repligen re-rating that lowers the effective take-out cools the trade.

On the calendar: 2026-08-06 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment9 posts analyzed · as of 2026-07-25

Repligen ($RGEN) will acquire BioLife Solutions ($BLFS) for approximately $1.5B at $31/share — $11.25/share in cash and 0.144 shares of RGEN. Bulls treat this as a strategic expansion into cell-therapy biopreservation media. Sartorius turned positive on the news with a positive read-through to DHR. Some skeptics grumble about the valuation but not the strategic fit. High-confidence options traders bought BLFS 35 Call Aug/21 at $0.50. Direction is decisively long the M&A confirmation.

Read the AI verdict + X sentiment for $BLFS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

BioLife Solutions, Inc. (BLFS) operates as a global provider of specialized bioproduction tools and services, primarily catering to the cell and gene therapy industry. Its market reach extends across the United States, Canada, Europe, the Middle East, Africa, and other international regions. The company's offerings are essential for various stages of biologic-based therapy development, spanning from foundational and applied research to large-scale commercial manufacturing. Key products include proprietary biopreservation media, such as HypoThermosol FRS and CryoStor, which are engineered to minimize delayed cell damage and death typically associated with preservation. Complementing these are the ThawSTAR products, an automated line of devices for thawing vials and cryobags, designed to precisely manage the heat and timing for optimal biologic material thawing. BLFS also provides innovative cloud-connected evo shipping containers for the passive storage and secure transport of temperature-sensitive biologics and pharmaceuticals. Additionally, its comprehensive range encompasses liquid nitrogen laboratory freezers, various cryogenic equipment and accessories, and specialized storage services for biological and pharmaceutical products. Products are distributed both directly to customers and through a network of third-party distributors. Established in 1987, BioLife Solutions, Inc. maintains its headquarters in Bothell, Washington.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Instruments & Supplies sits in its cycle right now — and what that implies for $BLFS.

Medical - Instruments & Supplies · Healthcare

No material change from last week — Medline's prime vendor model wins market share as hospitals simplify sourcing, while bioprocessing component suppliers (WST, RGEN, AVTR) recover from the..

Industry benchmark

8-name peer basket
+6.3%YTD
+6.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-142.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-2.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-10.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-0.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
15.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-2.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
63.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 7, 2026$0.04$0.01+300.0%
Q4 2025Feb 26, 2026$0.04$-0.02+300.0%
Q3 2025Nov 6, 2025$0.04$0.00+1900.0%
Q2 2025Aug 7, 2025$-0.33$-0.03-888.5%
Next earningsThu, Aug 6·consensus EPS $-0.01

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$27.5M+14.9%63.3%0.1%$0.02$-658K
Q4 FY25$18.8M-648.6%67.5%31.0%$0.08$-9.6M
Q3 FY25$28.1M-8.2%61.4%-0.3%$0.01$2.8M
Q2 FY25$25.4M+28.9%64.6%-65.5%$-0.33$5.6M

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$113.9M$113.7M – $114.0M$0.15$0.14 – $0.156
FY27$134.6M$134.5M – $134.6M$0.33$0.33 – $0.346
FY28$165.4M$164.4M – $166.5M$0.85$0.84 – $0.862
FY29$199.7M$198.2M – $201.3M$1.29$1.28 – $1.301
FY30$240.0M$238.1M – $241.9M$1.79$1.77 – $1.811

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.84%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+12.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+23.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 42.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today6.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.945-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 21Casdin Partners Master Fund, L.p.10% owner650.0K sh$15.4MSellMay 20Casdin Partners Master Fund, L.p.10% owner250.0K sh$5.9MSellMay 19Casdin Partners Master Fund, L.p.10% owner300.0K sh$6.8MSellMar 23Karen A. FosterChief Quality and Operations2.6K sh$49KSellMar 9Karen A. FosterChief Quality and Operations500 sh$10KSellMar 5Karen A. FosterChief Quality and Operations96.9K sh$2.0MSellMar 3Sean WernerCTO111 sh$2KSellMar 3Karen A. FosterChief Quality and Operations418 sh$9KSellMar 3Aby J. MathewEVP & Chief Scientific Officer529 sh$11KSellMar 3Troy WichtermanCFO588 sh$12K
1–10 of 12
+ 33 other (25 inkinds · 8 awards) in window

See when $BLFS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementJul 228-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

BioLife Solutions, Inc. entered into an Agreement and Plan of Merger with Repligen Corporation on July 21, 2026. Under the deal, each BioLife share will be converted into $11.25 cash plus 0.1442 Repligen shares. The transaction proceeds as a two-step merger: Merger Sub 1 merges with BioLife (BioLife survives as a Repligen subsidiary), then BioLife merges into Merger Sub 2. BioLife's independent directors unanimously approved the deal. This takeout signals strategic consolidation in the bioprocessing supply chain for cell and gene therapies.

8-KPress release / Reg FDJun 38-K — Item 7.01: Press release / Reg FD
AI summary

BioLife Solutions, Inc. (BLFS) filed an 8-K on June 3, 2026 under Item 7.01 (Reg FD), furnishing an investor presentation released that day for use at the Jefferies Global Healthcare Conference and related investor meetings. CFO Troy Wichterman signed the filing. No financial figures or specific disclosures were embedded in the 8-K body itself; the presentation deck is the substance of the communication. Presenting at a major healthcare investment conference signals active investor outreach and positions BLFS in front of institutional bioprocess and cell therapy-focused investors at a key sector conference.

SC 13D/AActivist amendmentMay 22SC 13D/A
8-KPress release / Reg FDMar 28-K — Item 7.01: Press release / Reg FD
+ 12 other (5 13Gs · 2 425s · 2 earnings 8-Ks · 2 10-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

BioLife Solutions Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of BioLife Solutions, Inc. - BLFSbusinesswire.com·2d agoRepligen to Expand Cell Therapy Capabilities With BioLife Buyoutzacks.com·3d agoRepligen to Buy BioLife Solutions for $1.5 Billion, Expanding Cell Therapy Reachmarketbeat.com·4d ago$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of BioLife Solutions, Inc. (NASDAQ: BLFS)gurufocus.com·4d ago$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of BioLife Solutions, Inc. (NASDAQ: BLFS)prnewswire.com·4d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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