$BCHMF $BCHMY Long BCHMY woke up this morning worrying, "the plan was to add on weakness, but only lowering the cost basis of $8.42." And this morning we get
"BUZZ-Bachem jumps after announcing CHF 500 mln project investment
4:26 AM ET, 07/21/2026 - Reuters
** Bachem BANB.S shares rise 7.6% after the Swiss peptide manufacturer announced investments of more than 500 million Swiss francs ($617.67 million) in its Sisslerfeld greenfield project
** "Bachem has successfully secured a long-term agreement with a customer, which is a positive development," Vontobel says
** The company said the expansion is part of a strategic collaboration but did not disclose further details on its partners
** Vontobel adds that Bachem will mitigate a significant financial risk by not having to bear the financial burden
** The brokerage notes, however, that additional customer contracts are likely necessary to advance the site
(Reporting by Danny Callaghan)
If you missed crypto and AI, peptides is your next change to catch an insane narrative unfolding. Don't get caught up in $HIMS, rather have a look at Bachem $BCHMF (swiss listing better under $BANB).
They supply to $NVO , $LLY and have around 25% of the market.
Pays a dividend. Swiss. Highly profitable and decades of history.
The two best things: Rarely discussed on X/Reddit and super small float available for retail (~15%). The founding family still owns 58%! The rest is locked in hands of institutions like the Norwegian Sovereign Wealth Fund.
This means the stock can move up fast and on small buys.
$CDXS VERY INTERESTING, AxoLabs is providing a lecture about Inclisiran at TIDES on May 12th? $BCHMF $NVS https://informaconnect.com/tides/speakers/ingo-rhl-phd/
$CDXS $ALNY $BCHMF If you haven't watched this video yet and are an investor here, or considering you should. It's very suggestive of what's upcoming in the near future in regards to AMVUTTRA (vutrisiran) with both Codexis and Bachem taking the reigns of manufacturing! https://www.bachem.com/knowledge-center/webinar-efficient-large-scale-sirna-manufacturing-enzymatic-ligation-of-short-rna-fragments/
$CDXS So what do we know as fact right now:
(1) Codexis is involved in with $MRK on the manufacturing of enlicitide (M-0616) through a biocatalytic process to produce trans-3-hydroxy-l-proline, a critical intermediate for synthesizing the oral PCSK9 inhibitor enlicitide decanoate (MK-0616), developed by Merck.
(2) Codexis and $BCHMF are involved with $ALNY through the manufacturing of Vutrisiran which is currently going through an FDA fast track for the treatment of patients with transthyretin-mediated amyloidosis with cardiomyopathy/ATTR-CM.
That right there ALONE makes this worth $ $3.50+.
MANY additional partnerships in the works!
