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00:00 Intro: CDMO Results & Capex Plans
02:02 Business 1
05:45 Business 2
11:20 Business 3
13:57 Business 4
17:36 Business 5
20:32 Business 6
24:47 Business 7
27:19 Business 8 & 9
28:32 Growth Guidance
30:42 Valuations & Technicals
35:25 What all we learned
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