BioLife Solutions, Inc. (BLFS)

In August 2025, BioLife Solutions reported a 29% year-over-year increase in Q2 revenue, raising its full-year 2025 revenue guidance. In October 2025, the company sold its cold chain logistics subsidiary, SAVSU Cleo Technologies, to Peli BioThermal for $25.5 million. In November 2025, BioLife Solutions reported strong Q3 2025 revenue, but in December 2025, the company's CFO sold 30,000 shares. In January 2026, BioLife Solutions announced preliminary strong Q4 and full-year 2025 revenue. As of early January 2026, BioLife Solutions had an average recommendation of "Moderate Buy" from analysts, with an average 12-month price target of $31.00.

The demand for BioLife Solutions' products and services is primarily driven by the growth and commercialization of therapies within the CGT industry, with a recurring revenue stream tied to the progression of clinical trials and FDA approvals. Approximately 40% of the biopreservation media revenue comes from customers with approved commercial therapies, indicating stable demand. The company's products are embedded in over 600 cell and gene therapy clinical trials, suggesting consistent underlying demand.

BioLife Solutions, Inc. (BLFS) is a key player in the life sciences sector, focusing on bioproduction products and services for the cell and gene therapy (CGT) industry. The company develops, manufactures, and markets biopreservation tools for cells and tissues, enhancing the quality and de-risking the manufacturing, distribution, and transportation of biological materials in the CGT industry. Its offerings include biopreservation media products like HypoThermosol® FRS and CryoStor® Freeze Media, bioproduction tools such as human platelet lysates (hPL) and CellSeal® closed-system vials, automated thawing devices like the ThawSTAR® line, and cryogenic equipment. BioLife Solutions divested its evo cold chain logistics subsidiary, SAVSU Cleo Technologies, in October 2025 to focus on its core cell processing business.

BioLife Solutions, Inc. serves the cell and gene therapy industry across the United States, Canada, Europe, the Middle East, Africa, and internationally, with the majority of its revenue originating from the United States.

BioLife Solutions has maintained a strong brand reputation within the CGT industry, being regarded as a critical and trusted provider of tools and services. Its biopreservation media, like CryoStor and HypoThermosol, are considered the "gold standard". The divestiture of its evo cold chain logistics subsidiary in October 2025 positively impacted its reputation by allowing the company to focus on its core cell processing business.

BioLife Solutions, Inc. is primarily owned by institutional shareholders and insiders, including Casdin Capital, LLC, BlackRock, Inc., and T. Rowe Price Investment Management, Inc. Casdin Partners Master Fund LP is the largest individual shareholder, owning 59.36% of the company.