Companies / IBAB
EBRIon Beam Applications SA (IBAB) in our theses
Ion Beam Applications SA appears in one of our theses. Below is why it entered the basket and how it has done since publication.
Radiopharmaceuticals cannot be stockpiled: the cancer isotope boom pays the networks, not the molecules
Every radioligand dose decays within days, so scale depends on licensed hot cells near patients, and that is where the profit pool quietly sits.
Why this company: Sells the accelerators that let a site produce isotopes without access to a research reactor. Each new non-reactor isotope facility is a capital sale followed by decades of service revenue.
Where these numbers come from
The reference price is recorded on the thesis publication date and never changed afterwards. The current price is refreshed several times a day. Returns are in the listing currency and exclude dividends, so for dividend payers the real total return was somewhat higher.
This is not a recommendation to buy or sell. A company enters a basket as a beneficiary of the mechanism described in the thesis, and the full argument is on each thesis page.
See all of our theses
Each with a publication date, a causal map and a score assigned before the market ruled.
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