Charles River Laboratories (NYSE:CRL) is about to release earnings results. Ponder these Bear Case Scenarios as you contemplate management comments.
Charles River’s preclinical services business lacks competitive advantages. Is the end near or will the competition just eat their lunch.
Early stage CRO miss out on the significant tail wind that late stage and large CRO enjoy.
Charles River has a poor track record with late stage operations. They cannot find the seam.
George Gutowski writes from a caveat emptor perspective.