Sep. 9 at 6:06 AM
$ODC Moonshot Probability
• Base case: ODC grows steadily in pet care + edible oils + nutraceutical oils.
• Bull case: They scale the nutraceutical purification niche, boosting margins.
• Moonshot case: They pivot into pharma purification media.
• Even a sliver of pharma market share could be huge: global pharma API market =
$200B+, growing 6–7%/year.
• Adsorbents are a small but high-margin, non-optional step in that supply chain.
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🔹 Reality Check
• ODC is not actively branding itself as a pharma supplier (unlike BASF, Clariant, or W.R. Grace).
• But if one of their purification products proves useful in drug refining, the optionality is real.
