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Yet Another Value Podcast

Broyhill Asset Management's Chris Pavese on $AVTR, pick and shovel play for life sciences

Mar 21, 2024
Exploring Avantor as a key player in life sciences sector, discussing VWR acquisition and embeddedness in lab solutions, dissecting healthcare industry post-pandemic, and comparing AVTR with Thermo Fisher & Danaher for investment choices and risk assessment
01:08:52

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • AVTR focuses on self-improvement & cost-saving initiatives for sustained growth.
  • AVTR's strategic acquisitions in high-growth bio-pharma market strengthen its competitive edge.

Deep dives

Implications of the Pandemic on the Life Sciences Industry

The global pandemic in 2020 significantly impacted the life sciences industry. It led to a surge in vaccine testing and development, a speculative venture frenzy into bio-pharma, and a temporary increase in demand for scientific tools and consumables which was further magnified by supply chain issues. This period of inflated demand reversed as supply chains normalized, leading to struggles in forecasting, negative earnings revisions, and challenges in returning to pre-pandemic levels.

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