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15 handpicked stocks

Activist Sparks Life Science Shakeup

Activist investor Engine Capital is pushing for a sale of life-sciences company Avantor after taking a significant stake. This move could spark a wave of M&A across the life-sciences supply industry, creating opportunities for competitor firms and other potential acquisition targets.

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Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at August 11

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

TMO

Thermo Fisher Scientific, Inc.

TMO

Current price

$489.01

DHR

Danaher Corp.

DHR

Current price

$210.93

ILMN

Illumina Inc.

ILMN

Current price

$100.73

About This Group of Stocks

1

Our Expert Thinking

Activist investor Engine Capital's push for an Avantor sale could trigger a wave of consolidation across the life sciences supply sector. This event-driven opportunity focuses on companies that provide essential tools and services to biotechnology and pharmaceutical research, positioning investors to benefit from potential industry revaluation and M&A activity.

2

What You Need to Know

This group comprises life sciences suppliers and service providers that could benefit from sector disruption. These companies operate in a specialised market serving biotech, pharmaceutical, and diagnostic research. The potential for increased M&A activity makes this a tactical, event-driven investment theme with both opportunities and risks.

3

Why These Stocks

These stocks were handpicked as key competitors and potential takeover targets that could benefit from the Avantor situation. They represent companies positioned to gain market share from disruption or become attractive acquisition targets themselves, offering exposure to the life sciences value chain during this period of potential consolidation.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+127.18%

Group Performance Snapshot

127.18%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 127.18% over the next year.

14 of 15

Stocks Rated Buy by Analysts

14 of 15 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🔥

M&A Catalyst in Motion

Engine Capital's activist push for an Avantor sale could trigger a domino effect of acquisitions across the life sciences sector. Companies in this space may see increased investor interest and potential takeover bids.

📈

Market Share Opportunities

If Avantor gets acquired, competitors could capture significant market share and attract new customers. This disruption creates potential value for rival suppliers positioned to benefit from the shake-up.

Expert-Curated Targets

These stocks were carefully selected as key competitors and potential acquisition targets that could benefit from sector consolidation. Professional analysts identified these companies as positioned to gain from the current industry dynamics.

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