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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.

Author avatar

Han Tan | Market Analyst

Published on August 11

Your Basket's Financial Footprint

Market-cap breakdown for the 'Activist Sparks Life Science Shakeup' basket highlighting total capitalisation and constituent sizes.

Key Takeaways for Investors:
  • Large-cap dominance tends to reduce volatility, offering steadier performance and closer tracking of broader market movements.
  • Best used as a core portfolio holding for diversified exposure, not as a speculative, high-risk allocation.
  • Generally expect steady, long-term value accumulation rather than rapid, short-term explosive gains.
Total Market Cap
  • TMO: $210.70B

  • DHR: $155.94B

  • ILMN: $15.21B

  • Other

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.

Why You'll Want to Watch These Stocks

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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.

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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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