Our case for Avantor is that it not only benefits from the pandemic as being part of the vaccine value chain, but also has a strong business with good prospects stemming from demand within the biopharma sector. Besides supplying products and services to its customers, Avantor is involved every step of the way, ranging from scientific discovery to commercial delivery. The company’s business model includes high recurring revenues and strong cash flow generation through its customised solutions to clients and its e-commerce platform.
Strong margins and attractive yields give Avantor a competitive edge
New York-listed Avantor Inc is a global provider of mission-critical products and services to customers in the biopharma, healthcare, education and government, and advanced technologies and applied materials industries. Its products and services are used in virtually every stage of the R&D and production activities of the industries it has a presence in. Avantor also supplies chemicals for vaccine development and manufacturing, including solutions that support Covid-19 vaccines.
