Core Insights - A partnership has been established between p-Chip Corporation, Choice One Rx, and RxERP to conduct a trial for end-to-end digital traceability in pharmaceutical supply chains, focusing on Oncology, Urology, Rheumatology, and Gastroenterology for over 1,000 patients until 2028 [1][2] - The trial aims to validate compliance with the U.S. Drug Supply Chain Security Act (DSCSA) by establishing verifiable Chain-of-Identity and Chain-of-Custody for individual prescriptions [1][4] Group 1: Trial Objectives and Technology - The trial will utilize p-Chip's Light Activated Microtransponders (MTPs) embedded in prescription vials to enable unit-level serialization, providing a secure and unique digital ID for traceability [2][4] - Unlike traditional labeling methods, which are susceptible to damage and counterfeiting, the MTPs offer a tamper-resistant solution that maintains a continuous connection between a drug's physical form and its digital record [3][4] Group 2: Compliance and Operational Feasibility - The trial will validate operational feasibility in a live pharmacy environment through Choice One Rx, while RxERP will provide the necessary infrastructure for compliance and reporting [5][6] - The integration of unit-level digital identity into pharmacy systems is expected to enhance interoperability and identity continuity, which are crucial for scalable DSCSA compliance [6][7] Group 3: Broader Implications and Future Goals - The initiative is seen as a foundational effort to improve supply chain capabilities, including counterfeit detection, diversion prevention, and automated recalls, thereby enhancing product confidence [8][9] - By demonstrating digital traceability and Chain-of-Identity, the trial aims to inspire industry-wide adoption of secure supply chain technologies, ultimately supporting regulatory efforts to protect patient health and safety [9]

Core Viewpoint - Avantor, Inc. will release its fourth quarter and full year 2025 financial results on February 11, 2026, before the market opens, followed by a conference call at 8:00 a.m. Eastern Standard Time to discuss the results [1]. Group 1 - Avantor is a leading global provider of mission-critical products and services to the life sciences and advanced technology industries [2]. - The company collaborates with customers throughout the scientific journey to facilitate breakthroughs in medicine, healthcare, and technology [2]. - Avantor's portfolio is utilized in nearly every stage of significant research, development, and production activities at over 300,000 customer locations across 180 countries [2]. Group 2 - A live audio webcast of the conference call will be available on Avantor's investor relations website, with a replay accessible for 30 days [2]. - Investor relations contact is Allison Hosak, Senior Vice President of Global Communications, reachable at 908-329-7281 [3]. - Global media contact is Eric Van Zanten, Head of External Communications, available at 610-529-6219 [3].

Core Viewpoint - Avantor, Inc. (AVTR) is positioned for growth due to its strong product portfolio and strategic deals, although there are concerns regarding the weakness in the Lab Solutions segment [1][12]. Company Overview - Avantor has a market capitalization of $8.37 billion and anticipates a 3.2% earnings growth over the next five years, with mixed performance in recent earnings reports [2]. Factors Favoring Growth - **Product Portfolio**: Avantor offers a comprehensive range of products and services that support customized solutions across various workflows, backed by a robust e-commerce platform [4]. - **High-Purity Products**: The company manufactures high and ultra-high-purity products for regulated industries, with trusted brands like J.T. Baker and NuSil [5]. - **Digital Innovation**: Recent advancements include the launch of Avantor Navigator, an AI-driven application, and improved digital buying experiences [6]. - **Strategic Deals**: The company has secured approximately $100 million in new business wins and extended key contracts, enhancing revenue visibility [8][9]. - **Cost Transformation**: Avantor is on track to achieve $400 million in run-rate savings by 2027, demonstrating solid progress in its cost transformation program [10][11]. Challenges to Growth - **Lab Solutions Segment Weakness**: The Lab Solutions segment has underperformed due to weak activity in research and academic markets, with demand for consumables and equipment remaining soft [12]. - **Margin Pressure**: Lower volumes have negatively impacted margins, limiting pricing flexibility despite stable key account contracts [13]. Estimate Trends - The Zacks Consensus Estimate for Avantor's earnings per share has remained stable at 90 cents, with a projected revenue decline of 4.2% for the fourth quarter of 2025 [14].

Core Viewpoint - Avantor, Inc. will present at the 44th Annual J.P. Morgan Healthcare Conference on January 14, 2026, at 8:15 a.m. Pacific Standard Time, highlighting its role as a leading provider in the life sciences and advanced technology sectors [1]. Group 1 - Avantor is recognized as a global provider of mission-critical products and services tailored for the life sciences and advanced technology industries [2]. - The company collaborates closely with customers throughout the scientific journey, facilitating breakthroughs in medicine, healthcare, and technology [2]. - Avantor's portfolio supports critical research, development, and production activities at over 300,000 customer locations across 180 countries [2]. Group 2 - A live audio webcast of the presentation will be available on Avantor's investor relations website, with a replay accessible for 30 days [2]. - The investor relations contact for Avantor is Allison Hosak, Senior Vice President of Global Communications, reachable at 908-329-7281 [3]. - Eric Van Zanten serves as the Head of External Communications for Avantor, with a contact number of 610-529-6219 [3].

Core Viewpoint - Kinney Asset Management has significantly increased its investment in Avantor, making it the fund's largest equity position despite the company's recent financial struggles and stock price decline [1][2][3]. Group 1: Investment Activity - Kinney Asset Management disclosed a purchase of 470,000 shares of Avantor, increasing its position by approximately $4.52 million [1][2]. - The total position in Avantor now stands at about 1.85 million shares, valued at $23.03 million, representing 34.3% of the fund's reportable assets under management (AUM) [2][3]. Group 2: Company Financials - Avantor's stock price is currently $11.52, down 46% over the past year, underperforming the S&P 500, which has increased by about 16.5% during the same period [3]. - The company reported a revenue decline of 5% to $1.62 billion in the third quarter, primarily due to reduced demand in the biopharma sector [6]. - Avantor experienced a significant non-cash goodwill impairment of $785 million related to its distribution business, but still generated $268 million in adjusted EBITDA and $172 million in free cash flow [8]. Group 3: Company Overview - Avantor, Inc. is a global provider of essential products and services for the life sciences and advanced technology sectors, focusing on laboratory consumables and bioprocessing solutions [5]. - The company serves a diverse range of customers, including biopharma, healthcare, education, government, and advanced technology sectors across multiple regions [7]. Group 4: Management Outlook - Management has expressed optimism through restructuring efforts and a $500 million share repurchase program, indicating confidence in the company's future despite current challenges [9]. - The investment strategy of Kinney Asset Management suggests a focus on long-term recovery and normalized earnings potential for Avantor, rather than short-term fluctuations [10].

Group 1 - Avantor, Inc. (NYSE:AVTR) has been downgraded by Jefferies from Hold to Underperform, with a price target reduced from $12 to $9, citing ongoing margin headwinds and market share losses as significant concerns [1] - BofA also downgraded Avantor from Buy to Neutral on December 15, lowering the price target from $14 to $13, while indicating that 2026 is expected to be the third consecutive year of market normalization, with Life Science Tools headwinds diminishing [2] - Avantor operates in the life sciences tools sector, providing essential services and products to industries such as biopharma, healthcare, and advanced technologies [2] Group 2 - Analysts express caution regarding the potential for Avantor, suggesting that the biggest upside risk in the Tools/CRO markets would be a resurgence in spending by Biopharma [2] - The company is viewed as undervalued, but analysts believe that certain AI stocks may present greater upside potential with less downside risk [3]

Core Viewpoint - A class action lawsuit has been filed against Avantor, Inc. for alleged misrepresentations regarding its competitive position and financial performance during the specified class period from March 5, 2024, to October 28, 2025 [2][7]. Allegation Details - The lawsuit claims that Avantor's management failed to disclose that the company's competitive positioning was weaker than publicly represented, and that it was facing negative impacts from increased competition [7]. - The complaint highlights that the company's financial results for Q3 2025 were disappointing, reporting a -5% organic revenue growth and a net loss of $712 million, primarily due to a non-cash goodwill impairment charge of $785 million [7]. - The impairment charge was attributed to "competitive pressures" that significantly affected the company's margins, along with the loss of several large accounts [7]. Stock Performance Impact - Following the announcement of the weak financial results, Avantor's stock price fell by $3.50 per share, a decline of over 23%, from $15.08 on October 28, 2025, to $11.58 on October 29, 2025 [7].

NEW YORK--(BUSINESS WIRE)--Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Avantor, Inc. ("Avantor†or the "Company†) (NYSE: AVTR) and reminds investors of the December 29, 2025 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company. Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds o ...

LOS ANGELES--(BUSINESS WIRE)--The Law Offices of Frank R. Cruz reminds investors of the upcoming December 29, 2025 deadline to participate as a lead plaintiff in the securities fraud class action lawsuit filed on behalf of investors who acquired Avantor, Inc. ("Avantor†or the "Company†) (NYSE: AVTR) common stock between March 5, 2024 and October 28, 2025, inclusive (the "Class Period†). IF YOU ARE AN INVESTOR WHO LOST MONEY ON AVANTOR, INC. (AVTR), CLICK HERE TO PARTICIPATE IN THE SECURITIES FRAUD LAWSU ...

NEW YORK, Dec. 26, 2025 /PRNewswire/ -- Levi & Korsinsky, LLP notifies investors in Avantor, Inc. ("Avantor, Inc." or the "Company") (NYSE: AVTR) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Avantor, Inc. investors who were adversely affected by alleged securities fraud between March 5, 2024 and October 28, 2025. Follow the link below to get more information and be contacted by a member of our team: https://zlk.com/pslra-1/avantor-inc-lawsuit-subm ...