BOSTON, Mass., Feb. 24, 2026 (GLOBE NEWSWIRE) -- Standard BioTools Inc. (NASDAQ: LAB) (the “Company” or “Standard BioTools”) today announced financial results for the quarter and fiscal year ended December 31, 2025. Recent Highlights: Fourth quarter 2025 revenue from Continuing Operations of $23.8 million; Full Year 2025 revenue of $85.3 millionFully operationalized over $40 million in previously announced annualized cost savings supporting path to positive adjusted EBITDA and adjusted cash flow exiting 202 ...

MENLO PARK, Calif., Feb. 18, 2026 (GLOBE NEWSWIRE) -- PacBio (NASDAQ: PACB), a leading developer of high-quality, highly accurate sequencing solutions, announced today that management will participate in a fireside chat at TD Cowen's 46th Annual Health Care Conference on Monday, March 2, 2026, at 2:30 PM ET in Boston, MA. A live webcast of the event can be accessed at the company’s investors page at investor.pacificbiosciences.com. A replay of the webcast will be available for at least 30 days following the ...

Group 1 - Baron Durable Advantage Fund returned 2.6% in Q4 2025, closely matching the S&P 500 Index's return of 2.7% [1] - The Fund achieved a total return of 16.6% for the year 2025, compared to 17.9% for the S&P 500 Index and 16.1% for the Morningstar Large Growth Category average [1] - The Fund's investment strategy for 2026 focuses on high-quality, large-cap companies with strong competitive advantages and consistent shareholder returns, amid geopolitical and regulatory changes and advancements in artificial intelligence [1] Group 2 - Danaher Corporation (NYSE:DHR) is highlighted as a key stock in the Fund's Q4 2025 investor letter, operating in healthcare and life sciences [2] - As of February 11, 2026, Danaher Corporation's stock closed at $219.98 per share, with a one-month return of -8.30% and a twelve-month increase of 8.05% [2] - Danaher Corporation has a market capitalization of $155.504 billion and provides life science tools for lab research, genomics, and drug manufacturing [3]

Core Viewpoint - Avantor's shares are nearing critical lows due to a decline in organic sales and lower-than-expected earnings guidance for fiscal 2026 [1][4]. Financial Performance - Avantor reported sales of $1.66 billion, slightly above the consensus estimate of $1.64 billion, but experienced a year-over-year decline of 1.4% [1]. - The company faced a 4.1% decline in organic sales, influenced by a positive foreign currency translation impact of 3.1% and a negative M&A impact of 0.4% [1][2]. - Laboratory Solutions sales were $1.116 billion, reflecting a 0.9% decrease, while Bioscience Production sales were $548 million, down 2.4% [1][2]. Guidance and Expectations - For fiscal 2026, Avantor expects adjusted earnings per share to be between 77 cents and 83 cents, below the consensus of 90 cents [4]. - The company anticipates organic revenue to decline between 2.5% and 0.5%, with an adjusted EBITDA margin projected between 14.8% and 15.3% [4]. - Free cash flow for 2026 is expected to be between $500 million and $550 million [4]. Analyst Insights - Avantor shares are trading at 11.4 times the midpoint of the 2026 adjusted EBITDA guidance, compared to peers at 17.6 times and its own average of 15.5 times as a public company [5]. - Analysts note that while there is potential for outperformance as end-markets recover and cost savings are realized, the company's growth and margin profile remain below peers, justifying the current discount [6]. - The stock is rated as Market Perform by analysts [6]. Stock Performance - Avantor shares are down 15.46% at $9.44, with a trading range for the day between $9.86 and $8.89, and currently 4.7% above its 52-week low [7].

Core Insights - Avantor reported a decrease in net sales for both the fourth quarter and full year of 2025, with net sales of $1.66 billion for Q4, down 1.4% year-over-year, and $6.55 billion for the full year, down 3.4% compared to 2024 [1][3] - The company is implementing a "Revival program" aimed at improving agility and customer focus, which includes relaunching the VWR brand and enhancing e-commerce capabilities [1][2] - Despite the challenges, Avantor's management expressed confidence in the strategic initiatives to drive top-line growth and create sustainable shareholder value in 2026 [1][2] Financial Performance - For Q4 2025, Avantor reported a net income of $52 million, a significant decrease from $500 million in Q4 2024, with an adjusted EBITDA of $252 million and a margin of 15.2% [1][3] - The full year 2025 saw a net loss of $530 million, compared to a net income of $712 million in 2024, with an adjusted EBITDA of $1.07 billion and a margin of 16.3% [1][3] - Operating cash flow for Q4 was $153 million, while free cash flow was $117 million; for the full year, operating cash flow was $624 million and free cash flow was $496 million [1][3] Segment Performance - In Q4 2025, the Laboratory Solutions segment reported net sales of $1.12 billion, a decrease of 0.9%, while the Bioscience Production segment had net sales of $548 million, down 2.4% [1][3] - For the full year, Laboratory Solutions net sales were $4.40 billion, down 4.6%, and Bioscience Production net sales were $2.15 billion, down 1.0% [1][3] - Adjusted Operating Income for the Laboratory Solutions segment was $114 million with a margin of 10.2%, and for Bioscience Production, it was $127 million with a margin of 23.2% in Q4 2025 [1][3] Strategic Initiatives - The Revival program includes optimizing the go-to-market strategy and implementing critical manufacturing and supply chain improvements [1][2] - Management emphasized the urgency of executing the Revival program to enhance business performance and competitiveness in the marketplace [1][2] - The company aims to position itself for sustainable growth and shareholder value creation through these strategic initiatives [1][2]

Company Overview - Illumina Inc. (ILMN) is recognized for its advanced genomic sequencing and multiomics solutions, which facilitate precision oncology research, biomarker discovery, and targeted therapies [4] - The company has launched Illumina Connected Multiomics, a cloud-based platform aimed at integrating and analyzing large multiomic datasets [3] Analyst Insights - TD Cowen has raised its price target for Illumina Inc. to $140 from $115 while maintaining a Hold rating, indicating a positive outlook for the company [2] - Analysts suggest that recent share price increases have set elevated expectations, but there is still potential for upside in 2026 [2] Industry Position - Illumina's AI-driven platforms are positioned to accelerate cancer diagnostics, drug development, and personalized treatment strategies, establishing the company as a leader in oncology-focused genomic innovation [4]

Core Viewpoint - Twist Bioscience is positioned as an emerging leader in life science tools, focusing on a semiconductor approach to DNA synthesis and serving multiple applications in the multibillion-dollar markets [2][3]. Group 1: Company Overview - Twist Bioscience operates globally and is recognized for outperforming in the markets it serves [2]. - The company offers a diverse range of products, including DNA synthesis and protein solutions, as well as applications in next-generation sequencing (NGS) [3]. Group 2: Key Applications - The primary applications of Twist's technology include therapeutic drug discovery, diagnostics, and sustainable chemical production using engineered organisms [3]. - The company emphasizes its role in enhancing food security through the engineering of traits in plants and animals [3]. Group 3: Market Position - Twist Bioscience serves top-tier institutions across various markets, indicating a strong reputation and demand for its products [4].

Summary of Twist Bioscience FY Conference Call Company Overview - **Company**: Twist Bioscience (NasdaqGS:TWST) - **Industry**: Life Science Tools - **Key Technology**: Semiconductor approach to DNA synthesis - **Core Products**: DNA synthesis, protein solutions, NGS applications, and AI-driven drug discovery solutions [2][3] Market Position and Growth - **Customer Base**: Nearly 4,000 customers across various markets [3] - **Serviceable Addressable Market (SAM)**: - 2020: $2 billion - 2025: $7 billion - 2030 (projected): >$12 billion [4][5] - **Revenue Growth**: - Over 20% year-over-year growth last year - 12 consecutive quarters of revenue growth at a CAGR of 24% [5][9] Financial Performance - **Gross Margin**: Exceeded 50% last year, with a focus on revenue growth rather than gross margin growth moving forward [8][22] - **Adjusted EBITDA Break-even**: Expected in Q4 2026, marking a significant milestone for the company [6][22] - **Q1 FY 2025 Performance**: - DNA synthesis and protein solutions revenue: $52 million (27% growth) - NGS application revenue: $53 million (8% growth, 18% excluding one transitioning customer) [23][24] Product and Innovation Strategy - **NPI (New Product Introduction) Machine**: Continuous product development leading to a diverse product lineup, enhancing competitive advantage [4][19] - **AI Drug Discovery**: Contributed $25 million to revenue growth in FY 2025, with a focus on large pharma, AI companies, and the "Magnificent Seven" tech firms [12][28] - **Customer Engagement**: Strategy to expand wallet share by upselling additional products and services to existing customers [11][12] Competitive Advantages - **Product Quality and Speed**: Ability to deliver high-quality products quickly and at competitive prices, which is a key factor for customer retention and acquisition [11][26] - **Operational Excellence**: Leveraging automation to maintain low variable costs and high gross margins [21][22] - **Market Adaptability**: Ability to pivot and meet customer needs, especially in the rapidly evolving AI drug discovery space [13][27] Industry Dynamics - **NGS Applications**: Majority of revenue derived from diagnostic companies, with a strong correlation between diagnostic revenue growth and Twist's revenue [31] - **Impact of Sequencing Costs**: Lower sequencing costs are expected to benefit the business by making tests more affordable and accessible [40][41] Future Outlook - **Growth Strategy**: Focus on continuous product launches, expanding SAM, and maintaining high customer satisfaction [44] - **Market Positioning**: Despite strong performance, the company believes its market valuation does not reflect its execution and innovation compared to competitors [44] Conclusion - Twist Bioscience is positioned for significant growth with a robust product pipeline, strong financial performance, and a strategic focus on innovation and customer satisfaction. The company aims to leverage its technological advantages to capture a larger share of the expanding life science tools market [22][44]

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. 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].