UPS has concluded the previously announced acquisition of Canada-based supply chain company Andlauer Healthcare Group (AHG) for nearly C$2.2bn ($1.6bn). Under the deal, shareholders of AHG received C$55 per share in cash. In April 2025, UPS signed a definitive agreement for the acquisition of AHG. The acquisition enhances UPS' position in complex healthcare logistics by incorporating AHG's specialised cold chain transportation solutions and third-party logistics expertise. The integration of AHG's cold ...

Core Insights - Wellgistics (WGRX) shares surged over 300% following the announcement of a non-binding letter of intent with Datavault (DVLT) for a new initiative called "PharmacyChain" [1] - The PharmacyChain initiative aims to utilize blockchain technology to digitize prescription tracking, enhancing transparency and efficiency in pharmacy operations [3][4] Company Developments - The partnership with Datavault is expected to lend credibility to Wellgistics' technology rollout and indicates a shift from being a traditional distributor to a health-tech innovator [4] - Wellgistics has proposed a revenue-sharing model with pharmacies, potentially creating a recurring income stream for the company [4] Market Context - Despite the recent surge, WGRX shares are still down nearly 85% from their six-month high reached in May [2] - The PharmacyChain initiative is currently in an exploratory phase, with no binding commitments or detailed financial disclosures, which raises questions about its future commercial success [6] Investment Considerations - Wellgistics is characterized as a micro-cap company with minimal revenue and no history of sustained profitability, making it a risky investment [5] - The stock does not currently receive coverage from Wall Street analysts, which may deter potential investors [8]

Core Insights - Cardinal Health has launched its new Consumer Health Logistics Center, which spans 350,000 square feet in Groveport, Ohio [1] Company Overview - The new facility is part of Cardinal Health's strategy to enhance its logistics capabilities in the consumer health sector [1]

DHL Group’s contract logistics arm has tentatively agreed to acquire Tampa, Florida-based SDS Rx, a provider of specialized final-mile delivery to medical establishments, as part of the company’s strategic focus on building capabilities in the high-margin healthcare logistics. SDS Rx provides delivery services for long-term care facilities, hospitals, laboratories, drug distributors, specialty pharmacies and nuclear pharmacies. SDS Rx operations will be integrated into DHL Supply Chain’s North American Li ...

Core Insights - Callan JMB INC. is an integrative logistics company focused on empowering the healthcare industry and emergency management agencies through various logistics services [1][3] - The company will participate in two investment conferences in September 2025, providing opportunities for investor engagement [2] Company Overview - Callan JMB specializes in fulfillment, storage, monitoring, and cold chain logistics services aimed at securing medical materials and ensuring patient safety [3] - The company boasts expertise in supply chain logistics, thermodynamics, biologics, inventory management, regulatory compliance, and emergency preparedness [3] - Callan JMB emphasizes a high standard of client experience with customizable interfaces and reliable shipping, alongside a commitment to environmental sustainability in packaging [3] Upcoming Events - The H.C. Wainwright 27 Annual Global Investment Conference will take place from September 8-10, 2025, with a presentation available on demand starting September 5, 2025 [2] - The iAccess Alpha Virtual Best Ideas Fall Investment Conference is scheduled for September 16-17, 2025, with a presentation on September 16, 2025, at 10:30 a.m. ET [2] - Management will conduct one-on-one investor meetings during both conferences, with scheduling available through designated representatives [2]

Core Insights - Callan JMB INC. is participating in the Aegis Capital Corp. Virtual Conference on May 21, 2025, highlighting its role in the healthcare logistics sector [1][2] Company Overview - Callan JMB is an integrative logistics company focused on empowering the healthcare industry and emergency management agencies through services such as fulfillment, storage, monitoring, and cold chain logistics [3] - The company aims to secure medical materials and protect patients and communities by providing compliant, safe, and effective medicines [3] - Callan JMB boasts unparalleled expertise in supply chain logistics, thermodynamics, biologics, inventory management, regulatory compliance, and emergency preparedness [3] - The company emphasizes a high standard of client experience with customizable interfaces, reliable shipping, and environmentally sustainable specialty packaging [3]

Core Insights - Owens & Minor Inc. reported first-quarter 2025 adjusted EPS of 23 cents, an increase from 19 cents year-over-year, surpassing the consensus estimate of 20 cents [1] - The company generated sales of $2.63 billion, nearly flat year-over-year, falling short of the consensus of $2.66 billion [1] - The Products & Healthcare Services segment's revenue was $1.96 billion, down 1%, while Patient Direct revenue increased by 6% to $673.8 million [1] Financial Performance - Adjusted operating income rose to $61.3 million from $57.4 million, and adjusted EBITDA increased from $116.3 million to $121.9 million [3] - The company reaffirmed fiscal 2025 adjusted EPS guidance of $1.60-$1.85, compared to the consensus of $1.67 [4] - Owens & Minor forecasts 2025 sales between $10.85 billion and $11.15 billion, slightly above the consensus of $11.05 billion [5] Strategic Developments - Citi has been appointed as the exclusive financial advisor for the potential sale of the Products & Healthcare Services segment [2] - The CEO highlighted ongoing engagement in the sale process of the Products & Healthcare Services segment and expressed optimism about the Patient Direct segment and the strengthening of P&HS businesses [3][4] Market Reaction - Following the earnings report, Owens & Minor's stock experienced a decline of 7.86%, trading at $7.15 [5]