Avantor Inc (NYSE:AVTRpA.PFD)
$ 90.81 0 (0%) Market Cap: - Enterprise Value: - PE Ratio: 50.60 PB Ratio: 2.79 GF Score: 76/100

Avantor Inc at Cowen HealthCare Conference Transcript

Mar 02, 2020 / 09:50PM GMT
Release Date Price: $56.17 (+0.72%)
Doug Schenkel
Cowen and Company, LLC, Research Division - MD & Senior Research Analyst

All right. Good afternoon. It's our pleasure to welcome Michael Stubblefield from Avantor to the Cowen conference. Avantor is one of our top picks for 2020. Michael and the team have done a tremendous job, improving the growth profile and revenue mix of the business since the VWR LBO. The outlook for cash flow yield is amongst the best in the group, and we view the outlook as quite resilient. And frankly, we just don't think that's captured in the current valuation.

So we're excited to have Michael here to unpack this a little bit. Thanks for being here with us today. We have a little bit of an ambitious agenda to get through. So if you have any opening remarks, that's great; if not, maybe we'll just jump into it.

Michael Stubblefield
Avantor, Inc. - President, CEO & Director

Yes. No. Thanks, Doug, excited to be here. Appreciate the opportunity to us to interact and happy to jump right in.

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