Baron Funds, an investment management company, released its fourth-quarter investor letter for the “Baron Health Care Fund”. A copy of the letter can be downloaded here. The fund rose 13.10% (Institutional Shares) in the quarter, compared to a 11.92% gain for the Russell 3000 Health Care Index (benchmark) and a 2.40% gain for the Russell 3000 Index (the Index). The Fund returned 10.28% for the full year, compared to 14.56% and 17.15% gains for the indexes, respectively. Strong stock selection in biotechnol ...

HYDERABAD, India, Feb. 5, 2026 /PRNewswire/ -- According to Mordor Intelligence, the proteomics market size was valued at USD 29.92 billion in 2025 and projected to grow from USD 33.47 billion in 2026 to reach USD 58.66 billion by 2031, at a CAGR of 11.87% during the forecast period (2026-2031). The market expansion is supported by the growing focus on precision medicine, increasing prevalence of chronic diseases, and rising demand for advanced analytical tools to understand complex biological systems.  Th ...

赛默飞世尔是马萨诸塞州最大的医疗器械公司，全球雇员约12.5万人，其中在马萨诸塞州拥有4100名员工。根据公司向州政府提交的通知及发言人对《商 业杂志》的说明，工厂关闭将是一个渐进过程，预计在2026年底前完成。相应的裁员计划将于2026年12月31日启动，并可能持续至2027年。 公司发言人表示，此次调整是"持续评估全球运营、优化效率以更好满足客户需求"的一部分，并强调"任何影响同事的决定都绝非轻率之举"。发言人指 出，此举旨在增强全球竞争力，且不改变公司对"美国制造"的承诺。 2026年1月29日，赛默飞世尔科技公司发布业绩预警，称其年度利润低于预期，同时警告美国学术研究经费持续削减带来的压力将延续至2026年，导致客 户态度趋于谨慎。 在此财务与市场背景下，赛默飞世尔科技宣布了一系列运营调整措施。公司确认将逐步关闭位于马萨诸塞州富兰克林（27 Forge Parkway）的一家工厂， 并裁员103人。该工厂主要用于生产制造与办公，其业务将转移至公司在美国的其他生产基地。 2026年1月29日，赛默飞世尔科技公司发布业绩预警，称其年度利润低于预期，同时警告美国学术研究经费持续削减带来的压力将延续至2026 ...

Dublin, Feb. 03, 2026 (GLOBE NEWSWIRE) -- The "Pharmaceutical Contract Development and Manufacturing Organization (CDMO) - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2026-2031)" report has been added to ResearchAndMarkets.com's offering.The Pharmaceutical contract development and manufacturing organization (CDMO) market is expected to grow from USD 258.88 billion in 2025 to USD 275.27 billion in 2026 and is forecast to reach USD 374.68 billion by 2031 at 6.33% CAGR over 2026-203 ...

2 Feb 2026 CMB International Global Markets | Equity Research | Company Update Thermo Fisher (TMO US) Thermo Fisher (TMO US) - 4Q25 results: Capitalizing on the growing pharmaceutical demand Thermo Fisher (TMO) delivered a strong 4Q25 performance, with revenue up by 7.2% YoY (the fastest quarterly growth within 2025) and adj. EPS up by 7.7%, beating Bloomberg consensus by 2.2%/ 1.9%, respectively. The upbeat growth in the quarter was firmly supported by the solid performance of bioproduction, research and s ...

摘要 ：赛默飞2025年Q4营收122.1亿美元，同比增长7%；全年营收445.6亿美元，同比增长4%。 制药和生物技术领域显著增长。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我 们的推送。 赛默飞在2 0 2 5年以强劲表现收官，各项核心财务指标均跑赢了华尔街的共识预期。 第四季度表现 赛默飞Q4营收1 2 2 . 1亿美元，同比增长7%，高于预期的11 8 . 9亿美元；归母净利润1 9 . 6 4亿，同 比增长7%。 • 生命科学解决方案： 营收 2 9 亿美元，同比增长达1 3%，有机增长4%。 全年表现 2 0 2 5全年营收4 4 5 . 6亿美元，同比增长4%；全年归母净利润6 7亿，同比增长6%。 从区域市场表现来看，北美地区增长平平，主要受学术和政府预算限制影响；欧洲实现低个位 数 增 长 ， 制 药 需 求 回 暖 提 供 支 撑 ； 亚 太 地 区 整 体 高 个 位 数 增 长 ， 但 中 国 市 场 出 现 低 个 位 数 下 降，受宏观经济压力和客户资金紧张拖累；其他高增长市场如印度和拉美表现出色，帮助抵消 部分负面影 ...

The market is a bit quiet and nervous these days, even with some strong results from some companies. Although Thermo Fisher ( TMO ) guidance was not overly impressive in this earnings season, the quality of the business is there and willI’m a Portfolio manager (flexible equity funds and private clients), fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, ...

Thermo Fisher Scientific Inc. (NYSE:TMO) on Thursday reported fourth-quarter 2025 adjusted earnings of $6.57 per share, beating the street view of $6.45.Quarterly sales of $12.22 billion increased 7% year-over-year, beating the analyst consensus estimate of $11.95 billion. Organic revenue growth was 3%.“Throughout the year, we effectively navigated the external environment and leveraged our PPI Business System to enable excellent operational performance. It was also a very active year for capital deployment ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Core Insights - The company reported strong financial performance for 2025, with revenue growth of 4% to $44.56 billion and adjusted EPS growth of 5% to $22.87 per share, reflecting effective management and operational excellence [5][22][30] - The company is well-positioned for 2026, initiating revenue guidance of $46.3 billion to $47.2 billion, representing 4% to 6% growth, and adjusted EPS guidance of $24.22 to $24.80, indicating 6% to 8% growth [22][40][43] Financial Performance - Q4 revenue grew 7% year over year to $12.21 billion, with adjusted operating income increasing 6% to $2.88 billion and adjusted EPS rising 8% to $6.57 per share [5][27] - For the full year, adjusted operating margin was 22.7%, with total adjusted operating income of $10.11 billion [5][29] - The company experienced a 3% organic growth in Q4, with a 2% contribution from acquisitions and a 2% tailwind from foreign exchange [28][30] Market Performance - In the pharma and biotech sector, Q4 growth was high single digits, driven by strong performance in bioproduction and research channels, while full-year growth was mid-single digits [6][8] - The academic and government market saw low single-digit declines, impacted by macro conditions in the US and China [7] - Diagnostics and healthcare delivered low single-digit growth in Q4, with flat growth for the full year [8] Growth Strategy - The company's growth strategy is based on three pillars: high-impact innovation, trusted partner status with customers, and a strong commercial engine [8][12] - Significant innovations in 2025 included the launch of high-impact products in chromatography, mass spectrometry, and bioproduction, enhancing the company's competitive position [9][10][11] Capital Deployment - In 2025, the company deployed approximately $16.5 billion, including $13 billion for mergers and acquisitions and $3.6 billion returned to shareholders through stock buybacks and dividends [15][34] - Key acquisitions included the filtration and separation business from Solventa and a sterile fill-finish site from Sanofi, enhancing the company's capabilities [16][34] Operational Excellence - The PPI business system played a critical role in managing costs and driving operational excellence, contributing to strong earnings growth [19][30] - The company plans to integrate artificial intelligence into its PPI system to further enhance operational efficiency [19] Corporate Social Responsibility - The company increased the use of renewable energy and expanded zero waste certification across its operations, aligning with long-term sustainability commitments [20] - Efforts to expand access to STEM and advance global health equity were highlighted as part of the company's mission-driven culture [20]