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Bioproduction Prospects to Drive TMO Shares Despite Macroeconomic Woes
ZACKS· 2024-12-17 16:16
Thermo Fisher's (TMO) Bioproduction business prospects look promising. Strategic buyouts and partnerships are likely to drive the company’s growth. Yet, macroeconomic issues and currency fluctuations dampen growth. The stock carries a Zacks Rank #3 (Hold).Factors Driving TMO's SharesThermo Fisher’s business strategy primarily includes expansion through strategic acquisition of technologies and businesses that augment the company’s existing products and services. As a result of these acquisitions, Thermo Fis ...
Thermo Fisher: The Cycle Has Already Turned Around
Seeking Alpha· 2024-12-13 09:22
I have already written two articles about Thermo Fisher (NYSE: TMO ), one of my favorite companies in the healthcare sector. I recommend you take a look at them if you want to fully understand my perspective on theI am an investor who relies on the fundamental aspects of companies. I enjoy being the owner of the world's best businesses with strong long-term projections. To achieve this, I conduct thorough research on the companies I invest in, placing significant importance on the sector, competitive advant ...
TMO Institutional & Insider Stock Sell-Offs Upset Market: How to Play
ZACKS· 2024-12-11 16:41
With talk about the sell-off of Thermo Fisher Scientific’s (TMO) shares by institutional investors and company insiders, market sentiment toward the company seems bearish. The stock has lost 12.7% in the past three months, and despite the company’s recent completion of a $1 billion share repurchase and several other positive developments, the recuperation might take a little time.In the past three months, the stock has underperformed the broader industry’s 2.9% drop and the medical sector’s 9.8% decline. Th ...
TMO Stock to Gain From the New Additions to CTS Portfolio of Products
ZACKS· 2024-12-05 13:21
Thermo Fisher Scientific (TMO) has introduced the Gibco CTS Detachable Dynabeads CD4 and CTS Detachable Dynabeads CD8 (CTS Detachable Dynabeads). These latest products expand on the company’s CTS Detachable Dynabeads platform, which represents a new generation of cell therapy isolation and/or activation products that prioritize cell quality while creating greater workflow control.At the core, these products can help customers maximize the potential of their therapies to save more lives. Per TMO, the number ...
Thermo Fisher: M&A And Innovation To Drive Sales Growth
Seeking Alpha· 2024-12-04 20:59
I think that Thermo Fisher (NYSE: TMO ) is a good investment opportunity. The company has grown 174% between 2017 and 2024 Q3 TTM. The strategy of acquiring different companies has been the main factor for such growth. In addition, the LifeDaniel Mellado is an economist from Carabobo University with a Master's Degree in Statistics from Simon Bolivar University, both obtained in Venezuela.Daniel worked analyzing the agricultural commodity market and the financial investment portfolio for an agribusiness grou ...
赛默飞世尔科技:全球生命科学巨头将持续受益于行业改善趋势;首予买入
招银国际· 2024-11-22 06:32
2024 年 11 月 21 日 招银国际环球市场 | 睿智投资 | 首次覆盖 赛默飞世尔科技 (TMO US) 全球生命科学巨头将持续受益于行业改善趋势;首 予买入 Thermo Fisher 凭借其广泛的产品和服务组合,已成为全球生命科学服务领域的 领导者。基于其规模经济、强大的行业整合能力和一体化平台的服务能力,尤 其是在客户库存情况和 biotech 融资预期回暖背景下,我们对公司作为全球生命 科学行业领导者的长期前景充满信心。我们首次覆盖 Thermo Fisher,给予买入 评级,目标价为 670 美元。 公司拥有行业内的最大的业务规模和服务范围。Thermo Fisher 以医药客户 为核心服务对象,已将其业务从生命科学上游推广至下游的 CXO 领域。作 为行业中唯一的一体化服务平台,Thermo Fisher 提供的产品和服务涵盖了 从发现到临床试验再到商业化生产的药物研发所有阶段,使其能够在内部各 业务部门之间实现交叉销售,从而达到跨部门的协同效应。Thermo Fisher 的 bioproduction(生物生产)服务为其 CDMO 业务在赢得客户订单方面提 供了竞争优势,而 CDMO ...
End Market Growth, New Acquisitions Drive Thermo Fisher's Shares
ZACKS· 2024-11-20 16:35
Thermo Fisher (TMO) continues to gain from strategic buyouts. The company’s Bioproduction business looks promising. Yet, macroeconomic issues and currency fluctuations dampen growth. The stock carries a Zacks Rank #3 (Hold) at present.Factors Driving TMO's SharesWithin the pharma and biotech end market, of late, Thermo Fisher’s biosciences and bioproduction businesses have significantly expanded their capacity to meet the global vaccine manufacturing requirements. In terms of the newest update, despite the ...
Thermo Fisher Scientific Inc. (TMO) Wolfe 2024 Healthcare Conference (Transcript)
2024-11-19 17:19
Thermo Fisher Scientific Inc. (NYSE:TMO) Wolfe 2024 Healthcare Results Conference November 19, 2024 8:00 AM ET Company Participants Marc Casper - Chairman, President and Chief Executive Officer Conference Call Participants Doug Schenkel - Wolfe Research Doug Schenkel All right. Good morning, everybody. I'm Doug Schenkel. I lead the Life Science Tools and Diagnostics Group here at Wolfe Research. It's my pleasure to welcome all of you to the sixth annual Wolfe Annual Healthcare Conference, my first conferenc ...
Thermo Fisher Scientific Inc. (TMO) Wolfe 2024 Healthcare Conference (Transcript)
Seeking Alpha· 2024-11-19 17:19
Thermo Fisher Scientific Inc. (NYSE:TMO) Wolfe 2024 Healthcare Results Conference November 19, 2024 8:00 AM ET Company Participants Marc Casper - Chairman, President and Chief Executive Officer Conference Call Participants Doug Schenkel - Wolfe Research Doug Schenkel All right. Good morning, everybody. I'm Doug Schenkel. I lead the Life Science Tools and Diagnostics Group here at Wolfe Research. It's my pleasure to welcome all of you to the sixth annual Wolfe Annual Healthcare Conference, my first conferenc ...
Thermo Fisher Scientific: Near The Bottom And Attractively Valued
Seeking Alpha· 2024-11-14 10:18
I have over 15 years of experience investing and have provided research services to mid-sized hedge funds with assets under management between $100 and $500 million. I also have had a brief stint as a sell-side analyst. I am now focusing primarily on managing my own money and my purpose here is to share my views and benefit from the insights of the Seeking Alpha user community. Feel free to provide your feedback on my thesis in the comment section and I would love to have a discussion even if you have a var ...