Core Insights - Thermo Fisher Scientific Inc. (TMO) is currently in the 18th and final phase of the Adhishthana Cycle across both weekly and monthly timeframes, indicating a transitional moment for the stock [3][12] - The stock has experienced a decline of 38% since entering the 18th phase, primarily due to bearish sentiment reflected in the weekly chart [6][10] - The monthly chart presents a contrasting narrative, suggesting potential for long-term upside, but the current weakness is driven by the bearish signals on the weekly chart [10][11] Weekly Chart Analysis - The Guna Triads for TMO in phases 14-16 were dominated by Rajoguna and Tamoguna, indicating indecision, volatility, and bearish sentiment [6][5] - The bearish 18th phase on the weekly chart is expected to continue until November 30, 2025, keeping the stock under pressure [10][11] - The 'Death Move' pattern suggests a significant correction after entering Phase 18 before potentially reaching Nirvana [10] Monthly Chart Analysis - The Guna Triads for the monthly chart in phases 14-16 were characterized by Satoguna, indicating a more constructive outlook [10] - The bullish signals on the monthly chart are anticipated to take precedence only after the conclusion of the bearish weekly phase in late 2025 [11] - The monthly Phase 18 does not conclude until July 31, 2030, suggesting long-term upside potential remains viable [12] Investment Strategy - Clients pursuing shorter timeframes have been implementing bearish spreads since the initiation of the weekly 18th phase [11] - A shift towards increased bullish exposure is expected post-2025 as the long-term value and Nirvana setup on the monthly chart becomes dominant [11] - TMO is positioned as a compelling candidate for patient investors looking to capitalize on deep-cycle insights, provided they time their investments appropriately [12]

Company Overview - Thermo Fisher Scientific has launched the Thermo Scientific TruNarc Delta and Tau Handheld Narcotics Analyzers to assist law enforcement in combating narcotics and illicit substances, capable of detecting over 1,200 substances in seconds [1][5][6] - The new analyzers build on the first-generation TruNarc analyzer introduced in 2012, which has been adopted by law enforcement in all 50 states and over 50 countries [2] Product Features - The TruNarc analyzers feature touchless technology, an updated industrial design, and a modernized user interface, allowing for faster results and automated record keeping [6] - The on-device chemical library is regularly updated to keep pace with new and emerging drug threats, enhancing the safety and efficiency of law enforcement operations [6] Market Context - The U.S. handheld narcotics analyzer market was valued at $254.8 million in 2024 and is projected to grow at a compound annual growth rate of 3.8% through 2033, driven by rising drug abuse concerns and strict law enforcement demands [7] Financial Performance - Following the announcement of the new analyzers, Thermo Fisher's stock price increased by 0.6%, closing at $400.48, indicating positive market sentiment [3] - The company has a market capitalization of $148.60 billion, with earnings expected to grow by 2.1% in 2025, having surpassed an average earnings surprise of 2.3% in the last four quarters [4] Industry Challenges - Drug overdoses, particularly from opioids like fentanyl and methamphetamines, result in over 100,000 deaths annually in the U.S., highlighting the critical need for effective detection tools [5] - Law enforcement faces increased risks of unintentional exposure and challenges in accurately identifying dangerous substances, which the TruNarc analyzers aim to address [5]

Core Viewpoint - Thermo Fisher Scientific has experienced a decline of approximately 6.1% in share price over the past month, underperforming the S&P 500, raising questions about the potential for a continued negative trend or a breakout before the next earnings release [1] Group 1: Earnings Report and Estimates - Estimates for Thermo Fisher have trended downward over the past month, with a consensus estimate shift of -6.22% [2] - The stock has received a Zacks Rank of 3 (Hold), indicating expectations for an in-line return in the coming months [4] Group 2: VGM Scores - Thermo Fisher currently holds a subpar Growth Score of D and a Momentum Score of F, while achieving a middle 20% ranking in the value category with a grade of C [3] - The overall aggregate VGM Score for the stock is D, suggesting a lack of strong performance across multiple investment strategies [3]

特别提示 微信公众号机制调整，请点击顶部"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。 高校气相色谱仪采购市场呈现" 教学国产化、科研进口化 "的分层格局，国产替代在基础教学 领域加速推进，但高端科研设备仍高度依赖进口。 2 0 2 4 - 2 0 2 5年，随着国家设备更新政策的实施，国产气相色谱仪在高校采购中的数量占比显著 提升，但金额占比仍较低。科研机构和高校作为主要采购方，主要集中于科研和教学方面的应 用，共采购1 3 9台（套）。尤其是在 安捷伦 和 赛默飞 的高端型号在科研领域的需求量较大， 而 南 京 科 捷 等 国 产 品 牌 在 教 学 和 常 规 科 研 场 景 中 增 长 显 著 ， 2 0 2 4 年 国 产 品 牌 中 标 率 2 5% ， 但 2 0 2 5年1月政府采购中占比达8 0 . 3 7%。 价格方面，进口品牌单价集中在2 8 - 6 5万元，高端型号可达6 0万元以上，而国产品牌基础教学 机型价格5 - 2 0万元，中端型号1 0 - 3 0万元。预计到2 0 3 0年，国产气相色谱仪在高校采购中的份 额有望提升至3 5%- 4 ...

Financial Data and Key Metrics Changes - The company reported $43 billion in revenue for FY 2025, with a strong double-digit performance and a 10% comprehensive annual growth in revenue [17][23] - Adjusted EPS growth was noted at 12% annually, alongside a similar growth rate in free cash flow generation [23] Business Line Data and Key Metrics Changes - The largest end market for the company is pharmaceutical and biotech, with significant presence in academic, government diagnostics, healthcare, and industrial markets [18][20] - Over 80% of the company's revenue is derived from services and consumables, indicating a recurring revenue business model [20] Market Data and Key Metrics Changes - Approximately half of the company's business is in North America, with a quarter in Europe and the remainder spread across Asia Pacific and Latin America [20] Company Strategy and Development Direction - The company focuses on creating differentiated value for stakeholders, emphasizing sustainable value creation and corporate social responsibility [17][21] - The PPI business system has been in place for over two decades, providing a competitive advantage and enabling successful acquisitions [22] Management's Comments on Operating Environment and Future Outlook - The management expects a continuing recovery in end markets with an anticipated organic growth of around 3% to 4% [27] - The impact of tariffs and cuts to academic research funding is expected to be a headwind of about 1.5% on growth and earnings, although recent developments suggest a lessening impact [27][28] Other Important Information - The advisory resolution approving executive compensation was not approved, indicating shareholder concerns regarding executive pay [15][16] Q&A Session Summary Question: How does the Compensation Committee use the compensation actually paid total compensation figures in its calculation of the CEO target total compensation award for the upcoming year? - The compensation committee considers various factors including benchmarking information, company performance, and shareholder feedback to ensure alignment with compensation philosophy and strategic market positioning [25][26] Question: How will tariffs and cuts to academic research funding impact the company? - The management noted that tariffs and funding cuts are expected to be a headwind of about 1.5% on growth and earnings, but recent developments suggest a lessening impact [27][28]

Marc N. Casper Chairman, President and Chief Executive Officer Julia L. Chen Vice President and Corporate Secretary Annual Meeting of Shareholders 2025 The world leader in serving science Proprietary | May 21, 2025 Annual Meeting of Shareholders Meeting Agenda 2 Proprietary | May 21, 2025 • Call to Order and Instructions • Voting Matters • Questions and Answers on Voting Matters • Closing of Polls • Preliminary Voting Report • Management Presentation • Questions and Answers on General Matters • Adjournment ...

Company Overview - Thermo Fisher Scientific Inc. is represented by Marc Casper, the Chairman, President, and CEO, at the BofA Securities 2025 Healthcare Conference [1][2]. Industry Insights - The company is optimistic about the recovery of end-markets entering 2025, indicating a focus on raising earnings growth ambitions as market conditions improve, although they are not yet fully normalized [4]. - The first quarter of 2025 is highlighted as a period of significant developments in the macro and policy landscape, which has implications for the tools sector [3]. Conference Context - The conference serves as a platform for discussing the current state of the tools sector amidst turbulent times, with an emphasis on the importance of the event for stakeholders [3]. - The participation of key executives and the focus on industry trends reflect the company's commitment to engaging with investors and addressing market dynamics [1][3].

Summary of Thermo Fisher Scientific (TMO) 2025 Conference Call Company Overview - **Company**: Thermo Fisher Scientific (TMO) - **Event**: Healthcare Conference 2025 - **Date**: May 13, 2025 Key Points Industry and Market Conditions - The company is experiencing a recovery in end markets, with an increased ambition for earnings growth despite not being fully normalized yet [5][6] - The macroeconomic environment has changed, prompting the company to mobilize quickly to navigate potential policy changes and tariffs [7][8] Financial Performance - The first quarter of 2025 showed strong execution, with revenue and earnings exceeding expectations [5][6] - The company anticipates a 2% adjusted EPS growth for the year, with a revenue impact of approximately $400 million due to policy changes, translating to about a 3% impact on EPS growth [12][13] Tariff and Policy Impacts - The company has implemented measures to offset the impact of tariffs, particularly a 10% inbound tariff on the U.S. and a 125% tariff on imports into China [12] - Recent temporary reductions in tariffs from China are expected to lessen revenue headwinds significantly, with a potential reduction in the previously estimated $400 million impact [15][16] China Market Insights - The outlook for China remains muted, with a mid-single-digit decline in the first quarter, but the company expects potential government stimulus to positively impact the industry [20][21] - Orders in China have been strong, driven by customers anticipating tariff implications [22][23] Academic and Government Sector - The academic and government business represents about 15% of global revenue, with 7% from the U.S. [24] - The company expects a 10% reduction in growth for this segment due to budget uncertainties, estimating a $300 million headwind [26][27] Analytical Instruments Segment - The analytical instruments segment has shown resilience, with a 3% growth in the first quarter, driven by strong innovation and demand in the semiconductor industry [34] - The reduction in tariffs is particularly beneficial for this segment, which has a higher exposure to China [34] Pharma and Biotech Market - The pharmaceutical and biotech sectors account for over half of the company's revenue, with solid growth in bioproduction and pharma services [37][38] - The company is well-positioned to serve both sectors, despite challenges in biotech funding and muted growth in clinical research [41][50] Capital Deployment and M&A Strategy - The company has been active in capital deployment, including a $2 billion share buyback and the acquisition of Solventum's purification and filtration business [53][54] - The current environment presents opportunities for acquisitions due to lower valuations [54] Long-term Outlook - The long-term outlook for the biotech and pharmaceutical industry remains strong, with expectations of GDP-plus growth [57][58] - The company is committed to delivering excellent performance and navigating the evolving policy landscape [59] Additional Insights - The management emphasizes transparency regarding the business environment and its implications for investors [9][13] - There is a strong focus on innovation and maintaining a competitive edge in the analytical instruments market [34][36] This summary encapsulates the key insights and financial outlook for Thermo Fisher Scientific as discussed during the conference call, highlighting the company's strategic positioning and market dynamics.

Core Viewpoint - The article discusses the investment potential of Thermo Fisher Scientific (TMO) in the context of changing macroeconomic conditions, particularly the impact of U.S.-China trade tensions and the post-COVID normalization phase [1]. Company Analysis - Thermo Fisher Scientific is positioned to benefit from a reacceleration in growth following the normalization after the COVID-19 pandemic [1]. - The company operates in a sector characterized by high barriers to entry, making it an attractive investment opportunity [1]. Industry Context - The current macro environment is marked by renewed trade tensions between the U.S. and China, which could influence the operational landscape for companies like Thermo Fisher Scientific [1]. - The article highlights the importance of understanding the broader economic factors that may affect the performance of companies in the life sciences and diagnostics sectors [1].

导读： 赛默飞推出全新落地离心机系列LYNX和BIOS，具有低能耗、低噪音等特性，主机重量最多减轻 60 KG，最多节能15%。 特别提示 微信公众号机制调整，请点击顶部"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。 近日，赛默飞发布落地离心机新品——Th e rmo Sc i e n tifi c™ LYNX 和 BIOS。 特点和优势 • 全球升温潜能值（GWP）为 1 • 主机重量最多减轻 6 0 KG • 最多节能 1 5% • 减少 5 0%* 噪音 • 在经认证的环保工厂生产 Th e rmo Sc i entifi c™ LYNX高速落地冷冻离心机： The rmo Sc i entifi c™ BIOS生物工艺大容量离心机： • 提升转头离心力（LYNX 系列） * 取决于型号，与之前的型号相比。 • Th e rmo Sc i e n tifi c™Au t o - ID™ 瞬时转头自动识别 • Th e rmo Sc i e n tifi c™ Au t o - Lo c k™ 转头自锁 • 多功能性：适用于各种应用 • Gr e e nCo o l ...