Waters Corporation (WAT) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript

Core Insights - The company has undergone a transformation process over the past five years, enhancing its commercial strength, revitalizing innovation, and entering fast-growing adjacencies, which facilitated the acquisition of BD's Bioscience and Diagnostics business [2][3]. Group 1: Company Strategy - The acquisition of BD's Bioscience and Diagnostics business is seen as a strategic move to create value for the corporation in the coming years [3]. - The company aims to execute its strategy from a position of strength, focusing on value creation and future strategic and financial perspectives [3]. Group 2: Market Position - The company addresses significant unmet needs for customers who invest approximately 10% of product sales in R&D, aiming to transform complex instrumentation into useful systems for high-volume regulated applications [4]. - There are roughly 170,000 instruments placed across various customers in regulated laboratories and other settings, indicating a strong market presence [4].