Summary of Bruker (BRKR) 2025 Conference Call Company Overview - **Company**: Bruker Corporation (BRKR) - **Event**: 2025 Conference Call held on June 04, 2025 Key Industry Insights - **Industry**: Mass Spectrometry and Proteomics - **Market Trends**: The mass spectrometry market is experiencing significant innovation, particularly in proteomics and metabolomics, with a focus on high sensitivity and throughput solutions [3][10][12] Core Product Innovations 1. **TIMS Ultra and AIP**: - New product launched to enhance MSMS sensitivity and bandwidth, allowing for more peptides and proteins to be analyzed [5][7] - Significant advancements in single-cell proteomics, enabling analysis of smaller cells than previously possible [8] 2. **TIMS Metabo Instrument**: - Aimed at the high-resolution accurate mass market for small molecules, targeting applications in PFAS research, toxicology, and metabolomics [11][12] - Expected to double the market opportunity for Bruker, potentially reaching a $200 million market share [15] 3. **TIMS Omni**: - A revolutionary mass spectrometer combining TIMS technology with Omni Trap, enabling top-down proteomics and functional proteomics [17][18] - Positioned to create a new category in mass spectrometry with no direct competition [19] Financial Outlook - **Revenue Guidance**: Anticipated moderate growth in 2026, with expectations of organic growth between 6% to 8% [32] - **Cost Management**: Bruker is implementing cost-cutting measures, including reducing operational costs in European sites and optimizing R&D spending [33][35] Market Dynamics - **Academic Market**: Anticipated decline in academic spending by 20-25% due to budget constraints, impacting overall revenue [22][30] - **Defense and Homeland Security**: Notable growth in the detection business for radiological and chemical threats, with potential revenue increases of $20 million next year [38][39] Emerging Markets and Opportunities - **Semiconductor and AI**: Strong demand in metrology for high-performance computing and AI applications, expected to grow from 8% to potentially 12% of total revenue [45][46] - **China Market**: Potential for stimulus-driven growth in high-end research tools, although timing remains uncertain [51][52] Strategic Developments - **Cell Analysis and Diagnostics**: Launch of a new benchtop product aimed at broadening market access for antibody discovery and cell line selection [54][55] - **Spatial Biology**: Continued investment in spatial biology technologies, enhancing capabilities in multi-omics and improving throughput and detection efficiency [61][62] Conclusion - Bruker is positioned for growth through innovative product offerings in mass spectrometry and proteomics, despite facing challenges in academic funding and market uncertainties. The company is strategically focusing on high-growth areas such as biopharma, diagnostics, and advanced manufacturing technologies.

导读： ASMS2025会议期间，布鲁克在会上发布timsOmni™、timsMetabo™质谱仪及proteoElute™纳流液相色谱系统等新品，引发广泛关注。 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。 仪器信息网讯 2 0 2 5年6月1日，第7 3届美国质谱学会年会（ASMS 2 0 2 5）在美国马里兰州巴尔的摩会议中心盛大启幕。本次盛会将持续至6月5 日，预计将吸引全球超过6 5 0 0名顶尖科学家、企业代表及行业专家齐聚一堂。会议期间，将有超过3 0 0 0篇论文通过海报和演讲形式，展示质谱 及相关领域的前沿研究成果。会议期间，布鲁克发布timsOmn i™、timsMe t a b o™质谱仪及p r o t e oEl u t e™纳流液相色谱系统等新品，引发广泛 关注。 布鲁克（纳斯达克股票代码：BRKR）在ASMS2 0 2 5年度会议上正式发布基于timsTOF质谱仪开发的全新革命性质谱系统 timsOmni™ ，为科 学研究、药物研发、临床研究及生物制剂高级质控等多个领域提供深度的完整生物大分子结构解析能力，可 ...

今日市场弱势震荡，截至收盘三大指数集体收跌。大消费赛道逆势活跃，市场缩量明显，两市超3800股 下跌。 值得关注的是，高盛发布报告称，将MSCI中国指数和沪深300指数的12个月目标分别上调至84点和4600 点(分别有11%和17%的潜在上涨空间)，维持对中国股票的超配评级，并建议聚焦多条主线以捕捉主题 性超额收益。 盘面上，市场出现新热点，麦角硫因概念活跃，川宁生物20%涨停，若羽臣等多股涨停，美容护理、医 美等板块同步拉升；食品、饮料等大消费板块午后持续反弹，西王食品等多股涨停；航运港口板块延续 涨势，南京港等多股3连板；纺织服装板块回升，华纺股份8天6板；此外，煤炭、化工、合成生物、稀 土、ST等板块盘中均有所表现。下跌方面，算力板块午后持续下挫，科华数据逼近跌停，光伏、消费 电子、汽车链等方向跌幅居前。 据中证报报道，科伦药业子公司川宁生物官网介绍，麦角硫因是一种超强抗氧化剂，保护细胞免受破坏 DNA的有害自由基侵害。业内人士介绍，抗衰老产业可以分为医学赛道和非医学赛道，前者以基础医 学研究为基础，包括再生医学、基因编辑、代谢组学等细分赛道；后者囊括社会学、心理学、电子产 品、人工智能、大数据等多方 ...