Thermo Fisher – LC-MS Portfolio Analysis & Q2 2022 Company Update

  • Public Equity
  • Healthcare
  • North America


Former VP at Thermo Fisher Scientific Inc


  • Clinical diagnostics and LC-MS (liquid chromatography-mass spectrometry) operating environment, plus these segments’ evolution within Thermo Fisher (NYSE: TMO)
  • Thermo Fisher’s diagnostics portfolio and innovation strategy, entry into C&GT (cell and gene therapy), LC-MS and serological testing
  • Competitive landscape analysis vs key medical supply players, including Agilent (NYSE: A), Danaher (NYSE: DHR), Shimadzu (TYO: 7701), VWR (NYSE: AVTR) and Waters (NYSE: WAT)
  • Thermo Fisher’s integrative technologies aimed at digital integration of workflow and results
  • 12-18-month growth outlook and potential future acquisition strategy, including possible areas of expansion and divestitures


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