Thermo Fisher: Biopharma Demand Recovery and Share Gains Create a Tactical Long Opportunity
Thermo Fisher (TMO) offers a tradeable long after a pullback: the company's leading position in lab consumables, instruments and biopharma services should benefit from a recovery in drug development spend and strong end-market secular growth in CRISPR/gRNA and AI-enabled bioinformatics. Balance-sheet strength, robust free cash flow ($7.32B) and rel…