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    Did Thermo Fisher’s New Alzheimer’s Registry and Bioprocessing Tools Just Broaden (TMO)’s Moat in Advanced Therapies?

    Simply Wall St·12/21/2025 18:19:34
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    • Thermo Fisher Scientific recently enrolled the first patient in its international PPD CorEvitas Alzheimer’s Disease Registry and introduced new Gibco Bacto CD Supreme formulations to streamline E. coli-based plasmid DNA and protein production for gene therapies and mRNA vaccines.
    • Together, these moves deepen Thermo Fisher’s role in real-world evidence generation for neurodegenerative disease and in high-quality bioprocessing inputs that underpin emerging advanced therapies.
    • Next, we’ll examine how the Alzheimer’s registry and expanded bioprocessing toolkit could influence Thermo Fisher’s long-term investment narrative.

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    Thermo Fisher Scientific Investment Narrative Recap

    To own Thermo Fisher, you generally have to believe in steady demand for high-end tools, services and data that enable drug development and advanced therapies. The Alzheimer’s registry and new Gibco formulations support this broader thesis, but they do not materially change the near term focus on stabilizing end markets and managing margin pressure, especially in instruments and China exposed segments.

    Of the recent announcements, the PPD CorEvitas Alzheimer’s Disease Registry is most relevant here because it strengthens Thermo Fisher’s real world evidence capabilities, a growing need as complex neurodegenerative drugs reach the market. That fits with the company’s push to be a deeper, end to end partner for pharma and biotech across research, clinical development and post approval safety monitoring, which many investors already see as a key long term earnings driver.

    However, investors should also factor in the risk that ongoing China related weakness and policy uncertainty could...

    Read the full narrative on Thermo Fisher Scientific (it's free!)

    Thermo Fisher Scientific's narrative projects $50.0 billion revenue and $9.0 billion earnings by 2028. This requires 5.0% yearly revenue growth and about a $2.4 billion earnings increase from $6.6 billion today.

    Uncover how Thermo Fisher Scientific's forecasts yield a $625.87 fair value, a 10% upside to its current price.

    Exploring Other Perspectives

    TMO 1-Year Stock Price Chart
    TMO 1-Year Stock Price Chart

    Fourteen Simply Wall St Community valuations for Thermo Fisher span about US$409 to US$662 per share, showing how far apart individual views can be. When you set those side by side with the Alzheimer’s registry catalyst and ongoing China and margin headwinds, it underlines why checking a range of opinions before acting can matter for your own expectations.

    Explore 14 other fair value estimates on Thermo Fisher Scientific - why the stock might be worth as much as 17% more than the current price!

    Build Your Own Thermo Fisher Scientific Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.