Companies / TMO
NYSEThermo Fisher Scientific (TMO) in our theses
Thermo Fisher Scientific appears in one of our theses. Below is why it entered the basket and how it has done since publication.
Washington threatens Brussels with pharma tariffs, and a new plant takes five years: the premium goes to lines already running in the US
Tariffs are pushing drug manufacturing into the US, but new plants won't come online until after 2030, so the pricing power lands with CDMOs that already have approved lines in America.
Why this company: The Patheon network is the broadest set of sterile and oral lines in the US with a track record of FDA approvals. For the pharma services segment, onshoring means demand that can be served without building anything from scratch.
Where these numbers come from
The reference price is recorded on the thesis publication date and never changed afterwards. The current price is refreshed several times a day. Returns are in the listing currency and exclude dividends, so for dividend payers the real total return was somewhat higher.
This is not a recommendation to buy or sell. A company enters a basket as a beneficiary of the mechanism described in the thesis, and the full argument is on each thesis page.
See all of our theses
Each with a publication date, a causal map and a score assigned before the market ruled.
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