Thermo Fisher Scientific Q&A with JPMorgan CEO Call Series

Thermo Fisher Scientific Inc. CEO Marc Casper participated in a JPMorgan CEO Call Series on September 5, 2025. The discussion focused on the state of the life science tools industry, which has been dynamic both fundamentally and due to market conditions. Casper addressed questions from Rachel Vatnsdal Olson, a VP & Senior Equity Research Analyst at JPMorgan.

Thermo Fisher Scientific Inc. (TMO) CEO Marc N. Casper participated in the JPMorgan CEO Call Series on September 5, 2025, where he addressed the current state of the life science tools industry. The discussion, moderated by Rachel Vatnsdal Olson, a VP & Senior Equity Research Analyst at JPMorgan, covered the industry's fundamental dynamics and market conditions. Casper provided insights into Thermo Fisher Scientific's strategies and future plans.

During the call, Casper highlighted the company's mission to enable customers to create a healthier, cleaner, and safer world. He discussed Thermo Fisher Scientific's strategic acquisitions, such as the purchase of Sanofi's Ridgefield, New Jersey sterile fill-finish site and the acquisition of Olink, which have bolstered its biopharma manufacturing capacity and proteomics capabilities [1]. These acquisitions align with broader U.S. policy priorities and demonstrate the company's commitment to innovation.

Casper also touched on the company's sustainability efforts, including the recent launch of the Environmental Sustainability Site Advocacy Group with the Society for Clinical Research Sites (SCRS). This initiative aims to co-develop a blueprint for sustainable clinical research, furthering Thermo Fisher Scientific's goal of reducing Scope 1 and 2 emissions by 30% and achieving net-zero by 2050 [5].

The CEO emphasized Thermo Fisher Scientific's ability to balance short-term cost discipline with long-term R&D investments, which are crucial for navigating regulatory risks and investing in high-growth areas like AI-driven automation and single-use bioreactors. This balanced approach ensures the company's continued momentum despite inflationary pressures and supply chain challenges.

Casper's participation in the JPMorgan CEO Call Series comes at a critical juncture for Thermo Fisher Scientific, as the company prepares for its Q2 earnings call and the 43rd Annual JPMorgan Healthcare Conference in January 2025. Investors will be watching for clarity on how the company plans to sustain its momentum and expand its global footprint.

References:
[1] Thermo Fisher Scientific Reports Second Quarter 2025 Results [https://finance.yahoo.com/news/thermo-fisher-scientific-reports-second-100000748.html]
[5] Thermo Fisher Scientific and SCRS Launch Environmental Sustainability Advocacy Group for Clinical Research Sites [https://www.ppd.com/news-item/thermo-fisher-scientific-and-scrs-launch-environmental-sustainability-advocacy-group-for-clinical-research-sites/]