Thermo Fisher Scientific Inc. (TMO) has become a market leader in life sciences by playing into the M&A theme that is prevalent throughout all of health care with its Life Technologies Corp. (LIFE) acquisition, says Ross Muken, Senior Managing Director at ISI.
“We had Thermo Fisher and Life Technologies get together this year in our tools space; that is two very large players consolidating and really becoming a true market leader in life sciences,” Muken said. “It’s really out of strength, where you’re…taking two really complementary groups and putting it together for a unique business model like you have with Thermo Fisher.”
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TMO is at the top of Muken’s investment list at the moment, as the company is a proven leader across many different subsegments of the life science space and is exhibiting strong cash flow generation.
“It’s a real leader across the life science space enabling all source of R&D and productivity tools across pharma, biotech, academic research, food testing, environmental testing, lots of different subsegments. Great cash flow generation and really stellar management, and we think that one is quite attractive,” Muken said.
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