How New Genomics Partnership And Asian Bioprocessing Push At Thermo Fisher Scientific (TMO) Has Changed Its Investment Story

• In early December 2025, GENinCode announced a collaboration with Thermo Fisher Scientific to manufacture, sell and distribute the CARDIO inCode-Score polygenic risk test for coronary heart disease prediction across the US and EMEA, leveraging Thermo Fisher’s QuantStudio 5 Dx Real-Time PCR System and global footprint.
• Alongside this, Thermo Fisher’s expansion of bioprocessing design centers in Asia reinforces its role as a global partner in both advanced diagnostics and biomanufacturing solutions.
• We’ll now explore how Thermo Fisher’s Asian bioprocessing expansion and new cardiovascular genomics partnership may influence its longer-term investment narrative.

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Thermo Fisher Scientific Investment Narrative Recap

To own Thermo Fisher Scientific, you generally need to believe in steady demand for advanced life science tools, diagnostics, and bioprocessing services, supported by an aging population and expanding pharma pipelines. The GENinCode cardiovascular genomics partnership and Asian bioprocessing buildout both support that long term thesis, but do not materially change the key near term swing factors, which still include China exposure and margin pressure in Analytical Instruments.

Among recent developments, the expansion of bioprocessing design centers in India, Korea, and Singapore looks most relevant, because it reinforces Thermo Fisher’s positioning as an end to end biopharma partner and ties directly into biomanufacturing demand as a key earnings catalyst. This builds on earlier investments in cell and gene therapy support and pharma services, giving the company more ways to participate when customers increase biologics and vaccine capacity.

Yet behind this global expansion, investors still need to watch the ongoing margin headwinds in Analytical Instruments and how...

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 9% upside to its current price.

Exploring Other Perspectives

Thirteen members of the Simply Wall St Community place Thermo Fisher’s fair value between US$450 and about US$662, highlighting a wide spread of individual expectations. Against this, the company’s dependence on cost programs to support margins if organic growth stays subdued raises questions about how its diversified model might perform if external pressures persist.

Explore 13 other fair value estimates on Thermo Fisher Scientific - why the stock might be worth as much as 16% more than the current price!

Build Your Own Thermo Fisher Scientific Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Thermo Fisher Scientific research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Thermo Fisher Scientific research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Thermo Fisher Scientific's overall financial health at a glance.

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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.

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