Thermo Fisher Scientific ($TMO) podcast mentions
Per Ticker.id: 3 Thermo Fisher Scientific ($TMO) mentions across 1 podcast (30 days) — timestamped, verifiable quotes, updated 2026-09-15.
Welcome back. I'm here at Morgan Stanley's 2026 Global Healthcare Conference that brings together some big names, of course, in pharma and biotech, as you might expect. Joining us now to see joining us now for an exclusive is Thermo Fisher Scientific's Chairman and CEO, Mark Casper. Nice to have you here.
David Faber · Squawk on the Street · 10AM Hour: Treasury Sec. Bessent Testifies, Thermo Fisher CEO, Morgan Stanley’s M&A Outlook 9/15/26 · 2026-09-15Yeah. So one of the things in the pharmaceutical and biotech industry is what ultimately drives it is bringing successful medicines to market. And the higher the returns on those investments, the more virtuous the cycle is. So when you hear about new modalities or new therapeutic areas that are having success, that ultimately spurs more investment. And AI is helping to kill ineffective medicines faster so that you don't spend money on things that don't work. And at the same point in time, shortening the time to market for those things that do work. And that gives you a longer return cycle on an approved medicine. And that also will spur more investment. So we're very excited about what the technology is doing and ultimately how we're applying it at Thermo Fisher Scientific.
Marc Casper · Squawk on the Street · 10AM Hour: Treasury Sec. Bessent Testifies, Thermo Fisher CEO, Morgan Stanley’s M&A Outlook 9/15/26 · 2026-09-15A business with 90% penetration of its core market has been running very hard to stay roughly in place. Which is why the past 18 months have been the most consequential in the company's modern history. In January 2025, KKR agreed to invest $250 million for roughly 12% of the common stock, immediately becoming the largest non-index shareholder, with the right to build to 14.9%, a ceiling the board later lifted to 19.9%. In January 2026, the board named Frederic M. Lowry, a two-decade Thermo Fisher Scientific executive, as chief executive, effective March 2, 2026. And on May 21, 2026, Stanley M. Bergman, who ran the company for 35 years and sat on its board for 44, retired from the board entirely and was named chairman emeritus, replaced as independent chairman by William K. "Dan" Daniel, a 14-year Danaher Corporation veteran. A company that had been governed by one man's judgment for a generation now has a professional operator in the CEO chair, a Danaher alumnus in the chairman's chair, and a private equity firm with a large economic stake and 2 board seats. The central puzzle of Henry Schein is this: How does a company that fundamentally moves cardboard boxes of gloves and anesthetic to small businesses—a low-margin, working-capital-heavy, route-density business—persuade anyone that it has a durable competitive moat? The answer management has given for nearly 30 years is software and specialties. Own the practice management system on the front desk computer, own the implant that goes into the patient's jaw, and use the physical distribution relationship as the trust-building, weekly touchpoint delivery vehicle for both. That answer is not obviously wrong. It is also not obviously working as fast as it needs to. Testing it is the work of this piece. Here is the road ahead. First, the origin: a Queens drugstore in the Depression, and the mail-order catalog that turned a pharmacy into a national distributor. Then the 1995 IPO and the acquisition that mattered most: a $29 million software company almost nobody noticed. Then the economics of the modern 3-segment business, and what the segment structure actually reveals about where profit lives. Then the animal health separation, and a myth about who forced it. Then the October 2023 ransomware attack that took the physical business offline and cost most of a quarter. Then KKR, Danaher discipline, and the Lowry mandate.
Henry Schein. · Empor.top - The Stories of Top Companies · Henry Schein.: The Invisible Giant of the Dental Chair - $HSIC · 2026-08-18That distinction matters enormously here, because Henry Schein does not have a business selection problem. Bringing that DNA onto the board of a company whose distribution segment runs at a mid-single-digit operating margin, and which has completed dozens of acquisitions of varying quality over 3 decades, is therefore a specific bet— that Henry Schein's problem is not its market position, but its operating rigor. In May 2026, that bet was extended. Bergman retired from the board after 44 years as a director and was named chairman emeritus, and Daniel was elected independent chairman effective May 21st, 2026. The company had also announced in April 2026 that it would further reduce the size of the board following the annual meeting. A former Danaher operator now chairs the company, and the founder-era chairman holds an honorary title. Lowry Takes the Chair. Frederick M. Lowry was named chief executive on January 15, 2026, effective March 2, 2026. His background is instructive in what it is not. He is not a dental industry lifer. Most recently, he was Executive Vice President and President of Laboratory Products and Bioproduction at Thermo Fisher Scientific, where he spent about 2 decades scaling businesses through both acquisition and organic growth, running national and own-brand products through Thermo Fisher's distribution channels. Before Thermo Fisher, He worked at Maytag and General Motors. He holds a bachelor's degree in mechanical engineering from Tennessee Technological University and a master's in manufacturing management from Kettering University. That resume is the point. Lowry is an operator and an engineer from a company that is, itself, one of the great mixed distribution and owned brand platforms in life sciences. A business model almost exactly analogous to what Henry Schein is trying to become. The board did not hire a dental person; it hired someone who has already run the machine Henry Schein wants to build. His first public appearance as CEO, on the May 5, 2026 first-quarter call, was notable for what he chose to emphasize. He described a 100-day listening tour and reported 3 consistent pieces of employee feedback: They love the company and its culture. They hate to see Bergman go, and "we know that we need to change in order to be better." He said he intended to "sharpen our operational execution, build a stronger performance culture, and create a leaner, more agile Henry Schein."
Henry Schein. · Empor.top - The Stories of Top Companies · Henry Schein.: The Invisible Giant of the Dental Chair - $HSIC · 2026-08-18We were trying so hard. I was working with Thermo Fisher Scientific. They have developed a blood test panel, and they wanted to see if it worked in allergic individuals from America. We identified in the Boston area everyone that reacted to penicillin in front of our faces in the last few years. We sent them the blood of these individuals, and I think it picked up, like, 3. It was like 3 of 20. It didn't pick it up yet. But—
Kimberly Blumenthal · Freakonomics Radio · Are You Really Allergic to Penicillin? (Update) · 2026-07-17