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Jul 6, 2026

ChemoMetec: Cell Counting Accuracy, GMP Workflows & CAR-T Market Position

Partner Interview
ChemoMetec•DK•Mid CapDanaherRocheThermo Fisher ScientificSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
Jul 1, 2026

Beckman Coulter Hematology: Turnaround, Reliability Fixes & Sysmex Competition

Partner Interview
Danaher•US•Large CapSysmexRocheAbbott LaboratoriesSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
Jun 26, 2026

Sartorius, Cytiva & Repligen: Destocking & Competitive Dynamics in Bioprocessing

Partner Interview
Danaher•US•Large CapSartorius Stedim BiotechRepligenMerckThermo Fisher ScientificSanofiSartoriusSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
Jun 25, 2026

Ecolab, Purolite & Cytiva: Competing in Bioprocessing Chromatography Resins

Partner Interview
Danaher•US•Large CapEcolabWuXi BiologicsSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth CareMaterials
Jun 15, 2026

Cepheid, Quest & Labcorp: A Payer's View on Diagnostic Reimbursement

Partner Interview
Danaher•US•Large CapLabcorpUnitedHealthcareCepheidSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth CareInformation Technology
May 29, 2026

Avantor: Process Chemicals Penetration & Pipeline Challenges

Partner Interview
Avantor•USMerckCytivaDanaherSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerMaterialsHealth Care
May 4, 2026

Avantor vs Thermo Fisher: Distribution Competition & Supply Chain Visibility

Partner Interview
Avantor•USMerckPPDThermo Fisher ScientificDanaherSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerMaterialsHealth Care
Mar 27, 2026

bioMérieux vs Cepheid: Point of Care Molecular Testing Competition

Partner Interview
bioMrieux•FR•Mid CapRocheBio-Rad LaboratoriesDanaherAbbott LaboratoriesSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
Feb 12, 2026

Lonza vs WuXi Biologics: BIOSECURE Act & U.S. Manufacturing Strategy

Partner Interview
Lonza Group•CH•Large CapCharles River Laboratories InternationalWuXi BiologicsCatalentThermo Fisher ScientificDanaherSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerHealth Care
Jan 29, 2026

Profluent Bio: AI Protein Language Models for Gene Editor Design

Partner Interview
ProfluentDanaherSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
Jan 20, 2026

Danaher: Cytiva / Pall Strategic Integration

Partner Interview
Danaher•US•Large CapSartoriusSartorius Stedim BiotechRepligenSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
Nov 25, 2025

Cytiva vs Sartorius: A Vaccine Customer's Perspective

Partner Interview
Sartorius•DE•Large CapDanaherThermo Fisher ScientificSartorius Stedim BiotechRepligenMerckAgilentSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
Nov 20, 2025

Bruker and AI Applications in Mass Spectrometry

Partner Interview
Bruker•US•Mid CapNVIDIADanaherSartoriusThermo Fisher ScientificProcess PowerSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerHealth CareInformation Technology
Nov 8, 2025

Porvair & Chromatography Lab Equipment: M&A Process & Culture

Partner Interview
Porvair plc•GB•Small CapThermo Fisher ScientificDanaherSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerIndustrialsHealth Care
Nov 8, 2025

Thermo Fisher Scientific Inc: Culture and Management

Partner Interview
Thermo Fisher Scientific•US•Large CapDanaherSartoriusSartorius Stedim BiotechSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerHealth Care
Nov 7, 2025

Thermo Fisher vs Danaher: Business Model and Competitive Positioning

Partner Interview
Thermo Fisher Scientific•US•Large CapDanaherSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerHealth Care
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IP Research Analysis
Nov 6, 2025

Danaher, Aldevron, Intangible & Goodwill Impairments

IP Research
IP ResearchDanaher•US•Large CapThermo Fisher ScientificSartoriusSartorius Stedim BiotechSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth Care
Nov 3, 2025

Bruker: Products Overview

Partner Interview
Bruker•US•Mid CapDanaherThermo Fisher ScientificAgilentWatersRevvity, Inc.ShimadzuJEOL Ltd.Oxford InstrumentsCarl Zeiss Meditec AGSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth CareInformation TechnologyConsumer Discretionary
Oct 28, 2025

Bruker: Analytical Instrumentation Portfolio & Technology Platform Moats

Partner Interview
Bruker•US•Mid CapDanaherThermo Fisher ScientificAgilentWatersRevvity, Inc.ShimadzuJEOL Ltd.Oxford InstrumentsCarl Zeiss Meditec AGSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth CareInformation TechnologyConsumer Discretionary
Oct 16, 2025

Avantor: Market Share Stability & Switching Costs

Partner Interview
Avantor•USThermo Fisher ScientificCorningDanaherSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseSerial AcquirerMaterialsHealth CareInformation Technology

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