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Transcript of thermo fisher BE83EA55-53AE-4224-AA31-E1B6E6FB41A4_UBSWestCoastLifeScienceBusTour32509
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The world leader in serving science
UBS West Coast
Life Science Bus Tour
San Jose, CA
March 25, 2009
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� Company Overview
Kenneth Apicerno, Vice President, Investor Relations
� Technology Overview
Ian Jardine Ph.D., Vice President, Global Research & Development
� Factory Tour
Mark Chatfield, High Performance Liquid Chromatography (HPLC) Cell Manager
Agenda
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Company Snapshot
� $10.5 billion in revenue
� 34,000 employees in 40 countries
� 350,000 customers
� 150 countries served
� #269 on Fortune 500
Clear industry leadership
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An Attractive Profile…
Global ReachMarket StrengthBalanced Mix
Asia,
ROW
13%
North America
61%
Europe
26%
Healthcare
22%
Life Science
46%Environmental,
Industrial
& Safety
32%
…to meet diverse needs of global customers
Services
16%
Consumables
49%Instruments
& Equipment
30%
5%
Software
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Two Distinct Business Segments
Analytical Technologies Segment
Laboratory Products and Services Segment
Unmatched combination of technology breadthand purchasing convenience
41% 59%
� Innovative technologies
geared toward the
scientist and engineer
� Focused on providing
integrated workflows
� Growth platforms:
• Analytical Instruments
• Specialty Diagnostics
• Biosciences
� Providing customers
easy access to routine
laboratory products and
services
� Focused on complete
product offerings and
outsourced services
� Growth platforms:
• Laboratory Products
• Customer Channels
• Biopharma Services
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Analytical Technologies at Glance
Analytical InstrumentsRevenue: $2.5B
� Instruments and software:
• Mass spectrometry
• Chromatography
• Molecular spectroscopy
• Elemental analysis
• LIMS and lab software
�Moving technologies outside the laboratory
� Scientific Instruments
� Environmental Instruments
� Process Instruments
Key Capabilities
BiosciencesRevenue: $0.7B
� Life Science Research
� Bioprocess Production
� Laboratory Chemicals
Key Capabilities
� High-end reagents for life science research:
• RNAi technologies
• Proteomics workflows
� High content screening kits, cellular protein pathways, cell culture products
� Leader in disposable bioprocess products for biotech manufacturing
� Microbiology
� Immunoassay
� Molecular Diagnostics
� Anatomical Pathology
Specialty DiagnosticsRevenue: $1.3B
Key Capabilities
� Integrated workflow solutions for highly specialized diagnostic tests:
• Drugs of abuse testing
• MRSA infection
• Cancer detection
• Organ transplantation
• Genetic testing
Revenue numbers before inter-company eliminations
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Laboratory Products and Services at Glance
Laboratory ProductsRevenue: $1.9B
� Equipment:
• Sample preparation
• Separation
• Controlled environment
� Liquid handling solutions
� Plastic and glass consumables
� Laboratory furniture and design
� Laboratory Equipment
� Laboratory Consumables
� Laboratory Workstations
Key Capabilities
Customer Channels
Revenue: $4.3B
� Research Catalog
� Healthcare Catalog
� Safety Catalog
Key Capabilities
� Unparalleled customer access
� Research: World leading resource for lab equipment and consumables
� Healthcare: Premier diagnostic test catalog for hospitals, reference labs and physicians’ offices
� Safety: Occupational health and safety products
� Clinical Trials Logistics
� Analytical Services
Biopharma ServicesRevenue: $0.7B
Key Capabilities
� Logistics services for clinical trials:
• Package, label, ship, store
� Biological specimen archiving and management
� Controlled drug storage and distribution
Revenue numbers before inter-company eliminations
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Agenda
� Company Overview
Kenneth Apicerno, Vice President, Investor Relations
� Technology Overview
Ian Jardine Ph.D., Vice President, Global Research & Development
� Factory Tour
Mark Chatfield, High Performance Liquid Chromatography (HPLC) Cell Manager
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Healthcare Funding in the News
� Recovery & Reinvestment Act of 2009 (Stimulus Bill)
• $10.4B one-time boost to NIH budget
• $3B one-time boost to National Science Foundation
� Obama’s Current Budget Proposal
• $6B one-time increase in NIH funding for cancer research
• $1B increase to 2009 NIH budget (now $30.3B)
• $1B to FDA to support food safety efforts
Increased opportunities in healthcare
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Stem Cell Research
� Stem Cell Research is aimed at regenerating damaged tissues such as bone loss, nerve damage and replacement of dysfunctional cells
� Opportunity to treat diseases such as Alzheimer’s, Parkinson’s, Type 1 Diabetes and blood cancers
� Current administration expected to open up federal funding in the U.S. (included within stimulus package)
� Over $14b of U.S. investment expected over next ten years from state and private funding and expected to grow at 9% through 2015
Stem cell research promises to fill gaps where current methods fall short
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Stem Cell Research - Integrated Workflow Solutions
Key elements combined to assure stability and reproducibility
� Offering qualified culture ware, media and controlled environment that stem cells need in order to grow and multiply in a predictable way
� Technology to allow researchers to completely monitor, control and analyze stem cell growth
� Detection technology to ensure the quality of the final cell type, whether for therapeutics or for drug development
Culture Ware
Cell Lines
Media
Cell Imaging
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� Proteins: basic components of all living cells and regulate how our bodies function
� Scientists working diligently to identify proteins
• i.e.: ~10,000 proteins in our blood, and only about 3,000 can be detected today
� Understanding of proteins is critical for developing effective drug treatments
� Identifying the difference in proteins and protein levels in one patient versus another
• Leading to personalized medicine and companion diagnostics
� Biomarker identification to enable the development of better diagnostic tests
Protein Research
Protein biomarkers are key indicators of disease
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Protein Research – Mass Spectrometry
Thermo Fisher Scientific is leading the way in advancing protein science
� Mass spectrometry is the instrument of choice to identify protein biomarkers
� Speed, resolution and accuracy are all improving rapidly
� Offering scientists complete workflow solutions … instruments, reagents, consumables
and software
Accelerating Time to Identify 1 Protein
2004
1 Every
30 seconds
2006
1 Every
3 seconds
20081 Every 3/10ths
of a second
Before 1990
1 Every
Year
Next1 Every 3/100ths
of a second
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RNAi Technology
RNAi research advancing drug discovery
� RNA interference (RNAi) silences a gene and prevents that gene from producing its protein product
• Nobel Prize winning technology developed in 1998
� Research opportunity:
Scientists are able to independently manipulate genes and evaluate the consequences to cells by silencing certain genes
� Therapeutic opportunity:
Scientists are able to silence a gene and identify those gene products that are suitable as drug targets – they can now target “cancer” causing genes
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RNAi Technology – Reagents and Services
Most comprehensive portfolio of RNAi-based reagents and services
Industry leading products
� Pre-designed libraries of silencing reagents (siRNA, shRNA, and miRNA)
� Screening and profiling services for researchers
� mRNA and protein detection reagents
� Custom reagents for RNAi research
Automated RNAi screening
� Integrated instrumentation and robotics for cell growth and analysis
� Performs high throughput screens using RNAi based reagents
� Standardizes process to maximize efficiency
RNAi discovery services
� Provides RNAi-based high-throughput screening and analysis
� Conducting whole genome wide screens that help identify drug target
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Pittcon 2009: New Products for Key Applications
Data Interpretation
Sample Analysis
Sample Preparation
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Pittcon 2009: New Products for Sample Preparation
Protein Catalogs
Electrodes
Meters
siRNA, shRNA, miRNABioreagents
Hamilton Infinity Fume Hood
Hamilton Distinction II Green Lab Furniture
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New Thermo Scientific Products for Sample Analysis
Accela Exactive™ LCMS
TSQ Vantage™
Niton XRF GOLDD™Titan 4000™
NSX Analyzer
Basic
Research
Drug Discovery
& DevelopmentEnvironmental &
Food Screening
Industrial &
Product TestingPetroleum &
Chemical
Arena™
Chemistry Analyzer
A range of innovations, from research to routine testing
NanoDrop™
2000/2000cUV/Vis
R
Transcend TLX™ Access Max™
LCMS
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The Value of High Mass Accuracy and Ultrahigh Resolution
The Case for Exactive
A mixture of >100 pesticides,
mycotoxins and veterinary
drugs at different concentration
levels in horse feed matrix
analyzed at two resolution
settings utilizing full scan
accurate mass measurements
(+/- 2ppm)
100k
10K
0 20 40 60 80 100
250
50
10
% Detected
Detected compounds ppm
45%
10K resolution can’t detect known chemicals
Vastly superior analytical results with Orbitrap performance
99%
100%
93%
32%
11%
250
10
The power of 100K resolution
Orbitrap
ToF
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Orbitrap Technology for Routine Screening Applications
Exactive will displace ToFs and QToFs!TM
Thermo Scientific Exactive
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Pittcon 2009: New Data Interpretation Solutions
OMNIC Specta on Raman
Pathfinder TraceFinder
Enterprise Insights
Connects
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The World Leader in Serving Science
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Agenda
� Company Overview
Kenneth Apicerno, Vice President, Investor Relations
� Technology Overview
Ian Jardine Ph.D., Vice President, Global Research & Development
� Factory Tour
Mark Chatfield, High Performance Liquid Chromatography (HPLC) Cell Manager
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San Jose LC/MS Products
3D and Linear Ion-traps
LTQ-ETD
Triple Quads
LTQ FTMS
LTQ OrbitrapSurveyor HPLCAccela UHPLC
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The World Leader in Serving Science
We are the leading provider of analytical instruments,
equipment, reagents and consumables, software and services
for research, analysis, discovery and diagnostics.
Thank you!