Life Science Tools & Diagnostics: Simplifying LSTDx – Episode 3: Bioprocessing

Research evidence excerpt

Life Science Tools & Diagnostics: Simplifying LSTDx – Episode 3: Bioprocessing

Idea

May 12, 2026 08:52 PM GMT

Morgan Stanley & Co. LLCMLife Science Tools & Diagnostics | North America Kallum L Titchmarsh

Equity Analyst

Simplifying LSTDx – Episode 3: Kallum.Titchmarsh@morganstanley.comJakob Dodd +1 212 761-2351

Research Associate

Jakob.Dodd@morganstanley.com +1 212 761-0797

Bioprocessing Jason Lai

Jason.Lai@morganstanley.com +1 212 761-4848

We provide a written overview of the third iteration of

Life Science Tools & Diagnostics

Simplifying LSTDx, an expert call series designed to distill core North America

products and market dynamics down to the essentials. This Industry View In-Line

session focused on the bioprocessing market.

Key Takeaways

Single-use increasingly the technology of choice for quicker, capex-light

implementation.

Expert sees DHR displacing TMO on one-stop-shop capabilities, leading products,

top-tier support, and reliability of supply.

Onshoring tailwind is tangible, with pull-through in equipment and consumables

revenue potentially beginning Q3'26.

In our third episode of Simplifying LSTDx, we spoke with a pharma manufacturing

consultant with experience overseeing the operational readiness across full lifecycle

GMP biomanufacturing facilities. Below, we summarize our key takeaways.

Single-use is displacing larger, stainless steel bioreactors: Our expert described

the industry as clearly evolving toward single-use technology, with bioreactors now

scaling up to 5,000L vs. the 10,000-20,000L stainless steel systems that were

once standard, primarily on improved cell culture yields. Furthermore, single-use

systems can be purchased on demand with significantly lower capital investment.