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REAL-TIME GLOBAL RESEARCH

US Life Science Tools & Diagnostics: Monthly sector health tracker (June data + May/June conference commentary)

Published: 2026-07-16Institution: BernsteinCompany / ticker: A,AVTR,GH,ILMN,RVTYPages: 24Original language: EnglishEvidence page: 7

Research evidence excerpt

US Life Science Tools & Diagnostics: Monthly sector health tracker (June data + May/June conference commentary)

rge reinvestments. Danaher (BankConference)5/13/2025of America BioprocessingapprovalproxyBiosimilarsequipmentofdrugsreshoring/CapEx tailwind develop. clinical applications show stronger ChinaQ1challenges beyond VBP were

Order books strengthened in China'sperformedservicesunexpectedlyforpeakedyear.regulatorymentioned.

suggesting future revenue a “Morebiotechplaysdemand.inmomentum”seena marketin Alvedroncharacterizedand “moregrowthlife”bywhichinbiotech Consumablesatoorderingnumberpre-pandemicproductsof quarters;businesslevelswhenleadandhastheytimescustomersnormalizedneedarethem.backarefor Equipmentsignificantlyovernearlyaredouble-digitremainandmomentum.Q1,improvement.

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toservices invest areAuthorizations also promising for USdemand pharma manufacturingaccelerated new opening as $0.5 reinvestment drive fullOpenAIautonomousand andscalability.improvementNVIDIA,instrumentsand andexpectedmanufacturing investmentsoverbusiness.the clinicalhalfwitha Biotechincreased there roughly to drive growth in opportunitiesarelook for Western ispharmasupportingcapacitytrillingpromisingmanufacturingin USperspectiveformanufacturingUSandCDMOinvestmentsactively pipelinefor returnto AIPPI,Partnershipsworkingin H2.is drivingpromotingto driveefficiency PharmaTMOresearchBiopharmatrillionwhich drivingshouldin endUS benefit TMO.

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