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US Life Science Tools & Diagnostics: Monthly sector health tracker (June data + May/June conference commentary)
研报英文原文证据摘录
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
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marketshare across pickingoptimism leading to an with AI indriving the fact is that industrial more pharmagainis in 2H25. increasein for under more for programs. in R&D.predictable,be This with
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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