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赛默飞世尔科技股价因计划出售其诊断业务部分的报道而略有下滑

Thermo Fisher Scientific Shares Edge Down on Reports of Plans to Sell Parts of Its Dx Business

GenomeWeb 等信源发布 2025-06-13 10:46

可切换为仅中文


NEW YORK – Shares of Thermo Fisher Scientific were down a little lore than 1 percent in Friday morning trade after

纽约——周五早盘交易中,赛默飞世尔科技的股价下跌了略高于1%。

The Financial Times

《金融时报》

reported

已报告

that the firm is looking to sell part of its diagnostics unit for around $4 billion.

该公司正寻求以大约40亿美元的价格出售其诊断部门的一部分。

Citing several people familiar with the matter,

援引几位熟悉此事的人士的话,

FT

FT

said that Thermo Fisher has been in talks with private equity firms in recent weeks, trying to gauge buyer interest in part of its diagnostics business, which includes a microbiology unit that manufactures infectious disease testing equipment.

据报道,赛默飞世尔科技公司最近几周一直在与私募股权公司进行谈判,试图评估其诊断业务部分的买家兴趣,该业务包括一个生产传染病检测设备的微生物学部门。

Thermo Fisher is hoping to sell the business for more than $4 billion, though there is no guarantee that the sale will come through and the company may decide to hold on to the asset,

赛默飞世尔科技希望以超过40亿美元的价格出售该业务,但不能保证这笔交易一定会达成,公司也可能决定继续持有这项资产。

FT

金融时报

reported. It said that the parts of the business up for sale generate around $1.4 billion in annual sales and $300 million in adjusted earnings.

据报道,待售业务部门年销售额约为14亿美元,调整后盈利为3亿美元。

According to Thermo Fisher's 2024 annual report, revenues for the company's specialty diagnostics business segment were $4.51 billion. This segment has five primary business units: clinical diagnostics, immunodiagnostics, microbiology, transplant diagnostics, and healthcare market channel.

根据赛默飞世尔2024年年度报告,公司专业诊断业务部门的收入为45.1亿美元。该部门有五个主要业务单元:临床诊断、免疫诊断、微生物学、移植诊断和医疗市场渠道。

Thermo Fisher's microbiology offerings include dehydrated and prepared culture media, collection and transport systems, instrumentation and consumables to detect pathogens in blood, diagnostic and rapid direct specimen tests, quality-control products and associated products for the microbiology laboratory..

赛默飞世尔的微生物学产品包括脱水和预制培养基、收集和运输系统、用于检测血液中病原体的仪器和耗材、诊断和快速直接样本测试、质量控制产品以及微生物实验室相关的产品。

'The question for investors is why now and why look at parts of the Dx unit for sale,' Vijay Kumar, an analyst for investment bank Evercore, wrote in a research note to investors.

“投资者的问题是,为什么是现在,为什么要考虑出售诊断部门的部分业务,”投资银行Evercore的分析师维杰·库马尔在给投资者的研究报告中写道。

'While details are limited at this point, we are unsurprised to hear that Thermo Fisher is considering a sale of part of the diagnostics business, as diagnostics has historically been Thermo Fisher's slowest growing segment,' JP Morgan analyst Rachel Vatnsdal wrote in a research note. 'That said, we believe the timing of the potential sale is interesting given diagnostics is currently viewed as a safe haven from the broader macro backdrop and the diagnostics segment is currently Thermo Fisher's fastest growth segment.'.

“虽然目前细节有限,但我们对赛默飞世尔科技考虑出售部分诊断业务并不感到意外,因为历史上诊断业务一直是赛默飞世尔增长最慢的板块,”摩根大通分析师瑞秋·瓦特恩斯达尔在一份研究报告中写道。“也就是说,我们认为潜在出售的时机很有趣,因为诊断业务目前被视为宏观经济大环境下的避风港,且诊断板块目前是赛默飞世尔增长最快的业务。”

Thermo Fisher's aim to offload part of its diagnostics business comes at a time when the company is actively trying to absorb the impacts of tariffs, geopolitical uncertainties, and volatile US funding environment. In April, the company

赛默飞世尔科技打算剥离部分诊断业务,正值该公司积极试图消化关税、地缘政治不确定性和美国资金环境波动的影响之际。今年四月,该公司

lowered its 2025 guidance

下调了其2025年的指导

for adjusted earnings per share to reflect the changing macroeconomic environment.

为了调整每股收益以反映不断变化的宏观经济环境。

If Thermo Fisher does go ahead with a sale, it would not be alone in selling off diagnostics assets. Earlier this year, Becton Dickinson announced it plans to

如果赛默飞世尔科技继续进行出售,那么它将不是唯一一家出售诊断资产的公司。今年早些时候,碧迪公司宣布计划

separate its Biosciences and Diagnostics Solutions business

将生物科学和诊断解决方案业务分开

by the end of 2026. At the time, Wall Street analysts speculated Thermo Fisher could be among bidders for that BD business, though JP Morgan's Vatnsdal said today that she believes BD's valuation of the assets it is offloading is too high for Thermo Fisher at this time.

到 2026 年底。当时,华尔街分析师推测赛默飞世尔可能成为该 BD 业务的竞标者之一,不过摩根大通的瓦特恩斯多尔今天表示,她认为 BD 对其正在剥离的资产估值过高,赛默飞世尔目前难以接受。

Thermo Fisher declined to comment on the

赛默飞世尔科技拒绝就此事发表评论。

FT

FT

story.

故事。

In morning trading on the New York Stock Exchange, Thermo Fisher’s shares were down $6.18 per share to $408.72.

在纽约证券交易所早盘交易中,赛默飞世尔的股价下跌了6.18美元,至每股408.72美元。