WAT
Diagnostics & Research · Healthcare
Analyst
Jeffries
Equibles does not estimate personal net worth.
Tycho Peterson is recorded as Analyst at Jeffries. Tycho Peterson has spoken on 10 earnings calls across 8 companies, most recently for Waters Corp on August 4, 2026. Those appearances were for Waters Corp (WAT), Bio-Rad Laboratories, Inc. (BIO), Thermo Fisher Scientific Inc. (TMO), Agilent Technologies, Inc. (A), Qiagen N.V. (QGEN) and 3 other companies. The companies whose calls Tycho Peterson spoke on are classified in the Healthcare sector.
“Udi, I want to touch on some of the flow cytometry initiatives. Good to see the return of growth in clinical. Just on the research side, how much of the pressure do you think is just lingering headwinds on U.S. academic and government and biotech versus other factors?”
“Maybe just starting on the services side, curious, you know, any incremental color you can provide on PPD? We've obviously seen pretty strong book-to-bills from some of the peers.”
“Clark, I want to probe a little more on the semi-strength. You know, this is something you haven't talked a ton about, but maybe just quantify the size of the semi-business today.”
“Maybe just starting on R&D, you are spending 12%, which is relatively high versus peers. Can you maybe just help us think about, you've talked about bringing products to market faster, getting better ROI on those dollars.”
“Uda, you know, I think the two things people really want to dig into here are obviously the BD results this morning and, you know, the numbers obviously have deteriorated relative to the original deal model.”
Jeffries
Analyst
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WAT
Diagnostics & Research · Healthcare
QGEN
Diagnostics & Research · Healthcare
NTRA
Diagnostics & Research · Healthcare
AVTR
Medical Instruments & Supplies · Healthcare