NTRA
Diagnostics & Research · Healthcare
Analyst
Wolfe Research
Analyst
Cowen
Equibles does not estimate personal net worth.
Doug Schenkel is recorded as Analyst at Wolfe Research and Analyst at Cowen. Doug Schenkel has spoken on 33 earnings calls and 2 other investor events across 18 companies, most recently for Thermo Fisher Scientific Inc. on May 20, 2026. Those appearances were for Natera, Inc. (NTRA), Bruker Corp (BRKR), Twist Bioscience Corp (TWST), Revvity, Inc. (RVTY), Mettler Toledo International Inc (MTD) and 13 other companies. The companies whose calls Doug Schenkel spoke on are classified in the Healthcare sector.
“Under your leadership, there are many examples of how Thermo plays offense when others are playing defense, especially in periods of slower growth. Clario and Solventum, those deals in the Sanofi site acquisition.”
“I'll keep them to two and they're both financial. So first on gross margin, you had a really nice quarter, even normalized for catch-ups. You bumped up full year guidance by about a point.”
“One, would you be willing to disaggregate GLP-1 versus non-GLP-1 growth within Q1 HVS. Second, inflationary pressures have intensified, including input and freight costs.”
“I want to follow up on one of Tyco's questions. In Q2, the year-over-year comparison is the most favorable of the year. In previous conversations with you, we got the sense that you were expecting better, than low single digit to mid single digit organic growth.”
Wolfe Research
Analyst
Source not stated
Cowen
Analyst
Source not stated
NTRA
Diagnostics & Research · Healthcare
BRKR
Medical Devices · Healthcare
RVTY
Diagnostics & Research · Healthcare
Diagnostics & Research · Healthcare
QGEN
Diagnostics & Research · Healthcare
DHR
Diagnostics & Research · Healthcare
RGEN
Medical Instruments & Supplies · Healthcare
Diagnostics & Research · Healthcare
AVTR
Medical Instruments & Supplies · Healthcare
Medical Instruments & Supplies · Healthcare
VCYT
Diagnostics & Research · Healthcare
Medical Instruments & Supplies · Healthcare