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Daniel Anthony Arias

Daniel Anthony Arias

Managing Director and Senior Equity Research Analyst at Stifel Financial Corp.

New York, NY, US

Daniel Anthony Arias is a Managing Director and Senior Equity Research Analyst at Stifel, specializing in life sciences, genomics, and diagnostics coverage. He covers leading companies in the sector including firms involved in federal funding trends and business seasonality, leveraging a deep background that includes senior analyst roles at Citigroup and UBS and research experience at Wyeth Pharmaceuticals and Roche. Arias joined Stifel in June 2019, having started his sell-side analyst career in 2006 following graduation from Mary Washington College and earning an MBA focused on Pharmaceutical Management and Finance from Rutgers University. Recognized as a 'Rising Star' by Institutional Investor and frequently cited for his expert calls, Arias holds FINRA registration and relevant securities licenses, maintaining high standards of performance in healthcare equity research.

Daniel Anthony Arias's questions to THERMO FISHER SCIENTIFIC (TMO) leadership

Question · Q3 2025

Daniel Anthony Arias inquired about the demand from small and emerging biotech companies, asking if spending was loosening up. He also asked about China's pricing dynamics on the research and industrial side, specifically if it introduces additional risk or if the pricing environment is expected to remain stable into year-end and early 2026.

Answer

Chairman, President, and CEO Marc Casper noted a strong quarter for biotech, with good momentum in clinical research and early pharma services. He suggested that M&A by large pharma acquiring biotech helps the ecosystem, driving reinvestment. Regarding China, Mr. Casper stated it's a smaller percentage of total revenue, with academic/government pressured but pharma/biotech growing modestly. Overall China declined mid-single digits, an improvement from Q2. He expects full-year China to be down mid-to-high single digits, with pricing dynamics in industrial/pharma/biotech being more manageable than in diagnostics.

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