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Tycho Pedersen

Managing Director and Senior Equity Analyst at Jefferies

Tycho Peterson is a Managing Director and Senior Equity Analyst at Jefferies, specializing in healthcare with a focus on diagnostics and life science tools. He covers specific companies including Illumina (ILMN), Thermo Fisher Scientific (TMO), Intuitive Surgical (ISRG), and 10x Genomics (TXG), achieving strong performance with a 59-67% success rate across platforms like TipRanks and StockAnalysis, an average return of 7.6-18%, and his top call on TXG delivering +189.5% returns. Peterson joined Jefferies in 2024 after a long tenure as Managing Director at JPMorgan Securities from 2008 to 2022 and other roles at JPMorgan Asset Management and Adaptive Biotechnologies, holding an MBA from the University of Oxford and undergraduate degrees from Cornell University and Choate Rosemary Hall, along with FINRA registrations and 21 years of experience.

Tycho Pedersen's questions to REVVITY (RVTY) leadership

Question · Q4 2025

Tycho Pedersen inquired about competitive dynamics, pricing, and margins in Revvity's reagents business, especially given peer commentary on discounting, and also asked for more specific color on the performance and outlook for various life science instrument buckets, such as liquid handling, in vivo, and high-content screening.

Answer

Prahlad Singh, President and CEO, expressed confidence in the reagents business, stating they believe they've gained market share and have not experienced margin dilution, expecting continued strong performance in 2026. Max Grykowiak, SVP and CFO, declined to guide by sub-product line for instruments but highlighted strong double-digit growth in high-content screening in Q4, anticipating that momentum to continue in 2026, with the rest of the instrument portfolio expected to be relatively flattish.

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