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MedTech Long '24: Lab & Life Sciences Tools
10 tickers · $374.14B total market cap
Group: MedTech Long
The thesis for MedTech '24: Lab & Life Sciences Tools is bullish as of Spring 2025. The sector is poised to benefit from a cyclical rebound and the ongoing trend of reshoring biopharma supply chains, driven by geopolitical shifts and policy support under the Trump administration. Key players in the sector are expected to capitalize on increased demand for life sciences tools and equipment, fueled by innovation and the need for more localized production capabilities.
MedTech Long '24: Lab & Life Sciences Tools tracks 10 publicly listed stocks in this theme: A, AVTR, BIO, BRKR, DHR, LAB, RGEN, RVTY, TMO, WAT. See the constituent table for details.
Thesis update: 2025-04-01
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Thermo Fisher Scientific Inc.TMO | 04/23/2026 (BMO) | 04/23/2026 (BMO) | -4.84% | -8.61% | -11.17% | -4.66% | $166.42B | 10.0000 |
Danaher CorporationDHR | 04/21/2026 (BMO) | 04/21/2026 (BMO) | -6.84% | -5.86% | -10.98% | -9.24% | $118.23B | 10.0000 |
Agilent Technologies, Inc.A | 02/25/2026 (AMC) | 05/27/2026 (AMC) | -2.68% | — | -8.60% | — | $31.25B | 10.0000 |
Waters CorporationWAT | 05/05/2026 (BMO) | 05/05/2026 (BMO) | -14.23% | 15.78% | -7.69% | -4.65% | $21.72B | 10.0000 |
Revvity, Inc.RVTY | 05/05/2026 (BMO) | 05/05/2026 (BMO) | -7.05% | 14.54% | -14.46% | -3.25% | $10.72B | 10.0000 |
Bio-Rad Laboratories, Inc.BIO | 04/30/2026 (AMC) | 04/30/2026 (AMC) | -12.26% | -6.76% | 9.18% | 9.55% | $7.60B | 10.0000 |
Bruker CorporationBRKR | 05/06/2026 (AMC) | 05/06/2026 (AMC) | -2.67% | 15.05% | 15.86% | -2.61% | $6.48B | 10.0000 |
Repligen CorporationRGEN | 05/05/2026 (BMO) | 05/05/2026 (BMO) | -2.41% | 6.39% | -10.54% | -13.71% | $6.12B | 10.0000 |
Avantor, Inc.AVTR | 04/29/2026 (BMO) | 04/29/2026 (BMO) | -18.10% | 3.05% | -14.00% | -5.68% | $5.22B | 10.0000 |
Standard BioTools Inc.LAB | 05/05/2026 (AMC) | 05/05/2026 (AMC) | 1.74% | 3.19% | -16.24% | 3.09% | $390.4M | 10.0000 |
| Average | -6.93% | 4.09% | -6.86% | -3.46% | $37.41B | 10.0000 | ||
| Median | -5.84% | 3.19% | -10.76% | -4.65% | $9.16B | 10.0000 | ||
| Std Dev | 5.86% | 9.14% | 10.11% | 6.32% | $54.22B | 0.0% | ||
| Min | -18.10% | -8.61% | -16.24% | -13.71% | $390.4M | 10.0000 | ||
| Max | 1.74% | 15.78% | 15.86% | 9.55% | $166.42B | 10.0000 | ||
| % Positive Tickers | 10.00% | 66.67% | 20.00% | 22.22% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.