Context: TMO has been on a strong run, gaining about 34% since April and recently reaching around US$629. The steady climb reflects confidence in its healthcare and life sciences businesses.
$Thermo Fisher Scentific(TMO.US)
My trade: I bought TMO around the April lows and have held through the recovery. I have not taken profits yet, as I consider TMO a stronger-moat stock that I’m more comfortable holding for longer.
Takeaway: TMO benefits from its scale, broad product range and strong position in life sciences. Will continue holding while watching valuation and any slowdown in research and healthcare spending.
2026.03.24 ~ 2026.08.21 All orders
Cumulative P/L483.06 (USD)+34%
2026.03.242026.08.21
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