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The world leader in serving science
UBS West Coast
Life Science Bus Tour
San Jose, CA
March 25, 2009
2
� Company Overview
Kenneth Apicerno, Vice President, Investor Relations
� Technology Overview
Ian Jardine Ph.D., Vice President, Global Research & Development
� Factory Tour
Mark Chatfield, High Performance Liquid Chromatography (HPLC) Cell Manager
Agenda
3
Company Snapshot
� $10.5 billion in revenue
� 34,000 employees in 40 countries
� 350,000 customers
� 150 countries served
� #269 on Fortune 500
Clear industry leadership
4
An Attractive Profile…
Global ReachMarket StrengthBalanced Mix
Asia,
ROW
13%
North America
61%
Europe
26%
Healthcare
22%
Life Science
46%Environmental,
Industrial
& Safety
32%
…to meet diverse needs of global customers
Services
16%
Consumables
49%Instruments
& Equipment
30%
5%
Software
5
Two Distinct Business Segments
Analytical Technologies Segment
Laboratory Products and Services Segment
Unmatched combination of technology breadthand purchasing convenience
41% 59%
� Innovative technologies
geared toward the
scientist and engineer
� Focused on providing
integrated workflows
� Growth platforms:
• Analytical Instruments
• Specialty Diagnostics
• Biosciences
� Providing customers
easy access to routine
laboratory products and
services
� Focused on complete
product offerings and
outsourced services
� Growth platforms:
• Laboratory Products
• Customer Channels
• Biopharma Services
6
Analytical Technologies at Glance
Analytical InstrumentsRevenue: $2.5B
� Instruments and software:
• Mass spectrometry
• Chromatography
• Molecular spectroscopy
• Elemental analysis
• LIMS and lab software
�Moving technologies outside the laboratory
� Scientific Instruments
� Environmental Instruments
� Process Instruments
Key Capabilities
BiosciencesRevenue: $0.7B
� Life Science Research
� Bioprocess Production
� Laboratory Chemicals
Key Capabilities
� High-end reagents for life science research:
• RNAi technologies
• Proteomics workflows
� High content screening kits, cellular protein pathways, cell culture products
� Leader in disposable bioprocess products for biotech manufacturing
� Microbiology
� Immunoassay
� Molecular Diagnostics
� Anatomical Pathology
Specialty DiagnosticsRevenue: $1.3B
Key Capabilities
� Integrated workflow solutions for highly specialized diagnostic tests:
• Drugs of abuse testing
• MRSA infection
• Cancer detection
• Organ transplantation
• Genetic testing
Revenue numbers before inter-company eliminations
7
Laboratory Products and Services at Glance
Laboratory ProductsRevenue: $1.9B
� Equipment:
• Sample preparation
• Separation
• Controlled environment
� Liquid handling solutions
� Plastic and glass consumables
� Laboratory furniture and design
� Laboratory Equipment
� Laboratory Consumables
� Laboratory Workstations
Key Capabilities
Customer Channels
Revenue: $4.3B
� Research Catalog
� Healthcare Catalog
� Safety Catalog
Key Capabilities
� Unparalleled customer access
� Research: World leading resource for lab equipment and consumables
� Healthcare: Premier diagnostic test catalog for hospitals, reference labs and physicians’ offices
� Safety: Occupational health and safety products
� Clinical Trials Logistics
� Analytical Services
Biopharma ServicesRevenue: $0.7B
Key Capabilities
� Logistics services for clinical trials:
• Package, label, ship, store
� Biological specimen archiving and management
� Controlled drug storage and distribution
Revenue numbers before inter-company eliminations
8
Agenda
� Company Overview
Kenneth Apicerno, Vice President, Investor Relations
� Technology Overview
Ian Jardine Ph.D., Vice President, Global Research & Development
� Factory Tour
Mark Chatfield, High Performance Liquid Chromatography (HPLC) Cell Manager
9
Healthcare Funding in the News
� Recovery & Reinvestment Act of 2009 (Stimulus Bill)
• $10.4B one-time boost to NIH budget
• $3B one-time boost to National Science Foundation
� Obama’s Current Budget Proposal
• $6B one-time increase in NIH funding for cancer research
• $1B increase to 2009 NIH budget (now $30.3B)
• $1B to FDA to support food safety efforts
Increased opportunities in healthcare
10
Stem Cell Research
� Stem Cell Research is aimed at regenerating damaged tissues such as bone loss, nerve damage and replacement of dysfunctional cells
� Opportunity to treat diseases such as Alzheimer’s, Parkinson’s, Type 1 Diabetes and blood cancers
� Current administration expected to open up federal funding in the U.S. (included within stimulus package)
� Over $14b of U.S. investment expected over next ten years from state and private funding and expected to grow at 9% through 2015
Stem cell research promises to fill gaps where current methods fall short
11
Stem Cell Research - Integrated Workflow Solutions
Key elements combined to assure stability and reproducibility
� Offering qualified culture ware, media and controlled environment that stem cells need in order to grow and multiply in a predictable way
� Technology to allow researchers to completely monitor, control and analyze stem cell growth
� Detection technology to ensure the quality of the final cell type, whether for therapeutics or for drug development
Culture Ware
Cell Lines
Media
Cell Imaging
12
� Proteins: basic components of all living cells and regulate how our bodies function
� Scientists working diligently to identify proteins
• i.e.: ~10,000 proteins in our blood, and only about 3,000 can be detected today
� Understanding of proteins is critical for developing effective drug treatments
� Identifying the difference in proteins and protein levels in one patient versus another
• Leading to personalized medicine and companion diagnostics
� Biomarker identification to enable the development of better diagnostic tests
Protein Research
Protein biomarkers are key indicators of disease
13
Protein Research – Mass Spectrometry
Thermo Fisher Scientific is leading the way in advancing protein science
� Mass spectrometry is the instrument of choice to identify protein biomarkers
� Speed, resolution and accuracy are all improving rapidly
� Offering scientists complete workflow solutions … instruments, reagents, consumables
and software
Accelerating Time to Identify 1 Protein
2004
1 Every
30 seconds
2006
1 Every
3 seconds
20081 Every 3/10ths
of a second
Before 1990
1 Every
Year
Next1 Every 3/100ths
of a second
14
RNAi Technology
RNAi research advancing drug discovery
� RNA interference (RNAi) silences a gene and prevents that gene from producing its protein product
• Nobel Prize winning technology developed in 1998
� Research opportunity:
Scientists are able to independently manipulate genes and evaluate the consequences to cells by silencing certain genes
� Therapeutic opportunity:
Scientists are able to silence a gene and identify those gene products that are suitable as drug targets – they can now target “cancer” causing genes
15
RNAi Technology – Reagents and Services
Most comprehensive portfolio of RNAi-based reagents and services
Industry leading products
� Pre-designed libraries of silencing reagents (siRNA, shRNA, and miRNA)
� Screening and profiling services for researchers
� mRNA and protein detection reagents
� Custom reagents for RNAi research
Automated RNAi screening
� Integrated instrumentation and robotics for cell growth and analysis
� Performs high throughput screens using RNAi based reagents
� Standardizes process to maximize efficiency
RNAi discovery services
� Provides RNAi-based high-throughput screening and analysis
� Conducting whole genome wide screens that help identify drug target
16
Pittcon 2009: New Products for Key Applications
Data Interpretation
Sample Analysis
Sample Preparation
17
Pittcon 2009: New Products for Sample Preparation
Protein Catalogs
Electrodes
Meters
siRNA, shRNA, miRNABioreagents
Hamilton Infinity Fume Hood
Hamilton Distinction II Green Lab Furniture
18
New Thermo Scientific Products for Sample Analysis
Accela Exactive™ LCMS
TSQ Vantage™
Niton XRF GOLDD™Titan 4000™
NSX Analyzer
Basic
Research
Drug Discovery
& DevelopmentEnvironmental &
Food Screening
Industrial &
Product TestingPetroleum &
Chemical
Arena™
Chemistry Analyzer
A range of innovations, from research to routine testing
NanoDrop™
2000/2000cUV/Vis
R
Transcend TLX™ Access Max™
LCMS
19
The Value of High Mass Accuracy and Ultrahigh Resolution
The Case for Exactive
A mixture of >100 pesticides,
mycotoxins and veterinary
drugs at different concentration
levels in horse feed matrix
analyzed at two resolution
settings utilizing full scan
accurate mass measurements
(+/- 2ppm)
100k
10K
0 20 40 60 80 100
250
50
10
% Detected
Detected compounds ppm
45%
10K resolution can’t detect known chemicals
Vastly superior analytical results with Orbitrap performance
99%
100%
93%
32%
11%
250
10
The power of 100K resolution
Orbitrap
ToF
20
Orbitrap Technology for Routine Screening Applications
Exactive will displace ToFs and QToFs!TM
Thermo Scientific Exactive
21
Pittcon 2009: New Data Interpretation Solutions
OMNIC Specta on Raman
Pathfinder TraceFinder
Enterprise Insights
Connects
22
The World Leader in Serving Science
23
Agenda
� Company Overview
Kenneth Apicerno, Vice President, Investor Relations
� Technology Overview
Ian Jardine Ph.D., Vice President, Global Research & Development
� Factory Tour
Mark Chatfield, High Performance Liquid Chromatography (HPLC) Cell Manager
24
San Jose LC/MS Products
3D and Linear Ion-traps
LTQ-ETD
Triple Quads
LTQ FTMS
LTQ OrbitrapSurveyor HPLCAccela UHPLC
25
The World Leader in Serving Science
We are the leading provider of analytical instruments,
equipment, reagents and consumables, software and services
for research, analysis, discovery and diagnostics.
Thank you!