Thermo Fisher Scientific (hereinafter referred to as Thermo Fisher) is a global in vitro diagnostic (IVD) manufacturer. Since 2011, it has been continuously integrating upstream and downstream through mergers and cooperation and horizontal market expansion. Taking the recent example, in July and September 2017, it completed the acquisition of Linkage Biosciences and the start of cooperation with Biocartis.
Linkage Biosciences' main core products focus on the pairing of antigen typing before transplantation. The main products are HLA typing reagent group, KIR typing reagent group, HPA typing reagent group and automated specimen processing instruments. The acquisition assists Thermo Fisher in entering the market for human leukocyte antigen typing. In addition to supplementing the product line, it also adds technical knowledge how and business experience in this field. In the future, it can have more comprehensive coverage of products and services for clinical testing applications.
In addition, on September 8, 2017, Swiss in vitro detection (IVD) company Biocartis also publicly stated that it will cooperate with its US partner Thermo Fisher to develop the US market. Biocartis's main core business is the development of molecular diagnostic products. The company's product Idylla Respiratory (IFV-RSV) Panel was just licensed by US FDA on September 5, 2017, focusing on the detection of influenza Virus (IFV) and respiratory fusion virus (Respiratory Syncytial Virus (RSV). The company currently has a series of cancer mutation gene mutation type detections. Thermo Fisher's future layout in POCT molecular tests, especially in tumor gene mutation types or infectious tests, will be able to support a complete product line. The common points of the two companies are:
. This application field has professional testing reagent groups (and some products have passed the regulatory verification).
is combined with the automated instruments and equipment of the detection reagent group.
▲ Thermo Fisher Product field and main service areas. (Source: Thermo Fisher)
TrendForce Biotechnology Industry analyst Cai Shang-Tsing pointed out that with the launch of Merck Co's new drug Keytruda and Norvatis' Kyrmiah through FDA review, it has opened a new milestone in cancer treatment, and also announced that the competition for human genetic analysis has entered a fierce stage. Thermo Fisher is actively using commercial strategies such as cooperation and mergers to continue to deepen the molecular testing and NGS clinical application market, and strengthen its molecular diagnostic products and drug development service energy. Such cases also allow us to see a model of real precision medicine commercialization.
Source: Science and Technology News
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