Tycho Peterson

this is something you have not talked a ton about, but maybe just quantify the size of the semi business today

you did kinda buck the trend here. I know Vijay kind of asked a question earlier, but are you kind of not seeing what others are on chemical side because of the GC replacement cycle

Maybe just talk on the 75 basis points you're guiding to the gives and takes there. And if the top line ends up at the high end, could you do better?

The commercial investments that you flagged, when when did you decide to move forward with those, and why they baked into into the guide?

How widespread is that? Is that globally? Is it CDMOs, just large pharma? How much pent-up demand, I guess, do you think there is that could come through

it seems to imply that US was maybe down or or pretty soft the quarter. I'm just curious if there's something going on there.

Are you able to give us what percentage of LC systems are Infinity III at this point? Is it 15%, 20% of the mix?

Could that business be double digit for the full year? Or should we think about high single digit for NASD?

Can you maybe just talk a little bit about your ability to cross-sell with BioVectra and then how are you thinking about clinical versus commercial customers?

Are you able to delineate what LC did and what mass spec did in the quarter? And then just thinking a little bit about the new administration

Maybe just touch on the path to getting commercial coverage, Medicare Advantage, some of the next steps we should be thinking about on the back of MolDX

how do we think about additional indications being introduced for Haystack? And then any thoughts on just guideline inclusion for NCCN?

wondering if you can unpack a little bit more what you're seeing pharma versus biotech versus CDMOs?

maybe just talk a little bit about where you're feeling better as we think about the remainder of the year

how should we think about the flow through of incrementals? You did not really touch on the incremental cost-out initiatives

There were mixed data points earlier this week from one of the companies that reported on China bioprocess

would love to just hear a little bit more about the strength on SCIEX and how much of that is the new product

talk about some of the puts and takes in the guide for the fourth quarter

for Beckman for next year, I mean, we can kind of get into a little bit more details when we give the formal numbers

sounds like you're not flagging any incremental headwinds on volume-based procurement. You know, obviously, one of your periods did last week

We've seen, I think, $150 billion in new CapEx announced, including Roche today in the U.S. When do you think that becomes a tailwind

anything you can say on kind of the long range outlook in '26, the Street's got you just under 7%

your comfort and your ability to take price, areas where you think you can push it more and maybe the mechanism to do it

Can you kind of double utilization while holding the installed base flat?

just thoughts on USPSTF given the Braidwood case. What should we be thinking about here

maybe just touch on the reimbursement pathway there for the different buckets. And then Alzheimer's, I know you did the Roche deal for the primary care market

can you maybe just talk about the acceleration you saw here in 3Q, a nice step-up from 2Q

Curious how you're sizing the opportunity for pTau-217/Beta Amyloid and any market development that needs to happen there?

Can you maybe just talk a little bit more about what you're implying there and what parts you might pull out of?

how are you thinking about resources you need to put behind that ahead of the launch later this year?

is there a chance that that could actually come back sooner?

Is there any way to kind of delineate how much of this is kind of broader market recovery versus actually opening up new markets

Fair to assume, Lab will see that later, but maybe you'll see it on the Industrial side earlier

Can you just talk a little bit about volumes and what you're baking in on the bioprocessing side this year

I'm just curious how you're thinking about R&D spending in the next couple of quarters. You've got tariffs, MFN noise

NIH grants are starting to flow. As we think about the lab business in the back half of the year, could that be a source of upside

some of your large multinational competitors, including your biggest one in balances and skills, you know, doesn't do a lot in China

can you maybe talk about what you're hearing from your customers there? Any concerns about them leaning on you guys on prices

How high could you take that if you needed to an inflationary environment? Is there kind of a natural ceiling on where you think you could take it

You guys noted accelerating growth in India. I mean, it feels like it's been a while since you've called that out. Just curious what secular trends you're seeing

can you maybe just talk about some of the gives and takes in the quarter, cost inflation, incremental spending?

When do you think you're really going to see a turn here? Maybe just unpack what it is you're seeing?

last quarter, was noise on margins, discounting, promotional activity by some of your peers. Can you just talk a little bit about competitive dynamics on the reagent side?

Curious if we can get a little more color just on the various buckets, how you're thinking about, you know, liquid handling, in vivo, high content screening

budget flush in the year end from pharma, is is that baked in or not? How how are you thinking about that

can you say whether that was price capture? Is it share gains? If so, where do you think you're pulling share on the consumables side?

there's obviously FDA plans to phase out animal testing. That's a long phase in period. But you do have in vivo imaging

as we kind of think about that business for the remainder of the year, how are you feeling about a recovery on the instrument side?

Curious if you could talk on PPD. I think one of your peers had light bookings last night, obviously, you're coming off a very strong fourth quarter

would love a little bit more color on the contract research side of the house

Is this mostly mass spec? Is it cryo EM? Any particular segments that are emerging

Can you maybe talk about the opportunity set there, how you feel about current capacity in fill-finish today

is there any reason that the CRO business isn't back to more normalized, call it, high single-digit growth

anything around order growth? Is this mostly share gains from your perspective? Much of this is bundling

trying to understand why now is the right time. Synergies for PPD have gone well. So any kind of bogey you can point to

I didn't actually hear what you're assuming for China growth this year. Assuming your products come off the trade restrictions list

talk about your confidence in turning that business around, obviously, the new BACTEC coming fairly soon

The $35 million in revenue synergies, though, can you maybe just touch on where you think those are coming from earlier

instruments, right, and the Empower impact on that transition. I understand it's, call it, 250 basis point headwind this quarter. But how do we think about the go-forward P&L impact

America is up low double digits, China up over 20%. Can you maybe just provide a little more color on both those markets

you had a nice acceleration on a harder comp. How sustainable is that? You talked about some new initiatives

How do you think about maybe longer-term risks around that business with manufacturing moves more onshoring? Do you think that what you're seeing there is sustainable

on replacement cycle, just talk a little bit about where we are in the process? You've talked in the past about customers bringing IT and procurement to the table

budget flush dynamics to what degree you thought you had pulled forward here with the new administration and quantify any budget flush impact

What's the appetite to resume share repurchases versus look at M&A? And what's the appetite if it's the latter for larger deals