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环球视野，深度视角 各位亲爱的股东们，大家早上好中午好晚上好。 今天咱们聊聊空间生物学。 嘿，今天正好珞米广子，巧了么这不是。 #01 新的里程碑 2024年10月11日，又是空间生物学领域发生大事的一天。 Bruker宣布成立新的Bruker Spatial Biology Division，即布鲁克空间生物学部门。 不出意外，根据公告，NanoString被划入新开的空间生物学部门。 另外，此前Bruker 2020年收购的Canopy Biosciences也将划入该部门。 当然，此前2021年买过来的Acuity Spatial Genomics也被装入新的部门。 Bruker Spatial Biology Division，我愿意称之为复仇者联盟... 需要注意的是，Canopy是服务平台，Acuity 和NanoString主要是技术设备平台。 这下好了，以后找Bruker问空间生物学的事都找一个部门就行。 只是，整合完了是不是该削一削层级？会裁员吗？ 这大概是白问，几乎是肯定的。 另外，NanoString之前被纳入NANO事业群，成立了新部门是不是意味着可以跟NANO事业群平起平坐呢？ 哎，不行。 这只是个division，算不得group，成立的时候来站台的是NANO事业群老大Mark Munch，而不是CEO Frank Laukien。 哪里都是人情世故啊。 哦，对了，大家可能发现了这个新部门的领导人Todd Garland有点眼熟吧。 #02 特洛伊木马？ 哎，没错，Todd Garland就是NanoString的前CCO（首席商务官）。 他只在这个位置上待了一年，NanoString就被Brucker收购了。 然后，他又成了新的空间生物学部门的Head。 怎么样，是不是有点特洛伊木马的味道？ 垂死病中惊坐起，木马竟是我自己。 那也有人有意见，你咋不说NanoString 前CSO是特洛伊木马呢？他也是现在布鲁克空间生物学部门的CSO啊。 兄弟，Joseph在NanoString待了12年。 无间道里面的梁朝伟都没卧底这么久吧... 当然，看到这里也会有人有个疑问，原来的NanoString CEO怎么不做新部门的负责人呢？ 朋友，这你就不明白了，一般CEO和另外一种高管是很难留下来的。 #03 难兄难弟？ 一般只要不是收购完了怕原来的CEO和CFO挖坑需要做“人质”的情况，这俩职位都很难留下来。 你想想，我花钱买了个公司还是原来的老板原来的财务。 人和事原来的老板管，钱原来的财务管。 我是去买债务的？还是去做慈善捐款的？ 所以嘛，还是走的好。 原来的CFO Thomas又去当CFO了，刚刚上任没多久。 几乎是无缝衔接，十分热爱工作，一点也不work life balance。 你看看看，人家CEO就不一样了。 从CEO位置上退下之后休息了差不多4个月，然后去了丹纳赫Danaher任SVP（Senior Vice President）。 这哪里是难兄难弟，分明是发财兄弟... #04 最后 很显然，布鲁克这是在继续押宝空间生物学。 凭借收购来的一堆公司，企图通过建立专门分支部门整合现有技术和服务平台提供统一的对外媒介窗口。 同时利用这个机会好好整合空间生物学的内部资源。 当然，我相信布鲁克也不会拒绝外部好的收购机会。 另外，还有个重要的发现： 财务比较好找工作 END 啊对对对对，扫描这货 能联系到我 至此，各位股东星标了么？点赞了么？转发了么？在看了么？谢谢！ 所有内容均不作为投资建议，信息均来自公开资料。 近期文章： 相关资料：注1：https://ir.bruker.com/press-releases/press-release-details/2024/Bruker-Announces-Formation-of-New-Bruker-Spatial-Biology-Division/default.aspx注2：https://www.bruker.com/en/about/our-business-groups.html

Vizgen and Ultivue, two companies at the forefront of developing technologies that allow scientists to map the molecular makeup of cells in exquisite detail, are joining forces. The merger, announced Wednesday, creates the biggest private company in the emerging spatial biology field. The startups have raised more than $256 million total over the years. That sum doesn’t include a new Series D financing for Vizgen. The company would not disclose the amount raised but said it was backed by ARCH Venture Partners, Northpond Ventures and Tao Capital Partners. Those three firms have also previously invested in Ultivue. Vizgen’s instruments map which RNA molecules are present in individual cells across a tissue, a technique broadly known as spatial transcriptomics. Ultivue sells kits to detect up to a dozen different proteins on a single tissue sample, which is one version of a method known as spatial proteomics. Scientists are using the techniques to produce kaleidoscopic images revealing the complexity of the brain , the immune system and the tumor microenvironment. It’s leading to new hypotheses about what goes awry in Alzheimer’s disease, autoimmune diseases, cancer and more. Researchers hope the approaches will lead to new drugs and diagnostics. Yet the booming field of spatial biology has been rocked by a series of lawsuits, including one directed at Vizgen. The California company 10X Genomics has sued Vizgen for infringing its patents. Vizgen has denied the allegation, countersued, and accused 10X of trying to quash competition with monopolistic practices. In a written statement, Vizgen told Endpoints News that the merger “does not relate to our ongoing litigation” and that the company will continue to defend its technology. A trial is scheduled for early 2025. “Customers can expect continued access to the same products and services with added benefits from the combined expertise and technology platforms of both Vizgen and Ultivue,” the company told Endpoints. Vizgen and Ultivue are based just blocks apart in the same industrial park on the western outskirts of Cambridge, MA. The companies will maintain their presence there, as well as Vizgen’s manufacturing facility in nearby Waltham, MA. Vizgen said that it hasn’t announced layoffs. Ultivue CEO Rob Carson will run the combined company, which will operate under the Vizgen name. Vizgen CEO Terry Lo will remain on the company’s board. Carson and Lo declined interview requests through a spokesperson. Earlier this year, NanoString, another spatial biology company, declared bankruptcy in the midst of its own legal dispute with 10X. 10X, NanoString and Vizgen all sell instruments for spatial transcriptomics. The details of each company’s approach vary, but all of them give researchers a picture of how gene expression varies from cell-to-cell across a tissue. Some academic scientists who rely on spatial biology instruments from these companies have also accused 10X of trying to stifle innovation — 10X has denied it — and voiced concerns that their investments in expensive instruments from NanoString and Vizgen will be useless if the companies fold. NanoString CEO Brad Grey told Endpoints in April that the company’s debt and legal losses made it impossible to raise money to keep the company afloat and cover the $31 million in damages that US courts said it owed 10X. In May, the scientific instrument company Bruker said it would acquire NanoString for $392.6 million in cash. On Wednesday, Bruker announced a new division of the company focused on spatial biology that will continue to offer NanoString instruments and reagents alongside contract research services.

Adds Highly Complementary Business in Gene Expression Profiling and Spatial Transcriptomics for Discovery and Translational Research BILLERICA, Mass.--(BUSINESS WIRE)-- Bruker Corporation (Nasdaq: BRKR) today announced that it has closed its asset acquisition of the business of NanoString Technologies, Inc., headquartered in Seattle, Washington, a leading provider of life-science research solutions for spatial transcriptomics and gene expression analysis. Under the asset purchase agreement, Bruker has now acquired substantially all of the assets and rights associated with NanoString’s business, including the nCounter®, GeoMx®, CosMx™ and AtoMx™ product lines, for approximately $392.6 million in cash, and the assumption of certain liabilities. In 2023, NanoString generated revenues of approximately $168 million. NanoString’s innovative platforms and leading solutions for spatial transcriptomics and gene expression analysis have been critical in enabling scientists and medical researchers to advance vital discovery, translational, and pre-clinical disease research, leading to over 7,000 peer-reviewed publications. The products and organizational infrastructure of NanoString and Bruker are highly complementary, and under Bruker’s ownership, the combined organization will leverage each other’s strengths to continue to innovate and support the discovery and translational research communities with a broad set of leading solutions, ushering in the single cell and spatial biology revolution. “We have a proven track record in successfully integrating and nurturing our acquired businesses for growth and increased profitability, while preserving their cutting-edge R&D. We are excited to carry forward all the NanoString product lines which are so important for science and medical research,” commented Dr. Mark R. Munch, President of the Bruker NANO Group. “NanoString’s innovative platforms are complementary to Bruker’s high-performance CellScape™ spatial proteomics platform and contribute further to Bruker’s leadership in the post-genomic era.” Confirming Bruker’s April 22nd press release, Bruker expects the NanoString business to be near break-even by 2026 with resumed revenue growth, margin improvements, and transaction synergies, including public company costs, which are not assumed in this asset deal. As a preliminary estimate, for the remainder of 2024, the transaction is expected to be dilutive to Bruker’s non-GAAP EPS by $0.15 to $0.20. Due to significant business disruption and uncertainty, Bruker is not yet in a position to give financial guidance on the NanoString business for 2024, but Bruker expects to add this business to Bruker’s guidance by 2025 and beyond. Brad Gray, NanoString CEO, added: “We are proud to have pioneered spatial biology and built an enterprise with compelling solutions that advance scientific and medical research. Bruker will provide a great home for our talented team who will continue to serve NanoString’s current and future customers in our mission to map the universe of biology.” Morgan, Lewis & Bockius LLP and Goldman Sachs & Co. LLC are serving as legal and financial / strategic advisors, respectively, to Bruker. NanoString is represented by Willkie Farr & Gallagher LLP as counsel, AlixPartners LLP as restructuring advisor and Perella Weinberg Partners L.P. as restructuring investment banker. About Bruker Corporation – Leader of the Post-Genomic Era (Nasdaq: BRKR) Bruker is enabling scientists and engineers to make breakthrough post-genomic discoveries and develop new applications that improve the quality of human life. Bruker’s high-performance scientific instruments and high-value analytical and diagnostic solutions enable scientists to explore life and materials at molecular, cellular, and microscopic levels. In close cooperation with our customers, Bruker is enabling innovation, improved productivity, and customer success in post-genomic life science molecular and cell biology research, in applied and biopharma applications, in microscopy and nanoanalysis, as well as in industrial and cleantech research, and next-gen semiconductor metrology in support of AI. Bruker offers differentiated, high-value life science and diagnostics systems and solutions in preclinical imaging, clinical phenomics research, proteomics and multiomics, spatial and single-cell biology, functional structural and condensate biology, as well as in clinical microbiology and molecular diagnostics. For more information, please visit . Cautionary Statement Regarding Forward-Looking Statements This communication contains “forward-looking statements” regarding Bruker’s acquisition of the NanoString business in an asset deal. All statements, other than statements of historical facts, including statements concerning Bruker’s fiscal year 2024 financial outlook, our outlook for non-GAAP EPS for the remainder of 2024, the future financial performance of the NanoString business, including its net income, revenue growth and operating margin, the timing and achievement of organic revenue growth and non-GAAP EPS accretion from the combined Spatial Biology business; Bruker’s and NanoString’s plans, objectives, goals, beliefs, strategy and strategic objectives, future events, business conditions, results of operations, financial position, business outlook, business trends and other information, may be forward-looking statements. Forward-looking statements generally can be identified by the use of forward-looking terminology such as “anticipate,” “believe,” “contemplate,” “continue,” “could,” “estimate,” “expect,” “goal,” “intend,” “may,” “plan,” “potential,” “predict,” “project,” “seek,” “should,” “strategy,” “target,” or “will” or the negatives of these terms or variations of them or similar terminology. Readers are cautioned that any such forward-looking statements are not guarantees of future performance and involve risks and uncertainties and are cautioned not to place undue reliance on these forward-looking statements. Actual results may differ materially from those currently anticipated due to a number of risks and uncertainties. Risks and uncertainties include, but are not limited to, Bruker’s ability to integrate NanoString and achieve the expected synergies; risks relating to the potential diversion of management’s attention from Bruker’s ongoing business operations; the risk of stockholder litigation and any other legal proceedings relating to the transaction, including resulting expense; the risk that any announcements relating to the transaction could have adverse effects on the market price of Bruker’s common stock; the risk that the transaction and its announcement could have an adverse effect on the ability of NanoString to retain and hire key personnel and to maintain relationships with customers, vendors, employees and other business partners and on its operating results and business generally; and the risk that Bruker’s financial results may not be consistent with current guidance or that Bruker may not reliably predict the impact of the acquisition on its financial results or guidance. For further discussion of these and other risks and uncertainties, see Bruker’s most recent Form 10-K and Form 10-Q filings with the SEC. Except as required by law, Bruker does not undertake any duty to update forward-looking statements to reflect events after the date of this press release. About NanoString Technologies, Inc. NanoString Technologies, a leader in spatial biology, offers an ecosystem of innovative discovery and translational research solutions, empowering our customers to map the universe of biology. The GeoMx® Digital Spatial Profiler is a flexible and consistent solution combining the power of whole tissue imaging with gene expression and protein data for spatial whole transcriptomics and proteomics. The CosMx™ Spatial Molecular Imager is a single-cell imaging platform powered by spatial multiomics enabling researchers to map single cells in their native environments to extract deep biological insights and novel discoveries from one experiment. The AtoMx™ Spatial Informatics Platform is a cloud-based informatics solution with advanced analytics and global collaboration capabilities, enabling powerful spatial biology insights anytime, anywhere. At the foundation of our research tools is our nCounter® Analysis System, which offers a secure way to easily pro expression of hundreds of genes, proteins, miRNAs, or copy number variations, simultaneously with high sensitivity and precision. For more information, please visit . View source version on businesswire.com: Contacts Investors: Justin Ward Sr. Director, Investor Relations & Corporate Development Bruker Corporation T: +1 (978) 313-5800 E: Investor.Relations@bruker.com Source: Bruker Corporation View this news release online at: