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Waters CEO highlights China as key innovation source in the biopharma market

Cnbc · · 303 words · By Alexa LoMonaco
open_in_new Read the original article: https://www.cnbc.com/2026/05/05/waters-ceo-china-key-innovation-biopharma-market…

fact_checkFact-Check Results

7 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

info Single Source 5
check_circle Corroborated 2
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“Roughly one-third of the molecules that are in-licensed by large pharma today come from China.”
SINGLE SOURCE
Only one specific web search result from 'Pharmaceutical Industry Competitive Intelligence' explicitly states that one-third of in-licensed molecules at US pharma multinationals originate from China. Other results discuss China's biotech gains generally but do not confirm the specific 'one-third' statistic.
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web search NEUTRAL — The following is a list of independent pharmaceutical, biotechnology and medical companies listed on a stock exchange that have generated a revenue of at least US$10 billion, ranked by their revenue i…
https://en.wikipedia.org/wiki/List_of_largest_biomedical_com…
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web search NEUTRAL — Pharma dealmaking for drugs invented in China is putting pressure on U.S. biotechs to compete harder, according to investors and executives interviewed by BioPharma Dive earlier this year.
https://www.biopharmadive.com/news/biotech-us-china-competit…
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web search NEUTRAL — Today, one-third of in-licensed molecules at US pharma multinationals originate from China, up from virtually zero in 2019. China’s biotech sector, however, is not monolithic or uniform.
https://pharmaceuticalintelligence.com/category/pharmaceutic…
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“Waters reported adjusted earnings per share of $2.70, topping estimates of $2.31.”
CORROBORATED
Two independent sources (MarketBeat and MSN) explicitly report that Waters posted adjusted earnings per share of $2.70, beating the consensus estimate of $2.31.
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web search NEUTRAL — On a GAAP basis, diluted earnings per share (EPS) for the second quarter of 2025 was $2.47, compared to $2.40 for the second quarter of 2024. Non-GAAP EPS for the second quarter of 2025 grew 12% to $2…
https://ir.waters.com/News--Events/newsroom/news-details/202…
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web search NEUTRAL — Waters released Q1 2026 earnings on May 5, 2026, reporting an EPS of $2.70, which topped analysts' consensus estimates of $2.31 by $0.39. Quarterly revenue rose 91.4% year-over-year to $1.27 billion, …
https://www.marketbeat.com/stocks/NYSE/WAT/earnings/
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web search NEUTRAL — The company posted adjusted earnings per share of $2.70, beating the consensus estimate of $2.31 by $0.39. Revenue totaled $1.27 billion, coming in above the $1.2 billion forecast.
https://www.msn.com/en-us/money/companies/waters-shares-clim…
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“Revenue also beat expectations, coming in at $1.27 billion versus a $1.20 billion forecast.”
CORROBORATED
Two independent sources (MarketBeat and MSN) confirm that Waters' revenue was $1.27 billion, exceeding the forecast of $1.20 billion.
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web search NEUTRAL — How many zeros in 1 billion?Billion to million chartThe meaning of a billion is one thousand million (1,000,000,000). This figure was principally...
https://www.thecalculatorsite.com/finance/calculators/millio…
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web search NEUTRAL — “Ending bottom trawling in Europe’s marine protected areas is essential for saving billions in public costs,” said Professor Sala. “This move will save taxpayers money, protect marine life, boost the …
https://www.sonnenseite.com/en/environment/new-peer-reviewed…
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web search NEUTRAL — World population has reached 8 billion on November 15, 2022 according to the United Nations.Top 20 Countries LIVE. Past, present, and future. Global Growth Rate. Historical data. Forecast. Milestones.…
https://www.worldometers.info/world-population/
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“the company's pharmaceutical segment, which grew 14%”
SINGLE SOURCE
One source ('Waters CEO highlights China...') mentions the strength was driven in large part by the company's pharmaceutical segment, but the provided snippet cuts off before confirming the 14% growth figure. Other results are about J&J or general water markets and are irrelevant.
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web search NEUTRAL — On Tuesday, Waters reported adjusted earnings per share of $2.70, topping estimates of $2.31. Revenue also beat expectations, coming in at $1.27 billion versus a $1.20 billion forecast. The strength w…
https://www.nytimesnewstoday.com/waters-ceo-highlights-china…
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web search NEUTRAL — The Pharmaceutical Water Market is segmented based on product type, purification technology, application, and end-user. Product-wise, the market includes purified water, water for injection (WFI), and…
https://www.linkedin.com/pulse/pharmaceutical-water-market-a…
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web search NEUTRAL — Johnson&Johnson, stock, J&J\'s pharmaceutical segment grew by 17.2%. Johnson & Johnson (JNJ) reported better than investors' expectations for the second quarter of 2021. EPS was $2.35, exceeding the c…
https://indexaco.com/blog/jjs-pharmaceutical-segment-grew-by…
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“Asia grew nearly 30%, led by over 50% growth in China, low-teens growth in India, and low-teens growth in Japan.”
SINGLE SOURCE
The web search results provided for this claim are completely irrelevant, discussing Royal Society fellowships instead of Waters Corporation's regional growth in Asia, China, India, or Japan.
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web search NEUTRAL — This scheme is for experienced senior and mid-career researchers who would benefit from a period of full-time research without teaching, administration and pastoral care duties. It is funded by the Le…
https://royalsociety.org/grants/leverhulme-trust-senior-rese…
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web search NEUTRAL — The Royal Society and the Leverhulme Trust have announced the appointment of seven new Royal Society Leverhulme Trust Senior Research Fellows.
https://royalsociety.org/grants/leverhulme-trust-senior-rese…
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web search NEUTRAL — Case study: Professor Vasilios Stavros Leverhulme Trust Senior Research Fellow 2017 - 2018 Department of Chemistry, University of Warwick Unravelling artificial and natural photoprotection through las…
https://royalsociety.org/grants/leverhulme-trust-senior-rese…
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“high single-digit growth in Americas and Europe”
SINGLE SOURCE
The web search results provided for this claim are irrelevant, discussing water testing meters, Joe Biden, and the Justice Department, with no mention of Waters Corporation's growth in Americas and Europe.
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web search NEUTRAL — New York, USA - Water Testing Meter market is estimated to reach USD xx Billion by 2024. It is anticipated that the revenue will experience a compound annual growth rate (CAGR 2026-2032) of xx...
https://www.linkedin.com/pulse/intense-competition-growth-ex…
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web search NEUTRAL — United States President Joe Biden is back in the news and on social media for his gaffe. In a fresh slip-up, Biden tried to describe America in a single word...
https://www.youtube.com/watch?v=DvA-Vf0MomM
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web search NEUTRAL — Justice Department Wants to Strip 12 Americans of Citizenship. 4 min read.Of the 48 teams, 32 will advance from the opening group stage to the knockout stage — a single-elimination bracket of matches …
https://www.nytimes.com/
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“The generic segment of pharma in China has been declining for many years due to price restrictions”
SINGLE SOURCE
The provided evidence discusses generic drugs generally (Wikipedia) or European filtration, but does not provide specific evidence regarding the decline of the generic pharma segment in China due to price restrictions.
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web search NEUTRAL — Once generic drugs enter the market, competition often leads to substantially lower prices for both the original brand-name product and its generic equivalents. In most countries, patents give 20 year…
https://en.wikipedia.org/wiki/Generic_drug
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web search NEUTRAL — The European Pharmaceutical Filtration Devices market has experienced significant transformations over recent years, driven by a rising demand for advanced filtration solutions in drug manufacturing a…
https://www.linkedin.com/pulse/in-depth-analysis-size-europe…
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web search NEUTRAL — Pharmaceutical revenues in the top 100 are based on data from Evaluate Pharma and exclude licensing revenues and royalty streams. Complete List of the Top 100 Pharma and Biotech Companies of 2024.
https://insights.citeline.com/pharma-insights/the-worlds-top…
info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.