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1、EquityResearch18January2018U.S.LifeScienceTools&DiagnosticsINDUSTRYUPDATEJack’sToolKit–Vol.4,Issue4:U.S.LifeScienceTools&DiagnosticsAnalyzingGrowthfromPRAHealth’sNEUTRALUnchangedStrategicPartnershipsU.S.LifeScienceTools&DiagnosticsJackMeehan,CFAJack’sToo
2、lKit–WhatisthepotentialgrowthcontributionfromPRAHealth’srecent+12125263909strategicpartnerships?jack.meehan@barclays.comTriviaQuestion:HowmanynewdrugswereapprovedbytheFDAin2017(within5)?BCI,USMitchellPetersenRecentNotes&Reports:1)Tools&Dx:LabDirectorSurv
3、eySays:SeeingInterestin+12125263367PAMA-DrivenOutsourcing,Near-TermDxTrendsAppearPositive2)LifeScienceToolsmitchell.petersen@barclays.com&Dx:WeeklyFluCluesReview:ILIof5.8%,flatw/wBCI,USBarclaysGeographicEndMarketTracker:AgilentFY1Q18PMITrackerof55.9(up0.
4、2AndrewWaldq/q),PerkinElmer4Q17PMITrackerof56.8(up0.7q/q),ThermoFisher4Q17PMI+12125269436Trackerof57.0(up0.6q/q),Waters4Q17PMITrackerof56.3(up1.0q/q).andrew.wald@barclays.comBCI,USBarclaysFXTracker(01/17/2018):Eurostrengthens2.0%w/w,UKPoundstrengthens2.3
5、%w/w,ChineseYuanstrengthens1.2%w/w,andJapaneseYenstrengthens0.1%w/w.HotTopicsfortheWeek:1)FoundationMedicineandPfizerannouncedabroadcompaniondiagnosticsrelationshipforPfizer’soncologyportfolio.2)Hologicissued$1billionofseniornotes,$600millionata4.375%rat
6、edue2025and$400millionata4.625%ratedue2028.Proceedswillbeusedtoredeem$1billionofoutstanding5.25%seniornotesdue2022.3)Merck’sKeytrudaincombinationwithtwochemotherapydrugswassuccessfulasafirstlinetreatmentforlungcancerregardlessofPD-L1status,inresultspubli
7、shedinastudyonTuesday.Ourcoverageuniversefinishedtheweekdown-1.1%sincelastThursday(toolsup1.1%,diagnosticsdown-3.0%,andlabs&CROsdown-0.7%).Incomparison,theS&P500wasup1.1%fortheweek,theRussell2000wasdown-0.5%,andtheNASDAQCompositewasup2.0%.StatoftheWeek:I
8、noncology,Pfizerhas10FDA-approvedtherapies,17assetsinclinicaldevelopmentand19phase3studies.UpcomingEvents:-BarclaysGlobalHealthcareConference,MiamiBeach,FL,March13-15BarclaysCapitalInc.and/oroneofitsaffiliatesdoesandseekst
