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1、EquityResearch16November2017U.S.LifeScienceTools&DiagnosticsINDUSTRYUPDATEJack’sToolKit–Vol.3,Issue46U.S.LifeScienceTools&DiagnosticsNEUTRALJack’sToolKit–WhatPAMAcommentarydiddiagnosticandlabcompaniesprovideUnchangedduring3Q17earnings?TriviaQuestion:HowmuchdoestheUS
2、spendannuallymanagingc.difficileU.S.LifeScienceTools&Diagnosticsoutbreaks?JackMeehan,CFA+12125263909RecentNotes&Reports:1)LifeScienceTools&Dx:WeeklyFluCluesReview2)Charlesjack.meehan@barclays.comRiver:GoodTrendsBelowMarketExpectations3)Hologic:AestheticsSurveySays:B
3、CI,USHealthyMarketforCynoSuretoPenetrate4)QIAGEN:MgmtMeetingTakeaways-SeeMitchellPetersenValueExecutingAgainst5-YrPlan5)AMP2017CorporateWorkshopTakeaways-+12125263367FocusonHOLX,QGEN&QDEL.BarclaysLifeScienceTools&Dx6)Takeawaysfrommitchell.petersen@barclays.comAMPLab
4、DirectorDinner.BarclaysLifeScienceTools&Dx7)U.S.LifeScienceTools&BCI,USDiagnostics:3Q17ProstateCancerPrognosticDxMarketModel:VolumesBuildAheadAndrewWaldofMedicareCoverageExpansion+12125269436BarclaysGeographicEndMarketTracker:AgilentFY4Q17PMITrackerof55.7(up1.3andre
5、w.wald@barclays.comq/q),PerkinElmer4Q17PMITrackerof56.3(up0.2q/q),ThermoFisher4Q17PMIBCI,USTrackerof56.6(up0.2q/q),Waters4Q17PMITrackerof55.8(up0.6q/q).BarclaysFXTracker(11/15/2017):Eurostrengthens1.7%w/w,UKPoundstrengthens0.4%w/w,ChineseYuanstrengthens0.1%w/w,andJa
6、paneseYenstrengthens0.9%w/w.HotTopicsfortheWeek:1)TheAMP2017conferencehighlightedthelatestadvancesinMDx,withafocusonHologic'sFusionandtheQIAGENGeneReader.2)Illuminaannouncedthelaunchof2newadaptationsofclinicalNGSplatforms,withtheNextSeq550DxandMiSeqDx.3)CDCdatashows
7、aninitialuptickinfludata,with1.8%ofphysicianofficevisitsassociatedwithILI.Ourcoverageuniversefinishedtheweekdown0.2%sincelastThursday(toolsup0.5%,diagnosticsdown0.2%,andlabs&CROsdown1.0%).Incomparison,theS&P500wasflatat0.0%fortheweek,theRussell2000wasup0.9%,andtheNA
8、SDAQCompositewasdown1.2%.StatoftheWeek:Hologichas800PanthersystemsplacedintheUSupgradeableforFusion.UpcomingEvents:-BarclaysMassachusettsB
