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1、EquityResearch30November2017U.S.LifeScienceTools&DiagnosticsINDUSTRYUPDATEOB/GYNSurveySays:SolidVolumes/U.S.LifeScienceTools&DiagnosticsAdoptionofAUB,Aesthetics,&DxNEUTRALUnchangedInOctober2017,weperformedasurveyof50OB/GYN’stogaugetrendsinthemarketforGYNSurgical
2、,medicalaesthetics,anddiagnostics(hereditarycancertestingandU.S.LifeScienceTools&DiagnosticsNIPT).Overall,wewereencouragedbyexpectationsforunderlyingmarketvolumes.JackMeehan,CFAForHologic(HOLX,OW),demandforMyoSureinAUBcontinuestoincrease,andwe+12125263909seeahea
3、lthyrunwaytodriveadoption.Additionally,wecontinuetoseeinterestfromjack.meehan@barclays.compracticesinexpandingtheirofferingintomedicalaesthetics,whichweviewasBCI,USvalidationofpotentialcross-sellingopportunitieswithCynoSure.ForMyriad(MYGN,EW),weseeinterestinthec
4、ompany’snewriskScoreoffering,butbelieveitistooearlyMitchellPetersentomakeacallonhowitcouldimpactpenetrationratesforpreventativecaretestingin+12125263367HCT.ConferenceCallat10amETon11/30:800-706-8249,Passcode:6278508mitchell.petersen@barclays.comBCI,USA)VolumeTak
5、eaways:Thevolumeenvironmentheadinginto2018appearstobeonasolidfooting,withOB/GYNsoverwhelminglyexpectingvolumestoincreaseovertheAndrewWaldnextyearacrossallareasincludedinoursurvey.Expectationsforavolumeincrease+12125269436werereflectedby80%ofresponsesinabnormalut
6、erinebleeding(AUB),50%innon-andrew.wald@barclays.cominvasivefatreduction(NIFR),90%invaginalrejuvenation(VR),72%inhereditaryBCI,UScancertesting(HCT),and77%innon-invasiveprenataltesting(NIPT).VersusourMarch2017survey,AUBhadthemostnotablepositiveshiftintermsofvolum
7、egrowthexpectations(upfrom53%).Onlyonephysicianacrossallcategoriesexpectsadeclineinthecomingyear,whichwasinAUB.B)AbnormalUterineBleeding(AUB)Takeaways:InHologic’sGYNSurgicalbusiness,oursurveysuggeststhatthereisalongrunwayofgrowthremainingforMyoSure.90%ofOB/GYNss
8、urveyed(43of48thatperformAUB)useNovaSure,whileonly56%useMyoSure(27of48).SinceourMarch2017survey,adoptionratesofMyoSurehaveincreased930bps.HologichasguidedtoMSDgrowthi
