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1、EquityResearch1February2018U.S.LifeScienceTools&DiagnosticsINDUSTRYUPDATEJack’sToolKit–Vol.4,Issue5:EarlyU.S.LifeScienceTools&DiagnosticsTakeawaysfrom4Q17ToolsEarningsNEUTRALUnchangedJack’sToolKit–WhatareyourearlytakeawaysfromLifeScienceTools4Q17earningsU.S.L
2、ifeScienceTools&Diagnosticsseason?JackMeehan,CFATriviaQuestion:WhatpercentageoftheNASDAQBiotechIndex(NBI)doesIllumina+12125263909represent(within1%)?jack.meehan@barclays.comBCI,USRecentNotes&Reports:1)QIAGEN:Solid4Q;HighGrowthSTAT-DxDealHasMitchellPetersenPot
3、ential,NeedsMoreDiligence2)ThermoFisher:BattleshipCruisingatSpeedboat+12125263367Pace3)Illumina.:Dissecting2018Guidance,NGSConsumablesRemainstheKeyFactormitchell.petersen@barclays.com4)LifeScienceTools&Dx:4Q17EarningsLateralsfromDanaher5)Hologic.:FinalViralBC
4、I,USLoadApprovalFurtherExpandsMDxAddressableMarket6)PerkinElmer:4Q17NetsAndrewWaldPositive,ButLTTargetsStillScreenasaStretch7)Roche4Q17EarningsLateralson+12125269436Diagnostics.BarclaysLifeScienceTools&Dxandrew.wald@barclays.comBarclaysGeographicEndMarketTrac
5、ker:AgilentFY1Q18PMITrackerof55.9(up0.2BCI,USq/q),PerkinElmer4Q17PMITrackerof56.8(up0.7q/q),ThermoFisher4Q17PMITrackerof57.0(up0.6q/q),Waters4Q17PMITrackerof56.3(up1.0q/q).BarclaysFXTracker(01/31/2018):Euroflatat0.0%w/w,UKPoundweakens-0.3%w/w,ChineseYuanstren
6、gthens1.3%w/w,andJapaneseYenflatat0.0%w/w.HotTopicsfortheWeek:1)Asdescribedinmoredetail,theLifeScienceToolscontinuearobustearningsseason,withThermoFisherheadliningtheresultswith8%organicgrowth–400bpsbetterthanexpected.2)QIAGENannouncedtheacquisitionofSTAT-Dx,
7、enteringthehighgrowthmarketformulti-plexmoleculartesting.3)Fluseasoncontinuesatelevatedlevels,withDanaher(notcovered)partiallyattributingCepheid’s25%4Q17growthtoelevatedflu.Ourcoverageuniversefinishedtheweekdown2.0%sincelastThursday(toolsdown0.6%,diagnosticsd
8、own3.7%,andlabs&CROsdown0.9%).Incomparison,theS&P500wasdown0.6%fortheweek,theRussell2000wasdown1.4%,andtheNASDAQCompositewasflat.StatoftheWeek:QIAGENisacquiringSTAT-Dxfor$147mm+$44mmofmil
