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1、EquityResearch15February2018U.S.LifeScienceTools&DiagnosticsINDUSTRYUPDATEJack’sToolKit–Vol.4,Issue7:U.S.LifeScienceTools&DiagnosticsEvaluatingtheAllocationofTaxNEUTRALUnchangedReformBenefitforourCoverageU.S.LifeScienceTools&DiagnosticsJackMeehan,CFAJack’
2、sToolKit–Howarebeneficiariesfromtaxreforminyourcoverageallocatingthe+12125263909benefit?jack.meehan@barclays.comTriviaQuestion:CharlesRiverhasannouncedtheacquisitionofMPIResearch,whichBCI,USownsthelargestsafetyassessmentfacilityglobally.Howmanysquarefeeti
3、stheMitchellPetersenfacility?+12125263367mitchell.petersen@barclays.comRecentNotes&Reports:1)A:GrowthStrategyinFullSwing(WithMoretoCome)2)BCI,USIQV:Active2017PositionsThesisWellfor2018Growth3)TakeawaysfromLabDirectorCallonDxPlatforms,PAMAandOperations.4)C
4、RL:MPIResearchDealisanAndrewWald+12125269436ObviousFit,Long-TermTargetsasExpected5)SizingBuybackOpportunitiesAmidstandrew.wald@barclays.comMarketDislocation-FavorA,LH&TMO.6)LabsDecember2017EmploymentTrendsBCI,USReview7)WeeklyFluCluesReview:ILIof7.7%,up50b
5、psw/w8)HOLX:NoMajorSurprisesinFY1Q18,FocusRemainsNewProducts,Intl&CYNO9)BRKR:StrongCloseto2017,LookingforUpsidetoLow-SingleOrganicGrowth10)MTD:VeryCleanQuarteronTrackfor2018BarclaysGeographicEndMarketTracker:AgilentFY1Q18PMITrackerof55.7(up0.1q/q),Mettler
6、Toledo1Q18PMITrackerof57.3(up0.4q/q),PerkinElmer1Q18PMITrackerof57.0(up0.3q/q),ThermoFisher1Q18PMITrackerof57.2(up0.3q/q),Waters1Q18PMITrackerof56.9(up0.4q/q).BarclaysFXTracker(02/14/2018):Eurostrengthens1.5%w/w,UKPoundstrengthens0.9%w/w,ChineseYuanweaken
7、s1.3%w/w,JapaneseYenstrengthens2.1%w/w,andSwissFrancstrengthens1.5%w/w.HotTopicsfortheWeek:1)CharlesRiverannouncedtheacquisitionofMPIResearch,furtherconsolidatingthesafetyassessmentmarket.2)IQVIAandICONkickedoffCROearningsseasononasolidnote,withconsistent
8、4Q17trendsandstrongnewbusinessawards.3)AgilentcontinuedatrackrecordofstrongearningsfromLifeScienceToolscompanies,posting10%organicgrowth–withbroadbasedstrengthacrossthebusiness.Ourcoverageuniversefinishedtheweekup5.
