资源描述:
《巴克莱-美股-生命科学与诊断行业-jack工具包:第3卷第49期》由会员上传分享,免费在线阅读,更多相关内容在行业资料-天天文库。
1、EquityResearch7December2017U.S.LifeScienceTools&DiagnosticsINDUSTRYUPDATEJack’sToolKit–Vol.3,Issue49U.S.LifeScienceTools&DiagnosticsNEUTRALJack’sToolKit–HowdoesleverageaffectEV/EBITDAmultiplesintheLifeScienceUnchangedTools&Diagnosticssector?TriviaQuestion:Whichcompanyinour
2、coveragegeneratesthegreatest%ofrevenueU.S.LifeScienceTools&DiagnosticsintheUnitedStates?JackMeehan,CFA+12125263909RecentNotes&Reports:1)Quidel:DetailsfromBNPDisputeProvideNewClarityforjack.meehan@barclays.comThesis2)Tools&Dx:LabsOctober2017EmploymentTrendsReview3)Tools&Dx:
3、BCI,USWeeklyFluCluesReview4)Tools&Dx:BarclaysToolsIndustrialTracker-Nov2017:MitchellPetersenPMIsSupportiveofGrowth5)HologicInc.:November2017MammographyMarket+12125263367ModelUpdatemitchell.petersen@barclays.comBCI,USBarclaysGeographicEndMarketTracker:AgilentFY1Q18PMITracke
4、rof55.6(down0.1q/q),PerkinElmer4Q17PMITrackerof56.4(up0.3q/q),ThermoFisher4Q17PMIAndrewWaldTrackerof56.7(up0.3q/q),Waters4Q17PMITrackerof56.2(up0.9q/q).+12125269436andrew.wald@barclays.comBarclaysFXTracker(12/06/2017):Euroweakens-0.4%w/w,UKPoundweakens-BCI,US0.1%w/w,Chines
5、eYuanweakens-0.1%w/w,andJapaneseYenweakens-0.3%w/w.HotTopicsfortheWeek:1)ProposedtaxlegislationhaspassedtheSenateandHouseandwillmoveontothereconciliationprocess.2)HologicreceivedFDAapprovalforitsthirdrespiratoryassay(AdV/hMPV/RV)onitsPantherFusionsystem.3)ThermoFisherwillb
6、ethesupplierforWuXiBiologic’snew30,000Lfacility,theworld’slargestsingle-useplant.Ourcoverageuniversefinishedtheweekdown-2.0%sincelastThursday(toolsdown-3.5%,diagnosticsdown-1.3%,andlabs&CROsdown-1.3%).Incomparison,theS&P500wasdown-0.4%fortheweek,theRussell2000wasdown-1.5%,
7、andtheNASDAQCompositewasdown-0.7%.StatoftheWeek:InastudypresentedatSABCS,inapopulationof6,479womenwhotestednegativeforhereditarymutations,Myriad’sriskScoredetermined38.2%ofpatientswhohadalifetimeriskofgeneratingbreastcancerabove20%,while7.4%hadalifetimerisk>35%.BarclaysCap
8、italInc.and/oroneofitsaffiliatesdoesandseekstodobusinesswithcompaniescoveredinitsresearch