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1、EquityResearch22February2018U.S.LifeScienceTools&DiagnosticsINDUSTRYUPDATEJack’sToolKit–Vol.4,Issue8:U.S.LifeScienceTools&DiagnosticsAssessingProstateCancerGuidelineNEUTRALUnchangedChangesforMYGN&GHDXU.S.LifeScienceTools&DiagnosticsJackMeehan,CFAJack’sToolKit–Whatrec
2、entchangesdidNCCNrecommendfordiagnosticusein+12125263909prostatecancerforMyriadGeneticsandGenomicHealth?jack.meehan@barclays.comTriviaQuestion:Whichcompany’sproductexitedtherapidinfluenzatestingmarketinBCI,USmid-JanuaryduetotheFDAreclassificationoftesting?MitchellPet
3、ersen+12125263367RecentNotes&Reports:1)Tools&Dx:TakeawaysfromRocheDxCEOCallonDxmitchell.petersen@barclays.comPlatforms,PAMAandOperations2)Tools&Dx:WeeklyFluCluesReview:ILIof7.5%,BCI,USflatw/w3)PRAHealthSciences:PremiumGrowthDeservesPremiumMultiple,ReiterateOW4)Quidel
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5、q),ThermoFisher1Q18PMITrackerof57.2(up0.3q/q),Waters1Q18PMITrackerof56.9(up0.4q/q).BarclaysFXTracker(02/21/2018):Euroweakens-1.4%w/w,UKPoundweakens-0.6%w/w,ChineseYuanweakens-0.1%w/w,JapaneseYenweakens-0.7%w/w,andSwissFrancweakens-1.0%w/w.HotTopicsfortheWeek:1)PRAHea
6、lthdeliveredsolid4Q17results,featuringorganicgrowthof18.6%andanetbook-to-billof1.30x.2)Quidelpostedsolid4Q17resultsshowingsharegainswithSofiaamidstarecordfluseason.3)Bruker’sCFO,TonyMattacchione,announcedhisresignationeffectiveMarch16,2018.Ourcoverageuniversefinished
7、theweekdown-2.0%sincelastThursday(toolsdown-1.0%,diagnosticsdown-1.1%,andlabs&CROsdown-4.7%).Incomparison,theS&P500wasdown-1.0%fortheweek,theRussell2000wasdown-0.2%,andtheNASDAQCompositewasup1.0%.StatoftheWeek:PRAHealth’s4Q17organicgrowth(18.6%)hasoutpacedthecombined
8、CROorganicgrowthratesofCRL,ICLR,IQV,andLH.UpcomingEvents:BarclaysGlobalHealthcareConference,March13-15BarclaysCapitalInc.and/oroneo
