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1、EquityResearch9November2017U.S.LifeScienceTools&DiagnosticsINDUSTRYUPDATEJack’sToolKit–Vol.3,Issue45U.S.LifeScienceTools&DiagnosticsNEUTRALJack’sToolKit–WhatdoesthemarketforstrategicresourcingandfunctionalserviceUnchangedprovider(FSP)offeringslooklikeintheCROmarket?TriviaQuestion:Howmanytransaction
2、sdoesIQVIA’shealthcaredatacloudprocessU.S.LifeScienceTools&Diagnosticsperyear?JackMeehan,CFA+12125263909RecentNotes&Reports:1)Tools&Dx:LabsSeptember2017EmploymentTrendsjack.meehan@barclays.comReview2)Tools&Dx:WeeklyFluCluesReview3)QIAGEN:Good3Q17ResultsHittheBCI,USMark4)Myriad:SolidQuarterlyBeat,Bu
3、tBroadReimbursementStillCriticalforThesisMitchellPetersen5)Hologic:RealValueifCynoSureHasBottomed6)IQVIA:DifferentiatedStrategy+12125263367ShouldDriveUpsidetoMid-termTargets7)GenomicHealth:RevenueMissandSlowermitchell.petersen@barclays.comRampLeadtoLower2017GuideBCI,USBarclaysGeographicEndMarketTra
4、cker:AgilentFY4Q17PMITrackerof55.7(up1.3AndrewWaldq/q),PerkinElmer4Q17PMITrackerof56.3(up0.2q/q),ThermoFisher4Q17PMI+12125269436Trackerof56.6(up0.2q/q),Waters4Q17PMITrackerof55.8(up0.6q/q).andrew.wald@barclays.comBCI,USBarclaysFXTracker(11/08/2017):Euroweakens-0.2%w/w,UKPoundweakens-1.0%w/w,Chinese
5、Yuanweakens-0.4%w/w,andJapaneseYenstrengthens0.3%w/w.HotTopicsfortheWeek:1)QuintilesIMShasre-brandedasIQVIA,andthecompanyhighlightedatitsinvestordayhowthecompany’sscaleanddatatoolsareintegratedforasolutionthatisbetterthanthesumofparts.2)HologicpostedsolidFY4Q17resultsanddeliveredguidanceaspromised,
6、callingforaturnaroundintheaestheticsbusinessinFY2018.3)CharlesRiverdeliveredin-line3Q17results,andwebelievehigh-singledigitsafetyassessmentgrowthshowstheearlydevelopmentmarketremainshealthy.Ourcoverageuniversefinishedtheweekdown-1.9%sincelastThursday(toolsup2.0%,diagnosticsdown-1.3%,andlabs&CROsdow
7、n-7.3%).Incomparison,theS&P500wasup0.2%fortheweek,theRussell2000wasdown-1.5%,andtheNASDAQCompositewasup1.1%.StatoftheWeek:Hologicexpects10%growthinitsmedicalaestheticsbusinessinFY2018,aftera-5%declineinFY20
