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1、EquityResearch20July2017U.S.LifeScienceTools&DiagnosticsINDUSTRYUPDATEJack’sToolKit–Vol.3,Issue29U.S.LifeScienceTools&DiagnosticsNEUTRALJack’sToolKit–WhatarethelateralsinyourcoveragefromDanaher’s2Q17earnings?UnchangedTriviaQuestion:Whichcompanyhasthelargestoverallp
2、ortfolioofmassspecandchromatographytechnologies?U.S.LifeScienceTools&DiagnosticsJackMeehan,CFARecentNotes&Reports:1)BarclaysLifeScienceTools&Diagnostics2Q17Earnings+12125263909Season'CheatSheet2)QuidelCorp.:TriageAcquisitionChecksallBoxes3)PAREXELjack.meehan@barcla
3、ys.comInternational:ThoughtsonAcquisitionProxyStmt4)U.S.LifeScienceTools&BCI,USDiagnostics:2Q17Preview:AnotherGoodSetupMitchellPetersenBarclaysGeographicEndMarketTracker:AgilentFY3Q17PMITrackerof54.4(down+12125263367mitchell.petersen@barclays.com0.1q/q),PerkinElmer
4、2Q17PMITrackerof54.7(down0.4q/q),ThermoFisher2Q17BCI,USPMITrackerof54.8(down0.6q/q),Waters2Q17PMITrackerof54.4(down0.1q/q).AndrewWaldBarclaysFXTracker(7/19/2017):Eurostrengthens0.9%w/w,UKPoundstrengthens+121252694361.1%w/w,ChineseYuanstrengthens0.5%w/w,andJapaneseY
5、enstrengthens1.1%andrew.wald@barclays.comw/w.BCI,USHotTopicsfortheWeek:1)Danaherkicksoffearningsseasonwith2%coregrowth.LifeSciencesposted3.5%coregrowth,whileDiagnosticsposted2.5%growth.2)Interestingly,DanaheralsonotedthatithasdiscontinuedworkontheVerismolecularplat
6、form.3)QuidelannouncedtheacquisitionofAlere'sTriageassetsfor$400mmplus$40mmofcontingentconsideration.Ourcoverageuniversefinishedtheweekup1.5%sincelastThursday(toolsup0.2%,diagnosticsup2.8%,andlabs&CROsup0.7%).Incomparison,theS&P500wasup1.0%fortheweek,theRussell2000
7、wasup1.2%,andtheNASDAQCompositewasup2.0%.StatoftheWeek:Cepheidposted18%organicgrowthy/yin2Q17.UpcomingEvents:-BarclaysCaliforniaMedToolsBusTour,August15-17,2017.ParticipatingCompanies:AgilentTechnologies(A),Dexcom(DXCM),EdwardsLifeSciences(EW),Essilor(EPA:EI),Genom
8、icHealth(GHDX),Glaukos(GKOS),GenMarkDiagnostics(GNMK),Hologic(HOLX),ICUMedical(ICUI),Masimo(MASI),Nevro(NVRO),NuVasive(NUVA),Quidel(QDEL),Varian(
