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1、EquityResearch10October2017U.S.LifeScienceTools&DiagnosticsINDUSTRYUPDATEBarclaysLabDirectorSurvey:FocusU.S.LifeScienceTools&DiagnosticsonDxVolume&PurchasingTrendsNEUTRALUnchangedInourfourthquarterlylabdirectorsurvey,webelieveresultsindicatenear-termvol
2、umegrowthandpurchasingtrendsremainstable,asratechangesfromPAMAU.S.MedicalSupplies&Devicesloomonthehorizon.Ingeneral,thelabdirectorsinoursurveyarepositiveonnearNEUTRALtermvolumetrends.Additionally,webelievepositivesentimentonDxpurchasingUnchangedbodeswel
3、lfornear-termcapacityadditionsdespiteindustryconsolidation.Wewillcontinuetomonitorthesetrendsclosely,asmajorMedicarereimbursementchangesU.S.LifeScienceTools&Diagnosticsremainaconcernfortheindustryheadinginto2018.WebelievethesurveyprovidesaJackMeehan,CFA
4、uniquereviewofpurchasingtrendswithindiagnosticlabs(n=50).Weinclude+12125263909surveyresultsfor8diagnosticcategories:CoreLabtesting,Hematology,MDxforjack.meehan@barclays.comSexualHealth,MDxforViralLoad,TransfusionMedicine,PointofCare(POC)forBCI,USInfecti
5、ousDisease,ClinicalMassSpec,andNextGenerationSequencing(NGS).MitchellPetersenInCoreLab–Roche(coveredbyBarclaysanalystEmmanuelPapadakis),Siemens+12125263367(coveredbyBarclaysanalystJamesStettler),andAbbott(OW)ledinsharegainsmitchell.petersen@barclays.com
6、amongsttestingplatforms.Thisisconsistentwithtrendswe’veseeninpriorsurveyBCI,USwork,andwehighlightthatthesethreecompanieshavedemonstratedbetterrelativeAndrewWaldgrowthratesinthemarket.ForAbbott,feedbackfromthesurveywaspositiveinour+12125269436view.We’reb
7、eginningtoseereferencestotheAlinityplatformaheadoftheplannedandrew.wald@barclays.comUSlaunch,whichhelpsimproveourconvictionthatthenewplatformcansustainBCI,USgrowthratesfordiagnosticsheadinginto2018.Abbottwaslistedasthe#1companythatlabdirectorswouldbemos
8、tlikelytobuy(Alerewastiedfor#2)andAbbottwasU.S.MedicalSupplies&Deviceslistedasthemostinnovativecompany(Alerealsotiedfor#2).WhileAbbottfinishedMatthewTaylor,CFAthirdintermsofsharegainsincorelab,thecompanyhadapositivespreadversus+1
