资源描述：
《巴克莱-美股-生命科学与诊断行业-美国生命科学与诊断行业：jack工具包-42期第3卷》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、EquityResearch19October2017U.S.LifeScienceTools&DiagnosticsINDUSTRYUPDATEJack’sToolKit–Vol.3,Issue42U.S.LifeScienceTools&DiagnosticsNEUTRALJack’sToolKit–WhatarelateraltakeawaysforyourcoveragefromDanaher’s(NotUnchangedCovered)3Q17earnings?TriviaQuestion:What
2、percentageofalldatasubmittedaspartofCMS’privatemarketU.S.LifeScienceTools&DiagnosticssurveydoesQuestbelieveitrepresented?JackMeehan,CFA+12125263909RecentNotes&Reports:1)Roche3Q17EarningsLateralsonDx&PAMA,2)Lateralsjack.meehan@barclays.comfromSartoriusPrelim
3、EarningsforBioprocessandPuertoRico,3)Tools&Dx:3Q17BCI,USPreview:SolidEndMarketView,4)U.S.LifeScienceTools&Diagnostics:WeeklyFluMitchellPetersenCluesReview.+12125263367mitchell.petersen@barclays.comBarclaysGeographicEndMarketTracker:AgilentFY4Q17PMITrackerof
4、55.9(up1.6BCI,USq/q),PerkinElmer3Q17PMITrackerof56.2(up1.5q/q),ThermoFisher3Q17PMITrackerof56.4(up1.6q/q),Waters3Q17PMITrackerof55.1(up0.7q/q).AndrewWald+12125269436BarclaysFXTracker(10/18/2017):Euroweakens-0.6%w/w,UKPoundweakens-andrew.wald@barclays.com0.1
5、%w/w,ChineseYuanweakens-0.6%w/w,andJapaneseYenweakens-0.4%w/w.BCI,USHotTopicsfortheWeek:1)TherewasamajorfocusthisweekonbioproductiontrendsfollowingrevenuedeclinesinthosesegmentsatSartoriusandDanaher(bothNotCovered),causedbythehurricanesandcustomerinventoryd
6、estocking.2)Questpostedsolid3Q17results,andare-affirmationoflong-termguidancewasreceivedwellbythemarket.3)Roche(coveredbyBarclaysEuropeanPharmaanalystEmmanuelPapadakis)postedsolid6%CERgrowthinitsDiagnosticsbusiness,thoughcautionedonUStrendsincentralized&POC
7、testingduetoPAMAreimbursementchanges.Ourcoverageuniversefinishedtheweekdown-0.6%sincelastThursday(toolsdown-0.5%,diagnosticsdown-2.0%,andlabs&CROsup1.7%).Incomparison,theS&P500wasup0.4%fortheweek,theRussell2000wasdown-0.2%,andtheNASDAQCompositewasup0.3%.Sta
8、toftheWeek:Thisisthefirsttimesince(atleast)2010thatRoche’sUSCentralizedandPOCdivisiondeclinedy/y(-6%).UpcomingEvents:-BarclaysMassachusettsBusTour:BAX,CRL,HOLX,andPODD;12/5BarclaysCapitalInc.and/oroneo
