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1、EquityResearch25January2018U.S.LifeScienceTools&DiagnosticsINDUSTRYUPDATEJack’sToolKit–Vol.4,Issue4:U.S.LifeScienceTools&DiagnosticsDissectingIllumina’sNGSNEUTRALUnchangedConsumableGrowthU.S.LifeScienceTools&DiagnosticsJackMeehan,CFAJack’sToolKit–WhatarethedriversofIllumina’sNGSconsumablegrowth?+12
2、125263909TriviaQuestion:Whatwasthebestperformingstockinourcoveragein2004,thelastjack.meehan@barclays.comyearthePhiladelphiaEagleswereintheSuperBowl?BCI,USMitchellPetersenRecentNotes&Reports:1)U.S.LifeScienceTools&Diagnostics:WeeklyFluClues+12125263367Review:ILIof6.3%,up50bpsw/w2)U.S.LifeScienceTool
3、s&Diagnostics:4Q17mitchell.petersen@barclays.comPreview:GoodCoverageSetup,FavorDxOppsatQDEL&QGEN3)WatersCorp.:SolidBCI,USEndMarketGrowthSolidBestReadfrom4Q17AndrewWaldBarclaysGeographicEndMarketTracker:AgilentFY1Q18PMITrackerof55.9(up0.2+12125269436q/q),PerkinElmer4Q17PMITrackerof56.8(up0.7q/q),The
4、rmoFisher4Q17PMIandrew.wald@barclays.comTrackerof57.0(up0.6q/q),Waters4Q17PMITrackerof56.3(up1.0q/q).BCI,USBarclaysFXTracker(01/24/2018):Eurostrengthens1.8%w/w,UKPoundstrengthens2.9%w/w,ChineseYuanstrengthens1.0%w/w,andJapaneseYenstrengthens1.9%w/w.HotTopicsfortheWeek:1)Watersbeatorganicgrowthexpec
5、tationsin4Q17with6%constantcurrencygrowth,andinitiated2018guidanceinlinewithourexpectations.2)HologicreceivedFDAPMAapprovalforitsHBVViralLoadassay,givingitafullmenutoaddresstheUSvirologyMDxmarket.3)HologicalsoannouncedthelaunchoftheTempSureEnvi,amedicalaestheticsRFinstrumentforwrinklereduction,skin
6、tighteningandimprovedappearanceofcellulite.Ourcoverageuniversefinishedtheweekup4.0%sincelastThursday(toolsup3.0%,diagnosticsup5.5%,andlabs&CROsup2.9%).Incomparison,theS&P500wasup1.5%fortheweek,theRussell2000wasup1.2%,andtheNASDAQCompositewasup1.6%.StatoftheWeek:Weestimatetheglobalviralloadmarketrep
7、resentsan$800-900millionaddressablemarketforHologic.UpcomingEvents:-BarclaysGlobalHealthcareConference,MiamiBeach,FL,March13-15BarclaysCapitalInc.and/oroneofitsaffiliatesdoesandseekstodobusinesswithcompanie
