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1、EquityResearch30November2017U.S.LifeScienceTools&DiagnosticsINDUSTRYUPDATEJack’sToolKit–Vol.3,Issue48U.S.LifeScienceTools&DiagnosticsNEUTRALJack’sToolKit–Couldyouprovideanoverviewonmarketshareinearlydevelopment?UnchangedTriviaQuestion:WhatwasthelastcountryBeckmanCoultersoldananalyzerinwhic
2、hrunsaBNPassay(thebaseyearthattriggersthe15yearwindowforQuidel’ssupplyU.S.LifeScienceTools&Diagnosticsagreement)?JackMeehan,CFA+12125263909RecentNotes&Reports:1)U.S.LifeScienceTools&Diagnostics:OB/GYNSurveySays:jack.meehan@barclays.comSolidVolumes/AdoptionofAUB,Aesthetics,&DxBCI,USBarclays
3、GeographicEndMarketTracker:AgilentFY4Q17PMITrackerof55.7(up1.3MitchellPetersenq/q),PerkinElmer4Q17PMITrackerof56.3(up0.2q/q),ThermoFisher4Q17PMI+12125263367mitchell.petersen@barclays.comTrackerof56.6(up0.2q/q),Waters4Q17PMITrackerof55.8(up0.6q/q).BCI,USBarclaysFXTracker(11/29/2017):Eurostr
4、engthens0.2%w/w,UKPoundAndrewWaldstrengthens0.6%w/w,ChineseYuanflatat0.0%w/w,andJapaneseYenweakens-+121252694360.6%w/w.andrew.wald@barclays.comBCI,USHotTopicsfortheWeek:1)BeckmanCoulterannouncedadisputewithQuideloveritssupplyagreementfortheBNPassaybusiness,whereanon-competeclauseisineffect
5、through2029.2)Bio-Radhosteditsfirst-everanalystdayinNYC,layingouttargetsfor3-5%revenuegrowthandEBITDAmarginsof20%+in2020.3)NCCNupdateditsbreastcancertreatmentguidelinestoincludearecommendationthatpatientswithHER2-metastaticbreastcancerbeeligibleforgermlineBRCAtesting.Ourcoverageuniversefin
6、ishedtheweekup1.8%sincelastThursday(toolsup1.6%,diagnosticsup2.0%,andlabs&CROsup1.5%).Incomparison,theS&P500wasup1.9%fortheweek,theRussell2000wasup1.9%,andtheNASDAQCompositewasdown-0.6%.StatoftheWeek:AncestryDNAsold700%morekitsonCyberMondaythantheentireholidayperiodlastyear.UpcomingEvents:
7、-BarclaysMassachusettsBusTour:BAX,CRL,HOLX,andPODD;12/5BarclaysCapitalInc.and/oroneofitsaffiliatesdoesandseekstodobusinesswithcompaniescoveredinitsresearchreports.Asaresult,investorsshouldbeawarethatthefirmmayhaveaconflictofinterestthatcouldaffecttheobjectivit
