EquityResearch7February2019COREBarclaysCapitalInc.and/oroneofitsaffiliatesdoesandseekstodobusinesswithcompaniescoveredinitsresearchreports.Asaresult,investorsshouldbeawarethatthefirmmayhaveaconflictofinterestthatcouldaffecttheobjectivityofthisreport.Investorsshouldconsiderthisreportasonlyasinglefactorinmakingtheirinvestmentdecision.PLEASESEEANALYSTCERTIFICATION(S)ANDIMPORTANTDISCLOSURESBEGINNINGONPAGE18.U.S.LifeScienceTools&DiagnosticsJack’sToolKit–Vol.5,Issue6:ThoughtsonEKRAfortheLabsJack’sToolKit–WhatareyourthoughtsonthepotentialimpacttolabsfromtheEliminatingKickbacksinRecoveryAct(EKRA)?TriviaQuestion:HowmanyQIAstat-DxsystemsdidQIAGENplacein2018?RecentNotes&Reports:1)MyriadGeneticsInc.:GeneSightPressureinFocusAmidstaMixedFY2Q19Report2)QIAGENN.V.:GrowthThemesLookDurableinto2019-DespiteHeadline4QRevMiss3)HologicInc.:January2019MammographyMarketModelUpdate4)U.S.LifeScienceTools&Diagnostics:BarclaysToolsIndustrialTracker-January2019:USaBrightSpotAmidstBroaderPMIModeration5)WeeklyFluClues:InfluenzaActivityClimbContinues.BarclaysLifeScienceTools&Dx6)PerkinElmerInc.:Solid4Q18withConsistent'19GuideBarclaysGeographicEndMarketTracker:AgilentFY1Q19PMITrackerof53.1(down1.1q/q),MettlerToledo4Q18PMITrackerof53.5(down1.5q/q),PerkinElmer1Q19PMITrackerof52.4(down1.1q/q),ThermoFisher1Q19PMITrackerof53.3(down0.9q/q),Waters1Q19PMITrackerof52.6(down0.9q/q).BarclaysFXTracker(02/06/2019):Euroweakens-1.0%w/w,UKPoundweakens-1.4%w/w,ChineseYuanweakens-0.4%w/w,JapaneseYenweakens-0.9%w/w,andSwissFrancweakens-0.8%w/w.HotTopicsfortheWeek:1)LabCorp’s4Q18resultsweremetwithrelief,withinitialguidanceconsistentwithexpectationsandimprovedcommentaryaroundhospitalreferrals.2)QIAGENclosedout2018withmodestlysofterheadlinerevenuesin4Q18,thoughwithunderlyingmomentumbuildinginto2019.3)Wehaveabusierweekofearningsnextweek,withBruker,CharlesRiver,IQVIA,QuestandQuidelallreporting4Q18results.Ourcoverageuniversefinishedtheweekdown-0.9%sincelastThursday(toolsup0.6%,diagnosticsdown-3.0%,andlabs&CROsup0.2%)...
