QIAGEN N.V. (NYSE:QGEN) Q4 2019 Results Conference Call February 5, 2020 9:00 AM ET Company Participants John Gilardi - VP of Corporate Communications and Investor Relations Thierry Bernard - Interim CEO Roland Sackers - Chief Financial Officer Phoebe Loh - Investor Relations Conference Call Participants Bill Quirk - Piper Sandler Tycho Peterson - JPMorgan Steve Beuchaw - Wolf Research Doug Schenkel - Cowen Dan Brennan - UBS Scott Bardo - Berenberg Brian Weinstein - William Blair Daniel Arias - Stifel Opera ...

Research lab at the University of Houston in Houston, Texas Third quarter and first nine months 2019 results October 31, 2019 Sample to Insight Forward looking and intended use statements Safe Harbor Statement: This presentation contains both historical and forward-looking statements. All statements other than statements of historical fact are, or may be deemed to be forward looking statements within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended, and Section 21E of the U.S. Secur ...

QIAGEN N.V. (NYSE:QGEN) Q3 2019 Earnings Conference Call October 31, 2019 9:00 AM ET Company Participants John Gilardi - Vice President of Corporate Communications & Investor Relations Thierry Bernard - Interim Chief Executive Officer Roland Sackers - Chief Financial Officer Conference Call Participants Steve Beuchaw - Wolfe Research Tycho Peterson - JPMorgan Luke Sergott - Evercore ISI Scott Bardo - Berenberg Bank Bill Quirk - Piper Jaffray Daniel Wendorff - Commerzbank Dan Brennan - UBS Jack Meehan - Barc ...

Financial Data and Key Metrics Changes - Net sales for Q2 2019 were $381.6 million, representing a 5% increase at constant exchange rates (CER) and a 1% increase on a reported basis due to currency headwinds [10][20] - Adjusted earnings per share (EPS) were $0.34 at CER and $0.33 on a reported basis, with an adjusted tax rate of 20% [10][25] - For the first half of 2019, net sales were $730.3 million, also up 5% CER and 1% on a reported basis [21] Business Line Data and Key Metrics Changes - Consumables and related revenues rose 4% CER to $335 million in Q2 2019, representing 88% of total sales [26] - Instrument sales grew 9% CER to $47 million in Q2 2019, accounting for 12% of total sales [26] - Sales of the QuantiFERON-TB test grew 6% CER, while companion diagnostics co-development revenues declined by 21% CER [28][50] Market Data and Key Metrics Changes - The Asia-Pacific/Japan region led growth with 12% CER growth in Q2 2019, contributing 22% of total sales [31] - Europe, Middle East, and Africa (EMEA) grew 5% CER to $118 million, representing 31% of total sales [32] - The Americas region grew only 1% CER to $181 million, accounting for 47% of sales [33] Company Strategy and Development Direction - The company announced a restructuring of its clinical sequencing joint venture in China, impacting the 2019 outlook [11][15] - QIAGEN aims for an 8% to 9% CER sales compound annual growth rate from 2019 to 2023 and at least a 10% CER CAGR for adjusted earnings during the same period [16] - The focus is on maximizing opportunities from new product launches and reallocating resources to the most attractive opportunities [62] Management's Comments on Operating Environment and Future Outlook - Management noted that the market for NGS in China is complex and dynamic, leading to the decision to restructure the joint venture [69][70] - There is caution in the European market due to political uncertainty, impacting predictability of funding [78][79] - The company expects full-year 2019 growth above the 15% CER target for the QuantiFERON-TB test despite slower growth in Q2 [13][82] Other Important Information - The company updated its full-year 2019 outlook, expecting net sales growth of about 5% to 6% CER and adjusted EPS of about $1.42 to $1.44 per share [15][57] - The company is experiencing strong growth in its universal NGS portfolio in China, independent of the joint venture [12][41] Q&A Session Summary Question: Insights on the China NGS decision and partnership failure - Management explained that the complexity of the market and difficulties in aligning components for an integrated workflow led to the decision to restructure the partnership [69][70] Question: Details on the QIAstat launch and growth initiatives - Management highlighted the importance of the U.S. market for syndromic testing and the partnership with McKesson to drive placements [74] Question: Trends in Europe and expectations for growth - Management acknowledged softness in core European markets, attributing it to political uncertainty and caution in funding [78][79] Question: Update on the DiaSorin partnership and TB strategy - Management clarified the distribution terms and expected growth contributions from the DiaSorin collaboration [83] Question: Long-term growth outlook and investment strategy - Management emphasized commitment to high-growth opportunities and the potential of new product launches to drive future growth [88][90]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F o REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 or ý ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2018 or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to or o SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURI ...