Core Viewpoint - Wall Street analysts predict that Qiagen (QGEN) will report quarterly earnings of $0.50 per share, reflecting a year-over-year increase of 6.4%, with revenues expected to reach $464.04 million, a 1.1% increase compared to the previous year [1]. Earnings Estimates - The consensus EPS estimate for the quarter has remained unchanged over the past 30 days, indicating that analysts have not revised their initial projections [2]. - Revisions to earnings estimates are crucial as they serve as indicators for predicting investor actions regarding the stock, with empirical research showing a strong correlation between earnings estimate trends and short-term stock price performance [3]. Revenue and Sales Forecasts - Analysts forecast 'Sales by Product Groups- Diagnostic solutions- QIAstat-Dx' to reach $30.15 million, indicating a year-over-year change of +20.6% [5]. - 'Sales by Product Groups- Diagnostic solutions- QuantiFERON' is expected to reach $111.16 million, reflecting a year-over-year increase of +10.1% [5]. - The average prediction for 'Sales by Product Groups- Sample technologies' is $150.54 million, suggesting a year-over-year decrease of -2.9% [6]. - 'Sales by Product Groups- Diagnostic solutions' is projected to be $180.35 million, indicating a year-over-year increase of +6.1% [6]. - 'Sales by Product Groups- Diagnostic solutions- NeuMoDx' is expected to reach $4.60 million, reflecting a significant year-over-year decrease of -48.9% [7]. - 'Sales by Product Groups- Genomics / NGS' is projected at $54.60 million, indicating a slight decrease of -0.7% from the prior year [7]. - 'Sales by Product Groups- PCR / Nucleic acid amplification' is expected to reach $67.64 million, reflecting a year-over-year decrease of -0.5% [8]. - 'Revenue- Molecular Diagnostics' is anticipated to be $252.58 million, indicating a year-over-year increase of +3.5% [8]. - The consensus estimate for 'Revenue- Life Sciences' stands at $211.17 million, reflecting a year-over-year decrease of -1.8% [9]. - 'Sales by Product Groups- Diagnostic solutions- Other' is expected to be $34.45 million, indicating a year-over-year decrease of -1.6% [9]. Stock Performance - Qiagen shares have shown a return of +6.2% over the past month, compared to the Zacks S&P 500 composite's +11.5% change, with a Zacks Rank 2 (Buy), suggesting that QGEN is expected to outperform the overall market in the near future [9].

Company Overview - Qiagen NV is a Netherlands-based holding company that provides "Sample to Insight" solutions, transforming biological samples into molecular insights through integrated sample and assay technologies, bioinformatics, and automation systems [1] - The company specializes in isolating and preparing DNA, RNA, and proteins from various biological materials, and its assay technologies enable the analysis of these biomolecules [1] - Qiagen operates primarily in two end markets: Molecular Diagnostics and Life Sciences, generating approximately 90% of its sales from recurring consumables revenue [4] Investment Context - Fivespan Partners has established a position in Qiagen and is engaging with its management to explore potential improvements [3][7] - Qiagen has struggled to create shareholder value post-Covid, with 1-, 3-, and 5-year returns of 1%, -6%, and 1%, respectively, while trading at around 13 times EV/EBITDA compared to peers at approximately 15 times [5] - The company has a strong market position and brand reputation but has lost focus on its core business, leading to missed opportunities for growth [6] Strategic Opportunities - Management is encouraged to invest more in its core business, improve communication with the market, and optimize its balance sheet to enhance shareholder value [6] - Qiagen's operating margin is currently at 25%, with potential for expansion to over 30% through a more disciplined approach [6] - The company holds $1.15 billion in cash and short-term investments against $1.39 billion in debt, suggesting room for leveraging to fund growth initiatives and share buybacks [6] Market Dynamics - Qiagen's dual-listing and geographical revenue distribution show that 52% of its FY24 sales are from North America, 32% from Europe, the Middle East, and Africa, and 16% from Asia [4] - The company has previously engaged in discussions for potential transactions, including a failed offer from Thermo Fisher Scientific at 43 euros per share, indicating its attractiveness as an acquisition target [8] - Fivespan's investment philosophy includes evaluating strategic transactions, and while it does not prioritize sales, it remains open to advocating for shareholder value in the event of acquisition offers [8]

Core Insights - The article compares two stocks in the Medical - Biomedical and Genetics sector: Qiagen (QGEN) and Repligen (RGEN), focusing on their attractiveness to value investors [1] Valuation Metrics - Qiagen has a Zacks Rank of 2 (Buy), indicating a stronger earnings outlook compared to Repligen, which has a Zacks Rank of 4 (Sell) [3] - Qiagen's forward P/E ratio is 18.61, significantly lower than Repligen's forward P/E of 81.50 [5] - Qiagen's PEG ratio is 2.40, while Repligen's PEG ratio is 3.91, suggesting that Qiagen may be undervalued relative to its expected earnings growth [5] - Qiagen has a P/B ratio of 2.63, compared to Repligen's P/B of 3.88, further indicating Qiagen's relative value [6] - Based on these metrics, Qiagen holds a Value grade of B, while Repligen has a Value grade of D [6] Earnings Outlook - Qiagen is noted for its improving earnings outlook, which enhances its position in the Zacks Rank model, making it a more attractive option for value investors [7]

4月1日，碧迪拟出售生命科学业务事件有了最新进展，该公司正与科学仪器行业两大巨头 赛默飞、丹纳赫 就出售其生命科学业务进行谈判。 此外，该公司还在与 沃特世、凯杰、瑞孚迪 等体量较小的潜在买家探索通过"反向莫里斯信托"免税换股方式完成交易。 早在2月6日，碧迪向外界披露了其正有条不紊地筹备拆分旗下极具价值的生命科学部门。该部门包括集成诊断解决方案（IDS）部门和生物科 学业务（BDB）部门。其中，IDS业务将保留在新的碧迪集团内。 导读： 4月1日，碧迪拟出售生命科学业务事件有了最新进展，该公司正与科学仪器行业两大巨头赛默飞、丹纳赫、沃特世、凯杰、瑞孚迪等就出售其生命科学业 务进行谈判。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 谁将成为最后赢家？ 如今，赛默飞、丹纳赫、沃特世、凯杰、瑞孚迪5潜在买家率先浮出水面，不意外的，都是科学仪器行业"知名老演员"。那么，谁将成为最后赢 家？ 据悉，此次拆分是由激进投资者St a r b o a r d Va l u e推动的。他们坚信，拆分后的生命科学部门能够摆脱原有的组织架构束缚，以更加独立 ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 or ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year enDdeecdember 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to or ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURIT ...

QIAGEN N.V.’s (QGEN) fourth-quarter performance was driven by solid potential in molecular diagnostics. The company continues to progress with its test menu expansion, building a solid foundation to achieve its long-term targets. Yet, adverse macroeconomic impacts and fierce rivalry pose risks for QIAGEN’s operations.In the past year, this Zacks Rank #3 (Hold) company’s shares have lost 15.3% compared with the industry's 8.8% decline. Meanwhile, the S&P 500 composite has risen 10.6% in this time frame.The r ...

Core Insights - QIAGEN N.V. has received FDA clearance for its QIAstat-Dx Gastrointestinal Panel 2 Mini B, enhancing its syndromic testing portfolio in the U.S. This is the second FDA clearance for a QIAstat-Dx panel in 2025, following five authorizations in the past 10 months [1][3] Company Developments - QIAGEN now holds regulatory clearances for three mini panels aimed at detecting respiratory and gastrointestinal conditions, facilitating rapid treatment decisions in outpatient settings [2] - The newly authorized panel targets bacterial infections recognized as leading causes of gastrointestinal illness, complementing existing panels that include viral detection [5] - The QIAstat-Dx Gastrointestinal Panel 2 Mini B utilizes real-time PCR technology, providing results in approximately one hour with minimal hands-on time [6] - The QIAstat-Dx system is operational in over 100 countries, with plans for further expansion, including the submission of a higher-capacity instrument for U.S. regulatory clearance [7] Market Performance - Following the announcement of the FDA clearance, QIAGEN's stock rose by 3.4%, closing at $39.88, indicating positive market sentiment towards the company [3] - QIAGEN has a market capitalization of $8.55 billion and an earnings yield of 5.8%, significantly higher than the industry average of -32.8% [4] Industry Outlook - The global gastrointestinal diagnostics market was valued at $5.1 billion in 2024 and is projected to grow at a compound annual growth rate of 4.3% through 2030, driven by increasing demand for point-of-care testing and rising incidence of gastric infections and cancers [10]

Group 1 - The article highlights the focus on Qiagen N.V. (NYSE: QGEN), a mid-cap company in the medical diagnostic industry with a market capitalization exceeding $8 billion [2] - Qiagen is noted for receiving relatively little coverage in the United States, which may be attributed to its headquarters location [2] - The Biotech Forum, led by Bret, offers a model portfolio featuring 12-20 high upside biotech stocks, along with live chat discussions and weekly research updates [2]

Core Insights - QIAGEN N.V. reported fourth-quarter 2024 adjusted earnings per share (EPS) of 61 cents, an 11% increase from the previous year, but 1.6% below the Zacks Consensus Estimate [1][3] - The company’s net sales for the fourth quarter reached $521.2 million, a 4% increase at constant exchange rates (CER), slightly exceeding the Zacks Consensus Estimate by 0.1% [3][4] - QIAGEN's total revenues for 2024 were $1.98 billion, reflecting a 1% increase from the previous year [3] Financial Performance - Adjusted operating income rose 11.6% year over year to $156.5 million, with an adjusted operating margin expanding by 248 basis points to 30% [8] - The adjusted gross profit increased by 4.4% year over year to $346.8 million, with the adjusted gross margin improving by 131 basis points to 66.5% [7][8] - The company ended the fourth quarter with cash and short-term investments of $1.2 billion, up from $1.1 billion at the end of 2023, while long-term debt increased to $1.34 billion [10] Revenue Breakdown - Sample technologies revenues decreased by 2% to $162 million, while diagnostic solutions revenues increased by 9% to $196 million [4] - QuantiFERON revenues grew by 14% at CER, and QIAstat-Dx revenues surged by 25% at CER, indicating strong demand in diagnostic solutions [5] - Revenues from PCR/nucleic acid amplification increased by 2% to $82 million, and genomics/NGS revenues were $66 million, up 1% year over year [5][6] Outlook - For 2025, QIAGEN expects net sales to increase by about 4% at CER, with adjusted EPS projected to be at least $2.28 [11] - The company anticipates first-quarter net sales to rise by approximately 3% at CER, with adjusted EPS expected to be at least 50 cents [12] - QIAGEN's performance reflects a resilient portfolio with a focus on profitable growth despite challenging market conditions [13][14]

"Our solid sales growth in the second half of 2024 mirrors our plans for further strong growth in 2025 as we reconfirm our 2028 targets. QIAstat-Dx exceeded expectations with four FDA clearances for our syndromic testing system in 2024 and one already in 2025, coupled with over 660 placements in 2024 that was ahead of our target. QuantiFERON delivered 11% CER growth for 2024, with significant opportunities for further expansion since only 40% of the global latent TB testing market has so far been converted ...