Qiagen N.v. · NYSE:QGEN
Qiagen — Kepler Cheuvreux German Corporate Conference 2024
15 slides from Qiagen's conference presentation, Jan 15, 2024
Slide 1: Leveraging top sample prep position to expand leadership in Life Sciences and Molecular Diagnostics
Leveraging top sample prep position to expand leadership in Life Sciences and Molecular Diagnostics Kepler Cheuvreux Conference, Frankfurt Roland Sackers Rachel Hall Chief Financial Officer Co-founder of GNOMIX Adelaide, Australia
Slide 2: Disclaimer
Disclaimer 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
Slide 3: Our Vision and Mission
Our Vision Making improvements in life possible Our Mission Enabling access to valuable insights from molecular research to clinical healthcare Bichat-Claude Bernard Hospital, Paris January 15, 2024 Kepler Cheuvreux Conference 3
Slide 4: Building leadership based on balance and focus
Building leadership based on balance and focus Balance Focus Well-diversified customer base with broad geographic reach Pillars of growth targeting >$6 billion of our $11 billion addressable market ~50% ~50% Expanding on Commercialization phases with solid leadership strong growth trajectory Life Mo
Slide 5: In the right place at the right time
In the right place at the right time Leveraging the continuum of research to clinical healthcare to maximize opportunities Life Sciences Molecular Diagnostics Academia Pharma Applied testing Infectious disease Immune response Oncology Addressable market ~$5 billion (1) ~$6 billion(1) • Continuous wa
Slide 6: Leveraging leadership from the first step in any laboratory
Leveraging leadership from the first step in any laboratory Sample preparation Detection (DNA / RNA extraction) (Technologies to unlock insights) Top 3 Differentiated solutions for modular and integrated workflows PCR No. 1 No. 1 Sample No. 2 technologies Unmatched time to result, Digital scalabilit
Slide 7: 2023: Solid performance in a volatile environment
2023: Solid performance in a volatile environment 2023 outlook Top-tier growth in Trusted brand known for industry highest quality and expertise Net sales ≥$1.97 bn CER >85% highly recurring revenues +8% CER 9M 2023 non-COVID product sales #1 in sample preparation – first step in molecular workflows
Slide 8: 2023: Committed to execution
2023: Committed to execution 2023 goal (CER sales) Core portfolio launches Sample technologies • Consumables: Expansion of QIAwave (environmentally friendly kits) QIAGEN Digital Insights and microbiome workflows >$685 m • QIAGEN Clinical Insight (QCI) Interpret • Instruments: EZ2 Connect MDx and Tis
Slide 9: Moving into 2024: A stronger QIAGEN
Moving into 2024: A stronger QIAGEN 15 consecutive quarters of achieving / beating outlook Drive growth with differentiated portfolio Leveraging strengths with focus on execution • Continue to focus portfolio on COVID-relevant – profitable leadership positions but not COVID-dependent • Delivered gro
Slide 10: 2024: Addressing dynamic market trends
2024: Addressing dynamic market trends Market opportunities Market opportunities • Strong momentum in latent TB “test-and-treat” • Growth applications: Liquid biopsy, microbiome, multi-omics • Increase in guidelines requiring IGRA testing • Broader automation adoption • New national testing programs
Slide 11: 2024: Committed to focusing on pillars of growth
2024: Committed to focusing on pillars of growth Market position No. 1 No. 1 Top 3 No. 2 Sample technologies QuantiFERON QIAstat-Dx QIAcuity • Leading quality reputation • Clinically proven chemistry • Sample prep in <1 min • Rapid time to result >100 million patients tested • Delivers more than • C
Slide 12: Accelerating QIAGEN Digital Insights
Accelerating QIAGEN Digital Insights Offering best-in-class insights for research and clinical customers Research Clinicians Data QIAGEN differentiation scientists scientists No. 1 portfolio of trusted platform- agnostic bioinformatics solutions Analysis and Interpretation and reporting tools "Ready
Slide 13: Leveraging strong balance sheet and cash flows to enhance growth
Leveraging strong balance sheet and cash flows to enhance growth Invest in internal growth Strengthening our portfolio Announcing return of ~$300 million to shareholders Enhance value with M&A • Capital return through synthetic Ongoing disciplined approach share repurchase Disciplined capital with f
Slide 14: 2024: Delivering sustainable growth in sales and profitability
2024: Delivering sustainable growth in sales and profitability Accelerate sales growth with focus Menu expansion and installed base growth of key platforms Leverage continuum of research to clinical testing Convert research market successes into clinical solutions 2024 ambitions Deliver above-market
Slide 15: Making improvements in life possible
Dongmin Lee, Ph.D International Parasite Resource Biobank Cheongju, South Korea Making improvements in life possible
Qiagen — Kepler Cheuvreux German Corporate Conference 2024 on 6ix