Qiagen N.v. · NYSE:QGEN
Qiagen — Investor Day (June 2019)
14 slides from Qiagen's investor day presentation, Jun 20, 2019
Slide 1: Leveraging technology leadership to deliver on exciting opportunities
2019 Analyst & Investor Day Life Sciences Leveraging technology leadership to deliver on exciting opportunities Thomas Schweins Senior Vice President, Head of Life Sciences Business Area Sample to Insight
Slide 2: Disclaimer
Disclaimer Safe Harbor Statement: This presentation contains both historical and forward-looking Regulation G: QIAGEN reports adjusted results, as well as results on a constant exchange rate statements. All statements other than statements of historical fact are, or may be deemed to be (CER) basis,
Slide 3: Life Sciences offers highly attractive growth opportunities
Life Sciences offers highly attractive growth opportunities Our customers Total addressable market Key trends Academia QIAGEN market share: ~15% • Impressive breakthroughs in genomics NGS, dPCR, CRISPR, SynBio, Single cell Discovery ~+5-6% CAGR research ~$6 bn • Dissemination into many areas of scie
Slide 4: Leveraging QIAGEN's technology leadership to deliver on exciting opportunities
Leveraging QIAGEN’s technology leadership to deliver on exciting opportunities Life Sciences sales trends Sample Technologies 2019-2023 ~+6-7% CER CAGR Most comprehensive portfolio of products for #1 DNA / RNA collection, purification, stabilization and storage ~+5% CER CAGR ~$770 m ~$640 m ~$667 m
Slide 5: Life Sciences: Building on the strength of our market-leading positions
Life Sciences: Building on the strength of our market-leading positions 2018 Life Sciences sales perspectives ($770 million) Underpenetrated Value and significant growth opportunities Bioinformatics, Assay Other Technologies ~15% #1 ~35% #3 Sample Technologies PCR / NGS #1 Market potential ~50% QIAG
Slide 6: Strategy: Deliver growth with new products and strong foundation in Sample Technologies
Strategy: Deliver growth with new products and strong foundation in Sample Technologies Sample Technologies: Leverage leadership Strengthening No. 1 position with opportunities in new high-value application areas PCR Assay Technologies: Transform portfolio with digital PCR Exciting Planning 2020 lau
Slide 7: Sample Technologies: Many diverse and complex applications
Sample Technologies: Many diverse and complex applications Attractive end markets Strategic focus • >1 million samples processed daily • Extend leadership with innovations in new application areas: • >$700 million market opportunity with +2-3% CER annual growth Liquid biopsy, microbiome research, et
Slide 8: QIAGEN Sample Technologies found in essentially every laboratory worldwide
QIAGEN Sample Technologies found in essentially every laboratory worldwide From young scientists to Nobel laureates Strong market position ~100% brand awareness ~70-80% of end-user use QIAGEN once per year >60% market share in many application areas >100 million purifications per year with QIAGEN Se
Slide 9: PCR Assay Technologies: Transformation with 2020 launch of disruptive dPCR systems
PCR Assay Technologies: Transformation with 2020 launch of disruptive dPCR systems Attractive end markets Strategic focus • ~$2.5 billion quantitative PCR (qPCR) market in Life Sciences • Transform an underperforming business to a growth driver • ~$200 million digital PCR (dPCR) opportunity • Launch
Slide 10: QIAGEN's digital PCR system: High sensitivity combined with better ease of use
QIAGEN’s digital PCR system: High sensitivity combined with better ease of use Higher NEW Droplet digital PCR Microplate dPCR ~$200 million Accuracy qPCR / RT PCR Lower ~$2.5 billion Complex Simple Ease of use RT PCR – Real-time PCR qPCR – quantitative PCR Sample to Insight 2019 Analyst & Investor D
Slide 11: Case study: Next generation of dPCR systems with a million pre-designed assays
Case study: Next generation of dPCR systems with a million pre-designed assays Specifications QIAGEN Microplate dPCR Incumbent ddPCR system Throughput options Sample throughput: Low- to ultra high-throughput Mid-throughput Quicker time to result Time per run ~1.5 hours ~5 hours Samples per 8-hour sh
Slide 12: NGS: Best-in-class consumables powered by best-in-class bioinformatics
NGS: Best-in-class consumables powered by best-in-class bioinformatics Attractive end markets Strategic focus • >$800 million market opportunity with >15% CER annual growth • Launch of novel cutting-edge applications • Increase market penetration Where we play Value proposition • Sample technology f
Slide 13: Human Identification / Forensics: Gain market share with comprehensive workflow
Human Identification / Forensics: Gain market share with comprehensive workflow Attractive end markets Strategic focus • ~$300 million total addressable market for QIAGEN • Offering sample collection, purification, new STR(1) assays, NGS • High barriers to entry • Gaining market share through offeri
Slide 14: Summary
Summary • Market positions to create value in ongoing genomics revolution • Access to any customer in the Life Sciences research markets • Several differentiated drivers in place to accelerate growth • Exciting new portfolio of novel innovation in trending applications Sample to Insight 2019 Analyst