Qiagen N.v. · NYSE:QGEN
Qiagen — Kepler Cheuvreux German Corporate Conference 2023
18 slides from Qiagen's conference presentation, Jan 16, 2023
Slide 1: A balanced business driven by focus and execution
A balanced business driven by focus and execution Kepler Cheuvreux German Corporate Conference, Frankfurt
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 Mission and Vision
Our Mission Our Vision Enabling access to valuable Making improvements insights from molecular in life possible research to clinical healthcare January 16, 2023 Kepler Cheuvreux German Corporate Conference 3
Slide 4: Balance: Well-diversified business spanning attractive markets
Balance: Well-diversified business spanning attractive markets Diversified Broad Highly customer base geographic reach recurring revenues Well-balanced leadership in >6,300 QIAGENers ensuring Growing installed base Life Sciences and access to attractive markets with generating demand for Molecular D
Slide 5: Focus: Leveraging a strong core portfolio to drive 5 Pillars of Growth
Focus: Leveraging a strong core portfolio to drive 5 Pillars of Growth Expanding on solid leadership Early commercialization phases with strong growth potential Sample QuantiFERON QIAstat-Dx NeuMoDx QIAcuity technologies Leading immune Syndromic testing with Differentiated microfluidic Novel micropl
Slide 6: Execution: Delivering on our commitments
Execution: Delivering on our commitments Commitments Execution ✓ Commercial execution • 12 consecutive quarters of meeting or beating guidance • 7 consecutive quarters of double-digit CER non-COVID sales growth Priorities ✓ Innovation focus • >60% of R&D investments into 5 Pillars of Growth • Increa
Slide 7: Execution: Advancing our 5 Pillars of Growth
Execution: Advancing our 5 Pillars of Growth 2022 2022 Achievements CER sales goal Sample technologies • QIAwave consumables – new environmentally friendly portfolio • EZ2 Connect upgraded instrument launched >$750 m • QIAxcel capillary electrophoresis launched QuantiFERON • Milestone: >100 million
Slide 8: Execution: 2022 Full-year outlook
Execution: 2022 Full-year outlook Outlook (As of November 7, 2022) Effectively managing a dynamic macro environment Outbreaks Inflation Net ~$2.25 bn CER • Launched >12 new COVID-19 and monkeypox tests since outbreak • Working with customers on price adjustments sales Double-digit CER growth • Incre
Slide 9: Sample Technologies: Continuing to build on strong leadership
Sample Technologies: Continuing to build on strong leadership Why we win Ongoing automation upgrade program Comprehensive portfolio >300 consumables kits and range of automation systems QIAcube Connect Upgrade launched 2021 >14,000 cumulative placements(1) Any sample type Instruments for low Any ana
Slide 10: QuantiFERON: Expanding leadership of the gold-standard TB test
QuantiFERON: Expanding leadership of the gold-standard TB test Over 100 million patients Increasing volumes for latent TB testing tested with QuantiFERON Why we win • Healthcare worker screening Leading portfolio for detection of latent TB • Back-to-school testing Latent TB testing market • Senior l
Slide 11: QIAstat-Dx: Capturing share amid syndromic testing demand growth
QIAstat-Dx: Capturing share amid syndromic testing demand growth Why we win QIAstat-Dx test menu CE-IVD FDA Unrivaled ease-of-use More than a “yes/no” answer for deeper clinical insights Gastrointestinal Respiratory SARS CoV-2 Respiratory 4plex 1 2 3 4 5 Transfer Press Run Scan Insert View results s
Slide 12: NeuMoDx: Driving new generation of integrated clinical PCR testing
NeuMoDx: Driving new generation of integrated clinical PCR testing Why we win NeuMoDx test menu CE-IVD U.S. Offering the ease of clinical chemistry for molecular testing HBV 2025 Blood-borne HCV 2025 viruses HIV 2025 Easier Faster More versatile Simple three-step First results in ~1 hour Laboratory-
Slide 13: QIAcuity: Enabling wide access to valuable digital PCR insights
QIAcuity: Enabling wide access to valuable digital PCR insights Why we win Integrated instrument offering sample in, result out ease >1,300 cumulative placements (1) Scalable Easier Faster QIAcuity One QIAcuity Four QIAcuity Eight Greater flexibility Fully automated Over twice as fast workflow time-
Slide 14: Core portfolios: Leading expertise creating a solid foundation of growth potential
Core portfolios: Leading expertise creating a solid foundation of growth potential Human Identification / Forensics Precision Medicine • Leader in providing sample collection and • >30 master collaboration agreements with preparation solution for casework NEED pharma companies for companion diagnost
Slide 15: Capital allocation: Strong balance sheet to create greater value
Capital allocation: Strong balance sheet to create greater value Investing in growth Healthy cash flow and leverage ratio trends $ Expanding test menus and millions manufacturing capacity, 700 1.6x especially in the five pillars 1.5x 600 1.4x Enhance value with M&A 500 639 Ongoing disciplined approa
Slide 16: Capital allocation: Enhancing value through bolt-on acquisitions
Capital allocation: Enhancing value through bolt-on acquisitions Expands QIAGEN offering of enzymes and molecular reagents Strengthens leading position in Human ID / Forensics • Private Polish business acquired in 2022 for ~$60 million • Private U.S. business acquired in January 2023 for ~$150 milli
Slide 17: Summary
Summary Compelling investment case Focused portfolio with recurring revenues, balanced customer base and geographic diversity Delivering on our commitments Beating outlook for 12 quarters with 7 quarters of double-digit CER non-COVID growth On track for a solid performance in 2023 Confident in maint
Slide 18: Thank You
Thank You
Qiagen — Kepler Cheuvreux German Corporate Conference 2023 on 6ix