Qiagen N.V. (QGEN) Q1 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

You have seen in our recent deep dive on QuantiFerron, the number of citations, the number of publications, taken the value of our partnership for automation with not only Diasorin, but also Tican Hamilton. And all this together reinforces the continuous global performance of QuantiFerron. And I insist on global. It is growing all over the world in North America, Europe, Middle East, Asia-Pacific. Thanks, Terry. The next question comes from Doug Schenkel of Wolf Research. Please go ahead, Mr. Schenkel. Hi. Good morning, good afternoon, everybody, and thank you for taking the questions. So just a couple on guidance. Given Q1 strength and given how you're guiding Q2, our map suggests that essentially you're assuming a deceleration in top line growth to around 4% in the second half. I definitely could be doing the math wrong, but if I'm not, I just want to see if there's something you're seeing that's moderating from a growth standpoint. It doesn't sound like that's the case. So you're really cutting through all of this. Is this just prudent conservatism in the current environment? So that's the first question. And then the second is, again, on guidance, you're maintaining your 4% constant currency outlook for the full year at the top line, recognizing how the environment has changed over the last few weeks and few months. Are there specific areas that we should be thinking of that are doing better than original plan? And then if so, what are the offsets? Thank you very much. So, Doug, thanks a lot. You call that conservatism. I would call it realistic ambitions. Your math is not necessarily wrong, but you have also seen that the volatility in our economic environment or geopolitical environment has not changed. improved not at all so we are still living in a kind of an...