Venlo, the Netherlands, and Redwood City, California, Feb. 27, 2024 (GLOBE NEWSWIRE) -- QIAGEN (NYSE:QGEN, Frankfurt Prime Standard: QIA))) today announced the launch of QIAGEN Biomedical KB-AI, a new generative AI-driven knowledge base designed to propel drug discovery in the pharma and biotech industries. This new offering is designed for data scientists and bioinformaticians who are looking for the most comprehensive knowledge graphs to fuel data-driven drug discovery. QIAGEN Biomedical KB-AI is built on ...

QIAGEN N.V. (QGEN) recently announced two significant achievements in sustainability, recognized by My Green Lab — a non-profit organization dedicated to advancing sustainability in scientific research. The company earned the prestigious ACT (Accountability, Consistency, and Transparency) Environmental Impact Factor Label for the new QIAwave products and achieved My Green Lab Platinum certification for its Sample technologies R&D lab in Germany. These recognitions underscore QIAGEN’s commitment to sustainab ...

业绩总结 - Q4 2023非COVID销售额达到了5.03亿美元，同比增长8%[6] - FY 2023非COVID销售额达到了19.7亿美元，同比增长6%[6] - Q4 2023调整后每股收益为0.55美元，超过了预期的0.53美元[6] - FY 2023调整后每股收益为2.09美元，超过了预期的2.07美元[6] 产品业绩 - Sample technologies非COVID销售额同比增长6%[6] - QuantiFERON销售额同比增长24%，年销售额突破4亿美元[6] - QIAstat-Dx非COVID销售额同比增长7%，累计放置量超过4000台[6] - QIAcuity销售额同比增长两位数，累计放置量超过2000台[6] - NeuMoDx在美国获得了NeuMoDx CT/NG Assay 2.0的批准[6] 财务状况 - 公司在2024年1月完成了约3亿美元的股份回购[6] - 2023财年非COVID产品组增长率为+8% CER，实际销售额为21.42亿美元[9] - 2023财年美洲和欧洲/中东/非洲地区的非COVID销售呈现稳健增长趋势，美洲地区非COVID销售增长率为+10% CER，实际销售额达10.2亿美元，欧洲/中东/非洲地区非COVID销售增长率也为+10% CER[11] 未来展望 - QIAGEN在2024年的净销售预期为超过45.5亿美元，调整后的每股收益预期为超过0.44美元[18] - QIAGEN计划在2024年将核心产品组合扩展到新的产品和地区，销售目标包括超过6.5亿美元的样本技术和超过4.5亿美元的QuantiFERON[19] 财务数据 - 公司2023年第四季度的调整后净销售额为509.2亿美元，调整后的净销售额为509.2亿美元，毛利润为316.1亿美元，调整后的毛利润为334.3亿美元[33] - 公司2023年全年的调整后净销售额为1965.3亿美元，调整后的毛利润为1306.3亿美元，调整后的营业收入为528.6亿美元[33] 资产和现金流 - 公司截至2023年12月31日的现金及现金等价物为668,084千美元，较2022年12月31日的730,669千美元有所下降[40] - 公司截至2023年12月31日的总资产为6,115,190千美元，较2022年12月31日的6,287,735千美元有所下降[40] - 2023年度经营活动现金流为459,455千美元，较2022年度的715,264千美元有所下降[44]

财务数据和关键指标变化 - 第四季度净销售额为5.03亿美元,超出了至少5亿美元的预期 [11] - 全年净销售额为19.7亿美元,符合2023年的销售预期 [11] - 第四季度调整后每股收益为0.55美元,高于至少0.53美元的预期 [11] - 全年调整后每股收益为2.09美元,高于至少2.07美元的预期 [11] 各条业务线数据和关键指标变化 - 样品技术业务全年非COVID-19相关销售增长6%,并新增1,500个自动化系统 [12] - QuantiFERON潜伏性结核检测试剂盒全年销售首次超过4亿美元 [12] - QIAstat-Dx综合诊断平台全年非COVID-19相关销售增长7%,并实现多个里程碑 [12] - QIAcuity数字PCR系统全年销售实现两位数增长,并达到2,000个累计安装量 [13] 各个市场数据和关键指标变化 - 美洲地区第四季度非COVID-19相关销售增长9% [25] - 欧洲、中东和非洲地区第四季度和全年非COVID-19相关销售实现两位数增长 [26] - 亚太日本地区第四季度受到COVID-19影响,非COVID-19相关销售略有下降,主要是中国市场需求疲软 [26][27] 公司战略和发展方向及行业竞争 - 公司继续投资研发,2023年研发投入占销售额约9% [13][29] - 公司计划在未来5年内加大对生物信息学业务QDI的投资,以拓展新地区和新市场 [47] - 公司与Element Biosciences建立新的战略合作,提供基于AVITI测序系统的NGS工作流程 [46] - 公司与Myriad Genetics合作,为制药公司提供下一代测序和数字PCR解决方案 [44] 管理层对经营环境和未来前景的评论 - 2024年公司预计实现至少20亿美元销售额,调整后每股收益至少2.10美元 [49][51] - 2024年上半年市场需求预计较为疲软,下半年将显著改善,实现中单位数增长 [49][50] - 中国市场2024年全年预计小幅下降,但公司将继续执行双品牌策略开拓该市场 [50] - 公司对中期增长前景保持信心,将在6月17日的分析师和投资者日上进一步阐述 [51] 问答环节重要的提问和回答 问题1 **Derik De Bruin 提问** OEM业务的下行压力以及公司在更正常市场环境下是否能够持续实现中高单位数的增长 [63] **Thierry Bernard 回答** OEM业务2024年预计下降1500-2000万美元,但预计从2025年开始将恢复到7500-8000万美元的正常水平 [64][65] 公司有信心在正常市场环境下能够实现略高于行业中高单位数的增长 [65] 问题2 **Aisyah Noor 提问** 中国市场疲软的具体原因,以及诊断和生命科学业务的表现 [87][88] **Thierry Bernard 回答** 中国生命科学市场恢复较慢,但公司在中国有本地化研发制造和独立品牌的优势,预计2025年后中国市场将恢复中单位数增长 [88][89] 问题3 **Douglas Schenkel 提问** 2024年一季度指引偏谨慎的原因,以及全年指引是否过于乐观 [96][97] **Thierry Bernard 和 Roland Sackers 回答** 一季度指引主要考虑了OEM业务下滑和中国市场疲软等因素,但不代表全年指引过于乐观,公司预计下半年将恢复正常增长 [98][99][100]

QIAGEN N.V.’s (QGEN) fourth-quarter 2023 adjusted earnings per share (EPS) were 55 cents (same at a constant exchange rate or CER), up 3.8% from the prior-year period. However, the figure missed the Zacks Consensus Estimate by 1.8%. The adjustment excludes the impact of certain non-recurring items like business integration, acquisition and restructuring-related expenses, purchased intangible amortization expenses and non-cash interest expense charges, among others. The GAAP EPS for the quarter was 42 cents, ...

营收情况 - 2023年第四季度，Qiagen公司营收为5.0916亿美元，同比增长2.3%[1] - 营收超出Zacks Consensus Estimate 0.99%，达到5.0416亿美元[2] 每股收益 - 每股收益为0.55美元，与去年同期的0.55美元相比持平[1] - 每股收益低于预期-1.79%，预期为0.56美元[2] 销售额情况 - 分子诊断营收为2.71亿美元[5] - 生命科学营收为2.38亿美元[6] - 样本技术销售额为1.64亿美元[7] - 其他产品销售额为1.9亿美元[8] - PCR/核酸扩增销售额为0.81亿美元[9] - 基因组学/NGS销售额为0.65亿美元[10] - 诊断解决方案销售额为1.8亿美元[11]

QIAGEN N.V. (QGEN) recently announced a collaboration with Penn State University, United States, to create a shared research and education facility for fast-developing microbiome sciences. The company will provide instruments and kits for preparing and processing microbial samples for the flagship project at Penn State’s Huck Institutes of the Life Sciences, “One Health Microbiome Center”, to support faculty and students. The latest development will significantly boost the company’s Life Sciences business a ...

Germantown, Maryland, and State College, Pennsylvania, Jan. 25, 2024 (GLOBE NEWSWIRE) -- QIAGEN (NYSE:QGEN, Frankfurt Prime Standard: QIA))) today announced a first-in-kind collaboration with Penn State University in the United States to create a shared research and education facility for the fast-developing microbiome sciences. The university-industry partnership will serve as a beacon for this field by investigating research opportunities that address challenges and research gaps facing the microbiome, wh ...

Venlo, the Netherlands, Jan. 18, 2024 (GLOBE NEWSWIRE) -- QIAGEN N.V. (NYSE:QGEN, Frankfurt Prime Standard: QIA))) today announced details for completion of the synthetic share repurchase plan to return up to approximately $300 million that combines a direct capital repayment to QIAGEN shareholders with a reverse stock split. The repayment from existing cash reserves is expected to lead to an approximately 3% reduction in the number of issued shares (based on current share price). The terms of the synthetic ...

QIAGEN N.V. (QGEN) recently received FDA clearance for the NeuMoDx CT/NG Assay 2.0, growing its test menu for its integrated PCR-based clinical molecular testing systems NeuMoDx 96 and 288 in the United States. The Assay is designed to improve accessibility, affordability and timeliness in sexually transmitted infection (STI) testing in the country. The latest development will significantly boost the company’s Molecular Diagnostics business. About QIAGEN’s PCR-Based Clinical Molecular Testing Systems The Ne ...