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Qiagen-20260112-JPM-slide-deck-FINAL.pdf

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1、DELIVERING ON COMMITMENTSAND PREPARING FOR FUTURE GROWTH44th Annual J.P.Morgan Healthcare ConferenceThierry BernardChief Executive OfficerFORWARD LOOKING AND INTENDED USE STATEMENTSSafe Harbor Statement:Certain statements contained in this presentation may be considered forward-looking statements wi

2、thin the meaning of Section 27A of the U.S.Securities Act of 1933,as amended,and Section 21E of the U.S.Securities Exchange Act of 1934,as amended.These statements can be identified by the use of forward-looking terminology such as“believe”,“hope”,“plan”,“intend”,“seek”,“may”,“will”,“could”,“should”

3、,“would”,“expect”,“anticipate”,“estimate”,“continue”,“target”or other similar words.To the extent that any of the statements contained herein relating to QIAGENs products,timing for launch and development,marketing and/or regulatory approvals,financial and operational outlook,growth and expansion,ac

4、quisitions,collaborations,markets,strategy or operating results,including without limitation its expected net sales,net sales of particular products,net sales in particular geographies,adjusted net sales,expansion of adjusted operating income margin,returns to shareholders,progressive dividend payme

5、nts,product portfolio management,product launches(including anticipated launches of our sequencing solutions,testing platforms,panels and systems),leveraging AI technology,improvements in operating and financial leverage,currency movements against the U.S.dollar,plans for investment in our portfolio

6、 and share repurchase commitments,our expectations relating to our adjusted tax rate,debt maturity and repayment,our ability to grow adjusted earnings per share at a greater rate than sales,our ability to improve operating efficiencies and maintain disciplined capital allocation,are forward-looking,

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1. **2028年目标**:净销售额CER至少20亿美元,调整后运营利润率至少31%,2024-28年净销售额CAGR约7%,2024-28年股东回报至少10亿美元(不含并购)。 2. **2025年展望**:核心销售额CER增长5-6%,调整后EPS约2.38美元;QuantiFERON测试超1.6亿次,QIAstat-Dx装机超3200台。 3. **增长支柱**:生命科学与分子诊断各占50%,90%收入为消耗品;2026年推出QIAmini、QIAsymphony Connect等自动化平台,扩展单细胞测序(Parse)和AI平台(Genoox)。 4. **资本配置**:优化研发与CAPEX,目标2026年净债务/EBITDA达2倍;2025年启动首次年度股息,推进股票回购。
AI如何助力增长? 2028目标如何实现? 单细胞技术有何突破?
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