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    Aisyah Noor • Morgan Stanley

    Aisyah Noor's questions to Qiagen NV (QGEN) leadership

    Aisyah Noor's questions to Qiagen NV (QGEN) leadership • Q2 2025

    Question

    Aisyah Noor asked for a breakdown of QIAstat's 41% growth, questioning the contribution from respiratory demand versus new GI/meningitis panels and new U.S. account wins, and also requested the latest installed base figure.

    Answer

    CEO Thierry Bernard stated that while respiratory tests remain the primary driver, the GI and meningitis panels are showing excellent growth. He highlighted that strong instrument placements, particularly in North America where Q2 placements exceeded the full year of 2024, and the new mini panels were key contributors. He did not disclose a specific installed base number.

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    Aisyah Noor's questions to Qiagen NV (QGEN) leadership • Q3 2024

    Question

    Aisyah Noor asked about the QIAGEN Digital Insights (QDI) business, specifically the impact of the shift to subscriptions on its growth ambitions, and inquired about the potential for signing a secondary distribution partner for QuantiFERON.

    Answer

    CEO Thierry Bernard explained the QDI shift to a SaaS model is customer-driven and affects revenue recognition timing, not contract volume, maintaining the $200 million target for 2028 and highlighting the business's profitability. Regarding QuantiFERON, he stated the DiaSorin partnership is successful, and while QIAGEN has the right to add partners and is reviewing options, any new partner would need to show a strong commitment to investing in the business.

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