Jan Koch

Jan Koch requested clarification on the contents of the 'Other' product group, the revenue impact from discontinued systems in H1, and the regional growth breakdown for the QIAstat platform.

Answer

CFO Roland Sackers explained that 'Other' is a mix of items like freight reimbursements and is inherently bumpy, and quantified the H1 headwind from discontinued products at approximately $20 million. CEO Thierry Bernard detailed that QIAstat's growth is broad-based, with double-digit growth in Europe, acceleration in North America, and strong contributions from emerging markets.

Jan Koch inquired about the expected growth trajectory for the Sample tech business given tougher comparisons and the potential for QuantiFERON in China, including whether the instrument installed base is sufficient for the opportunity.

Answer

CEO Thierry Bernard stated that high-value Sample tech applications like liquid biopsy are already seeing double-digit growth. He expressed confidence that the upcoming launch of three new instrument systems will enable the segment to return to its target of ~3% annual growth. Regarding China, he clarified that while QuantiFERON is a market leader there, China is not a top priority for the product's overall growth strategy, which is driven by strong global performance independent of that market.