Qiagen Unveils Plan For $1B Shareholder Returns, Major Product Launches
Qiagen Unveils Plan For $1B Shareholder Returns, Major Product Launches
On Monday, Qiagen NV (NYSE:QGEN) announced at its Capital Markets Day a comprehensive strategy aimed at delivering solid and profitable growth through 2028.
週一快而精醫藥（紐交所：QGEN）在其資本市場日宣佈了一項綜合策略，旨在通過2028年實現穩健和盈利增長。
The company targets a 7% compound annual sales growth at constant exchange rates (CER) by 2028.
該公司目標是到2028年實現每年7%的複合年銷售增長率（CER）。
At the event, the German molecular diagnostics firm announced its plans to return at least $1 billion to shareholders from 2024 to 2028, barring value-creating M&A opportunities while maintaining high levels of organic business investments.
在活動上，這家德國分子診斷公司宣佈了其計劃，從2024年到2028年至少向股東返還10億美元，除非在保持高水平有機業務投資的情況下出現創造價值的併購機會。
Key strategic pillars for growth include:
增長的關鍵戰略支柱包括：
- QIAcuity Digital PCR: Plans include tripling the sales team to drive adoption, launching over 100 new assays, and seeking U.S. regulatory clearance for clinical use in 2024. A companion diagnostic agreement with an undisclosed pharma partner was also signed.
- QIAstat-Dx: A new panel for syndromic diagnosis of meningitis will be submitted for U.S. regulatory approval in 2024, along with submissions for blood culture, cUTIs, and pneumonia panels by 2028. Mini panels for respiratory or gastrointestinal conditions are also slated for U.S. approval in 2024.
- QIAGEN Digital Insights: Nine new product launches are planned by 2028, and the commercial team will be expanded by 40% to enhance global market presence. Investments will focus on combining AI and human-curated knowledge bases, expanding AI-enabled applications from five to 14 by 2028.
- Sample Technologies: New instrument launches, including QIAsymphony Connect in 2025 and QIAsprint Connect in 2026, will bolster QIAGEN's leadership in lab workflows. New kits for high-growth applications such as liquid biopsy and pathogen detection are also planned.
- QuantiFERON: QIAGEN will boost the commercialization of its QuantiFERON-TB Gold Plus test. A partnership with DiaSorin for a Lyme Disease test is also underway, and a U.S. regulatory submission is pending.
- QIAcuity數字PCR：計劃包括三倍的銷售團隊推動採用、推出100多種新試劑、並尋求美國監管機構在2024年批准其臨床應用。還簽署了一份未公開的製藥合作伙伴伴隨診斷協議。
- QIAstat-Dx：將提交一個用於診斷腦膜炎的新面板以獲得美國監管批准，並計劃在2028年之前提交有關血液培養、尿路感染和肺炎面板的申請。還計劃於2024年獲得用於呼吸道或胃腸疾病的mini面板的美國批准。
- QIAGEN Digital Insights：計劃在2028年之前推出9種新產品，並將商業團隊擴大40%以增強全球市場存在感。投資將專注於將人工智能與人工選擇的知識庫結合起來，到2028年將將人工智能啓用的應用從5個擴展至14個。
- 樣本技術：新的儀器推出，包括2025年推出的QIAsymphony Connect和2026年推出的QIAsprint Connect，將增強QIAGEN在實驗室工作流程中的領導地位。還計劃開發新的高增長應用程序，例如液體活檢和病原體檢測。
- Quantiferon：QIAGEN將增加其QuantiFERON-TB Gold Plus檢測的商業化。與DiaSorin合作開發萊姆病檢測也正在進行中，美國監管提交尚未確定。
"Given our healthy balance sheet and cash flow generation, we are announcing a commitment for significant returns to shareholders while maintaining a high level of investments into our business and seeking value-creating M&A opportunities that strengthen our portfolio and create greater value," the company added
“鑑於我們強健的資產負債表和現金流生成能力，我們宣佈承諾向股東提供顯著回報，同時保持高水平的業務投資，並尋求增值併購機會，以加強我們的業務組合並創造更大的價值，”該公司補充道。
QIAGEN aims to achieve a 31% CER-adjusted operating income margin by 2028 through portfolio streamlining, organizational simplification, and digitization.
QIAGEN旨在通過組合優化、組織簡化和數字化等措施，在2028年之前實現31%的CER調整後的營業利潤率。
These efforts include discontinuing the NeuMoDx system and upgrading the SAP enterprise resource system.
這些努力包括停止NeuMoDx系統的使用並升級SAP企業資源系統。
QIAGEN returned $300 million to shareholders via a synthetic share repurchase in January 2024 and plans a new $300 million program pending shareholder approval at the Annual General Meeting.
QIAGEN於2024年1月通過一項合成股份回購向股東返還了3億美元，並計劃在年度股東大會上通過一項新的3億美元計劃（待股東批准）。
Price Action: QGEN shares are up 2.79% at $43.52 at last check Monday.
價格行動：截至週一最後交易，QGEN股價上漲2.79％，至43.52美元。
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Image created using artificial intelligence via Midjourney.
圖像由Midjourney通過人工智能創建。
譯文內容由第三人軟體翻譯。