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Qiagen N.V. (QGEN) Presents at Barclays 28th Annual Global Healthcare Conference Transcript

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⚡ Quantum Brief
Qiagen’s leadership reaffirmed confidence in its 2025 performance and five growth pillars during Barclays’ March 2026 healthcare conference, citing strong market positioning despite an ongoing CEO transition. The company is midway through a CEO search, narrowing a long list of candidates after announcing its current leader will depart, though no timeline for appointment was disclosed. CFO Roland Sackers emphasized continuity in strategy, aligning with recent comments from outgoing CEO Thierry Bernard, suggesting no major shifts despite the leadership change. No new M&A details were revealed, but executives hinted at potential deals aligning with Qiagen’s diagnostic and life sciences focus, though specifics remain undisclosed. Analyst Luke Sergott, now covering Qiagen for Barclays, probed strategic direction, signaling investor interest in stability amid the transition and growth trajectory.
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SA Transcripts158.9K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Qiagen N.V. (QGEN) Barclays 28th Annual Global Healthcare Conference March 10, 2026 8:30 AM EDT Company Participants Roland Sackers - CFO, MD & Member of Management BoardDaniel Wendorff - VP & Head of Investor Relations Conference Call Participants Luke Sergott - Barclays Bank PLC, Research Division Presentation Luke SergottBarclays Bank PLC, Research Division Good morning, everybody. I'm Luke Sergott. I cover life science tools and diagnostics for Barclays. Kicking off the conference here, first meeting with Qiagen, long-time listener, a long time caller or I guess, for me. I have Roland Sackers, CFO; and Daniel Wendorff, IR. I guess just to start off, we talked about this a little bit outside, but kind of go through updates on strategic direction, CEO search, some of the M&A news that's been out there. So just kind of wrap all that up into some early comments. Roland SackersCFO, MD & Member of Management Board Yes. First of all, Luke, thanks for having us. And I appreciate that you're now a research analysts and not a search anymore. We still miss you as a customer. But I think it's an important question. And I think probably you're referring to also the comments Thierry made more or less last week where he was, from my perspective, reinforcing what we said before, right? On the one hand side, Qiagen feels quite strong about, I think our overall perspective in the market, I think we delivered also a very strong 25 footprint. And with our focus around our 5 pillars of growth, we feel very comfortable going forward. Nevertheless, we are also going to a CEO transition. As you know, in the company announced that they go a different path. And we're in the middle of the CEO search. We are now down from a long list to a

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