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Qiagen N.V. (QGEN) Presents at Leerink Global Healthcare Conference 2026 Transcript

Seeking Alpha

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Qiagen’s CFO Roland Sackers confirmed at the Leerink Global Healthcare Conference the company remains open to strategic discussions, emphasizing shareholder value as the priority. Executives highlighted Qiagen’s strong market position and recent operational success, citing consistent execution and a robust product pipeline as key strengths. Sackers acknowledged media reports (e.g., Bloomberg) but declined to detail ongoing negotiations, noting confidentiality constraints on potential deals or partnerships. The company reaffirmed confidence in its standalone strategy while leaving room for acquisitions, divestitures, or collaborations if aligned with long-term growth. Analyst Puneet Souda pressed for updates, but leadership reiterated a disciplined approach, balancing organic growth with strategic flexibility.

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SA Transcripts158.89K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Qiagen N.V. (QGEN) Leerink Global Healthcare Conference 2026 March 9, 2026 11:20 AM EDT Company Participants Daniel Wendorff - VP & Head of Investor RelationsRoland Sackers - CFO, MD & Member of Management Board Conference Call Participants Puneet Souda - Leerink Partners LLC, Research Division Presentation Puneet SoudaLeerink Partners LLC, Research Division All right. Welcome, and good morning. I'm Puneet Souda. I cover life science tools and diagnostics here at Leerink. And my pleasure to be hosting QIAGEN team today. Joining us on the stage is CFO, Roland Sackers; and also Head of Investor Relations, Daniel Wendorff. So great to have you guys. Thanks for coming to our conference. Daniel WendorffVP & Head of Investor Relations Thanks for having us. Question-and-Answer Session Puneet SoudaLeerink Partners LLC, Research Division Yes. Maybe, Roland, the first one, something that's on a lot of investors' mind, and there's quite a bit of discussion around it. Maybe just if you could talk about -- obviously, you've stated that you're open to discussions regarding strategic options. Theory has really emphasized shareholder value. Now it's always -- I understand, look, it's hard to comment on these ongoing discussions and level of interest. But wondering if you're willing to share a bit more about this process and how things are progressing? Any updates on the strategic front? Roland SackersCFO, MD & Member of Management Board Sure. And again, thanks for having us. I do think was pretty much clear, and I've seen that, of course, Bloomberg picked it up last week as well, that on the one hand side, QIAGEN feels quite strong about its position in the market. Clearly, we executed quite well over the last couple of years. At the same time, we also believe we have a strong pipeline. At the same time, it's also very clear that more or less since a couple of

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