Qiagen N : BofA Securities 2026 Healthcare Conference Investor introduction
QGEN
Published on 05/07/2026 at 07:57 am EDT
May 2026
The value of biology
has never been stronger
QIAGEN solutions are used worldwide by researchers -from young scientists to Nobel laureates - and clinical labs
QIAGEN at a glance
Highly recurring revenues
~90%
~10%
Consumables and related revenues
Instruments
~5,700
employees known as QIAGENers
>500,000
customers worldwide
Balanced customer markets
R&D continuum
Life Sciences
~50%
Molecular Diagnostics
~50%
Sales1
A global company with scale
$2.09
billion sales(1)
~52%
Americas
~34%
EMEA
~14%
Asia-Pacific / Japan
(1) Based on 2025
QIAGEN more focused and stronger than ever
PCR
Genomics / NGS
Diagnostic solutions
QIAGEN
product groups
Life Sciences
~50%
Molecular Diagnostics
~50%
Sample technologies
QIAGEN
customers
CAGR - Compound annual growth rate I Total addressable market based on QIAGEN estimates
Investor Introduction
~$13-14 bn
addressable market (2028)
6
Growth and value
~4-6%
CAGR
~$11 bn
addressable market (2024)
Balanced global presence
2025 net sales (%)
Americas
EMEA
Asia-Pacific / Japan
Differentiated portfolio
2025 net sales (%)
Sample technologies
Diagnostic solutions
PCR / Nucleic acid amplification
12
15
38
32
14
34
52
Genomics / NGS
Other
Any biological sample
PCR
QIAcuity dPCR
#2
Sample
#1
technologies
Genomics / NGS
QIAGEN Digital Insights
#1
Leading from the first step in lab workflows
Samples
Sample preparation
Detection
Insights
Life Sciences Customers
Academic labs
Government research labs Pharma / Biotech Forensics / Human ID
~$6 bn
total addressable
market (2025)
Molecular Diagnostics Customers
Hospitals / Decentralized healthcare
Reference labs
Pharma partnerships Public health agencies
~$6 bn
total addressable
market (2025)
Diagnostic solutions
QuantiFERON QIAstat-Dx
#1
#2
#
Current market segment position
Investor Introduction 7
Strategy: Committed to solid profitable growth
On track
Ongoing focus on growth pillars to
sustain profitable growth
Drive efficiency and digitization to fuel growth investments and profitability
Ensure disciplined capital allocation
for growth and shareholder value
net sales CER from pillars in 2028
Set to exceed
adj. operating income margin expansion 2024-28
Exceeded
of returns to shareholders 2024-28 (absent M&A)
BPS - Basis points I CAGR - Compound annual growth rate I CER - Constant exchange rates
Investor Introduction 8
Our 2028
targets
~7%
Net sales CER CAGR (2024-28)
≥31%
Set to exceed
Adj. operating income
margin CER (2028)
On track
Focusing on attractive opportunities in molecular testing
NGS / Genomics
PCR / Nucleic acid amplification
Diagnostic solutions
Sample technologies
Product groups
$661 mn $803 mn $309 mn $242 mn
2025
sales
QuantiFERON
#1
Leading immune response
monitoring (incl. TB)
Build on proven leadership
Sample
technologies
#1
Comprehensive portfolio
Accelerate investments for growth
QIAcuity
#2
QIAstat-Dx
#2
QIAGEN
#1
Microplate-based digital
PCR
Syndromic PCR testing
with unrivaled ease
Digital Insights (QDI)
Powerful analytics to understand genomics
Growth pillars
#
Current market segment position
QIAcuity dPCR
Quantitative PCR (qPCR)
e.g., Cell and Gene Therapy
QIAcuity dPCR
Enabling novel applications
Next-generation
sequencing (NGS)
e.g., liquid biopsy
dPCR - Capturing share from qPCR and NGS markets
Lower sensitivity and precision
Fast time-to-result at low cost
High sensitivity and precision
More accurate than qPCR
Rapid and cost-effective
Faster and lower cost than NGS
In-depth insights and high precision
Slow time-to-result
at high cost
~$2.7 bn
qPCR
2025 total addressable market(1)
~$0.6 bn
dPCR
2025 total addressable market(1)
>15% CAGR (2024-28)
~$1.9 bn
NGS consumables 2025 total addressable market(1)
(1) Total addressable market incl. research and clinical customer segments (QIAGEN market estimates) I NGS - Next-generation sequencing
Instruments tailored to varying customer segments
Scalable
systems
Low- to high-throughput capabilities
QIAcuity
Academia Overcoming entry barrier vs. qPCR
One
QIAcuity
Four
QIAcuity
Eight
QIAcuity-Dx
Ease of use
Fully integrated automation portfolio
DNA integrity analysis
Built-in software allows quick assessment of DNA or vector quality
Fastest time to result
Over twice as fast
vs. droplet digital PCR(1)
Translational and cancer research
Exploring use of dPCR vs. NGS
Biopharma
Precision / speed benefits vs. qPCR / NGS
Clinical labs / hospitals Validated for diagnostic applications
>2,700 validated QIAcuity dPCR assays
GeneGlobe custom assay design tool
(1) Compared to QX200 dPCR
Investor Introduction
Key achievements
>3,200
cumulative placements since 2020 launch
>400
customers with multiple instruments (2025)
>1,100
publications referencing
QIAcuity dPCR (2025)
11
QIAcuity
net sales CER target (2028)
Significant investments into QIAcuity dPCR
Accelerate commercialization
Target
new applications
Extend
into clinical use
>3x increase
of sales specialists for market
penetration
Accelerate market through customer education in biopharma and translational
Launch new assays
for gene expression and Cell and Gene
Therapy applications
Maximize value of GeneGlobe
>10 million predesigned assays
with unlimited customization
QIAcuity-Dx
enabling MRD and monitoring
applications (e.g., liquid biopsy)
Menu expansion
Opening platform to diagnostic
partners
CER - Constant exchange rates I MRD - Minimal residual disease
Use case:
3-year-old with severe but unspecific GI symptoms
Traditional testing
Slow diagnosis and treatment decisions can lead to complexities
Syndromic testing
Fast diagnosis enabling better
treatment decisions
Day 1
Day X
Multiple tests to identify disease
Late diagnosis and delay in starting the right treatment
Day 1
One test within
one hour
Quick diagnosis
Better for
patients and physicians
Reduces
healthcare costs
for accurate treatment
GI - Gastrointestinal
QIAstat-Dx
Identifying unknown
diseases at speed
and ease
~$2.4 bn
syndromic testing 2025 total addressable market
QIAstat-Dx offers differentiated features
Strong product capabilities
Specification
QIAstat-Dx
Competition
Hands-on time
~1 min
>5 min
qPCR
Amplification curves / Ct values
Time to result
~1 hour
~1 hour
Key differentiators
Workflow efficiency and safety for
robust results
Additional pathogens on panels for broader coverage
Lab connectivity for
remote results
Lower noise level
for
better lab environment
Investor Introduction
Key achievements
>5,200
cumulative placements
since launch
>75%
of customers use more
than 3 panel types
~100
countries with QIAstat-Dx customers
14
QIAstat-Dx
net sales CER target (2028)
Expanding global presence and differentiated menu
Grow installed customer base
Small hospitals Public health labs
Medium hospitals Regional reference labs
Large hospital networks National reference labs
Low-throughput customers
High-throughput
customers
Drive menu expansion
Complete Panels Mini Panels
Respiratory
GI
Meningitis Blood culture
cUTIs
Pneumonia
2025
2026
2028
2025
2026
2028
Resp. 5 Mini(1)
2x GI 5 Mini(2)
Already launched 202X: Submission date
CER - Constant exchange rates I cUTI - Complicated Urinary Tract Infection I GI - Gastrointestinal I Resp. - Respiratory
(1) Influenza A, Influenza B, Respiratory Syncytial Virus (RSV), Rhinovirus, SARS-CoV-2 version I (2) Campylobacter, Salmonella, Shiga-like toxin E. coli (STEC), Shigella, Yersinia enterolitica or Norovirus versions
QIAGEN Digital Insights
QIAGEN unlocking the power of genomics
Development
Powerful analytics to understand genomics
In 2003, the first
human genome took
13 years
>$1 bn / genome
Today, any human genome can be read in
5 hours
The challenge:
Bottleneck in scaling data interpretation
Up to 324 million
possible variants
Research at
~1 hour per variant
$100 / sequencing run
Genomic
data
Sequencing costs
2000 2010 2020 2030
QDI: #1 in solving the bioinformatics challenge
Every day
Every month
150,000 users
gain valuable disease insights
80,000 reports
created by our clinical customers
Top bioinformatics for research to clinical customers
Addressing large
customer base
Pharma / Biotech Academia Government research
Clinical testing labs Hospitals Government labs
Clinical -
Patient outcomes
Research -
Scientific discovery
Delivering QDI software solutions for NGS workflow
QIAGEN
kits
Sample prep
Library prep
NGS analysis
Bioinformatics
NGS partners
QIAGEN
kits
QIAGEN Digital
Insights
Software insights drive the next actions
NGS - Next-generation sequencing
Investor Introduction
Key achievements
#1
in bioinformatics software for research and clinical
6
market-leading and highly profitable products
>70
countries with QDI
customers
17
Case study: Research Advancing drug development
Pharma challenge QDI pivotal to drug discovery
Key to understanding disease
pathways, targets and measure changes
25 of the Top 25 Pharma companies use QDI
Significant number of failures without the ability of foresight
Drug research market is worth $60 bn
with significant growth expected
Within 2 minutes,
software indicates specific diseases that could be treated
Case study: Clinical
Patient situation
Enhancing patient outcomes
QDI-enhanced patient outcome
Profile
Male (early 70s)
Diagnosis
Leukemia linked to rare gene mutation
Therapy outlook
Standard chemotherapy not expected to be effective
QIAGEN Clinical Insights report
Genoox: The AI-powered software platform
Speed
Optimized for clinical turnaround
Continuous feedback through users
How we win
Optimized workflows
User-refined oncology and hereditary experiences
Augmented intelligence
AI and scientists working together across analysis and reporting
Accuracy
AI workflows augmented by scientists
AI outputs validated by expert review
How we win
Best-informed AI
Powered by the industry's most trusted QDI content
Continuous peer review
More than 30,000 users review and contribute
Confidence
Proven across >5.5 million reports
Gold-standard knowledge databases
How we win
Highest-quality content
More than 150 expert curators augmented by AI
Exclusive knowledge access
Reports built on premium genomic databases
Presentation Titel
Disclaimer
Qiagen NV published this content on May 07, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on May 07, 2026 at 11:56 UTC.