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Bernstein bullish on Thermo, Revvity, Guardant, PacBio; bearish on Illumina
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The investment firm kicked off cov","content":"<html><body><p>Bernstein is bullish on medtech stocks Thermo Fisher, Guardant Health, Revvity and PacBio, but sees further downside for <a href=\"https://laohu8.com/S/ILMN\">Illumina</a>, according to a new industry note. </p> <p>The investment firm kicked off coverage of the US life science tools and diagnostics sector<span> last week, asserting that the sub-sector had “vastly” outperformed the broader market despite some rockiness over the last few quarters.</span></p> <p>Bernstein attributed the recent weakness in part to such factors as post-COVID inventory de-stocking, economic problems in China and “cautiousness” in biopharma spending. But it also said that a correction was somewhat expected given past performance.</p> <p>“In reality, for an industry that talks about approximately 4% to 6% long-term core organic growth, we’ve been above that for years, so some correction/reversion to the mean isn’t surprising,” Bernstein analysts wrote in their note dated Sept. 27.</p> <p>The good news, Bernstein said, is that the long-term demand drivers for the sub-sector “are still very much in place” and that the “shake-up” created an opportunity for investors to buy long-term “winners” at an attractive entry point and “take advantage of short-term dynamics depressing share price.”</p> <p>Topping Bernstein’s outperform list for diversified toolmakers were Thermo Fisher (<span>NYSE:TMO</span>) and Revvity (RVTY). The bank set Thermo’s price target at $603 and Revvity’s at $133.</p> <p>Meanwhile, Bernstein rated Avantor (AVTR) at market perform, commenting that despite high recurrent revenue and relatively low exposure to China, it believed investors “need time to get over recent stumbles” and that the stock’s multiple was “warranted.” Bernstein’s price target for the stock is $22.</p> <p>Agilent (A) and Waters (WAT) were also rated market perform, with Bernstein asserting that it expects the slowdown in the demand for instruments to continue and that both companies have “limited upside from major strategic actions.” Bernstein set a price targets of $123 for Agilent and $280 for Waters.</p> <p>As for next-generation genomic sequencing, Bernstein said it’s bullish on Pacific Biosciences (<span>NASDAQ:PACB</span>) but bearish on sub-sector giant Illumina (<span>NASDAQ:ILMN</span>), due in part to a shift from short-read sequencing by synthesis, or SBS, which Illumina dominates, to a “more competitive landscape” that includes technologies such as long-read sequencing.</p> <p>In the case of Illumina, Bernstein asserted that its “monopoly” was under attack, making it the relative “loser” in the space. Bernstein rated Illumina at underperform, despite a “huge collapse” of its share price. “We think there is further downside,” Bernstein added, setting Illumina’s price target at $111.</p> <p>Meanwhile, Bernstein said it viewed PacBio as the relative “winner,” stating that PacBio’s pipeline was set up to grab market share in both the long and short-read categories. “PacBio is at a huge point of inflection in growth,” the investment firm added. Bernstein rated PacBio outperform, with a price target of $11.</p> <p>Guardant Health (<span>NASDAQ:GH</span>) was Bernstein’s top pick in the molecular diagnostics space, with the bank rating it outperform with a price target of $34. Citing Guardant’s “first-mover advantage,” Bernstein sees the company delivering “superior growth.” Bernstein added that it viewed a recent pullback on the stock as a buying opportunity.</p> <p>Bernstein was also bullish on Exact Sciences (EXAS), commenting that although the stock may appear pricey relative to peers, the “premium is justified” by the company’s lower downside risk and positive cash flow. Bernstein rated Exact Sciences at outperform, with a $83 price target.</p> <p>Natera (NTRA), meanwhile, was labeled “exciting,” but still given a market perform rating as Bernstein believes that the company’s minimal residual disease, or MRD, product is “further away than the market appreciates.”</p> <p>Bernstein warned investors, however, not to short Natera stock as the company’s 22q screening could represent a $600M market opportunity. The firm set its price target for the stock at $48.</p> <h2>More on medtech stocks </h2> <p>Guardant Health stock climbs following Piper Sandler upgrade</p> <p>AI to represent 11% of healthcare budgets in 2024 - Morgan Stanley</p> <p>Despite a slower Q2, Needham sees medtech market growing 7% in 2023</p> <p>Carl Icahn says new Illumina CEO has his 'full support'</p> <p>Illumina names Agilent executive as new CEO</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bernstein bullish on Thermo, Revvity, Guardant, PacBio; bearish on Illumina</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBernstein bullish on Thermo, Revvity, Guardant, PacBio; bearish on Illumina\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-02 04:02 GMT+8 <a href=https://seekingalpha.com/news/4016935-bernstein-bullish-on-thermo-revvity-guardant-pacbio-bearish-on-illumina><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bernstein is bullish on medtech stocks Thermo Fisher, Guardant Health, Revvity and PacBio, but sees further downside for Illumina, according to a new industry note. The investment firm kicked off ...</p>\n\n<a href=\"https://seekingalpha.com/news/4016935-bernstein-bullish-on-thermo-revvity-guardant-pacbio-bearish-on-illumina\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/915523904/image_915523904.jpg","relate_stocks":{"BK4548":"巴美列捷福持仓","AVTR":"Avantor, Inc.","BK4127":"投资银行业与经纪业","GH":"Guardant Health Inc.","TQQQ":"纳指三倍做多ETF","ILMN":"Illumina","LU0114720955.EUR":"SUSTAINABLE GLOBAL HEALTH CARE \"A\" INC","LU1854103824.USD":"M&G (LUX) POSITIVE IMPACT \"A\" (USD) INC","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","NTRA":"Natera, Inc.","EXAS":"精密科学","A":"安捷伦科技","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","WAT":"沃特世","LU1165135440.EUR":"BNP Paribas Aqua Classic Cap EUR","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","MS":"摩根士丹利","BK4567":"ESG概念","LU1057294990.SGD":"Blackrock World Healthscience A2 SGD-H","RVTY":"REVVITY INC","PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU2125910179.SGD":"Natixis Thematics Water H-R/A SGD","LU2041044095.USD":"Blackrock Circular Economy A2 USD","BK4121":"生命科学工具和服务","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","SQQQ":"纳指三倍做空ETF","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0106831901.USD":"贝莱德世界金融基金A2","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0882574055.USD":"富达全球健康医疗A ACC",".IXIC":"NASDAQ Composite","QQQ":"纳指100ETF","LU0122379950.USD":"贝莱德世界健康科学A2","PACB":"Pacific Biosciences of Californi","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","BK4504":"桥水持仓","IE00BJJMRZ35.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (SGDHDG) ACC","TMO":"赛默飞世尔","QID":"纳指两倍做空ETF"},"source_url":"https://seekingalpha.com/news/4016935-bernstein-bullish-on-thermo-revvity-guardant-pacbio-bearish-on-illumina","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2372074991","content_text":"Bernstein is bullish on medtech stocks Thermo Fisher, Guardant Health, Revvity and PacBio, but sees further downside for Illumina, according to a new industry note. The investment firm kicked off coverage of the US life science tools and diagnostics sector last week, asserting that the sub-sector had “vastly” outperformed the broader market despite some rockiness over the last few quarters. Bernstein attributed the recent weakness in part to such factors as post-COVID inventory de-stocking, economic problems in China and “cautiousness” in biopharma spending. But it also said that a correction was somewhat expected given past performance. “In reality, for an industry that talks about approximately 4% to 6% long-term core organic growth, we’ve been above that for years, so some correction/reversion to the mean isn’t surprising,” Bernstein analysts wrote in their note dated Sept. 27. The good news, Bernstein said, is that the long-term demand drivers for the sub-sector “are still very much in place” and that the “shake-up” created an opportunity for investors to buy long-term “winners” at an attractive entry point and “take advantage of short-term dynamics depressing share price.” Topping Bernstein’s outperform list for diversified toolmakers were Thermo Fisher (NYSE:TMO) and Revvity (RVTY). The bank set Thermo’s price target at $603 and Revvity’s at $133. Meanwhile, Bernstein rated Avantor (AVTR) at market perform, commenting that despite high recurrent revenue and relatively low exposure to China, it believed investors “need time to get over recent stumbles” and that the stock’s multiple was “warranted.” Bernstein’s price target for the stock is $22. Agilent (A) and Waters (WAT) were also rated market perform, with Bernstein asserting that it expects the slowdown in the demand for instruments to continue and that both companies have “limited upside from major strategic actions.” Bernstein set a price targets of $123 for Agilent and $280 for Waters. As for next-generation genomic sequencing, Bernstein said it’s bullish on Pacific Biosciences (NASDAQ:PACB) but bearish on sub-sector giant Illumina (NASDAQ:ILMN), due in part to a shift from short-read sequencing by synthesis, or SBS, which Illumina dominates, to a “more competitive landscape” that includes technologies such as long-read sequencing. In the case of Illumina, Bernstein asserted that its “monopoly” was under attack, making it the relative “loser” in the space. Bernstein rated Illumina at underperform, despite a “huge collapse” of its share price. “We think there is further downside,” Bernstein added, setting Illumina’s price target at $111. Meanwhile, Bernstein said it viewed PacBio as the relative “winner,” stating that PacBio’s pipeline was set up to grab market share in both the long and short-read categories. “PacBio is at a huge point of inflection in growth,” the investment firm added. Bernstein rated PacBio outperform, with a price target of $11. Guardant Health (NASDAQ:GH) was Bernstein’s top pick in the molecular diagnostics space, with the bank rating it outperform with a price target of $34. Citing Guardant’s “first-mover advantage,” Bernstein sees the company delivering “superior growth.” Bernstein added that it viewed a recent pullback on the stock as a buying opportunity. Bernstein was also bullish on Exact Sciences (EXAS), commenting that although the stock may appear pricey relative to peers, the “premium is justified” by the company’s lower downside risk and positive cash flow. Bernstein rated Exact Sciences at outperform, with a $83 price target. Natera (NTRA), meanwhile, was labeled “exciting,” but still given a market perform rating as Bernstein believes that the company’s minimal residual disease, or MRD, product is “further away than the market appreciates.” Bernstein warned investors, however, not to short Natera stock as the company’s 22q screening could represent a $600M market opportunity. The firm set its price target for the stock at $48. More on medtech stocks Guardant Health stock climbs following Piper Sandler upgrade AI to represent 11% of healthcare budgets in 2024 - Morgan Stanley Despite a slower Q2, Needham sees medtech market growing 7% in 2023 Carl Icahn says new Illumina CEO has his 'full support' Illumina names Agilent executive as new CEO","news_type":1},"isVote":1,"tweetType":1,"viewCount":157,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["ORCL"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":24,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/226215586672712"}
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