DISCLOSURE APPENDIX AT THE BACK OF THIS REPORT CONTAINS IMPORTANT DISCLOSURES, ANALYST CERTIFICATIONS, LEGAL ENTITY DISCLOSURE AND THE STATUS OF NON-US ANALYSTS. US Disclosure: Credit Suisse does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the Firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision. 5 September 2019Americas/United StatesEquity ResearchLife Science Tools and Diagnostics Life Science Tools & Diagnostics SECTOR REVIEWResearch AnalystsErin Wilson Wright212 538 4080erin.wright@credit-suisse.comKatie Tryhane212 325 2713katie.tryhane@credit-suisse.comHaley Christofides212 325 2000haley.christofides@credit-suisse.comTop Questions for Management TeamsWith several investor and industry conferences approaching, we have compiled a list of relevant questions and topics of discussion for respective management teams across our diverse coverage universe of Life Science Tools and Diagnostics companies, with an emphasis on the following sub-sectors: Animal Health, Contract Services Organizations, Clinical Laboratories, Dental, Life Sciences, and Drug Distributors, among others. Please reach out to our team for copies of our latest models or other requests in preparation for your meetings.Figure 1: Life Science Tools & Diagnostics Coverage Universe DentalDentsply SironaXRAYIQVIA HoldingsIQVAlign TechnologyALGNICON PLCICLRHenry ScheinHSICPRA Health SciencesPRAHPatterson CompaniesPDCOSyneos HealthSYNHMedpaceMEDPAnimal HealthCharles River LaboratoriesCRLZoetisZTSIDEXX LaboratoriesIDXXElanco Animal HealthELANAvantorAVTRPhibro Animal HealthPAHCDanaherDHRCovetrusCVETLabCorpLHPetmed ExpressPETSQuest DiagnosticsDGXFulgent GeneticsFLGTDistributorsLantheus HoldingsLNTHAmerisourceBergenABCCardinal HealthCAHMcKessonMCKOwens & MinorOMIContract Research OrganizationsLife Sciences & DiagnosticsSource: Credit SuisseLinks to recent industry research:Drug Distributor Update: Generic Drug Pricing MonitorSYNH: Summertime with Syneos—Management on the RoadAnimal Tracks: July Pet Adoptions Accelerate; Pet Retail Tracker HealthyELAN: ELAN + Bayer Q&A TakeawayDrug Distributor Update: Opioid Litigation Overhang EnduresDental Update: Survey Says: Dental Demand Builds5 September 2019Life Science Tools & Diagnostics2Table of contentsPharmaceutical Supply Chain4AmerisourceBergen (ABC).......................................................................................4Cardinal Health (CAH) .............................................................................................6McKesson (MCK) .....................................................................................................8Owens & Minor (OMI) ............................................................................................10Clinical Laboratories12LabCorp of America (LH) ...............................................................
