At its J.P. Morgan Healthcare Conference 2026 presentation, Qiagen NV alluded to positive full-year results for 2025 and expressed that the company feels the market is in better shape now, entering 2026, than it was a year ago.
Qiagen NV highlighted that one of its core business strategies is to leverage its strong leadership position in sample technology to gain market share in its other key growth pillars: QIAcuity digital PCR (dPCR) testing, QIAGEN Digital Insights for genomics and next-generation sequencing, and diagnostic solutions via its QuantiFERON and QIAstat-Dx product lines.
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Qiagen NV commented that its QIAcuity dPCR product is demonstrating high growth with research and academic customers, as well as in the biotech and pharmaceutical space. Qiagen NV believes it is capitalising well on the dPCR market, with applications like liquid biopsies and minimal residual disease driving sales of its QIAcuity product. The company added that fully unlocking the dPCR opportunity will require broader displacement of qPCR in gene-expression workflows.
In terms of diagnostic solutions, Qiagen NV believes its QuantiFERON product will continue to grow strongly over the next few years and commented that double-digit growth of its interferon gamma release assay is being largely driven by converting customers who currently use tuberculin skin tests. The company reiterated that it is aiming to hit $600m in revenue for its QuantiFERON product by 2028 and hinted that new AI developments for this assay may be released in 2026.
GlobalData analysis confirms the strong growth trajectory of the QuantiFERON product, with our SKU tracker for Mycobacterium tuberculosis tests consistently showing over 12% growth year-on-year for this in vitro diagnostics (IVD) device, in US healthcare institutions.
Qiagen NV is also launching new panels for its QIAstat Dx product and believes broadening the menu for this IVD device will help the company maintain strong growth. These new QIAstat Dx panels include complicated urinary tract infection and pneumonia diagnostic assays.
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By GlobalDataAccording to GlobalData analyses, the market for molecular-based, respiratory, and pneumonia panel assays is extremely large and although it represents a sizable opportunity of over $3 billion in the US alone, it is dominated by several other strong players such as Cepheid Inc, bioMérieux SA, and F. Hoffmann-La Roche Ltd.
Finally, Qiagen NV outlined its M&A strategy, highlighting that it is seeking acquisitions to complement its existing growth pillars, aiming for tight synergy with current operations rather than dispersing resources across unrelated areas. Qiagen NV currently favors targeted, bolt-on transactions that strengthen its core capabilities, as opposed to transformative or high-risk acquisitions. As an example, the company described its acquisition of Parse Biosciences as a logical step into single-cell analytics that strengthens both its sample technology portfolio and QIAGEN Digital Insights bioinformatics offerings.
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