agilent press conference june 6, 2016€œplan,” “estimate,” “expect,” “intend,”...
TRANSCRIPT
Safe HarborThis presentation contains forward-looking statements (including, without limitation, information and future guidance on the company’s goals, priorities, growth opportunities, financial performance and condition, including revenue growth, operating margin, free cash flow, earnings and capital allocation and deployment, the continued strengths and expected growth of the markets the company sells into, customer service and innovation plans, new product introductions, infrastructure and supply chain optimization, and operations) that involve risks and uncertainties that could cause results of Agilent to differ materially from management’s current expectations. The words “anticipate,” “plan,” “estimate,” “expect,” “intend,” “will,” “should” “forecast” “project” and similar expressions, as they relate to the company, are intended to identify forward-looking statements.
In addition, other risks that the company faces in running its operations include the ability to execute successfully through business cycles; the ability to successfully adapt its cost structures to continuing changes in business conditions; ongoing competitive, pricing and gross margin pressures; the risk that our cost-cutting initiatives will impair our ability to develop products and remain competitive and to operate effectively; the impact of geopolitical uncertainties on our markets and our ability to conduct business; the impact of currency exchange rates on our financial results; the ability to improve asset performance to adapt to changes in demand; the ability to successfully introduce new products at the right time, price and mix; and other risks detailed in the company's filings with the Securities and Exchange Commission, including our quarterly report on Form 10-Q for the quarter ended April 30, 2016.
The company assumes no obligation to update the information in these presentations. These presentations and the Q&A that follows include non-GAAP measures. Non-GAAP measures exclude primarily the impacts of acquisition and integration costs, future restructuring costs, transformational initiatives, asset impairment charges, business exit costs and divestiture, and non-cash intangibles amortization. Also excluded are tax benefits that are not directly related to ongoing operations and which are either isolated or cannot be expected to occur again with any regularity or predictability. Most of these excluded amounts pertain to events that have not yet occurred and are not currently possible to estimate with a reasonable degree of accuracy. Accordingly, no reconciliation to GAAP amounts has been provided.
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Powerful Partnerships. Inspiring Outcomes.
Monty BenefielVice President /General Manager
Agilent Mass Spec Division
Jim YanoVice President, Marketing
Agilent Mass Spec Division
Agilent at ASMS 2016
It’s About Better ChromatographySystems and Consumables
Routine analysis to
cutting-edge research
Broadest portfolio of LC
systems and solutions
Bringing more efficiency into
the analytical lab
Outstanding value proposition for upgrades and replacements
New 1260 Infinity
II HPLC
Agilent Serves the Entire Analytical LabAnticipating and responding quickly to customer needs
Bioreagents
Chemistries & supplies
FISH probes
Immunohistochemistry
Informatics
Vacuum
CrossLab
Consumables
CrossLab
Services
OpenLAB
Software Platform
HPLC
GC
Mass Spec
Spectroscopy
Automation
Microarrays
Target enrichment
Agilent Technologies Receives Award for Outstanding Customer Service for Second Straight Year
Powerful
Partnerships.
Inspiring
Outcomes
YES!
SANTA CLARA, Calif.--(BUSINESS WIRE)--
Agilent Technologies Inc. (NYSE:A) today
announced it has been recognized with the 2016
Reviewers’ Choice Award for Customer Service
from SelectScience, an independent, expert-led
scientific review.
This is the second year in a row that SelectScience
reviewers, which include scientists around the world,
judged Agilent’s customer service to be the best in
the laboratory products industry.
Agilent Technologies Inc.
March 17, 2016 11:00 AM
Our Partnership Is Focused on Their Workflow
Sample Preparation
Chromatographic Separation
Mass Spectrometry
Software, software, software
Services
Our Customers Are Focused
on Their Molecules
Environment FoodChemical
& Energy PharmaAcademia &
Government
Clinical &
DiagnosticsThe
$45BOpportunity $13B(1) $10B(1)$22B(1)
Agilent’s Winning Strategy The World’s Premier Laboratory Partner
(1) Market sizes per Company estimates
(1)
Inspiring Greater and Better Outcomes for Our Customers
Seahorse Extracellular Flux Analyzer
Mitochrondrial fuel usage
Cell energy phenotype test
Mitochrondrial stress test
Glycolysis stress test
all in live cells
Cell Metabolism Measurements: Seahorse & MS Enabling breakthroughs in cancer research
Agilent is a leader in Metabolomics
Strong software suite and Mass Spectrometry platforms
Seahorse acquisition strengthens our Metabolomics leadership
Highly differentiated live cell metabolism measurements
The combination of these research platforms enable major discoveries
For example in cancer research
&
Agilent at ASMS 2016Powerful partnerships. Inspiring results.
Saturday, June 4 Reception
Integrating Metabolite Profiles
for Less Impersonal Medicine
Breakout Sessions conducted by
Agilent customers
Track 1: Biological Research
Track 2: Pharma/BioPharma
Track 3: Applied Markets including Food
& Environmental
Visit the Agilent Booth #200
June 6 - 8 Breakfast Workshops
June 6: Expand Your Metabolomics Horizons
June 7: Better, Faster Agilent Solutions for
Biopharmaceutical Characterization
June 8: Food for Mass Spec Thought in the Applied
Markets
Daily 8am-11pm Agilent Hospitality Suite
Grand Hyatt
Keynote speaker:
Dr. Robert Gerszten
Chief of Cardiology
Beth Israel Deaconess
Medical Center
Inspiring Outcomes
MD Anderson
Cancer CenterJennifer Molina & Pietro Morlacchi
Nagoya Institute
of TechnologyProfessor Hajime Ohtani
Seahorse & LC/MSGC/MS
Agilent Confidential Sept. 2014 Board Meeting
18
What Are We
Delivering to
Our Lab Partners
This Year?
Cellular
Metabolism
Molecular
Metabolism
Understand Cellular and Molecular MetabolismAgilent Seahorse and Mass Spectrometry Together
For Research Use Only. Not for use in diagnostic procedures.
Metabolomics:Accelerate Your Research With VistaFlux! Agilent’s Qualitative Flux Analysis Workflow
For Research Use Only. Not for use in diagnostic procedures.
Create Target
Metabolite List
Acquire Data
Extract Features
Visualize on
Pathways• Pathways
to PCDL
• PCDL
Manager
• MassHunter
Acquisition
• LC/TOF or
LC/Q-TOF
• Profinder
with
VistaFlux
• Omix
Premium
VistaFlux Workflow
Flux Experiment Done by Justin CrossCancer Cell Line with Enzyme Mutation (IDH2)
Goal: Understand impact of
mutation on glutamate
metabolism
Tracer experiment with
U-13C-Glutamine (Gln)
Monitoring metabolites
labeled in
green
Figure courtesy of Justin Cross, Donald B. and
Catherine C. Marron Cancer Metabolism Center,
Memorial Sloan Kettering Cancer Center
For Research Use Only. Not for use in diagnostic procedures.
Metabolomics dMRM Database and MethodIntegrated with Agilent’s Metabolomics Workflows
DataAcquisition
&Analysis
QuantitationSeparate & Detect
StatisticsPathways
LC/MS/MS MassHunter
Mass Profiler
ProfessionalPathway Architect
For Research Use Only. Not for use in diagnostic procedures.
Dynamic MRM Database
covers >215 central carbon
metabolites
Designed for 1290 Infinity II
and 6460/6470 Triple
Quadrupole MS
Provides an optimized
method and database with
stable, robust
chromatography
BioPharma: ADC DAR MassHunter WalkupDrug-Antibody Ratio for Reduced and Intact ADCs
Non-expert LC/MS users can easily submit samples in MassHunter
Walkup - completes Agilent’s suite of products for an accelerated ADC
characterization workflow
Pharma: Expanding Extractables & Leachables
Complements
GC/MS and ICP-
MS solutions
Confirmation of product purity
> 800 compounds
> 300 with exact mass
Integrated into the All Ions workflow
6200 Series TOF & 6500 Series Q-TOF with
1260/1290 Infinity II LC Series
Proteomics: AssayMAP Bravo Target Customer
Digest Desalt Enrich Elute Clean up Analyze
DigestPurify Desalt Clean up Analyze
• Scalable
• Reproducible
• EfficientAlkylate
Phosphopeptide Enrichment
Rapid Protein Digest
Food: Safety in Numbers (Because More Matters)
LC/TOF & LC/Q-TOF PCDLs
> 1700 Pesticides
> 2100 Veterinary Drugs
> 450 Mycotoxins
Free upgrades for 3 years
Environmental: Addressing Regulatory Requirements
New LC/MS
Analyzer
New GC/MS
Analyzer
Water Screening PCDL
Covers US, EU, China & Japan
regulations
> 1,400 compounds
> 1,000 with exact mass 6200 Series TOF
& 6500 Series Q-TOF
Complements GC/MS and ICP-MS solutions
Water Pollutant Screener
Report templates compliant with
European Water Framework Directive
2000/60/EC
> 1,000 compound database
with spectra and retention time
5977B Series GC/MSD (SQ)
GC/MS EI Source That Cleans Itself
JetCleanConsistent response for weeks or months or years
No downtime for source maintenance
Available as an option or included with factory tested analyzers
Patented
Chemicals: Arsine/Phosphine Analyzer
PE + PP >130 MMT
In 2015
5977B GC/SQ
HES: High Efficiency On-axis EI
JetClean
Arsine/Phosphine Analyzer
Protecting catalyst efficiency for
polyethylene and polypropylene
production
> Single digit ppb detection
300 runs, 4.6 days with % RSDs < 5%
The New Agilent 8900 Triple Quadrupole ICP-MS
Superior Performance
Controlled reaction chemistry for
consistent, reliable results
Resolution of isobaric overlaps (beyond
capability of high-resolution ICP-MS)
Lowest detection limits, even for
previously “difficult” elements: S, Si, P…
Unparalleled Flexibility
4-channel cell gas control as standard
Unique precursor/product ion scan modes
clarify reaction processes
LEAVE INTERFERENCES BEHIND WITH MS/MS
Time for YOUR technology refresh!
Leveraging 1290 Infinity II LC technologies for customer benefits!
The new Agilent 1260 Infinity II LC!
Isocratic, Quaternary and Binary
InfinityLab Columns InfinityLab Parts
Poroshell
Better in Every Way• Sampling
• Solvent delivery
• Column handling
• Detection limits
• Ergonomics & safety
• Fully bio-inert
• Fully backwards method compatibility
Inspiring Outcomes
MD Anderson
Cancer CenterJennifer Molina & Pietro Morlacchi
Nagoya Institute
of TechnologyProfessor Hajime Ohtani
University of
ArizonaProfessor Shane Snyder
Seahorse & LC/MSGC/MS LC/MS, GC/MS &
ICP-MS
Agilent’s Partnership Goal
Supplies Software Applications CrossLab
Any Analyte Any Method One Partner
Focus is always the
customer
Emphasis on
solutions for the
customer’s
workflow . . . not
just mass
spectrometers
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Mass SpecSeparationsAutomations