Fly News Breaks for September 12, 2017
RHHBY, BDX, HOLX
Sep 12, 2017 | 13:29 EDT
Cowen analyst Doug Schenkel noted that the US Preventive Services Task Force recently released a draft recommendation on cervical cancer screening, which no longer recommends cotesting with both an HPV assay and cytology, which would be a negative for Hologic (HOLX) and Becton Dickinson (BDX) if the draft is implemented. If the draft is implemented, it is likely a positive for Roche (RHHBY), the only vendor with a primary screening HPV assay that is FDA approved, added Schenkel. However, the final recommendation statement can be materially different from the draft, he said.
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