IDEXX Laboratories周一公布季度业绩超预期，并上调全年利润和营收预期，押注每次就诊的诊断使用量上升以及新产品推出将在兽医诊所就诊量放缓的情况下支撑增长。这家宠物诊断产品制造商的股价在盘前交易中上涨逾19%。
IDEXX raises forecast, betting diagnostics can offset weak vet visits By Sahil Pandey Nov 2 - IDEXX Laboratories beat quarterly estimates and raised its annual profit and revenue forecast on Monday, betting that rising diagnostic use per visit and new product launches will sustain growth through softer veterinary clinic traffic. Shares of the pet diagnostics maker climbed more than 19% in morning trading.
业绩发布之际，动物健康公司仍在持续关注疫情期间宠物领养热潮过后，宠物主人支出放缓以及兽医诊所就诊次数减少的情况。即便如此，IDEXX仍指出每次就诊的诊断使用量上升是增长动力。
The results come as animal-health companies continue to monitor softer pet owner spending and fewer veterinary clinic visits following the pandemic pet adoption boom. Even so, IDEXX has pointed to rising diagnostic use per visit as a growth driver.
“我们真正感到兴奋的是就诊质量的持续提升，”首席财务官Andrew Emerson表示。“所谓质量，是指扩大诊断使用范围，让进门的宠物更频繁地使用诊断服务。”IDEXX称，第三季度美国同店临床就诊量预计下降了1.8%。
"What we're really excited by is the continued quality of the visits," CFO Andrew Emerson said. "By quality, we mean broadening the use of diagnostics, using diagnostics more frequently in the pets that are coming through the door." IDEXX said US same-store clinical visits fell an estimated 1.8% during the third quarter.
然而，得益于检测频率提高以及InVue Dx分析仪和犬类癌症筛查测试CancerDx等新产品的采用，其伴侣动物业务中经常性诊断营收在美国增长了9.6%。
However, higher testing frequency and adoption of newer products such as its InVue Dx analyzer and CancerDx cancer-screening test for dogs helped recurring diagnostics revenue in its companion-animal business grow 9.6% in the United States.
首席执行官Mike Erickson表示，IDEXX的增长由创新、商业执行力和诊断使用量增加驱动，而非兽医就诊量的反弹。
CEO Mike Erickson said IDEXX's growth was driven by innovation, commercial execution and greater use of diagnostics, rather than a rebound in veterinary visits.
William Blair分析师Ryan S. Daniels表示，尽管就诊逆风持续，IDEXX经常性伴侣动物诊断营收11%的增幅仍继续代表相对于整体兽医诊所销售增长的“显著溢价”。
William Blair analyst Ryan S. Daniels said IDEXX's 11% growth in recurring companion-animal diagnostics revenue continued to represent a "marked premium" over overall veterinary clinic sales growth despite persistent visit headwinds.