QuidelOrtho Releases Podcast Episode on Syphilis Trends
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 23 2026
0mins
Should l Buy QDEL?
Source: Newsfilter
- Syphilis Trend Analysis: CDC data indicates that while primary and secondary syphilis cases have declined for two consecutive years, congenital syphilis cases reached nearly 4,000 in 2024, highlighting significant screening gaps affecting maternal health.
- Missed Screening Opportunities: The podcast emphasizes that congenital syphilis is entirely preventable with timely prenatal screening and treatment, yet current screening strategies fail to effectively cover all pregnant women, increasing infection risks.
- Importance of Testing Strategies: The episode discusses how treponemal and non-treponemal tests work together to identify active infections, underscoring the critical need for repeat testing during pregnancy to catch late-acquired infections.
- Action Steps for Health Systems: Recommendations for health systems include implementing universal repeat testing during pregnancy, utilizing EHR prompts, and treating every pregnancy-related visit as a screening opportunity to enhance early detection rates.
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Analyst Views on QDEL
Wall Street analysts forecast QDEL stock price to rise
4 Analyst Rating
1 Buy
3 Hold
0 Sell
Hold
Current: 10.770
Low
35.00
Averages
35.00
High
35.00
Current: 10.770
Low
35.00
Averages
35.00
High
35.00
About QDEL
QuidelOrtho Corporation provides in vitro diagnostics, developing and manufacturing intelligent solutions. The Company specializes in immunoassay and molecular testing, clinical chemistry and transfusion medicine. Its business units include labs, molecular diagnostics, point of care and transfusion medicine. Under the labs business unit, its product categories include virology & bioassays, specialty products, VITROS platform and immunodiagnostics. Under the molecular diagnostics business unit, its product categories include Lyra, Solana and Savanna. Under the point of care business unit, its product categories include rapid immunoassay and cardiometabolic immunoassay. Under the transfusion medicine business unit, its product categories include immunohematology and donor screening. It provides diagnostic testing solutions under various brand names, including AdenoPlus, BIOVUE, FreshCells, InflammaDry, Lyra, MeterPro, MicroVue, Ortho, Ortho Clinical Diagnostics and Ortho Optix.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
QuidelOrtho Corporation Q1 2026 Earnings Call Insights
- Revenue Decline: QuidelOrtho reported total revenue of $620 million in Q1, reflecting a significant decline due to a notably softer respiratory season, with influenza-like illness visits down approximately 30%, adversely impacting overall performance.
- China Market Slowdown: Sales in China slowed in March as distributors exercised caution ahead of anticipated national IVD pricing guidelines, with expected revenue declines of roughly $75 million, highlighting market uncertainties.
- Acquisition of LEX Diagnostics: The company completed the acquisition of LEX Diagnostics in April, adding a highly differentiated ultra-fast molecular platform, with measurable revenue expected to begin in early 2027, thereby strengthening its competitive position in point-of-care testing.
- Cash Flow Outlook: Despite a negative operating cash flow of $33 million in Q1, the company expects free cash flow for the full year to be in the range of $100 million to $120 million, indicating ongoing focus on cash flow generation and improvement plans.
See More
Quidel Scheduled to Announce Q1 Earnings on May 5th
- Earnings Announcement: Quidel (QDEL) is set to release its Q1 earnings on May 5th after market close, with a consensus EPS estimate of $0.42, reflecting a significant year-over-year decline of 43.2%, indicating potential profitability challenges ahead.
- Revenue Decline: The expected revenue for Q1 is $659.17 million, down 4.9% year-over-year, suggesting weakening market demand and increased competition may adversely affect the company's performance.
- Strong Historical Performance: Over the past two years, Quidel has consistently beaten both EPS and revenue estimates 100% of the time, demonstrating reliability in financial forecasting, although recent downward revisions raise concerns about future performance.
- Revision Trends: In the last three months, there have been no upward revisions for EPS estimates, with four downward adjustments, and similarly, revenue estimates saw no upward revisions but three downward adjustments, indicating a decline in market confidence regarding the company's outlook.
See More
QuidelOrtho Releases Podcast on Syphilis Trends
- Syphilis Trend Analysis: QuidelOrtho's latest podcast discusses syphilis trends in the U.S., revealing that while primary and secondary syphilis cases have declined, congenital syphilis cases reached nearly 4,000 in 2024, highlighting a significant public health challenge.
- Screening Gaps: The podcast emphasizes that congenital syphilis is entirely preventable with timely diagnosis and treatment during pregnancy; however, current missed screening opportunities necessitate improvements in healthcare workflows to address this critical gap.
- CDC Data Insights: Andrea Ott-Vasconi, Director of Scientific Affairs and Regulatory at QuidelOrtho, interprets CDC data, indicating that despite a second consecutive year of decline in primary and secondary syphilis cases, the rising trend of congenital syphilis is alarming and requires urgent action.
- Actionable Recommendations: The podcast outlines actionable steps that health systems can take to enhance screening and treatment processes, thereby reducing the incidence of congenital syphilis and ensuring the health of mothers and newborns.
See More
QuidelOrtho Releases Podcast Episode on Syphilis Trends
- Syphilis Trend Analysis: CDC data indicates that while primary and secondary syphilis cases have declined for two consecutive years, congenital syphilis cases reached nearly 4,000 in 2024, highlighting significant screening gaps affecting maternal health.
- Missed Screening Opportunities: The podcast emphasizes that congenital syphilis is entirely preventable with timely prenatal screening and treatment, yet current screening strategies fail to effectively cover all pregnant women, increasing infection risks.
- Importance of Testing Strategies: The episode discusses how treponemal and non-treponemal tests work together to identify active infections, underscoring the critical need for repeat testing during pregnancy to catch late-acquired infections.
- Action Steps for Health Systems: Recommendations for health systems include implementing universal repeat testing during pregnancy, utilizing EHR prompts, and treating every pregnancy-related visit as a screening opportunity to enhance early detection rates.
See More
TTP Group Sells LEX Diagnostics to QuidelOrtho
- Transaction Completed: TTP Group announced the sale of its spin-out company LEX Diagnostics to QuidelOrtho, marking TTP's exit while paving the way for global scaling of LEX Diagnostics' rapid PCR technology.
- Significant Technological Edge: LEX Diagnostics is built on ultra-fast PCR technology that delivers lab-quality results in approximately 6 to 10 minutes, providing a strong competitive advantage in the market.
- Regulatory Approval Secured: The VELO system from LEX Diagnostics has received clearance from the U.S. Food and Drug Administration (FDA) and a CLIA waiver, further enhancing its market potential and application scope.
- Optimistic Market Outlook: This transaction not only brings capital back to TTP Group but also offers QuidelOrtho an opportunity to expand its product line and market share, which is expected to drive future growth.
See More
QuidelOrtho Acquires LEX to Accelerate Growth in Molecular Diagnostics
- Acquisition Completed: QuidelOrtho has completed the acquisition of LEX Diagnostics for approximately $100 million, marking a significant milestone in its molecular diagnostics strategy and is expected to accelerate growth in the fast-paced point-of-care testing market through innovative technology integration.
- Product Innovation: The LEX VELO System has received FDA 510(k) clearance, designed to deliver highly sensitive testing results for Influenza and COVID-19 in just 6 to 10 minutes, significantly enhancing clinical decision-making speed and accuracy, thereby improving patient outcomes.
- Market Expansion Plans: QuidelOrtho expects to initiate the U.S. commercial launch of the LEX VELO System later in 2026, with global expansion anticipated following local regulatory approvals, further solidifying its leadership position in the molecular diagnostics market.
- Strategic Implications: This acquisition not only expands QuidelOrtho's molecular diagnostics portfolio but also enhances its integrated diagnostic solutions capabilities across immunoassay, clinical chemistry, and transfusion medicine, reflecting the company's long-term commitment to advanced diagnostic technologies.
See More
QuidelOrtho Corporation Q1 2026 Earnings Call Insights
- Revenue Decline: QuidelOrtho reported total revenue of $620 million in Q1, reflecting a significant decline due to a notably softer respiratory season, with influenza-like illness visits down approximately 30%, adversely impacting overall performance.
- China Market Slowdown: Sales in China slowed in March as distributors exercised caution ahead of anticipated national IVD pricing guidelines, with expected revenue declines of roughly $75 million, highlighting market uncertainties.
- Acquisition of LEX Diagnostics: The company completed the acquisition of LEX Diagnostics in April, adding a highly differentiated ultra-fast molecular platform, with measurable revenue expected to begin in early 2027, thereby strengthening its competitive position in point-of-care testing.
- Cash Flow Outlook: Despite a negative operating cash flow of $33 million in Q1, the company expects free cash flow for the full year to be in the range of $100 million to $120 million, indicating ongoing focus on cash flow generation and improvement plans.
See More
Quidel Scheduled to Announce Q1 Earnings on May 5th
- Earnings Announcement: Quidel (QDEL) is set to release its Q1 earnings on May 5th after market close, with a consensus EPS estimate of $0.42, reflecting a significant year-over-year decline of 43.2%, indicating potential profitability challenges ahead.
- Revenue Decline: The expected revenue for Q1 is $659.17 million, down 4.9% year-over-year, suggesting weakening market demand and increased competition may adversely affect the company's performance.
- Strong Historical Performance: Over the past two years, Quidel has consistently beaten both EPS and revenue estimates 100% of the time, demonstrating reliability in financial forecasting, although recent downward revisions raise concerns about future performance.
- Revision Trends: In the last three months, there have been no upward revisions for EPS estimates, with four downward adjustments, and similarly, revenue estimates saw no upward revisions but three downward adjustments, indicating a decline in market confidence regarding the company's outlook.
See More
QuidelOrtho Releases Podcast on Syphilis Trends
- Syphilis Trend Analysis: QuidelOrtho's latest podcast discusses syphilis trends in the U.S., revealing that while primary and secondary syphilis cases have declined, congenital syphilis cases reached nearly 4,000 in 2024, highlighting a significant public health challenge.
- Screening Gaps: The podcast emphasizes that congenital syphilis is entirely preventable with timely diagnosis and treatment during pregnancy; however, current missed screening opportunities necessitate improvements in healthcare workflows to address this critical gap.
- CDC Data Insights: Andrea Ott-Vasconi, Director of Scientific Affairs and Regulatory at QuidelOrtho, interprets CDC data, indicating that despite a second consecutive year of decline in primary and secondary syphilis cases, the rising trend of congenital syphilis is alarming and requires urgent action.
- Actionable Recommendations: The podcast outlines actionable steps that health systems can take to enhance screening and treatment processes, thereby reducing the incidence of congenital syphilis and ensuring the health of mothers and newborns.
See More
QuidelOrtho Releases Podcast Episode on Syphilis Trends
- Syphilis Trend Analysis: CDC data indicates that while primary and secondary syphilis cases have declined for two consecutive years, congenital syphilis cases reached nearly 4,000 in 2024, highlighting significant screening gaps affecting maternal health.
- Missed Screening Opportunities: The podcast emphasizes that congenital syphilis is entirely preventable with timely prenatal screening and treatment, yet current screening strategies fail to effectively cover all pregnant women, increasing infection risks.
- Importance of Testing Strategies: The episode discusses how treponemal and non-treponemal tests work together to identify active infections, underscoring the critical need for repeat testing during pregnancy to catch late-acquired infections.
- Action Steps for Health Systems: Recommendations for health systems include implementing universal repeat testing during pregnancy, utilizing EHR prompts, and treating every pregnancy-related visit as a screening opportunity to enhance early detection rates.
See More
TTP Group Sells LEX Diagnostics to QuidelOrtho
- Transaction Completed: TTP Group announced the sale of its spin-out company LEX Diagnostics to QuidelOrtho, marking TTP's exit while paving the way for global scaling of LEX Diagnostics' rapid PCR technology.
- Significant Technological Edge: LEX Diagnostics is built on ultra-fast PCR technology that delivers lab-quality results in approximately 6 to 10 minutes, providing a strong competitive advantage in the market.
- Regulatory Approval Secured: The VELO system from LEX Diagnostics has received clearance from the U.S. Food and Drug Administration (FDA) and a CLIA waiver, further enhancing its market potential and application scope.
- Optimistic Market Outlook: This transaction not only brings capital back to TTP Group but also offers QuidelOrtho an opportunity to expand its product line and market share, which is expected to drive future growth.
See More
QuidelOrtho Acquires LEX to Accelerate Growth in Molecular Diagnostics
- Acquisition Completed: QuidelOrtho has completed the acquisition of LEX Diagnostics for approximately $100 million, marking a significant milestone in its molecular diagnostics strategy and is expected to accelerate growth in the fast-paced point-of-care testing market through innovative technology integration.
- Product Innovation: The LEX VELO System has received FDA 510(k) clearance, designed to deliver highly sensitive testing results for Influenza and COVID-19 in just 6 to 10 minutes, significantly enhancing clinical decision-making speed and accuracy, thereby improving patient outcomes.
- Market Expansion Plans: QuidelOrtho expects to initiate the U.S. commercial launch of the LEX VELO System later in 2026, with global expansion anticipated following local regulatory approvals, further solidifying its leadership position in the molecular diagnostics market.
- Strategic Implications: This acquisition not only expands QuidelOrtho's molecular diagnostics portfolio but also enhances its integrated diagnostic solutions capabilities across immunoassay, clinical chemistry, and transfusion medicine, reflecting the company's long-term commitment to advanced diagnostic technologies.
See More
