Discover and read the best of Twitter Threads about #insituimaging
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In #JPM2023 news, $NSTG NanoString presented on January 11, 2023. Started in single-cell gene expression, now expanding into #SpatialBiology. They see a $3B+$3B market opportunity both on the NGS-based and the Imaging-based tech respectively. 
The GeoMx is the NGS-based spatial biology solution, akin to the 10X Genomics Visium (and Visium HD in the future), with 25+ instruments in the pipe. CosMx is the imaging-based equivalent (Xenium in 10x portfolio), with about 80 instruments already in the pipe.
Lots of slides to describe CosMx, which is the newest and fastest growing instrument for $NSTG NanoString. High Plex, up to 1000-plex RNA assay, but also does Protein, FFPE Compatible, Tunable Throughput, Complete Informatics (AtoMx). Now 180 cummulative orders.
In #JPM2023 news, $AKYA Akoya Biosciences presented with their #SpatialBiology solutions. Here the 3 instruments lined up from Discovery to Translational to Clinical segments.
Instrument numbers: 229 PhenoCyclers, 83 PhenoImager Fusions, and 551 PhenoImager HTs, Mantras & Vectras, as of September 30, 2022.
They see the 3 segment TAMs in the $3B, $4B and $7B range. I wonder if there are others leaning more on the clinical for their TAM predictions, rather than having earlier segments already accounting for so much.
