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16 Jan, 7 tweets, 5 min read
#JPM2021 #BiologicalDynamics @BiodynSD My Highlights: I'll cover this from the point of view of #LiquidBiopsy and #Epigenomics profiling, which is where my interest lies: their next-gen multiomics intro is about exosomes (and EVs, exosomal vesicles?)
The slide about Verita Biomarker Isolation Platform seems to be about isolating cells, with the right-most image showing "Visualized EV", which I presume is exosome vesicles
Later on, they do mention methylation markers, above the exosomes image, so I wonder if it's only DNA inside or bound to the exosomes?
And the answer is in the next slide: the EVs do have DNA/RNA bound to them, so they assay that fraction separately from the cfDNA
They mention a collaboration/partnership with Microsoft, which is something I saw also with at least another #LiquidBiopsy company at #JPM2021. Maybe Microsoft sees this field as somewhere they can steal market share out of #AWS and #GCPCloud?
One of the board members is Irwin Jacobs, co-founder of Qualcomm. They've been in stealth mode for quite a while, only popped in the #LiquidBiopsy radar in this #JPM2021 bit.ly/liqbiop
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Albert Vilella Profile picture
17 Jan
The is a tech bubble in the stock market, and it will burst soon. The question is, which of the #NGS companies below will come out stronger from the stock market tech bubble bursting? $ILMN $PACB @nanopore @MGI_BGI
Looking at the NASDAQ for the last 5 years, there was a big drop in March 2020, triggered by the first wave of worldwide #COVID19. The tech bubble was already inflated back then. But the market recovered with a matter of weeks, and kept climbing up. Image
Next is $PACB: this is a difficult to predict after the tech bubble bursts, because it spent 2-3 years undervalued (at around the time the Sequel2 came out), but spent the last few months overvalued. The price before the last big NASDAQ correction was around $14-15. Image
Read 25 tweets
Albert Vilella Profile picture
15 Jan
#JPM2021 @GenapSys My Highlights: I think it's fair to say I am more excited than most about this #NGS company, as I see them as an example of how to enter the market while keeping a small profile ($249M raised so far).
They now are aiming at 2021 to ship two new chips: 50MM read chip and 144MM sensor chip (not sure what the difference is between read/sensor).
They show a slide of price per Gb with #Illumina products as a reference, and their products now lined up, I think, for the first time with price per Gb info. Lowest will be the 144MM chip at ~$27/Gb.
Read 14 tweets
Albert Vilella Profile picture
14 Jan
#JPM2021 #ExactSciences #LiquidBiopsy My highlights: I will focus on the liquid biopsy / #epigenomics profiling side of the presentation, which is where my interest lies: Exact described the data from Thrive multi-cancer screening, based on 'mutation+protein'
The details they gave on their other recent acquisition, #BaseGenomics are illuminating: they will use their bisulfite-free methylation profiling method for their Cologuard 2.0 test for CRC, but also for the multi-cancer test, and possibly the MRD test as well.
So this means that #ExactSciences intend to upgrade their tech in two steps: from current Cologuard 1.0 to a new test that includes Thrive's tech, and then a second upgrade using the #BaseGenomics #Epigenomics profiling tech.
Read 5 tweets
Albert Vilella Profile picture
14 Jan
Some stats and facts about the #Takifugu #rubripes assembly by @genomeark: this is the third iteration of the assembly. The first was completed in 2002. There was another iteration done in 2011. Why was the pufferfish sequenced so early? A lot has got to do with Sydney Brenner...
Indeed, as we can see in this archived version of @ensembl, the Fugu genome was the 5th vertebrate genome to be completed, after human/mouse/rat and zebrafish. Even though zebrafish is widely used as a model organism, Sydney Brenner argued that Fugu was worth sequencing ...
... The reason is that Sydney Brenner was passionate (obsessed?) with gene duplications and functional diversification. I.e. a gene duplicates in two copies, and over time, each copy can specialize in doing something slightly different. ...
Read 8 tweets
Albert Vilella Profile picture
13 Jan
#JPM2021 @TwistBioscience My Highlights: back to the #DNAWrite field. TwistBio chip: 1M oligos but only as centralised factory setting.
Expanding to a new factory in Portland (roadmap 2022) to reduce TAT. Also mentioned the "long tail" of Clonal Ready Gene Fragments.
They have a few slides on #DNAasStorage with a denser chip in prototype phase where they think they can archive 1Tb for $100 (pay once, archive forever*) which, if my calculations are correct, would allow for 10-12 years of @awscloud Deep Glacier or similar mth/GB=0.00099*12*1E3
Read 5 tweets
Albert Vilella Profile picture
13 Jan
#JPM2021 #LiquidBiopsy notable by their absence, which is more than excusable in these pandemic times: @freenome, Biocartis, Biodesix, Epic Sciences, ArcherDx (not by this name anyway). Worth following developments for them. In my book, worth following #Freenome of the ones here.
Smaller #LiquidBiopsy #Oncology #Diagnostics players also not at #JPM2021 but important in the field: Personalis, Inivata, Exosome Diagnostics, Epigenomics Ag, Personal Genome Diagnostics, Foundation Medicine, Singlera, Cambridge Epigenetix, and Bluestar Genomics.
Now added #BiologicalDynamics to my #LiquidBiopsy list crunchbase.com/organization/b… which displace #Biocept in the #Top30 bit.ly/liqbiop (thanks Kevin Han for the follow).
Read 5 tweets

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