Some thoughts on the Nooma Bio insights from @new299 's substack blogpost:
I saw this picture and it reminded me a lot of another similar schematic, which is for photolithography of semiconductor chips (right-hand picture)
The whole point of the more complicated setup in the Nooma Bio approach is that, by having 3 electrodes and two pores, one can control the flow better. But also, read the same single molecule more than once in the same pore pair. Nava puts it clearly here:
Further down, it seems there would be a limit to how fast/slow the molecules go through the pore, which would make it difficult to reach DNA base resolution (even worse for #NGPS protein sequencing)
And finally, some potential other applications are discussed:
There are two conclusions on my end: (1) it seems like the 3 electrode + 2 solid-state pore approach has been given a lot of thought. Maybe, and I am purely speculating here, this is because they envisage a way of producing these at scale, similar to the FinFETs in picture 2.
The other thought is that they may have a big player out there ($ILMN, $PACB, Oxford @nanopore, @MGI_BGI, etc.) realize that they could fit this technology in an already existing workflow, and then they become targets for acquisition.
I don't know what that would be, but I keep thinking that someone may come up with a to combine the strengths of #longread low accuracy methods with the #shortread methods. It has always been very difficult to precisely cut a long molecule of DNA at the exact length you would...
... then sequence it on a SBS-like #shortread sequencer, and in terms of the better quality data at the end of it, that would have great advantages. So think of barcoding 150mers, but in a way that you know the order of the barcodes relative to each other.
Again, this is pure speculation, but that could, in theory, turn concatenated short-reads into a synthetic long-read molecule without the drawbacks of all the methods used so far. So if a setup like the Nooma Bio chamber can be scaled up and combined with a tagmentation step,
then one would be able to use the already existing methods, mainly from #spatialomics, of having very dense barcodes in an array where the sequence of each barcode is known. Combining the two would be an appealing proposition.
Once more: these are all speculations and blue sky thinking. I have no further insight into this than what's available on the public domain.
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More from @AlbertVilella

16 Sep
Another twitter thread on (#NGS) technologies, this time focussing on Oxford @nanopore. The company sells their larger instrument, the PromethION, which has some advantages/limitations over other competing technologies:
The advantages of the PromethION are mainly (1) the read length of Oxford Nanopore's technology, which depending on the sample prep method, can go over several megabases, and (2) it's a high-throughput instrument that can run up to 48 individual flowcells, at the lowest cost.
Another major advantage of the technology is that it's not limited to a 4-letter alphabet of unmodified A,C,G,T, but can also natively basecall commonly epigenetic modifications, such as 5mC (methylation) and others, making the use for epigenomic profiling very straightforward.
Read 15 tweets
15 Sep
In #biotech #stocks today, I highlight $BLI Berkeley Lights which is currently down -11%. The trend is still looking downwards since Dec 2020 when it had a remarkable burst of what I would call "frothiness" and since then it's been on a gentle downwards trajectory.
Sometimes these big short hikes are not entirely rational, and as of late, with the emergence of the meme stock phenomenon, normal decent-looking #biotech companies can be hijacked by pump-and-dumpers that don't even care at all about what they invest in.
This is nowadays magnified by the Robin Hood's of the world of investing, which act as an amplifier of the crowd behaviour that is decoupled from any logical thinking.
Read 6 tweets
14 Sep
Oxford @nanopore vs #Illumina #NovaSeq: how far away are they from each other?
I followed with attention the recent PromethION updates, both in terms of new flowcells, with denser pore surfaces, and software and reagents, with the Q20+ basecalling.
It is reasonable to assume that the rollout of the Q20+ updates will be commonplace in the next few months, which means that there is only another decimal in base calling accuracy to put the ONT technology on par with Illumina short-reads. Oxford Nanopore has already announced...
... their work and preliminary results for their updated dual strand base calling, and the modal shows a peak near Q30, which means there wouldn't be much to debate anymore when it comes to per-base accuracy between the two technologies.
Read 11 tweets
2 Sep
In #biotech #stocks news, one of the #LiquidBiopsy #CancerDx stocks in my list is $BNR Burning Rock, a company with presence mainly in Asia that started trading in the NASDAQ a while ago. It is now at lowest levels having recently gone below the $20 mark Image
At around $2B valuation, they are still in the top 10 of companies in the #LiquidBiopsy #CancerDx field: bit.ly/liqbiopsy Image
Notice that #GrailBio is still marked at $2B valuation in my table: this is not the $8B figure that #Illumina is intending to buy it at, but I'll wait until the acquisition is completed (and not legally challenged by the US/EU authorities) before updating the value in the table.
Read 10 tweets
31 Aug
Industry Overview on Biotechnology and Genomics Space (thread):
The era of genomics has now decisively entered the applied sectors of the market, after many years, decades, where the RUO segment was the largest piece of the pie. The lines between genomics and Medtech industries are now blurred and there is lots of crosstalk between both.
Who are the main players in the space: Illumina should be first of the list by market share, with Thermo Fisher Scientific second by overall company size. BGI Genomics dominates in China (NIPT, Cancer Dx). Smaller but distinct in some offerings is Qiagen, who at a point was ...
Read 8 tweets
24 Aug
In the #biotech #stocks #NGS field, there is a company that's recently IPOed and has now presented an update of their plans: $OMIC Singular Genomics @SingularGenomi1 investor.singulargenomics.com/static-files/0…
Their two planned instruments, the G4 and the PX, look physically a lot like competitors to the #Illumina NextSeq and NovaSeq, or the #MGI #DNBSEQ G400 and T7 instruments. But the PX is more of a multi-omics play rather than a higher throughput #NGS machine.
It seems we are about 1 year or 1.5 years away from Early Access / Commercial Launch for the PX, maybe around 6 months earlier for the G4 instrument.
Read 9 tweets

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