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2 Sep, 10 tweets, 6 min read
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.
Other important companies by valuation are $EXAS Exact Sciences, which are the people behind Cologuard for colorectal cancer screening, as well as $NTRA Natera, with their Signatera assay, Caris, Invitae, and Neogenomics Labs.
For some of these entities, it's difficult to weigh how much are they focused on #LiquidBiopsy #CancerDx, which is what my table is about, but I thought they needed to be added to the list as their omission would make the list incomplete. They may also be possible players in ...
... future acquisitions (I haven't got any inside info, just speculating). Neogenomics has recently made moves to strengthen their position in #CancerDx, by acquiring #Inivata among other companies. Same for $EXAS Exact Sciences, by acquiring Thrive (still in the list).
Exact Sciences also acquired Base Genomics, a company that spun out of Oxford University with the TAPS bisulfite-free technology to assay 5mC or 5hmC from short DNA molecules and low input amounts (perfect for #LiquidBiopsy). It will take a while for $EXAS to digest these ...
... acquisitions, both strategically within the company and as products. It takes time to obtain approval for a #CancerDx assay, let alone to do the assay development in the first place.
Final usual caveat that I believe there is a #tech #bubble in the markets that is bound to burst at some point. So I don't recommend anyone to buy any of the stocks in my list. I tweet about them to describe who they are and what they do, but they are IMO all overpriced.
More at bit.ly/biotech-stocks

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More from @AlbertVilella

Albert Vilella Profile picture
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
Albert Vilella Profile picture
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. Image
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
Albert Vilella Profile picture
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
Albert Vilella Profile picture
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
Albert Vilella Profile picture
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
Albert Vilella Profile picture
24 Aug
Good to see that #NextGenSequencing #NGS is become more and more available worldwide.
*becoming
There is an argument that in markets where #Illumina has lesser IP coverage to block #MGI #DNBSEQ instruments, the fight for the #shortreads market will become more akin to the 2024 IP cliff for #Illumina. An example here, but also China, certain Eastern Europe countries, ...
Read 4 tweets

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