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Albert Vilella Profile picture
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1 Oct, 4 tweets, 3 min read
In #biotech #stocks, more market jitters at NASDAQ opening, all biotech stocks down except for $ONT.L Oxford @nanopore and $NEO NeoGenomics Image
$ONT.L Oxford @nanopore floated on Wednesday, today still on a steady uphill. Trades in London stock exchange, so off by 4-5 hours US East time. Image
$NEO NeoGenomics has been on a tear in the last few days. A company growing both organically and by acquisition, aggressively positioning itself in the #LiquidBiopsy #CancerScreening segment. Image
More at bit.ly/liqbiopsy

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More from @AlbertVilella

Albert Vilella Profile picture
3 Oct
More highlights of the prospectus for $ONT.L Oxford @nanopore, now concentrating on more technical aspects.
Aiming for a 4-5x step change in throughput between the different product lines: 126/512 ~ 4x and 512/2675 ~ 5x between Flongle / MinION / PromethION Image
There are a lots of other details that matter here, but it gives us a rough estimate of multiples between product throughput and how the company thinks about them. Compared to Illumina, their MiSeq/NextSeq/NovaSeq ratios are:
15/360 ~ 24x and 360/6000 ~ 16x, but with ...
Read 7 tweets
Albert Vilella Profile picture
3 Oct
Gross Margin of 30% is a single number encompassing a lot of different costs inside. My first guess is that the ASICs part of the technology has a lot of margin in volume and alternatives.a
Also, a starter pack can be more costly as it contains added elements that are helpful for starting customers, but it slims down to basics for regular customers.
Finally, and this is pure speculative territory, the tech slide of the flexible small-printer ASIC POC shows a path forward to make Oxford @nanopore independent from large suppliers of semiconductor materials produced by large specialised FABs.
Read 4 tweets
Albert Vilella Profile picture
2 Oct
A few notes (in no particular order) on the Oxford @nanopore 30-Sep-2021 document timed for their IPO (data.fca.org.uk/artefacts/NSM/…)
(1) The importance of GPUs and SSDs as part of the computational equipment perceived to be needed now and in the near/mid term future Image
They only mention competitors by name in stating the difference between synthesis-based sequencing and the nanopore approach. They mention Illumina and PacBio later on in patent litigation risks but not too interesting. Image
Their TAM and potential TAM slide is probably the most insightful: reiterating what the company always said about long-reads, ubiquitous and fast TAT products and the markets they can disrupt with these Image
Read 5 tweets
Albert Vilella Profile picture
1 Oct
In #biotech #stocks, the highlight today is $ONT.L Oxford @nanopore which now has its own stock ticker in the London Stock Market. Yahoo Finance hasn't updated the Market Cap yet, I think it usually takes a few days. Google Finance has no matches for it yet. ImageImage
I've added it to my list between $NTRA (~$10B) and $NVTA (~$6B). Assuming it holds above $6B by the time the market cap value shows up in Yahoo Finance, that's the right place for the stock to be. Image
This now adds $6B of market cap to my list, which after a few jittery days at the NASDAQ, is at around $440-$450B, with the 4 largest #biotechs holding about 2/3rds of the value. Image
Read 5 tweets
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.
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

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