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Aug 25 • 5 tweets • 2 min read
The field of #NGS is heating up and new contenders are now shipping their new instruments out there. MGI Tech is heading to both the US and the main European markets, whereas Element Bio, Singular and Ultima Genomics are starting in the US first, aiming at outside US the in 2023.
There are other companies with new tech out there that want to use to displace $ILMN Illumina's market share, including $PACB PacBio which is giving an update on their new tech in October, and $ONT.L Oxford @nanopore that has been shipping Kit14 for the last couple of months now.
$ILMN Illumina themselves are pencilled for their Chemistry X update, but for the noises they've made so far, it seems this will be a platform update, meaning the now 1000s of NovaSeqs and NextSeqs out there will need to be replaced. Think multi-year wave of stock update.
Finally, Genapsys now out of the picture, it only leaves us the two or three contenders with either a regional reach with only NIPT in mind or a prototype-looking instrument on their website: GeneMind and QitanTech.
More on #NGS tech at bit.ly/ngs-slides

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More from @AlbertVilella

Albert Vilella Profile picture
Aug 25
Another twitter profile of one of the #biotech #stocks that I track, this time it's $TWST TwistBio. The company is a DNA Write company, currently applying their tech to #SynthBio, #NGS and #AntibodyDiscovery Image
The different segments are easy to explain, and in many cases we can draw analogies to $ILMN Illumina in #NGS: they provide products and services to different segments as a 'tools' provider. Now on to Twist Biopharma, here is were things get complicated.
Twist Biopharma is by all intends an purposes just another branch that concentrates on the antibody side of things. Part of what they offer is just more 'products and services', like they would do with NGS or SynthBio. The complicated part is their intention to also engage...
Read 8 tweets
Albert Vilella Profile picture
Aug 25
In #biotech #stocks, another market opening, another tough readjustement of expectations for $NVTA Invitae at -7% opening.
The 5-day chart shows a seesawing pattern, with peaks coming from the 1-2 initial hours of market, which quickly deflate either within the day's trade value or the next day. As mentioned before in this twitter account, the shape of these can sometimes be indicative of a large...
... institutional fund loading up, submitting orders at a certain tick for a certain period of time, and adjusting the rate of buys to the response from the rest of the market. $NVTA Invitae's top institutional holders are well spread, with @ARKInvest on top at 12.5%
Read 5 tweets
Albert Vilella Profile picture
Aug 24
In #biotech #stocks news, $TXG @10xGenomics is opening upwards +4% in today's trading. The company is down more than 75% in the 52-wk window. They peaked in Q1 2021 and have since then declined at a similar pace as other $XBI stocks out there.
$TXG is in the #Singlecell and #Spatial biology field. They've recently made their pivot into Spatial Biology apparent, and have both an #NGS Next-Generation Sequencing and #InSitu imaging play on it, with their #Visium and #Xenium lines respectively.
The $TXG top institutional holders include Morgan Stanley with less than 10%, followed by 3 of the heavy hitters in #biotech: UK's Baillie Gifford, Vanguard Group, and Black Rock.
Read 5 tweets
Albert Vilella Profile picture
Aug 24
An article describing the "45 is the new 50" change in guidelines in the US for #ColorectalCancer #Screening. Slightly biased towards $EXAS Exact Sciences Cologuard. ache.org/blog/2022/upda…
More on #CancerScreening using #LiquidBiopsy and #epigenomic #profiling at bit.ly/liqbiopcs
$EXAS Exact Sciences is one of the companies I track, in many ways a pioneer in the #LiquidBiopsy #CancerScreening field although with a low-tech method compared to other players in this field such as $ILMN Illumina (via @GrailBio), and what other companies are planning ...
Read 6 tweets
Albert Vilella Profile picture
Aug 22
A LinkedIn post by Sarah Hartley-Kane on the UK becoming the 'Silicon Valley of Global Genomics' linkedin.com/posts/sarahhk_… Image
The cost of a whole genome is probably already in the $100 mark, but not widely available: the only companies that have shown realistic goals towards the $100 genome are: MGI Tech with their DNBSEQ-T7 and T10x4 large instruments, together with @UltimaGenomics with their U100 ... Image
which is expected to be commercially available in 2023 and produces $1/Gb reads (albeit short-reads with homopolymer noise), and $ONT.L Oxford @nanopore, which is currently closing into the $2/Gb mark of Q20+ single pass reads on the PromethION flowcells Image
Read 10 tweets
Albert Vilella Profile picture
May 19
The London stock market is now closed and $ONT.L Oxford @nanopore is presenting technology updates. I'll live tweet my highlights, but won't be thoroughly complete with screenshots (thread)
My COIs bit.ly/avilcoi
First talk is James Clark for Platform updates.
Read 57 tweets

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