I'll be live tweeting the $ILMN Illumina #IGF with running commentary. I won't intend to be comprehensive with the slide deck screenshots, but cover the main headlines.
NovaSeq 6000 Dx, same as NovaSeq, but regulated FDA and CE (Europe).
6Tb in 44 hours, this hasn't changed
Infinity closes the remaining 5% of the genome that is not accessible by short-reads
Long-read human WGS assay in Q1 2023, 6-7kb N50, longest reads at 30Kb. Use cases in rare disease, as an example. Ultra-rare variants for children with fatal diseases. Second half of 2023 with an enrichment panel equivalent.
XLEAP-SBS chemistry (commercial name of Chemistry X)
XLEAP will be available on NextSeq 1000/2000 in 2024 (I got it right, I thought it was gonna be the NextSeq first). P4 flowcell 500gb.
NovaSeq X (also got the name right).
Now it will be the biggest instrument in the portfolio (physically and in specs). X and X Plus.
Up to 16 addressable lanes per run, up to 16Tb
20000 WGS per year, 2.5x more than NovaSeq
NovaSeq X Plus: 16Tb, 2X faster, 3X higher accuracy, $2/Gb
NextSeq Chemistry X in 2024
The computing power of 3x NovaSeqs. The flowcells on the screen look like Wall-E's eyes.
Summary of the two new big products, the NextSeq 1000/2000 P4 flowcell and the NovaSeq X Plus in the #ngsspecs table now (need to confirm run time and other flowcell sizes).
Nano-level precision of image scanning, 2x faster basecalling, 24 hr in NovaSeq X.
It seems the runtime is reduced from 44hr to 24hr, I may not have heard this correctly, so pending confirmation.
Variant calling on board, specs shown based on the DRAGEN 4.0 pipeline.
The Broad and deCODE have already had access to NovaSeq X. Tempus as well. Macrogen in S. Korea. $REGN Regeneron some sort of access as well.

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More from @AlbertVilella

Sep 30
Illumina presented their new high-throughput instrument on Thursday, the NovaSeq X Plus, a a new mark of $200/WGS or $2/Gb in a machine capabale of producing 20,000 WGS per year. What are the implications for the field of NGS as a whole?
First of all, it's worth mentioning that 5 years after the release of the NovaSeq, with the first batch of NovaSeq X Plus instruments being delivered in customer's hands in Feb/March 2023, this release will coincide with both MGI Tech and Ultima Genomics starting to deliver
instrument in the $100-200/WGS or $1-2/Gb range with very similar CAPEX and throughput profiles to the new Illumina sequencer. This may be the first new Illumina instrument that will enter the market with the main specs of reagent cost / throughput / instrument cost not being
Read 36 tweets
Sep 29
Genomeweb asked about the price per Gb of the NextSeq P4 flowcell (2024) but $ILMN Illumina didn't give any details on pricing. So it's not $6/Gb. Based on the NovaSeq SP/S1/S2/S4 current pricing, the P4 would naturally slot in at a $12-15/Gb range, but who knows what it will...
... be in 2024. By then maybe the NovaSeq pricing itself has shrunk, e.g. to a $9/$8/$6/$4 range, then the P4 could be priced at the same price as the NovaSeq SP 2024 range at $9/Gb. All speculation at this point.
This is to say that the NextSeq 1000/2000 is not and may not be in 2024 a $6/Gb platform, unlike the Element Bio AVITI (from $5.6/Gb) or the MGI Tech G400, which depending on unofficial quotes can be at a similar range.
Read 4 tweets
Sep 29
Main headlines:
New NextSeq P4 flowcell with 500Gb output ($6/Gb still to be confirmed) in 2024, same instrument.
Nex NovaSeq X/X Plus instrument. 15Tb at $2/Gb, 20K WGS a year. Instrument is $1.25M.
Some comments:
If @UltimaGenomics can sell a $2-3M instrument at $1/Gb, then the new $ILMN Illumina NovaSeq X/XPlus instrument bridges half the gap to where the Ultima U100 aims to be in 2023.
The Infinity + NovaSeq X would make a long-read equivalent genome at $200x5 = $1000, which is in the ballpark of there $ONT.L Oxford @nanopore already is, and not far for the current (pending Oct update) $PACB PacBio Hifi equivalent.
Read 7 tweets
Sep 29
In #TechBio news, a post on the definition of TechBio as found in the first Google search hit I found, followed by a possible alt definitions stemming from the comparison of the terms #techbio and #biotech Dx/Tx:
medium.com/cantos-venture…
Definition: "TechBio is the direct application of engineering to biology".
"[...] applying an engineering mindset to solving biological problems means we can still work with limited information. We see TechBio as being concerned with four main components:
1. Reading bio — understanding genetic information (DNA, RNA, proteins, etc.) ex: next-gen sequencing
2. Writing bio — synthesizing DNA, RNA, and protein constructs. ex: creating custom DNA oligonucleotides
Read 10 tweets
Sep 6
Chris Seymour at $ONT.L Oxford @nanopore tweets about Apple Silicon's AMX instruction set. A mysterious set of instructions now beginning to be mapped out by a group of volunteer developers. So what does Apple Silicon mean for #Bioinformatics?
As many will know, $AAPL Apple came up with their own silicon a few years ago, a branch off the @ARM 64-bit designs, of which they've been diverging ever since. The Apple M1 and M2 cores have been thoroughly reviewed in social media, but less from the optics of #Bioinformatics.
First of all, what reason did @Apple have to design their own silicon? Could they not just have adopted an @ARM design and stick to it? Well, the history of the company is full of examples of Apple wanting to do "their own thing" rather than integrating someone else's silicon...
Read 10 tweets
Sep 5
In #biotech #stocks news, no opening to the US market today due to Labor Day holiday, which is a perfect time to discuss the only stock in the list of #biotech companies that I track, which is not listed in the US stock market: $ONT.L Oxford @nanopore
ONT decided to IPO in the UK rather than the NASDAQ, with two main consequences to the stock price: (1) many of the retail broker apps with a US Dollar account won't trade it as easily as US stocks, and (2) the value of the stock will correlate with the value of GBP vs USD.
The later can be seen when looking at $ONT.L Oxford @nanopore stock versus the GBPUSD trend line (yellow): when the GBP loses value to the US Dollar, seemingly ONT loses value, being traded in GBP. And vice versa, for a large pharma company such as $AZN Astrazeneca ...
Read 11 tweets

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