In #JPM2023 news, a quick round of companies that presented on Monday, but have little overlap with the list of companies I track and the list of fields I post about.
$T Thermo Fisher has 1 slide mentioning NGS, with their Oncomine Dx Express Test and Reporter Dx Software.
$RXDX Prometheus Biosciences has been working on an #Antibody therapy for #IBD for a while, targeting the T1LA gene.
$VERV Verve Therapeutics working on cardiovascular disease targets. Some in combination with Beam and Vertex.
On Tuesday, $STOK Stoke Therapeutics presented their Non-Mediated Decay RNA therapy, which promotes NMD Exon Exclusion and thus increases the amount of protein available after translation. Single dose >3 month effect.
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In #JPM2023 news, $NSTG NanoString presented on January 11, 2023. Started in single-cell gene expression, now expanding into #SpatialBiology. They see a $3B+$3B market opportunity both on the NGS-based and the Imaging-based tech respectively.
The GeoMx is the NGS-based spatial biology solution, akin to the 10X Genomics Visium (and Visium HD in the future), with 25+ instruments in the pipe. CosMx is the imaging-based equivalent (Xenium in 10x portfolio), with about 80 instruments already in the pipe.
Lots of slides to describe CosMx, which is the newest and fastest growing instrument for $NSTG NanoString. High Plex, up to 1000-plex RNA assay, but also does Protein, FFPE Compatible, Tunable Throughput, Complete Informatics (AtoMx). Now 180 cummulative orders.
In #JPM2023 news, $PACB PacBio presented on January 11, 2023. Christian Henry, President and CEO announcing that Revio already has 76 orders in the books.
PacBio has already sold more than 1,000 sequencers. I wonder given the turnaround of the technology, if that makes it the biggest NGS company in turn-around of their instruments.
Basic slide explaining how long-read HiFi works, and the Omniome short-read SBB sequencing technology for Q40+ read quality.
In #JPM2023 news, $DNA Ginkgo Bioworks also presented in January 11, 2023. Jason Kelly, one of the co-founders and CEO was the one leading the presentation.
An impressive list of customers and partners, big and small. I didn't know that Moderna was one of them. Also a few "Confidential partners" in the different segments.
Emphasis on the flywheel accelerating, generating millions of data points which inform the AI/ML efforts. If you don't have a large proprietary dataset, then your AI/ML outcome will look no different than the guy next door.
In #JPM2023 news, $AKYA Akoya Biosciences presented with their #SpatialBiology solutions. Here the 3 instruments lined up from Discovery to Translational to Clinical segments.
Instrument numbers: 229 PhenoCyclers, 83 PhenoImager Fusions, and 551 PhenoImager HTs, Mantras & Vectras, as of September 30, 2022.
They see the 3 segment TAMs in the $3B, $4B and $7B range. I wonder if there are others leaning more on the clinical for their TAM predictions, rather than having earlier segments already accounting for so much.
In #JPM2022 news, $TECH Bio-Techne is presenting. The company has started a play in #SpatialBiology using ACD probes.
They describe an "Ultraplex Discovery" mode with 100s-1000s of RNA molecules (or probes?)
The main play of interest for me from Bio-Techne is Liquid Biopsies with their Exosome-based assays. They want to expand to other cancers, e.g. Colorectal Cancer.
In #JPM2023 news, $TWST Twist Biosciences also presented on Monday, and here are some highlights of their presentation: first slide is the obligatory comparison between Twist 1M oligos per chip technology compared to the plate-based methods.