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Jan 11 • 4 tweets • 2 min read
In #JPM2022 news, $TECH Bio-Techne is presenting. The company has started a play in #SpatialBiology using ACD probes. Image
They describe an "Ultraplex Discovery" mode with 100s-1000s of RNA molecules (or probes?) Image
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. ImageImage
Bio-Techne values the Spatial Biology and Liquid Biopsy markets respectively at $2B and $3-4B. They are somewhat in the middle of their CAGR chart per segment at the moment. ImageImage

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More from @AlbertVilella

Albert Vilella Profile picture
Jan 12
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. Image
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. Image
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. Image
Read 8 tweets
Albert Vilella Profile picture
Jan 12
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. Image
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. Image
Basic slide explaining how long-read HiFi works, and the Omniome short-read SBB sequencing technology for Q40+ read quality. Image
Read 9 tweets
Albert Vilella Profile picture
Jan 12
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. Image
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. Image
Read 13 tweets
Albert Vilella Profile picture
Jan 12
In #JPM2023 news, $AKYA Akoya Biosciences presented with their #SpatialBiology solutions. Here the 3 instruments lined up from Discovery to Translational to Clinical segments. Image
Instrument numbers: 229 PhenoCyclers, 83 PhenoImager Fusions, and 551 PhenoImager HTs, Mantras & Vectras, as of September 30, 2022. Image
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. Image
Read 14 tweets
Albert Vilella Profile picture
Jan 11
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.
Read 5 tweets
Albert Vilella Profile picture
Jan 11
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.
Their #SynBio revenue is still growing, but proportionally less than the #NextGenerationSequencing segment and the #Biopharma segments.
They have a new factory which they expect to start shipping products in January 2023 (now!) and would mean doubling up their current capacity.
Read 8 tweets

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