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.
Some numbers of the current Spatial Biology Market Trends and where they see CAGR opportunities. DeciBio Projects for Akoya highlighted.
Announcement of the RNAscope by ACD (Bio-Techne) on the PhenoCycler-Fusion: a direct RNA detection technology, automated 12-plex RNA configuration, 24 hours TAT.
On the Panels side, PhenoCode Panels deliver a high-plex RNA and protein suite of panels.
An example of one of these PhenoCode Signature panels here is Immuno-Oncology (IO), here first 5 panels for 1Q '23.
Then continuing in 2023, the PhenoCycler-Fusion 2.0 with 100+ plex / 20+ samples per week both RNA and protein enabled.
For the PhenoImager HT, it's all about adoption, with biopharma partnerships and workflow ecosystem tuning.
A little bit of data analysis: being used to #NextGenerationSequencing, and read data, of the like of FASTQ and BAM files, it's a bit refreshing to see companies in #InSituImaging talking about Data Analysis in terms of turning terabytes of image data in GBs: the QPTIFF format.
A partnership example, here with Acrivon Therapeutics, for one of the OncoSignature tests.
And a partnership between $A Agilent and $AKYA Akoya for End-to-End workflows.
Final slide for Financial Overview: $20-21M Q4 2022 estimated revenue range, and almost $75M for 2022.
More on Spatial Biology and Single Cell at…

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Jan 13
In #JPM2023, $NAUT Nautilus Bio didn't make their slides available, but they have a slide deck from an investor meeting in December 2022. They intend to launch their Proteome Analysis Platform in Mid-2024. Image
They see a market opportunity of $25B, where 50% would be BioPharma customers, and 20% Academic and Research. Image
One of the biggest piece of news is that $NAUT Nautilus Bio recently partnered with Abcam to enhance their affinity reagent development program. Image
Read 7 tweets
Jan 13
In #JPM2023 news, $SEER also presented. They are another of the Next Generation Proteomics Sequencing players. One of their USPs is that they have an approach capable of finding different protein variants that would be undistinguishable with affinity-based approaches. Image
This includes slice variants, where the "Peptide Level" identification allows them to detect meaningful differences where other approaches are not able to. ImageImage
Since their method is based on peptides, they can go into the 1M+ elements per run, where panel-based affinity methods are limited to the thousands or maybe tens of thousands. Image
Read 4 tweets
Jan 13
In #JPM2023 news, $OLK Olink presented and showed good numbers, especially for their high-plex segment. Image
Olink believes they have <5% penetration on the mid-plex TAM Image
A growing portfolio of products, the Explore 3072 panel queries ~3,000 proteins with minimal biological sample requirements. ImageImage
Read 4 tweets
Jan 13
Their estimated TAM is $85B, which is short of the other estimate touted at JPM for Proteomics as a whole, of $130B. Image
Quanterix does Single Molecule Array Technology (SIMOA), a Digital version of the equivalent ELISA Analog assay. Being able to go as low as femtograms per millilitre is a discovery tool for Early Disease Detection. ImageImage
Read 6 tweets
Jan 13
The SomaLogic technology binds SOMAmer reagents to thousands of individual proteins. The unbound proteins are washed away, and the SOMAmers are flown into an array that measures the relative concentration of the bound proteins with a colorimetric array. Image
It can detect up to 10 logs of dynamic range and started at 55 microliters of volume sample per assay. Image
Read 8 tweets
Jan 13
They recently acquired $ISO Isoplexius, "the only single-cell platform enabling functional proteomics" (although people doing CITE-seq and co. on other single-cell technologies may differ). Image
Isoplexis recently announced their Duomic Multiomics technology, with combined ELISA Protein assyas with Multi-Omics of the kind people do with single-cells. It's available for human and mouse panels of cell types. Image
Read 7 tweets

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