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Jan 12 • 5 tweets • 2 min read
In #JPM2023 news, $OMIC Singular Genomics presented on January 12, 2023. They see a 2022 TAM for NGS of $6B, growing to $20B in 2030.
The G4 instrument is fast: it generates data at the same rate as a much bigger instrument in the NovaSeq 6000 but with SP flowcells, not the larger S4.
A slide on operations execution, with a line of many instruments being assembled. It seems they've already shipped 5 instruments, so presumably the other ones in the picture are ready to go soon.
The PX Platform, without too many details in the slide, is pencilled in for 2024, with some reagents and sample prep improvement for the G4 in 2023.
More on NGS at bit.ly/ngs-slides

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More from @AlbertVilella

Albert Vilella Profile picture
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
Albert Vilella Profile picture
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
Albert Vilella Profile picture
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
Albert Vilella Profile picture
Jan 13
Image
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
Albert Vilella Profile picture
Jan 13
Image
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
Albert Vilella Profile picture
Jan 13
Image
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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