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Jan 13 • 4 tweets • 2 min read
In #JPM2023 news, $OLK Olink presented and showed good numbers, especially for their high-plex segment.
Olink believes they have <5% penetration on the mid-plex TAM
A growing portfolio of products, the Explore 3072 panel queries ~3,000 proteins with minimal biological sample requirements.
More on NGPS at bit.ly/ngps-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.
They see a market opportunity of $25B, where 50% would be BioPharma customers, and 20% Academic and Research.
One of the biggest piece of news is that $NAUT Nautilus Bio recently partnered with Abcam to enhance their affinity reagent development program.
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.
This includes slice variants, where the "Peptide Level" identification allows them to detect meaningful differences where other approaches are not able to.
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.
Read 4 tweets
Albert Vilella Profile picture
Jan 13
Their estimated TAM is $85B, which is short of the other estimate touted at JPM for Proteomics as a whole, of $130B.
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.
Read 6 tweets
Albert Vilella Profile picture
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.
It can detect up to 10 logs of dynamic range and started at 55 microliters of volume sample per assay.
Read 8 tweets
Albert Vilella Profile picture
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).
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.
Read 7 tweets
Albert Vilella Profile picture
Jan 13
In #JPM2023 news, $QSI Quantum-SI also presented on January 12, 2023. The company launched their Platinum protein sequencer a few weeks ago.
The technology is not too dissimilar from the DNA sequencing Ion Torrent technology: a dense array of wells capture the proteins, then single molecule sequencing takes place independently in each well, and the different reactions for the different aminoacids are captured.
These different amino acids can include post-translational modifications (PTMs) which are common in most mammals and it's fair to say that they are little understood compared to fields such as genomics or transcriptomics.
Read 10 tweets

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