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Mar 14 • 9 tweets • 3 min read
In #biotech #stocks news, today we review $TXG @10xGenomics , one of the companies in the #SingleCell and #SpatialBiology sectors.
10x Genomics is a biotechnology company that develops and markets solutions for omics analysis of single cell and spatial biology samples. The company offers several product lines:
The Chromium platform is used for single-cell gene expression analysis, immune profiling, and genome sequencing. It allows researchers to study gene expression at the single-cell level, which can provide insights into cell behavior and disease progression.
Competitors in this space include other companies offering single-cell analysis platforms, such as Fluidigm, Mission Bio, and BD Biosciences. As of late, a new breed of instrument-free companies have also appeared, including Parse Bio, Fluent Bio, BioSkryb and others.
Visium is a spatial gene expression analysis platform that allows researchers to map gene expression in intact tissues. This can provide information about cell types and their interactions in complex tissue environments. 10X is putting together the launch of their Visium HD.
Competitors in this space include companies like NanoString and Curio Bio. BGI Tech is also putting together a commercial product equivalent to all these NGS-based products for Spatial Biology.
Xenium is the third line of products that 10X has recent put in the market. This is an in-situ imaging device which instead of giving an NGS-based readout to a biopsy, it gives an imaging-based readout of either RNA or proteins present in the sample.
Competitors in this space include NanoString's CosMx, Vizgen MERSCOPE, Akoya Biosciences products, Resolve Bio Molecular Cartography, Single Technologies Theta, Veranome Bio, Lunaphore Technologies, Ultivue, Syncell and others.
More at bit.ly/scspatial-slid…

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More from @AlbertVilella

Albert Vilella Profile picture
Mar 15
The regular Mass Spec market is being challenged by a new wave of companies whose technologies aim to disrupt the well-established market of large Mass Spec instrument vendors. These regular MS instruments tend to be expensive to buy, although not that expensive to run.
There are limitations in the type of analysis one can perform with regular Mass Spec. One of the biggest limitations is that performing 'de novo' protein sequencing in MS is not straightforward: the most common way is to digest the proteins into small peptides, and then
compare the MS signal for each of them with a reference database of know peptides. This works well as long as all your peptides have already been seen before, but not if you are performing MS on a sample that contains novel peptides. What type of samples can contain novel
Read 28 tweets
Albert Vilella Profile picture
Feb 25
As we see videos in social media of the first $PACB PacBio Revio to enter the @broadinstitute , with the promise of the long-read $1000/genome in place, what does it look like today to set up a Next-Generation Sequencing factory/institute?
There have been many of these institutes come and go, and probably the @broadinstitute (Cambridge, US) and the @sangerinstitute (Cambridge, UK) are the two referents in historical terms and in their magnitude of achievements in #genomics. So if we take them as an example, what do
we learn from them?
1) They were successful at being early adopters of large-scale Sanger Sequencing.
2) They were very well funded from the get-go, and contributed in large part to the success of sequencing the reference #human #genome in 2000-2001.
Read 46 tweets
Albert Vilella Profile picture
Feb 24
One of the rather big announcements by $BLI Berkeley Lights (soon to be renamed PhenomeX) is that there would be a new Beacon instrument released in 2023: the Beacon Quest, a 2-chip optofluidic system for academic research. Image
Those of you that have been reading this account for a while will remember that the Beacon is a multi-million dollar large-fridge/freezer instrument that does high-throughput single-cell phenotyping, and the main product in the product line for Berkeley Lights (PhenomeX).
The main perceived attraction of the instrument is that it allows for the "functional assay" to happen in single-cell manner, so the selection of cells can happen for the intended function that they were screened in the first place.
Read 5 tweets
Albert Vilella Profile picture
Feb 23
In #NextGenerationSequencing news, $ILMN Illumina has some more details on the website for the NextSeq 1000/2000 kits, now including a 100 cycle kit for the P1 flowcells, and the 600 cycle kits for P1 and P2. Image
The interesting detail is that the P2 600 cycles kit gives 300M Reads CPF (Clusters passing filter), compared to the equivalent 300 cycle kit on the same flowcell (400M). So either the diameter of the wells is different, or about 100M Clusters are "lost" in the 600 cycle kit.
If the diameter of the wells is larger in the 600 cycle kit, this should allow for larger inserts, which would then benefit from being sequenced longer from both ends. This would make sense to me, but it requires manufacturing a different flowcell.
Read 5 tweets
Albert Vilella Profile picture
Feb 11
The world of Next-Generation Sequencing (NGS) post-#AGBT23:
1) Some will say that $ILMN Illumina is sleep-walking into a cliff: the company has been dominating the field with 80-90%+ of the market-share, but they are unable to retain their technological advantage to competitors:
- Illumina doesn't have the most affordable $/Gb platform anymore, currently at $3.2/Gb, and $2/Gb in H2 2023, but others are already at $2/Gb, $1.5/Gb and will be at $1/Gb in Q3 2023.
- Illumina doesn't have the longest read technology, or anything near the competition in terms of read length times $/Gb. Oxford @nanopore is unmatched with their ultra-long read technology and is nearing $10/Gb Q30+ performance, as is PacBio on 15-10Kb reads.
Read 21 tweets
Albert Vilella Profile picture
Feb 10
A summary of announcements/highlights from #AGBT23 (in no particular order):
#AGBT23 cfDNA methylation profiling as a blood biomarker for Congestive Heart Failure. This is from the same team that gave you the @GrailBio Methylation Atlas, now applied to biomarker discovery. genomeweb.com/sequencing/agb…
#AGBT23 Miga on the comparison between PacBio Revio and Oxford @nanopore High Duplex / UltraLong reads. PacBio 21/46 T2T and ONT 24/46 (higher is better). Ultralong reads scaffolding for both (unconfirmed) would mean ONT lead is even bigger.
Read 13 tweets

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