Reviewing the Oxford @nanopore presentation now available to replay. Two highlights/thoughts that I didn't tweet about before: 1) Spike-in for re-training 2) Strand-specific DNA modifications
1) Looking at the kind of stuff presented, where temperature settings, salt, etc. are being more available to end-users, there is an opportunity here to retrain models and improve basecalling for specific datasets.
Apr 6 • 4 tweets • 3 min read
In #biotech#stock news, I've added $NSTG NanoString to the list of companies I follow, one of the players in the single cell and spatial omics fields
The field is still dominated by $TXG 10X Genomics, which also have recently acquired 3 different companies in the spatial omics area, which encapsulate 60-70% of the technologies used for all the papers published using such technologies.
Mar 19 • 18 tweets • 4 min read
Recap on #NGS after the @ElemBio#AVITI instrument release. Who are the main players in NGS?
Illumina remains the market leader with the short-read SBS technology. They segment their products into high-throughput (NovaSeq $1M), mid-throughput (NextSeq $220-350K) and low-throughput (MiSeq, MiniSeq, iSeq $40-150K).
Mar 14 • 30 tweets • 9 min read
Element Bio (@elembio) is announcing their first instrument today. I'll concentrate on my own highlights on the presentation, which I am sure it'll be available as a video later on.
My professional interest on the announcement today is: could this be a replacement to a mid-throughput instrument like the NextSeq 2000/1000? If the price in the first specs slide is right, I think the answer is yes!
Feb 20 • 13 tweets • 3 min read
Quick history of @10xGenomics products:
=== Linked-Reads Chromium Genome and Exome ===
10x Genomics started as a company by selling instruments and reagents for their Linked-Reads method to generate long synthetic DNA reads out of short-read readouts such as those from Illumina SBS sequencers.
Jan 23 • 10 tweets • 3 min read
Those who follow my account for a while will already know that I've been following the field of Next Generation Sequencing for many years now, and I keep a series of resources comparing different platforms and technologies.
Beyond the first tier of 4-5 large NGS companies out there, such as Illumina, PacBio, Oxford Nanopore, Thermo's Ion Torrents and MGI Tech, there is now a growing group of small companies pinning for an NGS market which is growing and maturing in many ways.
Jan 14 • 25 tweets • 8 min read
One more from #JPM22, maybe the last one from me: PacBio's presentation which took place on the 13th January. Intro slide about the company.
There are now 374 Sequel II/IIe machines installed, the company's revenue is growing and is in the triple digit annually.
Dec 2, 2021 • 11 tweets • 2 min read
So after Oxford @nanopore's #NCM21 tech dev presentation, where does this leave ONT technology in comparison of Illumina? (thread)
The ONT technology offers a lower barrier to entry with the MinION, and this results in a competitive advantage over turn-around time sensitive applications (Point of Care settings).
Dec 1, 2021 • 42 tweets • 11 min read
Clive (probably sipping a piña colada by the beach) is updating on tech at @NanoporeConf@nanopore
Three steps: (1) Sample Preparation, (2) Data Acquisition and (3) Sequence Data (basecalling)
Nov 5, 2021 • 6 tweets • 3 min read
MGI Tech has given a presentation on their updated DNBSeq CoolMPS (#NGS) technology. Some highlights below:
Their DNBSEQ-Tx sequencing factory, with dip-immersion reagent delivery and 4 high-throughput imagers, can produce >50K WGS annually. Technology being upgraded from PE100 to PE150 (2021Q3)
Oct 3, 2021 • 7 tweets • 3 min read
More highlights of the prospectus for $ONT.L Oxford @nanopore, now concentrating on more technical aspects.
Aiming for a 4-5x step change in throughput between the different product lines: 126/512 ~ 4x and 512/2675 ~ 5x between Flongle / MinION / PromethION
Oct 3, 2021 • 4 tweets • 1 min read
Gross Margin of 30% is a single number encompassing a lot of different costs inside. My first guess is that the ASICs part of the technology has a lot of margin in volume and alternatives.a
Also, a starter pack can be more costly as it contains added elements that are helpful for starting customers, but it slims down to basics for regular customers.
Oct 2, 2021 • 5 tweets • 3 min read
A few notes (in no particular order) on the Oxford @nanopore 30-Sep-2021 document timed for their IPO (data.fca.org.uk/artefacts/NSM/…) (1) The importance of GPUs and SSDs as part of the computational equipment perceived to be needed now and in the near/mid term future
They only mention competitors by name in stating the difference between synthesis-based sequencing and the nanopore approach. They mention Illumina and PacBio later on in patent litigation risks but not too interesting.
Oct 1, 2021 • 4 tweets • 3 min read
In #biotech#stocks, more market jitters at NASDAQ opening, all biotech stocks down except for $ONT.L Oxford @nanopore and $NEO NeoGenomics
$ONT.L Oxford @nanopore floated on Wednesday, today still on a steady uphill. Trades in London stock exchange, so off by 4-5 hours US East time.
Oct 1, 2021 • 5 tweets • 4 min read
In #biotech#stocks, the highlight today is $ONT.L Oxford @nanopore which now has its own stock ticker in the London Stock Market. Yahoo Finance hasn't updated the Market Cap yet, I think it usually takes a few days. Google Finance has no matches for it yet.
I've added it to my list between $NTRA (~$10B) and $NVTA (~$6B). Assuming it holds above $6B by the time the market cap value shows up in Yahoo Finance, that's the right place for the stock to be.
Sep 16, 2021 • 15 tweets • 3 min read
Another twitter thread on (#NGS) technologies, this time focussing on Oxford @nanopore. The company sells their larger instrument, the PromethION, which has some advantages/limitations over other competing technologies:
The advantages of the PromethION are mainly (1) the read length of Oxford Nanopore's technology, which depending on the sample prep method, can go over several megabases, and (2) it's a high-throughput instrument that can run up to 48 individual flowcells, at the lowest cost.
Sep 15, 2021 • 6 tweets • 4 min read
In #biotech#stocks today, I highlight $BLI Berkeley Lights which is currently down -11%. The trend is still looking downwards since Dec 2020 when it had a remarkable burst of what I would call "frothiness" and since then it's been on a gentle downwards trajectory.
Sometimes these big short hikes are not entirely rational, and as of late, with the emergence of the meme stock phenomenon, normal decent-looking #biotech companies can be hijacked by pump-and-dumpers that don't even care at all about what they invest in.
Sep 14, 2021 • 11 tweets • 3 min read
Oxford @nanopore vs #Illumina#NovaSeq: how far away are they from each other?
I followed with attention the recent PromethION updates, both in terms of new flowcells, with denser pore surfaces, and software and reagents, with the Q20+ basecalling.
It is reasonable to assume that the rollout of the Q20+ updates will be commonplace in the next few months, which means that there is only another decimal in base calling accuracy to put the ONT technology on par with Illumina short-reads. Oxford Nanopore has already announced...
Industry Overview on Biotechnology and Genomics Space (thread):
The era of genomics has now decisively entered the applied sectors of the market, after many years, decades, where the RUO segment was the largest piece of the pie. The lines between genomics and Medtech industries are now blurred and there is lots of crosstalk between both.