PacBio has announced their anticipated desktop HiFi sequencer, the Vega sequencing platform, something they’ve been talking about since early 2023. The platform, which is slated to ship in Q1 2025, is part of their strategy to broaden their sequencing portfolio (with a high throughput HiFi sequencer and high throughput “Onso-type” short read sequencer also in...
Category: Commentary
PacBio Brings Down Long Read Human Genome to $500
PacBio announced their new SPRQ long read sequencing chemistry ahead of ASHG. While it improves a couple of things, the headline is that it brings down the cost of a long read HiFi human genome to $500 (20X coverage). It manages this by squeezing out more output from each SMRT cell. That, plus some improved...
2023 Sequencing Market Share – The Tide is Turning… Very Slowly
It’s an exciting time in the sequencing industry. After years of dominance, Illumina started facing competition on all fronts in 2022. Element Biosciences and Singular Genomics launched their desktop sequencers. The US market opened up for MGI (via the Complete Genomics brand that never quite went away). And Ultima Genomics announced the early access program...
2022 Sequencing Market Share – Same As It Ever Was (For Now)
Since 2022 saw an explosion of new competition in the sequencing market, I thought this would be a good time to review the market share breakdown for the various players. This should serve as a good reference point going forward to see what kind of impact all the new players will make. Rather than relying...
MGI Breaks the $100 genome barrier, barely
Most sequencing platform companies made their big announcements ahead of AGBT, including MGI. However, MGI hinted that there would be more to come in 2023, and it turns out AGBT is recapturing at least a little bit of its former glory of being THE place to make a big announcement. MGI, under the marketing efforts...
Element Beats Illumina to the $200 Genome
It has been a predictably pedestrian JP Morgan Healthcare Conference for the genomics market. Illumina, PacBio, and Ultima Genomics all made big announcements earlier this year. As such, JPM is more of a “status update” for them. The two non-stealth candidates for juicy updates are Singular Genomics and Element Biosciences. On Monday Singular came out...
2022 In Review
With the JP Morgan update season about to get in full swing, I thought it might be a good time to review the sequencing field and where we stand at the beginning of 2023. The big news was, of course, that after years of having a virtual monopoly, Illumina faces a bevy of new competitors....
The Long and the Short of it – PacBio’s ASHG Announcements
The sequencing market continued its “Big Announcement Season” at ASHG and this time it’s PacBio’s turn. Not to be outdone by Illumina’s NovaSeq X announcement, they introduced TWO major sequencing platforms - one for long reads and one for short reads. Long Reads Their new long read platform announcement came with a good level of...
Illumina’s 2022 Product Roadmap
The new sequencer we’ve been waiting for Chemistry X (er, XLEAP-SBS) is coming to the NovaSeq! 2.5 times more data (50B clusters, 2x150b reads)! Faster cycle times! Higher accuracy (I’ve seen both 2X and 3X). And a brand new running cost as low as $2/Gb. Yay! But it’s going to cost you $1.25M to get...
FTC Suing to Block Illumina’s Acquisition of GRAIL
Back when Illumina first announced they were going to acquire GRAIL, the general feeling in the M&A field was that this wouldn’t trigger any antitrust issues. I was asked if I could think of any difficulties. I didn’t claim back then that I was an antitrust expert (and still don’t), but I did wonder if...