After a number of good suggestions, my list of spatial genomics platforms has grown to 18 (with four in the necropolis, mostly due to 10X Genomics acquisitions). [Edit: the list has now grown to 21 platforms.] There were a number of additional spatial protein platform suggestions, but many of these “high multiplexing” systems topped...
GenapSys is the last company on my list presenting at JPMorgan Health this year, so they’re next on the list for updates. The rest (Oxford Nanopore, BGI, Roche/Genia/Stratos, Omniome, etc) can wait a bit, but I clearly need a deadline to get any writing done! 2020 Prediction Here's what I said: “I predict that the...
2020 started pretty rough for PacBio with the Illumina acquisition being called off (albeit with a nice $98 cushion). Then the pandemic hit, forcing them to shut down for a while. Finally, mid-summer the CEO and CFO announced their retirements. My guess is they were all in on the merger and didn’t want to be...
I like to procrastinate to the very last second, so here’s the initial entry of a review of my 2020 predictions and what I see for 2021. I’ll start off with Illumina because they’ll be presenting today at JPMorgan Health. I'll try to get to the others as quickly as I can. As far as...
Here’s my take on what we might see in 2020 for the sequencing platform market. This isn’t specifically about JPM, but I wanted to get this out ahead of the conference since it’s obviously one of the main venues for “big announcements”. Illumina 1) Merger/long reads I was all prepared to...
About five minutes after Illumina announced their intention to acquire PacBio, my phone started ringing with market analysts, fund managers, and journalists all looking for the answer to one question: Will this merger pass anti-trust review? While I can’t say whether it WILL, I can emphatically say that it SHOULD. Read on to see why...