AGBT and ABRF are over…

How many of you remember there’s a 10x announcement coming up, on Saturday as well!

Thanks for the learnings

I’ll take this one off of my list

“impossible” suggests an iterative improvement 🤗

NovaSeq X 1.4 software upgrades customer priority lists are the new way Illumina can treat its premium customers now that they are trying to be more disciplined with discounting 🫠

18 months is the new 18 weeks

That’s what you can tell your boss now if you do genomics the agbt26 way

Illumina alumni have always been hot-to-hire in the market, but right now they all want to hire Roche (SBX) alumni

Looked like Berkeley Lights at first glance

Lots of new genomics product announcements! 🚨

Sales/marketing promoting on LinkedIn these products they sell. Ho hum.

Recruiters promoting on LinkedIn these products from companies they want to recruit for. Cringe?

What changed element’s thesis that the mid throughput market is to be built upon?

Comparing their installs with NextSeqs why do they think they have a better chance against Nova?

Illumina would rather fight only at the Nova side of the business, and be relieved to sweep up low and mid throughput

Does the rate of X/Bluesky usage correlate with conference talks?

Like in politics, the middle powers of genomics might need to band together a bit more

Middle power companies are those could get bought by the super powers (Illumina, Thermo, Danaher, etc)

If they don’t meet in Davos they should at least meet in Orlando

Good to know society still wants us to

Instrument-free options for expanding the menu are what’s needed for vendors to survive this environment. It won’t score the revenue beats but it’ll reduce the lumpiness

Job interview question: Please recite your 96 times table

AGBT is elitist, over-priced, demands that a written justification for my attendance, in a red state…

Woohoo I got accepted!

The research community often moves by methods, maybe as much as it moves by questions

Affinity approaches expands the proteomics tent. Then they will ask more granular questions that direct approaches can answer. Walk, then run, etc

I don’t disagree with your theme but in context if that quote it’s worth remembering that Pharma usually outputs antibodies to drug targets

It could still be 500 slides. But presented at the speed of his brain!

What took Xenium so long to get protein panels out? These were touted several years ago

- Resources taken from Xenium?
- Resources in Xenium but needed for other features or bugs to fix?
- Chemistry was poorly optimized for dev teams to finalized?

But one answer can’t be true: lack of demand.

“Cry, the beloved country, these things are not yet at an end”

Alan Paton

Standard BioTools and Precision Health Research, Singapore (PRECISE-SG100K) Launch Proteomics Collaboration, Selecting SomaScan to Power Large-Scale Population Health Study | Standard BioTools Inc. The Investor Relations website contains information about Standard BioTools Inc.'s business for stockholders, potential investors, and financial analysts.

Just saw that Somalogic nabbed a big win 👏

1. Big non European cohort doing proteomics 👍
2. Competition where SomaScan won 🥇
3. But now Illumina buying Somalogic to run on NGS🦈
4. But why generate this data on a microarray platform w limited future? 🤷‍♀️

investors.standardbio.com/news-release...

Your users can simply choose on price/performance

Regardless of the results, why would you NOT offer PIPseq as a service given not barriers to start this protocol?

Company posting message about how important their products are

…and backing this up with a picture of their Chief-anything-Officer with a quote about how much we should believe this

#imsold!

🐮

What Makes Someone Cool? A New Study Offers Clues.

Now waiting for some GWAS studies followed to find cool genes, followed by analyses on how coolness is confounded by mating behavior 😎

www.nytimes.com/2025/06/30/w...

Where illumina could struggle culturally is to do product development beyond the current somalogic kit going around. They indicate this so let’s see

I think it’s an old perception that illumina reps can only sell boxes. Illumina run rate is pretty high per instruments and they are less focused on new sites but upgrading and developing business around each sequencer

So we will see illumina at HUPO this year?

In all cases you already know that library prep balloons well above sequencing costs compared to classic methods illumina is already doing prep kits for

Like with spatial and single cell, they don’t need to, do they? They just need a bigger slice of the library prep pie