The marketplace for gene-sequencing machines is dominated by Illumina ( NASDAQ:ILMN) and Thermo Fisher Scientific ( NYSE:TMO), both … Looking to the future, can it maintain its market-leading position and continue paying off for shareholders? Reports are discounted or included with certain, All reports provided in PDF format. Request additional information on any BCC product. Although they can’t process as much as the larger high-throughput systems, being smaller has its obvious advantages. The primary goal is to know if the virus is changing in ways that would affect current medical treatments. And Illumina's presentation at the January 2020 JP Morgan Healthcare Conference showed just how fast the company is building its lead. The race to drive sequencing costs ever lower may soon … Sequencing technologies are a critical part of today’s life-science industry, affecting a wide range of activity from drug discovery to diagnostics. These areas include Sanger, next-generation, and emerging sequencing technologies; the markets for sample preparation products, sequencing instruments and consumables; and bioinformatics and sequencing services. Solexa stepped in with the Genome Analyzer in 2006 and was acquired by Illumina the following year. DNA sequencing is a strategic genomics tool that allows us to study how the genome varies among individuals and how that variation correlates to disease. At this stage there are several different approaches different companies are working on concerning nanopore-based technologies. The types of automation that enabled cost efficiencies in sequencing tools have become decision tree shortcuts in the clinic, whereupon the first tangible fruits from the promise of personalized medicine have become apparent. This focused document profiles the top 10 companies of the industry and explores the underlying technologies driving the industry’s growth. 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Market data powered by FactSet and Web Financial Group. GLOBAL SEQUENCING MARKET BROKEN DOWN BY REGION, Figure 2 : SEQUENCING PATENTS BY REGION, 2001–2011, Figure 3 : EMERGING SEQUENCING COMPANY PATENTS BY REGION, Thousands of recently published reports from select publishers, Member Discounts of up to 50% on over 20,000 additional reports from all publishers, Our analysts and research concierge for all inquiries. DNA sequencing is a strategic genomics tool that allows us to study how the genome varies among individuals and how that variation correlates to disease. These companies were on the bubble, or should be watched in the near future. In an industry preparing for decades of growth, such an early lead can be almost insurmountable. The shotgun technique is used to decode small sections of DNA (about 2,000–10,000 base pairs [bp] in length) of an organism’s genome. One application has already emerged, a test for 2,400 highly predictive medical genetic diseases. Returns as of 01/24/2021. In fact, the company promises its newest line of NovaSeq machines will bring the cost to a once unbelievable $100. Businesses with a dominant position in a fast-growing industry are rare, and when they gain that advantage, they tend to maintain it for decades -- to shareholders' benefit. Similarly, more than 90% of the data generated from genome sequencing has been produced on an Illumina machine. Tandem repeats and retrotransposons have been conveniently converted into a “plus” or “minus” sign—a red light/green light clinical decision. The market is forecast to grow at a compound annual growth rate (CAGR) of 17.5% to reach $6.6 billion by 2016. Incorporated in April 1998, Illumina develops, manufactures, and markets integrated systems for the analysis of genetic variation and biological function. Part of the high throughput structural genomics initiatives, aiming … In a reply to BCC from one of the top sequencing industry leaders, George Church explains in more detail some of the technological specifics to success. Next generation sequencing (NGS) systems are evolving rapidly, meaning this should be a core area of focus for a company should they want to excel now and in the near future. In 1998 Venter founded Celera Genomics and began sequencing the human genome. Jeff Brown recently sat down with Chris Hurt to talk about market trends, the 5,900% … This document is a specialty report related to the BCC Research report SMCO24G authored by Andrew McWilliams. Illumina is the largest genome sequencing and array-based solutions provider for genomic analysis in the world. Recommended to you based on your activity and what's popular • Feedback How the NGS (next generation sequencing) benchtop systems will do versus the larger, high throughput systems. Illumina has returned more than 4,300% since its 2000 IPO and almost 23% per year, compounded, since 2010. Excitement over this achievement spurred the quest for cheaper, higher-throughput sequencing machines that could make the technology accessible for broader research. Each sequencer can run up … The clinician does not need to understand the mathematical underpinnings of 16SrRNA coverage for phylogeny to run a rapid anthrax test. One of the best ways to profit from our continuing study and understanding of the human genome is to buy shares in Illumina and hold them for decades. Key Points Illumina, maker of DNA sequencing machines, has laid off 58 people across its California offices. Each of those vehicles produces data that is used to improve autonomous driving algorithms, improving vehicle performance and safety. Harvard Business School professor Michael Porter called them "barriers to entry" in his famous 1979 article "How Competitive Forces Shape Strategy.". Illumina Early this year, Illumina, the manufacturer of most of the world’s DNA sequencers, unveiled its newest, most efficient machine, NovaSeq, which can sequence as many as 48 entire … SGI was founded in 2005 by genomics pioneers Craig Venter, Ph.D., and Nobel Laureate Hamilton Smith, M.D., shortly after the completion of the Human Genome Project, which mapped the human genome … In last month's earnings call, management also announced the acquisition of BlueBee, a software company that "[enhances] the ability of users to gain insight from genomic data.". It does not constitute managerial, legal or accounting advice, nor should it serve as a corporate policy guide, laboratory manual or an endorsement of any product. Celera relied on whole genome “ shotgun” sequencing, a rapid sequencing technique that Venter had developed while at TIGR. Cumulative Growth of a $10,000 Investment in Stock Advisor, Is This Company the Tesla of Gene Sequencing? Warren Buffett and Charlie Munger have called them "moats." Waymo, the self-driving project under Alphabet (NASDAQ:GOOG), had only 600 vehicles on the road as of 2019. Since 2010, Illumina has increased its customer count tenfold and the amount of its data more than 50 times over. The company offers a suite of software solutions to help researchers collect, store, and analyze the vast amounts of data required to achieve clinical breakthroughs. Join our mailing list for the latest report releases and upcoming event notifications. Incorporated in 2000 and headquartered at California, U.S.; Pacific Biosciences of California, Inc. is a manufacturer of sequencing systems and products to enable de novo genome … And that market is likely to continue growing for decades. Just how big an advantage does Tesla have over its nearest competitor in real-world data? Welcome to my review of Jeff Brown’s Tech Melt presentation on the Second Wave Illumina pitch. Our experienced industry analysts assess growth opportunities, market sizing, technologies, applications, supply chains and companies with the singular goal of helping you make informed business decisions, free of noise and hype. At last count, Complete Genomics has sold 500 human genome tests to companies like Pfizer and The Flanders Institute. The news follows a disappointing Q2 earnings … Given these criteria to success, along with other factors which BCC chose to examine, BCC has selected these 10 companies for this report that we feel are deserving of recognition and are leaders in their industry, This list includes: As any top 10 list is invariably subjective, there are also several companies profiled in less detail. This is superior to exome testing as these have the serious flaw of missing phasing information. The global market for sequencing products was valued at $2.3 billion in 2010 and nearly $3 billion in 2011. At the beginning of 2020, Tesla had more than 700,000 autonomous vehicles on the road. As of 2016, less than 0.01% of the world's population had been sequenced, and  -- similar to Tesla's advantage in autonomous driving data -- Illumina is creating a self-reinforcing moat in the form of the information gathered by its sequencers. Illumina … @themotleyfool #stocks $ILMN $GOOGL $TSLA $GOOG, 3 Unstoppable Stocks To Buy Before or After the Election, Why Illumina's Q3 Results Were Better Than They Might Seem, Illumina Inc (ILMN) Q3 2020 Earnings Call Transcript, The 1 Stock Most Likely to Win From a Potentially Game-Changing Coronavirus Discovery, Copyright, Trademark and Patent Information. BCC offers an online information retrieval service. These are the kinds of numbers investors love. Dr. Scott Gottlieb, joined Illumina’s board of directors back in February. These ongoing price reductions have expanded the market beyond a few well-funded labs to the broader research community. A maker of equipment and tools for genetic sequencing, the company has rewarded investors handsomely since its July 2000 IPO. Certain individuals, such as Mike Hunkapller and George Church, appear and reappear in several of the leading companies as co-founder, adviser or board member. Based on primary and secondary market analysis, this report analyzes the top 10 companies in DNA sequencing as well as some additional companies worth recognizing. Therefore, more and more consumers in the market for autonomous vehicles are likely to choose Tesla -- and that cycle produces an ever-widening gap between the company and new entrants hoping to take part in the booming growth industry. Bio-Rad Laboratories, originated in 1952 in Berkeley, California, develops, … Recently, this story has begun to change as low cost next generation sequencing democratizes genome data, allowing a politics and commerce of inclusion, to enter the lab and now also the clinic. Sequencing instruments and consumables made up the largest market segment in 2011, with revenues of nearly $1.6 billion. The company offers a suite of software solutions to help … Similarly, more than 90% of the data generated from genome sequencing has been produced on an Illumina machine. Intellectual property (patent) portfolio. How well will sequencing informatics be able to solve the data flood. The scope of this report is focused on a select 10 companies in DNA sequencing, and the key areas in the field that are driving industry growth allowing these companies to succeed. Of the NGS systems, benchtop sequencers have a good niche currently. A key issue to note is just how well informatics will be able to handle this data flood. This information is intended to be as accurate as possible at the time of publication, but BCC Inc. assumes no responsibility for any losses or damages that might result because of reliance on this material. BCC’s home page, located at www.bccresearch.com, enables readers to: This publication provides informative material of a professional nature. Synthetic Genomics, Inc. (SGI) is a leader in the genomics revolution. The company has 1,000 such machines deployed in various research labs and hospitals. The company's innovation since that purchase has been the primary driver in reducing the cost of sequencing a human genome from $100 million in 2001 to less than $1,000 today. As this report is a profiling of top companies in the DNA sequencing field, the main audience should also include executive management personnel and marketing and financial analysts. The dominance is clear in market share as well. Leading the way in this sector of sequencing will certainly help strengthen any company and their competitive position. Many companies are competing, and to a certain extent this is a race of scaling, that is, who can get the most nanopores into the smallest area. Illumina HiSeq 2500 DNA Sequencing System Illumina HiSeq Systems 4000 Illumina MiSeq Illumina Sequencer Invitrogen BenchPro 4100 Ion Torrent Ion PGM Sequencer Ion Torrent Ion Proton Sequencer LI-COR 4300 Protein Sequencer Qiagen PyroMark Pyrosequencer Roche 454 GS FLX Roche DNA … Key technology points explored include: Other major factors used to determine top companies in the field include: This study will be of particular interest to life-science research tools suppliers, pharmaceutical, diagnostics, nanotechnology, bioinformatics, semiconductor, and biotechnology companies. Factors that make it difficult for competitors to enter a market mean enormous power for any company that's already there. When Watson and Crick let the genie out of the research bottle, it was inevitable that this day would arrive—the only question was when it would happen. Started as Structural Genomix (aka Stromix) in 1999 by Wayne Hendrickson, Barry Honig, Linda Grais and Tim Harris. Sequencing technologies are a critical part of … Factors taken into account include technical innovation, market leadership, and commitment to this market via investment in products. In this report, BCC Research identifies the top 10 companies in the ballistic and blast protection market. But healthcare investors should resist thinking all of the company's gains are in the past. It will also be valuable to companies involved in genome sequencing projects, sequencing centers, manufacturers of microarrays, suppliers of molecular diagnostics assays, bioinformatics companies, and cancer researchers and clinicians. Estimates now show the sequencing market growing to $25.5 billion by 2025. Each technology is analyzed to determine its market status, impact on future market segments, and future growth potential. Illumina, Inc. is an American company. But investment in seemingly rival efforts is also unusually high, underscoring both the connected nature of the research and commercial community, and also a “quantitative easing” or de-risking of being on the right team when the eventual winners are crowned in this high stakes field.For this top 10 report, many factors were considered when selecting the companies. Illumina's $3.3 billion in 2018 sales was twice the amount achieved by its next nine largest competitors combined. Five years after the $1,000 genome introduction, the sequencing field remains rife with chatter about pushing the cost much lower. More specifically, the objectives include identifying companies that are considered the leaders in their field and the technological means these companies are using to exploit their markets and dominate their field. 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