But healthcare investors should resist thinking all of the company's gains are in the past. The goal of this document is to provide a more in-depth look at the top tier thermal management companies. 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. 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. 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. This is superior to exome testing as these have the serious flaw of missing phasing information. This document is a specialty report related to the BCC Research report BIO045D authored by John Bergin. Illumina … Complete the form below and we'll send you a private, secure link to download the Report Sample as a PDF. 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. For example, if a genome has mutations on say exon number 2 and exon number 7 of a gene, the exome doesn’t distinguish between two hits in one gene copy (the other copy is fine) vs. hits in both copies (no healthy copies). 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. Warren Buffett and Charlie Munger have called them "moats." It has more than 8,000 employees. This document is a specialty report related to the BCC Research report SMCO24G authored by Andrew McWilliams. This focused document profiles the top 10 companies of the industry and explores the underlying technologies driving the industry’s growth. When will mass whole genome sequencing applications emerge. Another point to consider is whole genome sequencing, a goal for many. Examine BCC’s complete catalog of Market Research Reports and place direct orders. Which up and coming nanopore-based technologies will emerge and how will this affect market applications. Applications from this process becoming available everywhere at low cost aren’t too far into the future at the moment. Sequencing instruments and consumables made up the largest market segment in 2011, with revenues of nearly $1.6 billion. Factors that make it difficult for competitors to enter a market mean enormous power for any company that's already there. 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.". The race to drive sequencing costs ever lower may soon … 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. 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. Looking to the future, can it maintain its market-leading position and continue paying off for shareholders? Key Points Illumina, maker of DNA sequencing machines, has laid off 58 people across its California offices. Since 2010, Illumina has increased its customer count tenfold and the amount of its data more than 50 times over. BCC’s home page, located at www.bccresearch.com, enables readers to: This publication provides informative material of a professional nature. Stock Advisor launched in February of 2002. Part of the high throughput structural genomics initiatives, aiming … IVD testing LamPORE — rapid, low-cost, highly scalable detection of SARS-CoV-2. 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. SGX Pharmaceuticals. How well NGS systems will penetrate into diagnostics. These ongoing price reductions have expanded the market beyond a few well-funded labs to the broader research community. In general, chosen companies have a solid foundation built around their sequencing technology and have done an excellent job strategically positioning themselves into one (or many) of the facets of the industry. The top countries of suppliers are Germany, China, and Taiwan, China, from which the percentage of dna sequencing … FDA approves first COVID-19 diagnostic test with genomic sequencing, updates clinician app Jun 11, 2020 - 03:48 PM The Food and Drug Administration yesterday authorized the first COVID-19 diagnostic test with next generation sequencing, which can generate information about the genomic sequence … The narrative is understood by only those select few who have the cross discipline knowledge to comprehend what the sequencing tools output, and who also have the niche domain experience to act upon knowledge of that data. Diagnostic manufacturers can now afford to develop sequencing tools as diagnostic shortcuts. As read lengths become longer and more accurate, the informatics becomes easier. Research Real-time DNA and RNA sequencing — from portable to high-throughput devices. Of the NGS systems, benchtop sequencers have a good niche currently. Subscribe to any of BCC’s many industry newsletters. Each technology is analyzed to determine its market status, impact on future market segments, and future growth potential. Excitement over this achievement spurred the quest for cheaper, higher-throughput sequencing machines that could make the technology accessible for broader research. Five years after the $1,000 genome introduction, the sequencing field remains rife with chatter about pushing the cost much lower. Although they can’t process as much as the larger high-throughput systems, being smaller has its obvious advantages. Market data powered by FactSet and Web Financial Group. In an industry preparing for decades of growth, such an early lead can be almost insurmountable. Q-Line Locked-down, research-validated devices for applied sequencing … Synthetic Genomics, Inc. (SGI) is a leader in the genomics revolution. BCC Research provides objective, unbiased measurement and assessment of market opportunities with detailed market research reports. The first complete sequencing of a human genome -- more than 3 billion base pairs of DNA -- was finished in April 2003. 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. A key issue to note is just how well informatics will be able to handle this data flood. – Fritz Sedlazeck, Ph.D., Assistant Professor, Human Genome Sequencing Center at Baylor College of Medicine My sequencing center has seen the level of interest in projects to be run on our Sequel II … 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. And Illumina's presentation at the January 2020 JP Morgan Healthcare Conference showed just how fast the company is building its lead. At this stage there are several different approaches different companies are working on concerning nanopore-based technologies. 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 … Each sequencer can run up … Tandem repeats and retrotransposons have been conveniently converted into a “plus” or “minus” sign—a red light/green light clinical decision. Register for BCC’s well-known conferences. Read announcements of recently published reports and newly launched newsletters. For shared licensing options (5+ Users), please call a representative at (+1) 781-489-7301 or contact us at, Top Ten Companies in Ballistic and Ancillary Protective Gear, Top Ten Companies in Advanced Thermal Protective Gear and Clothing, DNA Sequencing: Emerging Technologies and Applications, Top Ten Thermal Management Companies and Emerging Transformative Technologies, Full Report: Top Ten Companies in DNA Sequencing, Chapter- 2: DNA SEQUENCING TECHNOLOGY OVERVIEW, Chapter- 5: THE TOP 10 COMPANIES IN DNA SEQUENCING. Another contending company called Life Technologies, has … Estimates now show the sequencing market growing to $25.5 billion by 2025. Celera relied on whole genome “ shotgun” sequencing, a rapid sequencing technique that Venter had developed while at TIGR. The dominance is clear in market share as well. 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. Reports are discounted or included with certain, All reports provided in PDF format. Illumina has returned more than 4,300% since its 2000 IPO and almost 23% per year, compounded, since 2010. 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. Sequencing technologies are a critical part of … San Diego gene sequencing giant Illumina announced an $8 billion deal Monday to acquire Grail Therapeutics, a Bay Area biotech once part of Illumina that is developing a blood test to catch … @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. Illumina's $3.3 billion in 2018 sales was twice the amount achieved by its next nine largest competitors combined. The company offers a suite of software solutions to help … Illumina, Inc. is an American company. Request additional information on any BCC product. Let's use the electric car company as an example. Interpretation of the data is another issue that arises, but focusing on medically actionable determinations should simplify rather than complicate the interpretation of results. Incorporated in April 1998, Illumina develops, manufactures, and markets integrated systems for the analysis of genetic variation and biological function. The marketplace for gene-sequencing machines is dominated by Illumina ( NASDAQ:ILMN) and Thermo Fisher Scientific ( NYSE:TMO), both … Started as Structural Genomix (aka Stromix) in 1999 by Wayne Hendrickson, Barry Honig, Linda Grais and Tim Harris. COVIDSeq runs on Illumina’s latest sequencing machine, NovaSeq 6000. One of the problems that arise from the sequencing process is the flood of data that results. In 1998 Venter founded Celera Genomics and began sequencing the human genome. In this report, BCC Research identifies the top 10 companies in the ballistic and blast protection market. Harvard Business School professor Michael Porter called them "barriers to entry" in his famous 1979 article "How Competitive Forces Shape Strategy.". 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. The company has 1,000 such machines deployed in various research labs and hospitals. Intellectual property (patent) portfolio. Bio-Rad Laboratories, originated in 1952 in Berkeley, California, develops, … Of significance is the large occurrence of collaboration and co-ownership among the top players. Leading the way in this sector of sequencing will certainly help strengthen any company and their competitive position. 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 … Gene-sequencing companies: The big Kahunas. 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. These are the kinds of numbers investors love. Illumina (NASDAQ:ILMN) has established one of the most powerful moats in recent memory. Roche, Illumina, Life Technologies, Beckman Coulter, Pacific Biosciences, MGI/BGI, Oxford Nanopore Technologies. Similarly, more than 90% of the data generated from genome sequencing has been produced on an Illumina machine. Jeff Brown recently sat down with Chris Hurt to talk about market trends, the 5,900% … 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. 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. The goal of this document is to provide a more in-depth look at the top tier DNA sequencing companies as well as some of the second tier companies to look for in the near future, and to note the technological changes within the DNA sequencing industry that are sure to play a role in the years to come. 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. 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. Manufacturers. 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. Waymo, the self-driving project under Alphabet (NASDAQ:GOOG), had only 600 vehicles on the road as of 2019. The primary goal is to know if the virus is changing in ways that would affect current medical treatments. A DNA sequencer is a scientific instrument used to automate the DNA … 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. Recommended to you based on your activity and what's popular • Feedback 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 … Each of those vehicles produces data that is used to improve autonomous driving algorithms, improving vehicle performance and safety. Factors taken into account include technical innovation, market leadership, and commitment to this market via investment in products. How the NGS (next generation sequencing) benchtop systems will do versus the larger, high throughput systems. Dr. Scott Gottlieb, joined Illumina’s board of directors back in February. How well will sequencing informatics be able to solve the data flood. At last count, Complete Genomics has sold 500 human genome tests to companies like Pfizer and The Flanders Institute. Founded in 1993 by brothers Tom and David Gardner, The Motley Fool helps millions of people attain financial freedom through our website, podcasts, books, newspaper column, radio show, and premium investing services. 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. The market is forecast to grow at a compound annual growth rate (CAGR) of 17.5% to reach $6.6 billion by 2016. Returns as of 01/24/2021. The global market for sequencing products was valued at $2.3 billion in 2010 and nearly $3 billion in 2011. 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. Solexa stepped in with the Genome Analyzer in 2006 and was acquired by Illumina the following year. BCC offers an online information retrieval service. 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 … A maker of equipment and tools for genetic sequencing, the company has rewarded investors handsomely since its July 2000 IPO. Typically, with power comes profit. 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. Shareowners who've held on to this dominant business have been rewarded with eye-popping results. The news follows a disappointing Q2 earnings … The segment is expected to grow to $2.2 billion in 2016, a CAGR of 7.3%. Factors taken into account included technical innovations, market leadership and commitment to this market via investment in products. Join our mailing list for the latest report releases and upcoming event notifications. 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. Illumina, Inc. (U.S.) was founded in 1998 and is headquartered at San Diego, U.S. Illumina, Inc. is one … A wide variety of dna sequencing options are available to you, There are 192 suppliers who sells dna sequencing on Alibaba.com, mainly located in Asia. The U.S. Food and Drug Administration (FDA) issued an emergency use authorization (EUA) for the use of genomic sequencing … 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. The company … https://www.genengnews.com/a-lists/top-10-sequencing-companies-2 At the beginning of 2020, Tesla had more than 700,000 autonomous vehicles on the road. In fact, the company promises its newest line of NovaSeq machines will bring the cost to a once unbelievable $100. One application has already emerged, a test for 2,400 highly predictive medical genetic diseases. It should be noted that sequencing costs may only contribute 10% to 20% of a typical biomedical projects overall costs. Illumina is the largest genome sequencing and array-based solutions provider for genomic analysis in the world. Cumulative Growth of a $10,000 Investment in Stock Advisor, Is This Company the Tesla of Gene Sequencing? 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. 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. Welcome to my review of Jeff Brown’s Tech Melt presentation on the Second Wave Illumina pitch. 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. Just how big an advantage does Tesla have over its nearest competitor in real-world data? Sequencing technologies are a critical part of today’s life-science industry, affecting a wide range of activity from drug discovery to diagnostics. Sequencing services comprise the fastest-growing market segment, totaling $987.6 million in 2011 and expected to reach nearly $3.5 billion in 2016, a CAGR of 29.0%. And that market is likely to continue growing for decades. A key area BCC also explores is industry structure, noting strategic alliances and acquisitions along with pertinent patent information. The story of molecular biology is being both written and printed by sequencing tools—various chapters being currently authored by oncologists, ID experts, pathologists, and so forth. 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. Illumina, Inc. (NASDAQ: ILMN) is paving the way for large-scale, next-generation sequencing-based (NGS) COVID-19 testing. 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