Specialist
Former Senior Director Strategy & Market Development at Illumina Inc
Agenda
- Trends and developments in LRS (long-read sequencing)
- Assessment of PacBio (NASDAQ: PACB) and Oxford Nanopore’s technology and performance across key criteria including accuracy, throughput and cost for LRS and SRS (short read sequencing)
- Opportunities for long- and short-read technology convergence
- Outlook for 2021 and beyond, highlighting potential impact of new technologies and entrants
Questions
1.
How has the LRS [long-read sequencing] market trended recently? What underlying dynamics have you been surprised by?
2.
How are LRS and SRS [short-read sequencing] workflows developing, considering factors such as sample preparation analysis?
3.
Where might LRS displace SRS or be synergistic?
4.
How essential could it be for key players in this industry to have LRS and SRS technology under the same umbrella?
5.
You mentioned Oxford Nanopore’s portability being less of a differentiating factor, particularly given the Omniome acquisition. Where might Oxford Nanopore play in the long term, considering its ability to do LRS and SRS?
6.
What is PacBio’s pricing positioning, particularly considering its efforts around the Sequel II? What markets is it being priced out of? How much further would the company need to lower price for greater uptick?
7.
Could you expand on Oxford Nanopore’s accuracy? To what extent can its new Duplex method close the gap on accuracy with Illumina and PacBio?
8.
What moves has Oxford Nanopore made to close the accuracy gap with Illumina and PacBio? Can it achieve this in the next year or so?
9.
Do you expect Oxford Nanopore to find success in clinical applications vs research, when considering your expectations around improved accuracy?
10.
What are your consolidation expectations around Omniome? Illumina is limited in its potential to acquire. Where are you expecting consolidation to come from? Do you expect it to be from Oxford Nanopore taking on a similar strategy to PacBio’s?
11.
Where do you expect Omniome to play? What limitations or timeline would you expect for PacBio to continue to work through Omniome’s approach?
12.
Who do you expect to lead in the clinical sector with instruments, considering the commercial implications and the relationships that you noted being key to scaling in this industry?
13.
What are your expectations for BGI? You highlighted the company as a leader in the sector alongside Illumina and PacBio. How might its positioning change? What are your consolidation expectations?
14.
You seem more hopeful for PacBio vs Oxford, particularly given the Omniome acquisition. What qualms have you had around its approach or technology that you hope will be addressed in the short term?
15.
Where do you expect Oxford Nanopore to play, given your expectations for PacBio to be more successful? What markets do you think it can drive adoption disproportionately compared to PacBio?
16.
Any thoughts on any other smaller players that could impact the sector?
17.
What newer technologies are coming into the market? What criteria for any player would move the needle significantly in the industry?
18.
Why is PacBio less advanced than Oxford Nanopore on read length and throughput?
19.
Is there anything else you would like to highlight?
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