Oxford Nanopore Technolo... Share Discussion Threads

[bamboo2] 22/5/2025 07:37

Oxford Nanopore Technologies plc

London Calling Technology Update

Annual customer conference highlights how Oxford Nanopore's unique molecular sensing platform empowers real-time insights, consistent results, and multiomic discovery

22 May 2025

Oxford Nanopore Technologies plc (LSE: ONT) ("Oxford Nanopore" or the "Company"), the company delivering a new generation of nanopore-based molecular sensing technology, presented technology and platform updates at the Company's flagship annual London Calling customer conference. During the sold-out event, with more than 4,500 registered online and in-person participants from more than 120 countries, the Company also provided updates to its long-term innovation pipeline.

Technology and pipeline updates included:

· Continued enhancement to product performance, reliability and competitiveness: The presentation highlighted the development of high throughput workflows, flow cell improvements and new kit chemistries to drive higher output on the PromethION Flow Cell.

· Improved analytics and insights for broad applications: Continued development of EPI2ME, the Company's informatics platform which provides analysis tools for a growing menu of end-to-end workflows. Updates included (i) a new high-performance variant caller to increase consistency and accelerate workflows, especially in production environments where speed and reproducibility are key drivers and (ii) continued development of base modification calling, with more than ten modifications now supported. This enables improved accuracy of methylation detection, without the need for complex processes required with legacy sequencing technologies.

· Improving direct RNA sequencing, to accelerate biopharma workflows with a single streamlined platform: Recent updates to the cDNA kit and direct RNA workflows enable longer reads and higher output, delivering industry-leading performance supporting biopharma applications beyond mRNA Vaccine Quality Control, including drug discovery, sterility testing, and exploring tissue-specific RNA modifications.

· Near term focus on regulated product pipeline to driving adoption in applied markets: The GridION Q device is expected to complete CE-IVD submission in the EU for regulated clinical markets by the end of 2025. The device will be available for specified partners only. The Q-Line product range is expanding to include PromethION Q, now expected to launch in 2026, to broaden the opportunity for human sequencing applications.

· Ambitious and targeted long-term innovation pipeline: including the ongoing development of a new voltage-controlled ASIC for high throughput customers.

· A roadmap to proteomics: Oxford Nanopore is now making advancements into providing solutions for protein analysis, a key area for scientific research and discovery in health and substantial potential for applied uses in clinical and industrial applications. The Company is currently developing two complementary approaches: one focused on identifying native proteins in clinical samples, and another designed for scalable protein barcoding. Both workflows are in development, with future potential to enable the direct detection and characterisation of full-length proteins.



A detailed written summary and a video replay of the technology talk can be accessed on the Oxford Nanopore website.

[bamboo2] 21/5/2025 20:37

Tech update. Version from Albert Vilella.

[foreverbull] 19/5/2025 14:12

Profit booking or short attack?

[foreverbull] 13/5/2025 07:44

Thanks for the update

[bamboo2] 13/5/2025 07:27

Total shorts down to 1.1%

===========================

LC 2025 opens in one week. 20/5/2025
Tech update 18.15 bst Wednesday 21/05/2025

[the big fella] 09/5/2025 08:24

I only occasionally trade round the edges. Usually to my cost as we have seen with the subsequent price rise :). Still have a core holding which is doing nicely so cant complain.

[apple53] 08/5/2025 17:47

BIG FELLA I would have been with you on that trade if it weren't for stamp. I kick myself so often for not grabbing easy 4-7% trades in such volatile stocks due to stamp (along with spread in some cases).
Would be nice to breakthrough intraday resistance around 130p.

[foreverbull] 08/5/2025 13:52

Excellent!

[the big fella] 08/5/2025 13:37

No idea but it was mine 17163 bought and sold today for some beer money

[foreverbull] 08/5/2025 13:25

Any news??
I mean short covering, take over, Ellison buying?

[bamboo2] 06/5/2025 17:12

Investec starts Oxford Nanopore Technologies with 'buy' - price target 200 pence

[bamboo2] 06/5/2025 17:04

shorts covering.

Now down further from 1.59% to 1.18%

[antrox] 02/5/2025 17:23

It is finally available

[antrox] 30/4/2025 09:15

Where can I read the Annual Report 2024? Should not already be available?

[nigelpm] 29/4/2025 21:17

There's barely any volume and it's no longer up 12%

[foreverbull] 29/4/2025 15:28

Any thoughts on why Oxford Nanopore's shares on OTC markets in the US is up by nearly 12% today. The ticker is ONTTF

[foreverbull] 25/4/2025 11:16

Is Ellison buy more and more bcoz he doesn't want ONT to be controlled by Danaher or Roche or other buyer?

[bdbd11] 25/4/2025 09:48

yep, just added a few more. The free float is shrinking, and with our big seller from last year INOV down to zero, I wouldn't want to be short here.

[foreverbull] 24/4/2025 23:03

Additionally short cover will add fuel to the fire

[nigelpm] 24/4/2025 20:09

Quite something this - if the free float keeps sinking like this you might get a huge move at some point.

[bamboo2] 24/4/2025 19:52

EIT Oxford Holdings, LLC
Now hold 124758187 or 13.057600%

EIT Ellison now holding 124758187 or 13.057600%

Delphi AM, 35,294,117 or 3.75%

Totals 160,052,304 or 16.8076%

[bamboo2] 21/4/2025 13:13

p1nk, agree. It's a game changer for T2T. There will be no need for Pacb.
The new approach will save a lot of time and money.

Hope they have finalised the new protocol by the time LC2025 goes live next month.

[p1nkfish] 20/4/2025 22:06

bb2, post 2015, looks like that could be disruptive to PacBio.

[p1nkfish] 18/4/2025 21:29

There's always a major shareholder like Ellison.

Not impossible:

1) Oracle creates a “Health Cloud + Sequencing-as-a-Service” platform.
2) ONT provides the portable hardware and data stream.
3) Oracle offers the compute and analytics layer.
4) Ellison personally backstops or facilitates a bid if ONT valuation drops or Thermo/Fisher moves first.