Oxford Nanopore Technolo... Share Discussion Threads

[32v31today] 29/2/2024 19:38

That's a lot of senior director changes to take in one go, hopefully replaced by PLC grade quality. More info would be helpful to avoid assuming the worst. These are the guys quite actively buying and selling if memory serves, so presumably pleased with their ride in a uni spin-out? Not overly concerned with two. I would expect the company to be mature enough to cope with the third (CTO) leaving. I wonder if 2.5 yrs is a minimum period they had to stay post IPO. Overall, feels a bit amateurish, but hopefully brings in decent quality. Their products are used almost universally in conversations I have with the market and tech all very highly regarded.

[takeiteasy] 29/2/2024 09:59

Ironically i plucked a pound out of the air when I was mulling this over - as hopefully a finger in the air guesstimate at some sort of bottom.

This must be proving so expensive for holders like Edinburgh Worldwide IT and IP group etc...and a one way short for the hedge funds until the management restore trust and confidence again ...dyor and no advice...

[brucie5] 29/2/2024 09:53

This appears to be in relentless decline. Never mind the prospects and the cash runway, is it inconceivable that it could be run down to the £1 level? It's now well passed the 25% of peak reached in 2021.

[p1nkfish] 26/2/2024 18:04

Interesting, unless I imagined it, 80M+ shares changed hands in IPO today around 3.35pm. IF IT HAPPENED and isn't just a mistake in reporting, it matters to ONT as IPO hold a wadge.

[bamboo2] 26/2/2024 08:40

3-hour genome sequencing and targeted analysis to rapidly assess genetic risk

The main objection to using this technique in clinical care is the cost, although costs of flowcells are falling.



ABSTRACT [full text, use link]

Purpose

Rapid genetic testing in the critical care setting may guide diagnostic evaluation, direct therapies, and help families and care providers make informed decisions about goals of care. We tested whether a simplified DNA extraction and library preparation process would enable us to perform ultra-rapid assessment of genetic risk for a Mendelian condition, based on information from an affected sibling, using long-read genome sequencing and targeted analysis.

Methods

Following extraction of DNA from cord blood and rapid library preparation, genome sequencing was performed on an Oxford Nanopore PromethION. FASTQ files were generated from original sequencing data in near real-time and aligned to a reference genome. Variant calling and analysis were performed at timed intervals.

Results

We optimized the DNA extraction and library preparation methods to create sufficient library for sequencing from 500 μL of blood. Real-time, targeted analysis was performed to determine that the newborn was neither affected nor a heterozygote for variants underlying a Mendelian condition. Phasing of the target region and prior knowledge of the affected haplotypes supported our interpretation despite a low level of coverage at 3 hours of life.

Conclusion

This proof-of-concept experiment demonstrates how prior knowledge of haplotype structure or familial variants can be used to rapidly evaluate an individual at risk for a genetic disease. While ultra-rapid sequencing remains both complex and cost prohibitive, our method is more easily automated than prior approaches and uses smaller volumes of blood, thus may be more easily adopted for future studies of ultra-rapid genome sequencing in the clinical setting.

[bamboo2] 17/2/2024 13:58

The definitive article is the press release from Cyclomics.



I am unsure how this new deal will affect the existing agreement between Cyclomics and ONT, suffice to say that since the CyclomicsSeq workflow is effectively a partnership and the sequencing element relies/depends on ONT sequencing, the outcome will likely be very positive.

I wouldn't be surprised to see the new entity owning ONT stock and given the two co's have extensive agreements with Nvidia, we could even see Nvidia taking a stake.

The original agreement dated 16/3/2023 is noted here,

[bamboo2] 16/2/2024 21:43

There's clearly a very complex back story. It's so complex that I have to take it at face value for now.

Both companies have agreed to work on the drafting of a definitive agreement, and the combined company will advance the entry into the cancer monitoring market and gain access to integrating whole genome data into GEDiCube’s AI-ML platform

[bamboo2] 16/2/2024 21:25

Cyclomics news could be good for ONT.

[bamboo2] 02/2/2024 18:21

GIC Private Limited, Singapore.
Singapore Sovereign Wealth Fund.

Reducing from 4.2447% to 3.976561%

Post 1 amended.

[bamboo2] 02/2/2024 15:06

On the surface, the story appears to be pretty much the same in 2023. Oxford Nanopore expects a 39% increase in underlying revenue growth and a similar 25%-75% split in machines versus consumables sales. So, you might be a wee bit surprised to learn that Oxford Nanopore stock is down more than 20% since CEO Gordon Sanghera released preliminary numbers back on January 9 and geeked out about genomic sequencing science for 37 minutes. We know because we listened to the whole thing.

There are a few reasons why Oxford Nanopore stock took a hit – none of which we think affects the company’s long-term prospects...

Nanalyse view point...

[bamboo2] 01/2/2024 15:53

JPMorgan Asset Management (UK) Ltd [JPM] dropped below .5% short interest reporting threshold on 30/1/2024.

Amazing how they can play the share price with a relatively small position, and no wonder many remain wary of shares in general.

[bamboo2] 31/1/2024 08:40

Story made it into The Daily Express! Well written.


The two-year pilot will expand the genomic sequencing ability across 10 hospitals in England thanks to a £2.08million fund.



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

Could ONT leverage the speed of diagnosis to bring the trial to an early conclusion? After all, it has just completed a three year trial and been approved at Guy's.

[bamboo2] 30/1/2024 19:02

Chinese study shows around 100% consistency for pathogen ID as with the current culture based gold standard. Marrying this equivalence with the extra benefits brought by using small batch led ONT sequencing adds to the already compelling evidence in favour of adopting this for all urgent cases in ER and critical care.

The cost savings of between $2-10k per critical care bed per day, plus lives saved, reduced AMR and added pathogen surveillance, all confirm what has been found over the past few years at Guy's and St Thomas hospitals in London.

Fast and precise infection diagnosis makes a significant contribution to improving clinical management and patient prognosis.

[bamboo2] 30/1/2024 13:35

MinIon Mk1 D pictured on twitter.

Pretty obvious this is to be released at LC2024.

It looks like a good decision to keep a broad choice of compute.

[32v31today] 30/1/2024 12:07

Sequencing a banana on the moon is all very interesting, but it's all these little healthcare pilots and partnerships that should add value. Mgt should squeeze every drop of this messaging to (continue to) provide confidence to the market on the future. The future utility and value of the tech is inevitable and huge in my book, it's the time and cost to get there that's uncertain. I'm happy to sit and wait.

[bamboo2] 30/1/2024 10:10

Lonza and Oxford Nanopore to collaborate on novel test to accelerate analysis of mRNA products
Tue 30th January 2024

Collaboration aims to commercialise a Current Good Manufacturing Practice (cGMP) validated test to enable advanced and innovative analysis for multiple critical quality attributes of mRNA products

The simplification of analytical testing requirements could accelerate the path to market for mRNA products such as vaccines for infectious diseases

Lonza, a global development and manufacturing partner to the pharmaceutical, biotech and nutraceutical markets, today announced a collaboration with Oxford Nanopore Technologies, a company delivering a new generation of nanopore-based molecular sensing technology. The collaboration aims to cGMP validate and commercialise a first-of-its-kind novel test to accurately determine multiple critical quality attributes of mRNA products by directly sequencing both the DNA template and the messenger RNA (mRNA).

mRNA is an emerging class of biotherapeutics, offering new and unique opportunities for prevention and treatment of various infectious diseases, cancers, autoimmune and genetic disorders.

mRNA products can be designed, manufactured, and brought to market in very short timelines, as demonstrated by the production of COVID-19 vaccines. However, a significant amount of time and resources are required for analytical testing, including indirect mRNA sequencing. The collaboration aims to address this pressing industry and regulatory need for a cGMP-grade common testing method to simplify and streamline mRNA manufacturing.

Oxford Nanopore’s technology is the first and only approach that can directly sequence the native RNA molecule. The collaboration between Lonza and Oxford Nanopore will focus on adapting this technology to apply to mRNA production analysis and quality control (QC).

The nanopore-based sequencing method allows several quality attributes in mRNA products to be measured simultaneously, on the same manufacturing site, using one technology platform. Once commercialised, the nanopore-based test aims to substantially reduce analytical testing time, which can deliver significant competitive advantage for the manufacture of mRNA products.

As part of the collaboration, Oxford Nanopore will tech transfer workflows developed in house to Lonza for GMP validation, using its GridIONTM device to generate real-time data and reporting. Following successful validation, Lonza intends to include the sequencing technology in its analytical development workflow offering, and support Oxford Nanopore in achieving stringent quality requirements for QC compliance. Lonza will pre-validate several critical quality attributes of mRNA products for the novel test at its analytical development laboratory in Geleen (NL) and technology transfer to QC laboratories on the same site for cGMP-compliant method validation.

Torsten Schmidt, Head of mRNA Business Unit, Lonza, commented: “While the mRNA market is fast-expanding, as a relatively new modality it still relies on the use of traditional analytical technologies. Faster and more effective mRNA analytics could simplify the regulatory review process and accelerate the development path. This collaboration underlines the commitment of Lonza and Oxford Nanopore to bring innovation to the market. Our shared objective is to simplify testing processes to bring mRNA therapies to market quicker.”

Gordon Sanghera, Chief Executive Officer, Oxford Nanopore Technologies, added: “mRNA technologies have already delivered a profound impact in recent years, and the industry is growing into many novel areas, including personalised cancer vaccines. With Lonza, we are excited to develop an enabling technology by developing the first GMP-grade test to analyse multiple critical quality attributes of mRNA products. Nanopore sequencing offers a transformational new approach with its one-of-a-kind ability to sequence native RNA to deliver robust and accurate testing of multiple critical quality attributes, in situ and with rapid turnaround times. Not only may this help with pandemic preparedness, but it could also be crucial in ongoing R&D advancements for mRNA therapeutics.”

[bamboo2] 29/1/2024 17:53

The Times article [hopefully] without paywall...



or

h ttps://t.co/2HQ3t3tdYm

"...A world-first testing system that can identify the cause of a patient’s serious illness within hours, slashing the odds of a fatal outcome, is to be expanded across the country.

The technology, which has been trialled at St Thomas’ Hospital in London, can reduce how long patients spend in hospital by getting them the right treatment sooner, doctors say, therefore helping tackle the NHS backlog. It could be used to test people in GP surgeries or other community services in as little as five years..."

[brucie5] 29/1/2024 15:40

IPO is on a common of folios I follow and so I have been buying for a 3rd party. Today as good as any. Last time I looked it was on about 60% discount too assets. Oakbloke is a fan, among others.

[p1nkfish] 29/1/2024 15:35

True and IPO chart over 2 year time frame weekly and 5yr monthly looks better to me. Will turn???

[brucie5] 29/1/2024 15:26

p1nkfish27 Jan '24 - 15:34 - 1142 of 1143
0 0 0
It is a loss making life-sciences company reliant upon technology. Says it all.
Only for the very patient who size their position appropriately.
--------------------------------------------------------------------------------
Alternatively, buy IPO and get it at a discount.

[alanhay99] 29/1/2024 14:59

Coverage in The Times today

hxxps://www.thetimes.co.uk/article/nhs-test-sepsis-cause-detect-signs-blood-infection-health-8d6338prs

NHS expands use of world-first test to detect serious illness in hours
New technology boosts survival chances by quickly working out how best to treat infections

[p1nkfish] 27/1/2024 15:34

It is a loss making life-sciences company reliant upon technology. Says it all.
Only for the very patient who size their position appropriately.