Shorters obviously not expecting much from the results tomorrow. New low for the year. |
for those not following closely, full year results tomorrow
the last trading update was only 13 jan, with everything on track, viewed positively, share price rose to over 150. I'm not making any predictions. |
Shorters closing? |
It's looking more and more likely this will end up in US hands for peanuts! |
Thank you TIO. You must be a very happy man... |
Indeed. I am a cash investor so can ride out these fluctuations. I never find the bottom or the top! If it stays subdued I will crystalise the loss before the end of the tax year and offset to reduce my CGT liability. It all depends on what they say next week really. |
I wonder where we will find a bottom here....near term... |
 ONT's key USP vs Illumina is the fact ONT can provide long to ultra long reads & all of the associated benefits.
I.e. for plasmid sequencing, Google Gemini says;
"When sequencing a plasmid, long-read sequencing is preferred over short-read sequencing because it allows you to capture the entire plasmid sequence in a single read, providing a more complete picture of the plasmid structure, especially when dealing with repetitive regions, while short reads would require assembling many smaller fragments, potentially leading to errors in complex areas like repeats or insertion sites; however, short-read sequencing is often still used for its higher accuracy and lower cost, sometimes combined with long-read sequencing for a more comprehensive analysis."
However, as per the plasmidsaurus CEO, most potential users aren't aware of or don't trust new alternatives like nanopore sequencing, so aren't inclined to switch from ILMN. Therefore adding in an improved short read option like Roche have proposed potentially creates an additional barrier to switching?
Roche isn't going for the long read market at present, I guess the unknown is whether they will in the future or indeed their tech is capable of doing so. What the release has done is amped up negative sentiment in NGS companies, so inevitably ONT has been swept down.
I'm sure ONT will be quizzed on the implications on their full year results call next week, so that will provide helpful context. |
hxxps://www.globenewswire.com/news-release/2025/02/20/3029971/0/en/Roche-unveils-a-new-class-of-next-generation-sequencing-with-its-novel-sequencing-by-expansion-technology.html
Roche's innovative sequencing by expansion (SBX) technology represents a leap forward in next-generation sequencing (NGS), which is playing a vital role in decoding complex diseases like cancer, immune disorders and neurodegenerative conditions
Combined with an innovative, high throughput sensor module, SBX uses expanded synthetic molecules to determine the DNA sequence of a target molecule, creating an ultra-rapid, scalable and flexible technology
Reducing the time from sample to genome from days to hours, this novel approach could significantly speed up genomic research, as well as translational and clinical applications in the years to come
Q. if our USP vs. Illumina etc is speed/cost, how will this new approach challenge us given the Roche emphasis on speed too?
hxxps://www.tipranks.com/news/ratings/sell-rating-issued-for-illumina-amid-competitive-threats-from-roches-ngs-platform (analysts starting to pick up on this) nai etc |
Haven't read all the posts so someone may have mentioned this but I think Roche weakness may be in the complexity of their "sophisticated biochemical process" and development of a surrogate polymer. More steps added to a process the more points of potential failure. |
Expanded collaboration enables richer, more cost-effective biological insights from single cell workflows
Published on: 23 February 2025
Oxford Nanopore Technologies announced today its expanded collaboration with 10x Genomics, Inc. to enable seamless compatibility between their latest technologies, bringing more accurate, cost-effective and accessible insights to single-cell transcriptomics research.
The certified compatibility is between 10x Genomics’ latest Chromium Universal GEM-X 3’ and GEM-X 5’ single-cell chemistries — which enhance sensitivity while reducing cost per cell — and Oxford Nanopore’s high-accuracy V14 chemistry. This integration allows researchers to capture full-length isoforms and detect genetic variants at scale and with precision.
Oxford Nanopore has also released a major update to its EPI2ME single cell analysis workflow, enabling SNP calling across full-length transcripts. This enhancement simplifies the identification of disease-linked mutations, including those associated with cancer.
"One of the key applications of Oxford Nanopore sequencing from 10x Genomics libraries is the ability to detect SNPs that are missed by legacy sequencing technologies, because they fall outside the relatively small coverage region of short reads," said Chris Wright, Head of EPI2ME at Oxford Nanopore Technologies. "Our latest analysis update is designed to streamline SNP extraction from nanopore single cell sequence data.”
Advancing single-cell analysis
Single-cell analysis is transforming biomedical research, offering scientists a higher-resolution view of how genes are expressed in individual cells. The combined innovations from Oxford Nanopore and 10x Genomics bring:
● A more complete view of gene expression – by combining 10x Genomics’ single-cell profiling with Oxford Nanopore’s sequencing of any read length, researchers can accurately detect full-length RNA isoforms, capturing biological insights often missed with legacy technologies.
● Improved mutation detection – SNP calling in single-cell data makes it possible to identify genetic variants linked to diseases such as cancer.
● Simplified, cost-effective workflows – seamless compatibility means users of 10x Genomics’ platform can easily integrate Oxford Nanopore sequencing, including the ability to sequence long fragments into existing pipelines, reducing complexity and minimising time to discovery.
To support researchers using 10x Genomics’ Chromium Universal Gene Expression assays, both companies have collaborated to make datasets for two single-cell samples (Jurkat & 293T) available online.
This strengthened collaboration reinforces Oxford Nanopore’s leadership in a new era of full-length isoform sequencing in single-cell solutions. By providing real-time, high-resolution sequencing that integrates seamlessly with 10x Genomics’ high-throughput platforms, Oxford Nanopore continues to drive innovation in cancer research, neuroscience, immunology, and beyond. |
Shorters smashing it. I have put in £40k+ late this pm. It may fall more but I think they are oversold and with results a couple of weeks away there is reason to be optimistic. |
What justification for a 10% fall? |
Ellison has already gone through the 10% with the aggregate holding, so now has ultimate blocking rights in any takeover situation (as alluded to earlier).
Clearly as Saba have learned, once you get near 30%, it can box you in against short sellers. But plenty of popcorn to be consumed until we reach that point! |
2.75m traded already. |
They clearly want to break support & get shares back in a downtrend - a large part of quantitative shorting is the self fulfilling prophesy. I.e. Many investors & speculators won't buy a stock in the chart is in a downtrend / looks ugly. Ellison has bought nearly between 70-95m shares since the lows seen last summer & frustrated short sellers. Will he continue to do so & what is his plan? |
Seems like a concerted effort. Roll up, place your bets and take your seats for...
Hedge fund shorts v the world's fourth richest man*!
* Ellison, US$194 billion |
Looks like a new short attack. |
Major new initiative launched with support from Nvidia yesterday so called Evo2
In healthcare, understanding which gene variants are tied to a disease is an invaluable tool for therapeutics. Early validation of Evo 2’s capabilities showed that the model can identify how genetic mutations affect protein, RNA, and organismal fitness. In tests with variants of BRCA1, a gene associated with breast and ovarian cancer risk, Evo 2 achieved greater than 90% accuracy in predicting which mutations are benign versus disease-causing.
Patrick Hsu, PhD, Arc Institute co-founder and an assistant professor of bioengineering at UC Berkeley, stated that Evo 2 is the only model that can predict the effects of both coding and noncoding mutations.
“It is the second-best model for coding mutations, but it is state-of-the-art for noncoding mutations, which other variant effect prediction methods, such as AlphaMissense from DeepMind, cannot score,” said Hsu.
Evo 2 was built on NVIDIA’s DGX Cloud platform and is trained on more than 9.3 trillion nucleotides from the genomes of more than 128,000 species across the tree of life. The model uses a novel architecture called StripedHyena 2, which enabled training that was “nearly three times faster than optimized transformer models,” according to Dave Burke, PhD, chief technology officer at Arc Institute. The model also has 40 billion parameters and is similar in scale to the current generation of large language models released from Meta, DeepMind, or OpenAI.
Evo 2 can process DNA sequences of up to 1 million nucleotides at once, allowing it to understand relationships between distant parts of the genome. Hsu stated that this long context length unlocks multiple molecular scales, from short biological molecules, such as tRNA, or clusters of genes (e.g., operons), to entire bacterial genomes or eukaryotic chromosomes.
An industry expert who posted the link on Twitter, followed up with his next tweet pondering the link to ONT. So my question for Larry E and the experts here - how will our firm take advantage of any/all of this and is this influencing the share price recovery here atm at all?
backround stuff |
Hi 74tom, I have been following developments at Roche for a few years.
Having read all the commentary so far, from a competition pov, ONT has nothing to worry about, I'll look at discord in a bit.
It's interesting that at this weeks AGBT show in the US, only ONT is offering live demo's on their stand. The others never come close. |
post on twitter about price discounting by us distributor for pacb - take it as you willfeels very much to me that we have been painted with the wrong brush over this new rival |
Has been interesting to follow on the ASeq discord. The consensus is that it will have minimal impact on ONT. And given the bias of some individuals on that forum, if it had been in any way detrimental to ONT they would have jumped all over it.
Some downside for PACB due to their attempts to refocus on short reads last year via the Onso device. A significant competitive challenge for Illumina though, and Ultima + element sound like they're in the crosshairs.
So a good outcome for ONT & if the Roche unveiling was part of the short thesis then it's a big fat fail for them... |
Roche short read nanopore sequencer presentation having a bad effect on ILMN and PACB share prices.
ONT in US not badly affected.
There' info coming out at the moment, with an online presentation.
Albert Villella has this...
Keith Robisons blog...
[...]h ttps://omicsomics.blogspot.com/2025/02/roche-ripple-predictions.html
Shawn Baker says... |
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