Oxford Nanopore Technolo... Share Discussion Threads

[bamboo2] 24/5/2024 06:50

janeann, welcome. This has to be one of the most exciting co's in the UK right now.

Suggest you search Nanopore on twitter, where you can follow many of ONT's customers, and read the thread. More recently I have tried to focus on posting material that is written in laymans terms, as some of processes and advanced biology is challenging. There are numerous online courses and info that allow you to brush up on genetics and sequencing basics. Surprisingly, the NHS website has a good introduction, with a slant towards clinical uses.

[janeann] 23/5/2024 08:22

Joined you here bamboo.....bought afew early yesterday and a few more today. I think i generally buy new tech shares too early ... hopefullythis time will be about right!!
Need to better understand the application of the technology now

[bamboo2] 23/5/2024 07:43

MinION Mk1D: The next generation of portable sequencing

[bamboo2] 23/5/2024 07:39

Vid of the tech update from last night.

[bamboo2] 23/5/2024 07:38

London Calling Technology Update

Announcements highlighted breakthrough technology performance and updates to Oxford Nanopore's IVD pipeline at annual customer conference

23 May 2024

Oxford Nanopore Technologies plc (LSE: ONT) ("Oxford Nanopore" or the "Company"), the company delivering a new generation of nanopore-based molecular sensing technology, presented breakthrough performance data and new platform updates at the Company's annual London Calling customer conference, held between 21 and 24 May 2024. During the sold-out event, with more than 5,500 registered on-line and in-person participants, the Company also provided updates to its clinical product pipeline, unveiling a new roadmap for its first IVD product ahead of its first clinical and biopharma day on Friday.

Technology updates included:

· Delivering increasingly rich, high performance multiomic data: The update focused on improved performance on accuracy, delivering complete genomes with nanopore-only Telomere-to-Telomere (T2T) sequencing, and full-length chromosomes in a single read, illustrated by successful T2T reads of four yeast chromosomes as proof of concept.

· Improving direct RNA sequencing to support breakthrough science and biopharma workflows: higher accuracy and output for direct RNA sequencing alongside the example of integrated, real-time quality control (QC) test for mRNA vaccines.

· Pipeline updates, enabling ultra-high output and accessible, distributed sequencing for anyone, anywhere: with the MinION Mk1D entering early access, continued progression with TraxION, enabling portable library prep in the field, the Voltage chip for ultra-rapid whole genome sequencing (WGS) and the new prototype of Oxford Nanopore's smallest sequencer to date - the SmidgION - which was on display at the event.



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



This morning, the Company will present a product review including an update on progress to its regulated product pipeline. In addition to locked-down Q line devices, the GridION is expected to meet ISO 13485 standards in 2025 and the Company will seek CE-IVD certification in the EU after that. The device will be available for specified partners only. The GridION Q-Line product range is on track to launch shortly in Q3-2024, as previously announced.



Alongside the technology updates the Company will also provide more details at its first clinical and biopharma day on Friday.

[bamboo2] 22/5/2024 15:26

Illumina can't buy ONT.

They already tried that with Pacb, and got stopped by anti-trust regs. This also means an agreement or partnership between ONT and either of the other two players is very unlikely.

There are however numerous other potential suitors around the world.

[magnum opus] 22/5/2024 15:02

For me the number one thought is that BioMerieux made a partnership and began work in Apr 23 approx, then after having had 6 months to evaluate they made their further agreement and bought equity in Oct 23, so they must have liked what they saw in terms of potential following their initial collaboration.

Also, when LAT expires should qualify for FTSE 250 meaning qualify for inclusion in more funds and inv trusts

[luzley] 22/5/2024 15:00

BioMerieux hands are tied by the lockout at 9.9% so can buy another 3% which may well be starting to happen. As I see it, Illumina also wants Oxford Nano to complement and enhance its own tech. It, and likely others will start to show their hands anytime as the overall takeover protection afforded at IPO expires in June. BM is barred from making an offer 'unless a third party enters the arena' like Illumina......then the gloves are off and BioMerieux can bid. Given the depth and exposure of involvement in joint projects with ONT, it is foolish to believe that BM would want to win the prize given its financial clout.Interesting times ahead given the potential for truly explosive growth here imo.

[seball] 22/5/2024 13:18

BioMerieux Mcap is 11.8 bln. They will be looking to snap up ONT or merge imo. They bought a substantial amount of ONT in October at twice this price. No smoke without fire. BUY

Also with LAT shares expiring June these are going to rerate. Buy now and hold this could easily go up 200% this year.

We all have an opportunity to buy at these ridiculously cheap levels.

[bamboo2] 22/5/2024 09:39

Oxford Nanopore Technologies Collaborates With Twist Bioscience to Launch Pharmacogenomics Beta Programme and Advance Personalised Medicine

New workflow to provide unambiguous genetic results in a single assay, alleviating the need for time-consuming and costly follow-up tests

May 22, 2024 05:20 AM Eastern Daylight Time

OXFORD, England--(BUSINESS WIRE)--Oxford Nanopore Technologies (Oxford Nanopore) today announced the launch of a new Pharmacogenomics (PGx) Beta Program to advance personalised medicine, combining Twist Bioscience’s next generation sequencing (NGS) target enrichment technology with Oxford Nanopore’s sequencing platform.

hxxps://www.businesswire.com/news/home/20240522912932/en/Oxford-Nanopore-Technologies-Collaborates-With-Twist-Bioscience-to-Launch-Pharmacogenomics-Beta-Programme-and-Advance-Personalised-Medicine/

[luzley] 21/5/2024 13:30

London Calling sellout conference tomorrowWill put Oxford Nanopore centre stage.I think the shares have been purposefully driven down in anticipation of this symposium to showcase ONT.

[luzley] 21/5/2024 13:26

Yep. MCap £898m

[luzley] 21/5/2024 13:25

BioMerieux spent £70m at £2.38 a share in Oct.What are they seeing that LSE institutional holders can't? They currently hold just under 7% and can go upto 9.9% under their terms of investment and are ceilinged for 5yrs unless a bid approach to ONT is made. BioMerieux have multiple joint operations with ONT so it would only take a move by eg Illumina to trigger a big sentiment shift here. Oxford nano has a good cash runway to profit and a 3 year anti-takeover cover provided in 2021 expires soon allowing potential acquirers to build positions. I honestly cannot see a cutting-edge company of this quality languishing at this level for long. Either I'm very mistaken, or this is a little gem of an opportunity.

[bamboo2] 21/5/2024 13:02

Current mcap is £897,088,989.68

[seball] 21/5/2024 12:59

With £400 Mil in cash the business is only valued at £600 Mil. This is why the shares will rerate imo Good luck

[takeiteasy] 21/5/2024 12:24

Seball, at the moment it cannot seem to find a support level anywhere - perhaps if we drift back to 90 and this holds then we have the making of some support there but not it seems higher up and so why would someone want to buy in without some air cover in the form of a support base...nai etc

I keep watching and waiting....

[seball] 21/5/2024 12:11

With LAT shares expiring early June this is ripe for a takeover. This valuation is ludicrous. ONT will not be staying at this price for long. BUY and HOLD.

[luzley] 21/5/2024 12:01

Time to shift totally to NYSELanguishing at this level is ridiculous.

[bamboo2] 21/5/2024 07:18

Around 20 trading days remain before LAT shares expire.

LC begins today. Clive Brown presents his technical update tomorrow, where we get to see some of the work produced by the recently expanded research teams.

[bamboo2] 18/5/2024 17:08

Turbot. Sample to answer review.

"I don’t know if it ever will feel normal to place your samples on the machine and just go home 😀
It truly is walk away and come back next day and look at the sequencing report."

[seball] 16/5/2024 06:04

Yes eeza US inflation

[eeza] 15/5/2024 18:58

US inflation rate dropped, I think.

[bamboo2] 15/5/2024 18:44

seball, Which US news in particular?

[seball] 15/5/2024 16:05

With today's news in the US and the LAT shares expiring June these are going to rerate. Buy now and hold this could easily go up 200% this year.

[brucie5] 13/5/2024 20:27

Seems to be taking a breather. I've tried a bit but hold the substantive part from sub £1, which I hope we will not see again.