Oxford Nanopore Technolo... Share Discussion Threads

[edwardt] 11/1/2022 09:40

thanks...would it be fair to say this is a first step to perhaps having a minion inbuilt in a new version? this would clearly be amazing and transformational for ont!

[bamboo2] 10/1/2022 17:25

edward, It's effectively an Apple laptop, with a built in MinIon.

In situations like operating theatres, this could be useful as it is a compact, self contained sequencer with base calling and built in local processing/diagnosis capability.

In order to read your own DNA you would need to find out what processing would be needed to extract and prepare your sample. I guess you could download appropriate basecalling software from Github. You may need someone to help interpret the data.

[edwardt] 10/1/2022 16:13

genuine question - did i infer that the colab with apple and the ipad pro means i could in theory buy one and do dna testing myself without buying a minion device??

[edwardt] 10/1/2022 16:12

i did the same friday so you are already a chunk better off than me. i do think this business has lots to go for and ultimately a 25bps rise in rates will mean f all to the ultimate value of this company.

[the lockkeeper] 10/1/2022 15:19

Just added another 624 shares only 3.5k but every little helps,now have too many really,but we live in hope,This tech is IMO gold standard stuff,and quality will win out in the end I'm sure,think the shorters will soon start to smell burning...

[bamboo2] 10/1/2022 14:44

Started buying in anticipation of support approx 550-560

[bamboo2] 10/1/2022 12:31

Both Illumina and PacBio have also been struggling, so I agree, sector weakness looks a likely explanation.

We need to focus on our technical advantage. ONT is a massive threat to the older SBS [Sequencing by Synthesis] based systems from Illumina and Pacbio.

Costs associated with taking on Ilmn and Pacb hardware are, like the physical size of the machines, huge. So much so that the machines have to be fully employed in large laboratories, in order to keep down the price of individual sequencing runs. Conversely, ONT has a much lower entry threshold that actively encourages a decentralised, patient focused approach to the kind of precision medicine that we are starting to see around the world.

Illumina and Pacbio sense the issue and are frantically trying to broaden their offerings. Illumina's attempted take over of Grail [after they had previously sold their original larger holding at a loss!] and diversion into Proteomics, and Pacbio looking to buy Circulomics and Omniome is evidence.

[keyno] 10/1/2022 10:51

Tech shares out of favour right now - could be the reason.

[ayl30] 10/1/2022 09:28

Given newsflow is positive why is this down?

[bamboo2] 09/1/2022 10:32

Professor Matthew Brown, 22/12/2021

“Genomics has matured enough – both in terms of capabilities and our understanding of disease – so we find we’re at a point where it should be widely implemented in clinical practice across rare diseases, across common heritable diseases and across cancers to improve patient diagnosis and patient management.”

“Genomics England is unique in being able to carry that forward. It’s got the right combination of the right environment within the health care system. We’ve got high-level political support and a joined-up group of clinicians and scientists who are all heading in the same direction.”

[bamboo2] 07/1/2022 16:11

Another upward revision in t/o. As I have said previously, looking at the prospect list, this could become a monthly event.

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7 January 2022

Oxford Nanopore Technologies plc

Update to FY21 revenue guidance

Oxford Nanopore Technologies plc ("the Group"), the company behind a new generation of nanopore-based sensing technology, is today providing an update to revenue guidance for the fiscal year ended 31 December 2021 ("FY21").

The Group expects to report core Life Science Research Tools ("LSRT") above GBP120 million, compared to LSRT revenue of GBP65.5 million in FY20, representing annual growth in excess of 83%. Previous guidance for LSRT revenue in FY21 was GBP105-111 million.

The Group expects to report total revenue above GBP126 million, compared to total revenue of GBP113.9 million in FY20.

All other prior guidance remains unchanged.

The Group expects to report full results for FY21 in the second half of March 2022.

[bamboo2] 07/1/2022 09:16

pete, share price closed below and broke support zone approx 650-665
There is possible support around 588, or could test 550?

[petewy] 06/1/2022 20:23

Still waiting to buy in.

[bamboo2] 05/1/2022 08:45

SP just above the support [buy] zone [650-665]. Possible turn shows on the chart for today.

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Over the next week, in the run up to the JP Morgan Healthcare conference, we should start to see community reports emerge of the performance from the new Flowcells and Chemistry that are now being shipped.
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Interesting discussion on twitter comparing Pacb with ONT. Will the above improvements coupled with full duplex mean an end to this debate?
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eg.
Alexander Wittenberg
14hReplying to
@The__Taybor
That’s clear. PacBio still is serial/non-flexible data production while ONT GridION and PromethION generate data in parallel and a flexible manner (run until you have enough).

[bamboo2] 04/1/2022 11:02

Fast nanopore sequencing data analysis with SLOW5
Published: 03 January 2022

Abstract
Nanopore sequencing depends on the FAST5 file format, which does not allow efficient parallel analysis. Here we introduce SLOW5, an alternative format engineered for efficient parallelization and acceleration of nanopore data analysis. Using the example of DNA methylation profiling of a human genome, analysis runtime is reduced from more than two weeks to approximately 10.5 h on a typical high-performance computer. SLOW5 is approximately 25% smaller than FAST5 and delivers consistent improvements on different computer architectures.

[bamboo2] 03/1/2022 17:28

Kit 12 & R10.4 flow cells are now available in Store, enabling >Q20 raw read accuracy or around Q30 Duplex accuracy, for high-accuracy consensus sequencing & variant calling.

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Users can now choose between flow cells that use the R9.4.1 nanopore, paired with “Kit 10 or Kit 11”, which run at ~420 bases per second. They may also choose the new R10.4 nanopore, a newer design with longer reader head that is designed to provide high resolution of homopolymers and increased consensus accuracy. R10.4 is paired with the new Kit 12, which runs at ~230-270 bases per second. Kit 12 enables the newest “Q20+” chemistry and “Duplex”, where two complementary molecules from the same Duplex strand are sequenced consecutively for higher accuracy.

With an additional choice of basecalling modes, users can tailor their experiments to their requirements, and achieve greater than Q20/99% raw read accuracy on fully released products. Single molecule Duplex read accuracies are distributed around Q30/99.9%, with the longest Q30 read demonstrated so far at 156 kbases (although there is no fundamental limit here).

[tonsil] 02/1/2022 22:36

I think it depends on how many yanks wake up and realise that ONT are stealing PACB/Illumina's lunch. The first tipster has started covering them - Dr Dean. hTTps://youtu.be/dd6MBI7EvPg

[bamboo2] 02/1/2022 21:01

pete, you never know!
I am hopeful that we will see more upward revisions on the sales side.

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How COVID-19 transformed genomics and changed the handling of disease outbreaks forever.

January 2, 2022

"Amazingly, the flagship machine for doing nanopore sequencing – the MinION, released by Oxford Nanopore Technologies (ONT) in 2014 – is only the size of a stapler; other sequencing techniques (such as those developed by Illumina and Pacific BioSciences) generally require bulky equipment and a well-stocked lab. The MinION is therefore incredibly portable, allowing for sequencing to happen on the ground during a disease outbreak."

[petewy] 02/1/2022 20:40

Thanks Bamboo. I am more optimistic than you are

[bamboo2] 02/1/2022 17:02

petewy, ONT won't be showing a profit for two to three years.
We should, however, see fantastic growth in turnover and the customer base in that time.

There may be a chance to buy at around 650-660, as this seems to have become an area of support.

I find the culture and community that surround this organisation fascinating, and the breadth of the business opportunity is simply staggering.

There is every chance that it will be an ONT device that is used to confirm life on other planets!

[petewy] 02/1/2022 11:20

Me too. I have followed this board early on and will buy in this week. I sold EKF at a profit and have been waiting to get back in again but this ONT has huge potential.
My fear of new companies is good product, good sales but bad management or something goes wrong and the shares dip violently. See TWD and HEIQ but the board (i.e. Bamboo) shows they should make a profit and the end their tax year. Is this correct?

[benchmark] 02/1/2022 11:14

I 2nd that - well done and thanks to bamboo2. And a Happy New Year too :)

[tonsil] 02/1/2022 10:58

Thanks for running the best board on this forum in 2021. Let's keep it that way.

[bamboo2] 02/1/2022 08:40

Ayl, Thanks for posting.

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Gordon Sanghera's review of 2021
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[ayl30] 02/1/2022 08:11

Tipped in Telegraph, one of their 2022 selections