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Illumina Inc. Message Board

  • borisbear64 borisbear64 Feb 11, 2012 2:50 PM Flag

    "Gold Standard" - Roche's offer

    Roche offer $5bn for Ilumina technology.... yet the "gold standard" of direct RNA next generation single molecule sequencing (as defined in the recently published peer reviewed paper..see link) is currently valued at $8m market cap.... Roche overpaying ?

    http://userwww.service.emory.edu/~zqin4/huBioinfo12.pdf

    from the article: "The Helicos technology represents a new wave of next-generation
    sequencing technologies in which samples were profiled directly
    without the polymerase chain reaction (PCR) step, thus eliminating
    the overrepresentation or underrepresentation biases introduced by
    the copying process of PCR, a necessary step in Illumina sequencing
    technology. Given this, we use the expression measure obtained from
    Helicos as the gold standard when evaluating expression measures
    reported by different algorithms analyzing RNA-Seq data generated
    by the Illumina platform."

    or perhaps the latest article from the Leiden institute:

    http://www.genomeweb.com/sequencing/study-finds-helicos-platform-improves-distinction-between-disomy-trisomy-21-mate?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed:+genomeweb+%28GenomeWeb+%C3%9Cberfeed%29

    Single-molecule sequencing provides slightly better distinction between fetuses
    with or without Down syndrome in non-invasive, sequencing-based tests of DNA
    from maternal blood samples compared to sequencing instruments that rely on
    PCR-amplified DNA, according to a recent study.

    There seems to be a disconnect here between the 2 companies valuations and their science. Would make more sense for Roche to buy Helicos for , what, 5% of what they are offering Ilumina, and flatten Ilumina.

    See you in court !.....in Delaware

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • JNJ got burned on buying the Cordis stent business and JNJ will be far more careful next time and won't buy a cat in a bag.

      ILMN is mostly hot air at this point. Likewise, LIFE suffers from relying on a declining reagent sales business that is only propped up by the smashingly successful Ion Torrent business.

      Abbott is far more conservative than JNJ management when it comes to acquisitions.

      Sorry, Roche is far more adventurous than anyone else in the pharmaceutical business. Can't recall anyone else who bought anything like Genentech in terms of size and novelty.

    • LOOK for CHANGES in the game! ILMN and Jay have an eye on the future game. I'd like to see Abbott or JNJ take a look at this one. Maybe some of the others again....stay tuned.

    • Nice close, eh?

    • HiSeq 2500



      Upgradable from HiSeq 2000 – through a simple, field-based upgrade priced at $50,000

      http://investor.illumina.com/phoenix.zhtml?c=121127&p=irol-newsArticle&ID=1646757&highlight=


      Illumina announces HiSeq 2500: able to seq entire genome or 20 exomes in 24h

      http://www.twylah.com/illumina/topics/hiseq

      • 1 Reply to viorel263
      • Illumina Customers 'Back to Work' as Q4 Sequencing Consumables Recover, MiSeq Drives Growth

        February 14, 2012

        By Monica Heger

        ......

        HiSeq 2500

        In January, Illumina announced that it is planning a mid-year launch for its HiSeq 2500 instrument, which would have the capability of sequencing one human genome in a little over 24 hours, 20 exomes in a day, or 30 transcriptomes in five hours (IS 1/10/2012).

        Flatley said the company has already started taking orders for the system, which will begin shipping in the second half of the year. The company this month started offering services on the instrument, and in the second quarter is planning to enhance the sample-prep and informatics of the system.

        Additionally, he said that the company plans to offer a HiSeq 1500, which would basically be the same enhancements that were applied to the HiSeq 2000, except applied to the HiSeq 1000, the company's single-flow-cell instrument.

        Flatley said he has so far been "pleased with customer response" to the 2500 and said that the company is already seeing a "fair number" of orders. He predicted that between 25 percent and 50 percent of current HiSeq 2000 customers will upgrade to the 2500 in the next 12 months.

        Customers with large installations — over 20 sequencers — will likely not upgrade all of the machines, he said, but maybe between five and 10.

        The fast turnaround feature of the 2500 would be used by customers for projects such as clinical applications, or when a customer does not want to wait for samples to fill up a run. For instance, in an exome sequencing project, "you don't have to wait for hundreds of samples," he said.

        Customers doing large-scale projects, where the lowest cost per base is a priority, will likely stick to the 600 gigabase option, he said.

        Product Pipeline

        Flatley also reiterated the company's intention to develop new sequencing chemistries, including a single-molecule sequencing technology (IS 1/10/2012). He said the company is already running one new chemistry — dubbed chemistry A — in house, with cycle times of less than 10 seconds. Chemistry A has high accuracy, long reads, low reagent costs, and can work in both light and lightless detection instruments.

        He said chemistry A may ultimately be launched on an entirely new platform, but also said that it "could theoretically be deployed in our instruments today."

        Chemistry B, meantime, will be single molecule with long reads and fast runs, but will have "advantages over other single-molecule technologies," which suffer from low accuracy, he said.

        Flatley added that he is unconcerned about Oxford Nanopore's recent announcement that it would commercialize its strand sequencing nanopore technology in 2012 (IS 2/7/2012).

        New technology "takes a long time before it can reach robust, commercial performance," he said. And, even if the sequencing landscape is dramatically different in 18 months, "we're prepared to be fully competitive," he said, hinting that the company had other products in its pipeline. "We've only talked about a very small part of our portfolio," he said......


        http://www.genomeweb.com/sequencing/illumina-customers-back-work-q4-sequencing-consumables-recover-miseq-drives-grow

    • GUESS YOU MISSED THIS PART OF YOUR OWN LINK DUFUS:

      "Nevertheless, while the study found that the Helicos Biosciences HeliScope offered higher resolution than the Illumina Genome Analyzer, the investigators said that recent improvements to Illumina's HiSeq 2000 makes it a more cost-effective option for non-invasive prenatal trisomy testing at the moment."

      HERE IS THE IMPORTANT PART AGAIN DUFUS:

      "the investigators said that recent improvements to Illumina's HiSeq 2000 makes it a more cost-effective option for non-invasive prenatal trisomy testing at the moment."

 
ILMN
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