Long-Read Sequencing Stocks: $ILMN, $PACB, $ONT.L and $BNGO
Short-read #sequencing (SRS) is what made Illumina $ILMN the success story they are today. But there are limitations with short reads, which is why long-read sequencing (LRS) is said to be the way forward. LRS can sequence parts of the genome that cannot easily be sequenced by short-read sequencing. It also allows one to take all these strands and assemble an entire genome with less ambiguity. If you had to imagine the evolution of NGS technology in twenty years’ time, SRS would be Betamax and LRS would be VHS. As investors, we feel our NGS exposure, which comes from holding shares in Illumina, ought to be propped up by some LRS exposure. There are two “true” long-read sequencing stocks – Oxford Nanopore $ONT.L and Pacific Biosciences $PACB which both took notice of some big news in January. Illumina has now thrown their hat in the ring with a “synthetic” long-read sequencing offering called Infinity which will be available for early access in the second half of this year. We do a quick update on all long-read sequencing stocks to see how each has been faring.
RESEARCH PIECES USED IN THIS VIDEO:
1. An Update on Long-Read Sequencing Stocks:
https://www.nanalyze.com/2022/03/long...
2. Oxford Nanopore Stock: The Internet of Living Things: https://www.nanalyze.com/2021/09/oxfo...
3. Why is Pacific Biosciences Stock Dropping?
https://www.nanalyze.com/2021/02/paci...
CHAPTERS:
00:00 Intro
00:24 Short-read vs. long-read sequencing
02:11 Oxford Nanopore 2021 revenues
04:57 Pacific Biosciences rises and falls
06:09 Illumina debuts long-read sequencing
08:02 A comparison of long-read vendors
08:30 Simple valuation ratio for long-read stocks
09:09 Comparing long-read companies by size
09:58 Bionano Genomics falls back to earth
10:50 Conclusion
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