Genomics Cow

Original and probably disagreeable perspectives on genomics. Not sure when I'm joking and when I'm being serious. Opinions my own, not the herd’s.

[Genomics Cow @GenomicsCow]

#Genomics on social media is mainstream. Kinda boring.
Don't follow the herd

[Genomics Cow @GenomicsCow]

True excitement is an out of the blue product announcement that’s ready to ship today📦

Do that and everyone will be talking about you and hopefully w revenue recognition

I get that it’s complicated with pipelines, budgeting ans forecasting. Will post about this another time 🐄

[Genomics Cow @GenomicsCow]

Genomics companies are flirting with embarrassment and burning their RnD teams out when sharing the longer term roadmap

Here’s why. . . 🧵

[Genomics Cow @GenomicsCow]

If it’s just about iterative improvements (same base tech), then that’s safer. But these can be unexciting and not the point of unveiling the roadmap ⚡️

[Genomics Cow @GenomicsCow]

Big companies know they can’t create the best innovations ❌
Startups do this👍

Most startups fail
The ones that succeed, those in the right place and right time, rarely have the capability to scale on their success

✅Big companies know how to build structures that do this
🐄

[Genomics Cow @GenomicsCow]

It’s attractive to work in startups because of the mindset and growth potential

But there are reasons to work for big companies first:

✅Learn finance metrics
Go beyond revenue, volume, pipelines

✅Learn longer term planning
Plans rarely work out but the exercises are useful

[Genomics Cow @GenomicsCow]

✅Build a global network of colleagues and customers
Useful throughout your career

✅Get to make multiple bets on technologies
Not just survive on the one of your startup

Most importantly:

[Genomics Cow @GenomicsCow]

- Assume AI/ML is at work, when it was just large sample numbers, controlled collection of metadata, and stats
- Assume AI/ML will fix the above if you can achieve that
- Assume collecting data is a viable business model
- Determine what researchers want is what products offer
🐄

[Genomics Cow @GenomicsCow]

Lazy and very poor approaches to analyze genomics markets

- Conflate fundraising with customer demand
- Assume price drives volume
- Assume small companies with exciting announcements serve the market. (Follow Illumina, Danaher, Thermo, less GenomeWeb)

[Genomics Cow @GenomicsCow]

@BrantBassamPhD I’m generally for sequencing approaches as you know but will validate that Illumina had been trying a visium-like approach some ten years back. Unsuccessfully…

[Genomics Cow @GenomicsCow]

Illuminati CEO Jacob Thaysen visiting China with the president’s delegation

Illumina needs population health programs, and China has the biobanks it needs to get into.

Some thorts. . .
🧵

[Genomics Cow @GenomicsCow]

@jmdubs6 @OmicsOmicsBlog @plasmidsaurus “MoviePass economics” happening right here! 🐮

(That said I think the company funded this themselves, though the outcome is still the same)

[Genomics Cow @GenomicsCow]

I always have typos so you know I don’t write with AI

[Genomics Cow @GenomicsCow]

Illumina needs China to give it the relationship from 15 years ago, especially now that it has so much more to offer than just sequencing

GL Jacob! 🫡

🐄

[Genomics Cow @GenomicsCow]

As Illumina goes from just selling genotyping and bulk RNA-seq, it also wants work on methylation, longer reads (whatever we call it these days), proteomics, and tissue - single cell and spatial

All this needs pop health to unlock the vision and scale