ECO

High scale NGS operations #Invitae #Variantyx. Founder of SEQanswers. Loves long walks in the genome, and his mom.

[ECO @eColi_virus]

@GenomicsCow Amen.

Except new LDTs have a small issue now….

[ECO @eColi_virus]

Any first hand reports or even sightings of an @iontorrent Genexus out in the 3d world?

[ECO @eColi_virus]

@KellyABuckman @Porsche @AudiOfficial Most of my actual words are just that. 😂😂

[ECO @eColi_virus]

@AntoBeck Ok so the real question is who asked you or Illumina a question they didn’t want to answer or made them slightly sweaty? 🧐

[ECO @eColi_virus]

@AntoBeck Sorry it’s not cringey to call your competitors on their BS. Be professional yes, but why would you think it’s not ok to ask a question? Usually everyone is thinking it. That’s my entire personality!!

[ECO @eColi_virus]

@gbw42 @illumina Heck make the instrument free as long as you generate and pay for X number of reads per year

[ECO @eColi_virus]

@gbw42 @illumina I wonder when they’re going to try to charge you more when you overload and have extra yield. You’re welcome Illumina finance team.😂😂👀

[ECO @eColi_virus]

@gbw42 @illumina It’s harder to believe they shipped all 10 of your 25B order at the same time! 😂😂

[ECO @eColi_virus]

@jermdemo @sunrgu Again, looks like a quarterly 10b51 sale from a board director. I would bet most of his compensation for being on the board is stock. Those are planned a year plus in advance as required for insiders.

[ECO @eColi_virus]

When does it become time to buy small amounts of every nascent public NGS genomics company, as a lottery ticket to try to get the one that forms the consolidation of the industry? $NVTA $WGS $PSNL $MYGN $CNTG (hint: after q3 earnings?)

[ECO @eColi_virus]

@GenomicsCow @gbw42 @illumina And btw it’s 26B so they can charge 4% more per flowcell. 🧮

[ECO @eColi_virus]

@nanopore I miss revalidating library and seq reagent kits. Oh wait no I don’t.

[ECO @eColi_virus]

@jermdemo Like I said, exec selling in these small amounts is required. 🤷🏼‍♂️ 😂

[ECO @eColi_virus]

@jermdemo Those are required sales to cover taxes when RSUs vest. Announced because they are execs. Literally less than zero relation to leadership confidence.

[ECO @eColi_virus]

@Bullshark_2012 I guess it’s sexier to value based on future performance of an assay because omG oNcOloGy, than it is on current volume and relationships with patients (assuming that was profitable). 🤦🏼‍♂️🥺

*sexier meaning assign a value > $0

[ECO @eColi_virus]

@Bullshark_2012 Maybe, isn’t a liquid MRD pretty technically easy these days, but horribly expensive to commercialize? When do they start suing each other? Or when does Natera sue them….?

I still get saddened that the state of the art is 16 custom qPCRs….

[ECO @eColi_virus]

@Bullshark_2012 Yup agreed. I don’t think boards will accept an offer even at 2-3x multiples to their depressed market caps…not sure what the alternatives are…

…bankruptcy, private reboot, recap, go public again?

[ECO @eColi_virus]

@Bullshark_2012 The group I mentioned? If not, no one else can scalably generate and interpret cWES and cWGS. But maybe that’s the point, the economics are just bad?

[ECO @eColi_virus]

@GenomicsCow Totally, and you’re right I do mean billing innovation as well.

Everyone is still running CMA on actual spotted oligos on glass slides. 🤦🏼‍♂️

[ECO @eColi_virus]

Innovation.
Clinical credibility.
Sustainable P&L.

Pick two? Sadly that’s the industry. 💩 📦

We can do better.

[ECO @eColi_virus]

@GenomicsCow Gotta stop to go 🏎️ 😂