Conferences yesterday: folks on their phone doing emails or social Conferences today: folks on their phones checking chat AIs to figure out what the speaker is going on about 🐮

The unspoken beneficiaries of Chat GPT are the newly brought-in CEOs and other senior managers to a company where they can’t be seen to ask the dumb questions on the technology or biology 🐮

AGBT and ABRF are over… How many of you remember there’s a 10x announcement coming up, on Saturday as well!

NovaSeq X 1.4 software upgrades customer priority lists are the new way Illumina can treat its premium customers now that they are trying to be more disciplined with discounting 🫠

18 months is the new 18 weeks That’s what you can tell your boss now if you do genomics the agbt26 way

Illumina alumni have always been hot-to-hire in the market, but right now they all want to hire Roche (SBX) alumni

Lots of new genomics product announcements! 🚨 Sales/marketing promoting on LinkedIn these products they sell. Ho hum. Recruiters promoting on LinkedIn these products from companies they want to recruit for. Cringe?

Does the rate of X/Bluesky usage correlate with conference talks?

Like in politics, the middle powers of genomics might need to band together a bit more Middle power companies are those could get bought by the super powers (Illumina, Thermo, Danaher, etc) If they don’t meet in Davos they should at least meet in Orlando

Instrument-free options for expanding the menu are what’s needed for vendors to survive this environment. It won’t score the revenue beats but it’ll reduce the lumpiness

Job interview question: Please recite your 96 times table

AGBT is elitist, over-priced, demands that a written justification for my attendance, in a red state… Woohoo I got accepted!

What took Xenium so long to get protein panels out? These were touted several years ago - Resources taken from Xenium? - Resources in Xenium but needed for other features or bugs to fix? - Chemistry was poorly optimized for dev teams to finalized? But one answer can’t be true: lack of demand.

Just saw that Somalogic nabbed a big win 👏 1. Big non European cohort doing proteomics 👍 2. Competition where SomaScan won 🥇 3. But now Illumina buying Somalogic to run on NGS🦈 4. But why generate this data on a microarray platform w limited future? 🤷‍♀️ investors.standardbio.com/news-release...

Company posting message about how important their products are …and backing this up with a picture of their Chief-anything-Officer with a quote about how much we should believe this #imsold! 🐮

Now waiting for some GWAS studies followed to find cool genes, followed by analyses on how coolness is confounded by mating behavior 😎 www.nytimes.com/2025/06/30/w...

So we will see illumina at HUPO this year?

Such timing. Not the LinkedIn part though, that’s still boring

Call me heartless if you want, but I’m a bit jaded with this pitch: “Someone I knew had a disease, so I started a company…”

Imagine if people were honest on LinkedIn: Instead of congratulating someone on their new role, “This person burned their bridges” Till then, LinkedIn is just one big self-advertising platform 🐮

In the future (next year) we have live captioning #eshg2025

Milan in May ☀️ or Boston in October? #eshg25 (Actually Boston is simply beautiful in October) 🍁

You can’t eat microchips. Social media can’t heal the sick. B2B SaaS will never love you The final measure of any technology is the value it creates, directly or indirectly, for living things. In this sense, biology is everyone’s mission

Excited and bearish on proteomics risk scores. I hear how they compare favorably to polygenic risk scores But, polygenic risk scores already perform far better than incumbents Performance isn’t the issue To be clear, proteins have many advantages (dynamic, possible with existing dx infrastructure

A relief, followed with regret on wasting energy on emergency meetings for many, I’ll bet Meanwhile illumina isn’t likely to do well in China for a while yet, not just for instruments but probably also consumables

Last I read of Vinay Prasad he was generally against large genomics panels for cancer testing - though with reasonable rebuttals Wow his career really took a turn (and off!) from those days!

Fearless, maybe also safe prediction: 2025 is the rise of the fractional CXOs in genomics

Companies have been letting go a lot of staff recently But the firing of Kári Stefánsson from decode in Iceland really sticks out Sounds like Amgen couldn’t be too endless with the popgen programs

“Are you still interested in genomics?” Illumina just sent this to me, giving uninterested ppl a chance to unsubscribe Appreciate the politeness but it’s timing reinforces meekness

Assemble a polygenic risk score for a trait and get an AUC of 0.75 Add some dynamic ‘ome like RNA, methylation or protein and get that number to 0.8+ This hypothetical is a significant improvement but who’s gonna afford 2+ omics to validate your combinatorial signature?

Who is using Chat programs to get through publications quicker? Any tricks that you can share that makes this process effective?

Feelings sympathy for the Chinese illumina team writing quotes this past last week There is a glut of alternatives but those who forget, projects shouldn’t just switch sequencers midway

Illumina is dead, long live illumina!

The next 23andMe might be using proteins (calling themselves 20andMe) and try healthcare DTC and still fail It’s hard to see individual-driven healthcare becoming a hung beyond the executive programs

Unfortunately if you didn’t guess it already, sounds like Q1 results and updates to 2025 forecasts are gonna be a disappointment for life science firms all over. Instability in funds means taking on less risky investments. Company forecasts don’t get met with “safe wins”

Alright can someone just run a soma olink study using dozens if not more spikes in proteins along a dilution curve?

A nice collection of agbt articles written by genomeweb. Even the headlines alone will help you down memory lane of technologies and respect the history of this conference www.genomeweb.com/sequencing/a...

While Roche has to figure out library prep, chemistry robustness, and a product name Illumina gets to ensure every single site in the world that should own a high throughput sequencer buys one, builds up the up and downstream ecosystem, and focusing on catching the wave of new applications

Spatial biology images always looks great at just 10x magnification #marketingtips

We describe spatial biology as proof of doing multi omics Yet it’s still mostly rooted in transcriptomics

The Roche preprint letter to readers state "Despite great advances, high quality sequencing at scale, in terms of both speed and cost, remains a challenge." Then proceeds to develop a technology that *isn't* based on dramatically decreasing the cost of sequencing 🤷‍♀️ www.biorxiv.org/content/10.1...

Great specs. Here’s a thort for MGI/Complete Genomics: agent into the OEM business. Talked with Agilent or Qiagen lately?

A little disappointed that the illumina spatial solution might be second half 2026. That means the next time agbt rolls around we will still be hearing from excited early access customers only

Today the question is: “Will the real Illumina please stand up?” They have the stage - in more ways than one #agbt25

Daylight first. 10x Genomics pre-conference second Maybe they wished the rain would come a day sooner #agbt25

If you’re in RnD and want to be CEO of a company, your best bet is to start your own company

It feels like the genomics world paused for 1.5 h today Back to work everyone!!!

Your move, 10x. We await! PS: unveiling a roadmap of litigations doesn’t count

This is about as much Illumina has decided to compete with 10x Genomics Actually, #agbt25 is gonna feel a lot like “Illumina versus the rest”

No one will care about the mouse brain application. We just want to know about the method #agbt2025