Check out other pages at BiotechDueDiligence for an intro to Complete Genomics GNOM as well as info on the GNOM merger with BGI and the role Illumina ILMN is playing in that deal. Continue reading below for relevant highlights from the ILMN 3q-2012 earnings conference call.
Add Comment The recently launched biotech opinion portal PropThink published a bullish piece on Complete Genomics $GNOM on November 23, 2012 entitled “Limited Downside With Potential Bidding War Upside For GNOM” (link). PropThink publishes high-quality research but I disagree with the author David Moskowitz in this case, as I detail below... See below for ILMN earnings conference call quotes courtesy of Seeking Alpha transcript, with some minor edits for clarity (analyst questions are in italics). Illumina $ILMN and Complete Genomics $GNOM are two keys players in the business of providing contract-based human whole genome sequencing. Disclosure: I am currently long GNOM shares. Continue reading below for a detailed analysis of the latest technology development from GNOM Complete Genomics in the next-generation sequencing landscape, from our friend Dale Yuzuki, an industry professional and blogger at www.yuzuki.org. The next catalyst awaiting GNOM is submission of their application very shortly in order to become a CLIA-certified laboratory, a key achievement for targeting the clinical genome sequencing market. Disclosures for the author and editor: None. Our friend @ddlow is back with more research on Complete Genomics. It should be an interesting summer for the company as we await the big news of a result of their strategic alternatives evaluation process. In the short term, a Nature publication should come out any day regarding the Long Frgament Read technology (LFR), likely in advance of a 7/12/2012 seminar on the same topic. See the link collection below to catch up on recent developments and put them all in context. Our Complete Genomics $GNOM coverage here on BiotechDueDiligence is off to a great start: check out the GNOM research page created in collaboration with Daniel Low (@ddlow). Today I am very excited to present a guest commentary from industry veteran Dale Yuzuki (follow his commentary @DaleYuzuki and at www.yuzuki.org). Continue reading below for his thoughts about the whole genome sequencing (WGS) marketplace, with an emphasis on Complete Genomics along with the other key players including Ilumina $ILMN, Beijing Genomics Institute, Life Technologies $LIFE, Roche $RHHBY and Pacific Biosciences $PACB. | Please consider a contribution in support of the site
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