@MessengerOfMoistville Stop spamming other boards. Either you are deeply insecure or trying to pump BNGO. So which is it lady?
sfls4068
Posts (55)
@MessengerOfMoistville Will you just stop spamming other boards. Either you are deeply insecure or trying to pump BNGO. Which is it lady?
@MessengerOfMoistville Hey, stop spamming other boards. Either you are deeply insecure or trying to pump BNGO. Which is it lady?
Today was great!
$BNGO does gene mapping. $PACB does gene sequencing, specifically Next Generation Sequencieng (NGS). A sequence spells out the order of every DNA base in the genome, while a map simply identifies a series of landmarks in the genome. They are complementary and have different uses. If approved by the FDA, the Saphyr system will replace current processes for cytogenetics (karyotyping, FISH analysis, and chromosomal microarray). It will not replace clinical processes that require whole genome sequencing, such as CRISPR-Cas9 gene editing.
$BNGO is not planning on developing a sequencer in the near future. They have the paten so they can decide if they want to. If they do decide to, you’re talking years down the road. Who knows where sequencing technology will be by then. It is literally one of 100 patents they filed. It doesn’t mean they’re gonna do anything with it. No one has proved that $BNGO is a competitor of $PACB. They are not in the same market and $BNGO said sequencing is not on their roadmap.
Saying they are competitors is like saying company A ($BNGO), who is going to start selling helicopters (gene mapping) but hasn’t yet, is a direct competitor to company B ($PACB), who already sells jets (gene sequencing), which is a different market. When this is pointed out, the argument changes to the idea they are still competitors because company A ($BNGO) has a patent to developing their own jet (gene sequencing). However, company A ($BNGO) isn’t going to do anything with it right now because they haven’t even received approval to start selling helicopters (gene mapping) or even made any money off it.
Meanwhile $PACB has partnered with Invitae to develop a ultra-high-throughput clinical whole genome sequencing platform using $PACB HiFi reads for main stream healthcare. Invitae is the most progressive genomics lab in the country in terms of driving cost down.
Large variant detection is the area that $BNGO has been successful at. Improving the ability for a long read sequencing platforms ($PACB) to detect large structural variants is expected to come from neural network assisted variant calling such as Google’s DeepVariant instead of the extension and read length. DeepVarient is a deep learning system already incorporated into PacBio’s machines and is constantly improving.
If I was going to invest in a sequencer, I wouldn’t put my money in $BNGO. They have no plans to do anything in that market for the foreseeable future. That is what a development roadmap is. I would invest in $BNGO if I was looking to invest in a gene mapping device to replace legacy cytogenetic systems, which are not great at all.
Revenues for NGS are expected to grow at an annual rate of 43%, from $3.5 billion last year to $21 billion in 2024. Genome sequencing is set to explode as the cost comes down. If you think $ILMN is going to stay on top in the sequencing market, go ahead and invest in that and good luck. I don’t think the market shares your sentiment.
It’s not going to take much work for $PACB to dethrone $ILMN once $PACB gets the cost of HiFi reads down to that of $ILMN short reads. By 2025, Ark believes both will cost about the same, being at or around $100-$500 for a full human genome. Pacific Biosciences has has stated that it is targeting to achieve a 30-fold improvement in the current throughput within a couple of years, which would drive cost reduction.
The only reason Ark sells $PACB is to keep the portfolio weighting in line as it continues to grow. They do the same thing with Tesla. If you notice, it’s very small portions and their thesis has not changed. When they closed out their $ILMN position, they sold large chucks at a time. There is a difference.
It’s highly likely the reason Ark hasn’t bought a shares of a company that sells a gene mapping machine is because it’s not required for curing chronic conditions. The three required components are gene sequencing, artificial intelligence and CRISPR-Cas9. That is the heart of the genomic revolution. It doesn’t require a gene mapping machine, which is just an extra cost for a lab to purchase for that purpose .
All you pumpers want to do is bully Ark into adding $BNGO to $ARKG so that your stock holdings will go up. You don’t care if it it fits their thesis for CRISPR-Cas9 or what a gene mapping system is. Which is why you’re OK with putting a half truths.
No kidding. There is a lot of bingo pumpers here.
A gene mapping machine is just an extra cost in addition to a sequencer if your goal is CRISPR-Cas9, which it is in ARKG.