#  @LifeSciLad LifeSciLad LifeSciLad posts on X about $txg, $ilmn, growth, $pacb the most. They currently have [------] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1772352613859909632/interactions)  - [--] Week [---] -75% - [--] Months [-----] +137% - [--] Year [-----] -74% ### Mentions: [--] [#](/creator/twitter::1772352613859909632/posts_active)  - [--] Months [--] -33% - [--] Year [--] -78% ### Followers: [------] [#](/creator/twitter::1772352613859909632/followers)  - [--] Week [---] no change - [--] Month [---] -1.20% - [--] Months [---] -4.20% - [--] Year [---] +1.90% ### CreatorRank: [---------] [#](/creator/twitter::1772352613859909632/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) **Social topic influence** [$txg](/topic/$txg), [$ilmn](/topic/$ilmn) #2, [growth](/topic/growth), [$pacb](/topic/$pacb) #2, [acquisition](/topic/acquisition), [$brkr](/topic/$brkr), [driver](/topic/driver), [space](/topic/space), [science](/topic/science), [$tmo](/topic/$tmo) **Top accounts mentioned or mentioned by** [@genomicscow](/creator/undefined) [@valuedig](/creator/undefined) [@nih](/creator/undefined) [@nanostringtech](/creator/undefined) [@bruker](/creator/undefined) [@toumygg](/creator/undefined) [@jerrycap](/creator/undefined) [@frankiegom91893](/creator/undefined) [@logannyse](/creator/undefined) **Top assets mentioned** [10x Genomics, Inc. Class A Common Stock (TXG)](/topic/$txg) [Illumina, Inc. (ILMN)](/topic/$ilmn) [Pacific Biosciences of California, Inc. (PACB)](/topic/$pacb) [Bruker, Corp. (BRKR)](/topic/$brkr) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Akoya Biosciences, Inc. (AKYA)](/topic/$akya) [Seer, Inc. (SEER)](/topic/$seer) [BIO-TECHNE Corp (TECH)](/topic/$tech) [Tempus AI, Inc. (TEM)](/topic/$tem) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Eli Lilly and Company (LLY)](/topic/$lly) [Singular Genomics Systems, Inc. (OMIC)](/topic/$omic) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Bio Protocol (BIO)](/topic/$bio) [Azenta, Inc. (AZTA)](/topic/$azta) [Maravai LifeSciences Holdings, Inc. (MRVI)](/topic/$mrvi) [Twist Bioscience Corporation Common Stock (TWST)](/topic/$twst) [Danaher Corporation (DHR)](/topic/$dhr) [Beldex (BDX)](/topic/$bdx) [WOOF (WOOF)](/topic/woof) ### Top Social Posts Top posts by engagements in the last [--] hours "https://www.genomeweb.com/sequencing/illumina-bgi-complete-genomics-lobbying-congress-bills-targeting-bgi-group-affiliates https://www.genomeweb.com/sequencing/illumina-bgi-complete-genomics-lobbying-congress-bills-targeting-bgi-group-affiliates" [X Link](https://x.com/LifeSciLad/status/1783520442621550706) 2024-04-25T15:36Z [--] followers, [--] engagements "This is just gross $ILMN. For anyone who thinks America is a free country look no further than this story to see how a monopoly in NGS uses government to maintain their position at the expense of their customers" [X Link](https://x.com/LifeSciLad/status/1783520869593338162) 2024-04-25T15:38Z [--] followers, [---] engagements "Another RIF in life sciences $LAB.an unfortunate consequence of lots of M&A https://investors.standardbio.com/news-releases/news-release-details/standard-biotools-announces-operational-restructuring-plan-drive https://investors.standardbio.com/news-releases/news-release-details/standard-biotools-announces-operational-restructuring-plan-drive" [X Link](https://x.com/LifeSciLad/status/1783522248189677892) 2024-04-25T15:43Z [--] followers, [---] engagements "Listened to the call and analysts did not pull any punches about the dropping single cell business. Serge felt like he was caught off guard with a lot of the Qs" [X Link](https://x.com/LifeSciLad/status/1785463652575015258) 2024-05-01T00:18Z [--] followers, [--] engagements "IMO 10x could have maintained single cell leadership but their resistance to price flexibility (and maybe overly aggressive litigation) alienated customers to viable competitors. $ILMN successfully kept competition out for 10+ years so left customers with no choice" [X Link](https://x.com/LifeSciLad/status/1785464246966665396) 2024-05-01T00:20Z [--] followers, [---] engagements "@ValueDig The tide certainly seems to be changing but still hearing a lot of positive about Xenium. Def agree about $BRKR. What's your thinking about $AKYA Dominant in spatial protein analysis but biz-wise trading 1.8X current assets and holding $80M in debt as of YE-2024" [X Link](https://x.com/LifeSciLad/status/1788231711308017962) 2024-05-08T15:37Z [---] followers, [---] engagements "Some earnings this week $BIO - Maintain [----] guidance $MRVI - Maintain [----] guidance $LAB - Maintain [----] guidance $BNGO - Maintain [----] guidance $AZTA - Lowers [----] rev guidance - raise earnings guidance $SEER - Lowers [----] guidance Still a tough life science tools market atm" [X Link](https://x.com/LifeSciLad/status/1788311084073721918) 2024-05-08T20:52Z [---] followers, [---] engagements "So which "ome" should we focus on It probably depends on the disease. Too much focus has historically been placed on genomics given the poor disease prediction power. The other omes are now more accessible thankfully but it's still likely cost-prohibitive to do them all Genetic Determinism: What it is and how we can avoid it with multi-omics https://t.co/oUxiFPIMik Genetic Determinism: What it is and how we can avoid it with multi-omics https://t.co/oUxiFPIMik" [X Link](https://x.com/LifeSciLad/status/1793674164370542609) 2024-05-23T16:03Z [--] followers, [---] engagements "$TXG has hit all time low prices this week ($22.95 today).just about half of their IPO price in 2019😬" [X Link](https://x.com/LifeSciLad/status/1793787387870576782) 2024-05-23T23:33Z [--] followers, [--] engagements "Compiled the price multiple of a group of life science tools companies as of close yesterday (market cap over FY [----] revenue guidance). Average is [---] at the moment" [X Link](https://x.com/LifeSciLad/status/1803465620840997169) 2024-06-19T16:31Z [---] followers, [----] engagements "Interestingly out of this group only $BRKR $TXG and $TWST are expecting over 10% growth this year ($TWST over 20%) while the others are in single digits or even negative" [X Link](https://x.com/LifeSciLad/status/1803466499363135834) 2024-06-19T16:34Z [---] followers, [---] engagements "@ValueDig $TECH and $DHR issue dividends and have stock repurchase programs that probably help.along with actual net incomes. $TXG is interesting maybe expectation is much lower growth in single-cell business and concerns about spatial taking its place" [X Link](https://x.com/LifeSciLad/status/1803530157745172655) 2024-06-19T20:47Z [---] followers, [---] engagements "@GenomicsCow Totally but feels like a large holder of their equity just liquidated it today. Maybe one of these guys:" [X Link](https://x.com/LifeSciLad/status/1806061513494700537) 2024-06-26T20:26Z [---] followers, [--] engagements "Definitely don't take investment advice from $ILMN $GRAL" [X Link](https://x.com/LifeSciLad/status/1806453493819208070) 2024-06-27T22:24Z [---] followers, [---] engagements "Illumina acquires Fluent BioSciences to accelerate single-cell analysis and discovery to a broader customer base https://investor.illumina.com/news/press-release-details/2024/Illumina-acquires-Fluent-BioSciences-to-accelerate-single-cell-analysis-and-discovery-to-a-broader-customer-base/default.aspx https://investor.illumina.com/news/press-release-details/2024/Illumina-acquires-Fluent-BioSciences-to-accelerate-single-cell-analysis-and-discovery-to-a-broader-customer-base/default.aspx" [X Link](https://x.com/LifeSciLad/status/1810769244302586307) 2024-07-09T20:13Z [---] followers, [---] engagements "A big advancement into single-cell from $ILMN. They are so late to the party though I think they might find it harder than expected to penetrate this saturated market. $TXG can't be excited about this" [X Link](https://x.com/LifeSciLad/status/1810769667507769617) 2024-07-09T20:15Z [---] followers, [---] engagements "@GenomicsCow They have their foot in the door of all the relevant accounts but that's the only advantage I see. I can't picture the comfortable $ILMN sales rep being successful at converting a $TXG user over to PIPseq. The large Chromium base and GEM-X will keep customers with 10x imo" [X Link](https://x.com/LifeSciLad/status/1810791904650707364) 2024-07-09T21:43Z [---] followers, [---] engagements "Anyone remember when this well-established life science tools company acquired an up and coming single cell company https://investors.bio-rad.com/press-releases/news-details/2020/Bio-Rad-Acquires-Celsee-Inc--a-Single-Cell-Analysis-Solutions-Provider-04-08-2020/default.aspx https://investors.bio-rad.com/press-releases/news-details/2020/Bio-Rad-Acquires-Celsee-Inc--a-Single-Cell-Analysis-Solutions-Provider-04-08-2020/default.aspx" [X Link](https://x.com/LifeSciLad/status/1811243021675237456) 2024-07-11T03:36Z [---] followers, [----] engagements "Wild day for tools companies. $PACB +34% lmao Finally starting to price in rate cuts" [X Link](https://x.com/LifeSciLad/status/1813328437211496823) 2024-07-16T21:42Z [---] followers, [---] engagements "$TXG lowers FY [----] revenue guidance (now only expects 5% growth yoy) CFO departs but stock up 6% Can only assume the street expected far worse" [X Link](https://x.com/LifeSciLad/status/1821934328668155938) 2024-08-09T15:39Z [---] followers, [---] engagements "Credit to Serge on an excellent response to the question about Fluent's acquisition by $ILMN" [X Link](https://x.com/LifeSciLad/status/1821934513251094786) 2024-08-09T15:40Z [---] followers, [---] engagements "Not a good look $BRKR Is there a @nanostringtech / @bruker FAS that is willing to help us in Australia We have an issue with a CosMx run we just set and no one picks up the phone here in APAC and we have a run ready to go. If you know of someone please tell them to reach out to me. Thanks Is there a @nanostringtech / @bruker FAS that is willing to help us in Australia We have an issue with a CosMx run we just set and no one picks up the phone here in APAC and we have a run ready to go. If you know of someone please tell them to reach out to me. Thanks" [X Link](https://x.com/LifeSciLad/status/1822360114902540336) 2024-08-10T19:51Z [---] followers, [---] engagements "$ILMN Single cell That's it" [X Link](https://x.com/LifeSciLad/status/1823378136761065524) 2024-08-13T15:16Z [---] followers, [----] engagements "@GenomicsCow Sure but where's the innovation Seems the market thinks higher of $ILMN than they do themselves" [X Link](https://x.com/LifeSciLad/status/1823440252155125998) 2024-08-13T19:23Z [---] followers, [---] engagements "Interesting low-cost inst launch from $TXG. Feels like a throwback to the original Controller in the body of an X with all the capabilities removed except for vanilla 3'. Prob a response to low-cost competitors like $BDX.not sure this appeals much to Parse customers though" [X Link](https://x.com/LifeSciLad/status/1831400487394091223) 2024-09-04T18:34Z [---] followers, [---] engagements "$TXG out here helping us answer the toughest questions in medicine A man intentionally got [---] #SARSCoV2 vaccines. The effects Analysis of his blood with #singlecell & other methods not only revealed no negative effects on his immune system but an extra boost in immunity to the virus. Explore the study: https://t.co/hJ8oTKHRUB https://t.co/uscEtfFJGr A man intentionally got [---] #SARSCoV2 vaccines. The effects Analysis of his blood with #singlecell & other methods not only revealed no negative effects on his immune system but an extra boost in immunity to the virus. Explore the study:" [X Link](https://x.com/LifeSciLad/status/1836815469233451363) 2024-09-19T17:11Z [---] followers, [---] engagements "$TXG falling off a cliff.pending news" [X Link](https://x.com/LifeSciLad/status/1841507434419912930) 2024-10-02T15:56Z [---] followers, [---] engagements "@ToumyGG Could be.but I would have expected that severe reaction right at the open. Maybe this is some large selling by big holder (ARK)" [X Link](https://x.com/LifeSciLad/status/1841512583804621256) 2024-10-02T16:16Z [---] followers, [---] engagements "Uh oh Cathie liquidating $TXG to raise funds for open ai Would be taking a big loss on that position. All speculation of course CATHIE WOOD'S ARK TO INVEST AT LEAST $250M IN OPENAI: INSIDER CATHIE WOOD'S ARK TO INVEST AT LEAST $250M IN OPENAI: INSIDER" [X Link](https://x.com/LifeSciLad/status/1841533393252790328) 2024-10-02T17:39Z [---] followers, [---] engagements "$ILMN Kinda disappointed on the new MiSeq launch. Doesn't really outdo the Complete Genomics' G99 (say whatever you want about their Chinese roots/the Biosecure Act). Seems like the main benefits are speed and room temp reagents" [X Link](https://x.com/LifeSciLad/status/1844059262332567586) 2024-10-09T16:56Z [---] followers, [----] engagements "10x Genomics Announces Preliminary Select Third Quarter [----] Results https://investors.10xgenomics.com/news/news-details/2024/10x-Genomics-Announces-Preliminary-Select-Third-Quarter-2024-Results/default.aspx https://investors.10xgenomics.com/news/news-details/2024/10x-Genomics-Announces-Preliminary-Select-Third-Quarter-2024-Results/default.aspx" [X Link](https://x.com/LifeSciLad/status/1844109952451047481) 2024-10-09T20:17Z [---] followers, [---] engagements "$TXG down 25% woof" [X Link](https://x.com/LifeSciLad/status/1844110066796069014) 2024-10-09T20:17Z [---] followers, [---] engagements "Some thoughts about the $TXG situation: Feels like spatial inst/cons rev just hasn't been able to replace what is being lost from Chromium.at least not yet. Partially due to funding dynamics as well as the education/adjustment required for adopting Xenium. Contrary to what $TXG has said on calls it looks like the new problem is cannibalization of Chromium business by spatial highlighted by the recent technology paper https://x.com/LGMartelotto/status/1842464533606281636 https://x.com/LGMartelotto/status/1842464533606281636" [X Link](https://x.com/LifeSciLad/status/1844793689341657591) 2024-10-11T17:34Z [---] followers, [----] engagements "$TXG Who knew that a simple commercial reorganization could do so much damage" [X Link](https://x.com/LifeSciLad/status/1851372784120660162) 2024-10-29T21:17Z [---] followers, [---] engagements "$ONT.L up 2% while $PACB down 3.5% Do the specs/price of Vega not threaten nanopore" [X Link](https://x.com/LifeSciLad/status/1854550152456860058) 2024-11-07T15:43Z [---] followers, [---] engagements "Within days of each other two Japanese firms take a huge position and each buy 6% of $TXG 🤔🤔" [X Link](https://x.com/LifeSciLad/status/1854983722505740365) 2024-11-08T20:25Z [---] followers, [---] engagements "$PACB CCO out Right before the big Vega launch" [X Link](https://x.com/LifeSciLad/status/1856355401832251840) 2024-11-12T15:16Z [---] followers, [---] engagements "Life sci tools vendors really hurting after the RFK Jr. announcement. $BRKR and $TXG now trading at only 2.4X FY2024 revenue" [X Link](https://x.com/LifeSciLad/status/1857546421806809488) 2024-11-15T22:09Z [---] followers, [---] engagements "$OMIC trading at 20% discount to $24/sh offer from Deerfield now. Deal now at risk" [X Link](https://x.com/LifeSciLad/status/1864742229874487660) 2024-12-05T18:42Z [---] followers, [---] engagements "$PACB CFO resigns today. What's going on with this company.Henry now runs the finance and the commercial teams https://investor.pacificbiosciences.com/sec-filings/sec-filing/8-k/0001299130-24-000192 https://investor.pacificbiosciences.com/sec-filings/sec-filing/8-k/0001299130-24-000192" [X Link](https://x.com/LifeSciLad/status/1865168691303727417) 2024-12-06T22:57Z [---] followers, [---] engagements "6 month lockout expiration hurting $TEM probably a good short-term buying opportunity" [X Link](https://x.com/LifeSciLad/status/1867299968614010916) 2024-12-12T20:06Z [---] followers, [---] engagements "Given the assassination of Brian Thompson was only last week I'm surprised to see so many mainstream figures stoke the flames" [X Link](https://x.com/LifeSciLad/status/1867303667260707204) 2024-12-12T20:21Z [---] followers, [--] engagements "@JerryCap What's your short position" [X Link](https://x.com/LifeSciLad/status/1869078062320738622) 2024-12-17T17:51Z [---] followers, [--] engagements "A big win for $TXG in unbiased spatial but seems like the more relevant battleground is between Xenium and CosMX where it's doubtful 10x will be successful in stopping CosMX. https://investors.10xgenomics.com/news/news-details/2024/U.S.-District-Court-Awards-10x-Genomics-Permanent-Injunction-in-Patent-Infringement-Lawsuit-Against-Bruker-Corporations-GeoMx-Products/default.aspx https://investors.10xgenomics.com/news/news-details/2024/U.S.-District-Court-Awards-10x-Genomics-Permanent-Injunction-in-Patent-Infringement-Lawsuit-Against-Bruker-Corporations-GeoMx-Products/default.aspx" [X Link](https://x.com/LifeSciLad/status/1871556315904176205) 2024-12-24T13:59Z [---] followers, [----] engagements "$QSI amazing short opportunity. This is going back to $1. Didn't they authorize an ATM like a month ago" [X Link](https://x.com/LifeSciLad/status/1874922850580299912) 2025-01-02T20:56Z [---] followers, [----] engagements "$QSI halted for volatility. From +20% to red" [X Link](https://x.com/LifeSciLad/status/1875256538367193480) 2025-01-03T19:02Z [---] followers, [---] engagements "Available short shares went from 3k to 350k on fintel. I imagine insiders or the company is selling. Why wouldn't they" [X Link](https://x.com/LifeSciLad/status/1875259468919009469) 2025-01-03T19:14Z [---] followers, [--] engagements "#999 $TXG The worst performing stocks in the Russell [----] in [----]. https://t.co/l5IYmkf6Ih https://t.co/Ftieq2R2VW The worst performing stocks in the Russell [----] in [----]. https://t.co/l5IYmkf6Ih https://t.co/Ftieq2R2VW" [X Link](https://x.com/LifeSciLad/status/1875614578643714178) 2025-01-04T18:45Z [---] followers, [---] engagements "@FrankieGom91893 @LoganNYSE That is trash. Read the actual press release" [X Link](https://x.com/LifeSciLad/status/1875654008628769255) 2025-01-04T21:22Z [---] followers, [--] engagements "Sunday preliminary earnings release Strange. $TXG https://investors.10xgenomics.com/news/news-details/2025/10x-Genomics-Announces-Preliminary-Select-Fourth-Quarter-and-Full-Year-2024-Results/default.aspx https://investors.10xgenomics.com/news/news-details/2025/10x-Genomics-Announces-Preliminary-Select-Fourth-Quarter-and-Full-Year-2024-Results/default.aspx" [X Link](https://x.com/LifeSciLad/status/1878487969226445146) 2025-01-12T17:03Z [---] followers, [---] engagements "@GenomicsCow I'm surprised something like this hadn't happened sooner to $ILMN in China" [X Link](https://x.com/LifeSciLad/status/1886814260841287930) 2025-02-04T16:29Z [---] followers, [----] engagements "Not a lot of details on what makes it 'first-of-its-kind'.but leave it to $ILMN to jump into another highly competitive space in hopes their vast sequencing install base will be enough to get adoption https://investor.illumina.com/news/press-release-details/2025/Illumina-unveils-first-of-its-kind-spatial-transcriptomics-technology/default.aspx https://investor.illumina.com/news/press-release-details/2025/Illumina-unveils-first-of-its-kind-spatial-transcriptomics-technology/default.aspx" [X Link](https://x.com/anyuser/status/1892256855214154030) 2025-02-19T16:56Z [---] followers, [----] engagements "Lots of optimism deflating from $VKTX. Exit strategy always hinged on buy-out but being on-par or slightly worse than $LLY for oral GLP-1 agonism has caused a reality check. Placebo definitely strange though with 18% discontinuing early. Not many near-term catalysts to look forward to so I'd expect this to continue to drift down" [X Link](https://x.com/anyuser/status/1957919204973367477) 2025-08-19T21:34Z [---] followers, [---] engagements "Two judicial decisions go against $TXG today - German court invalidates 10x patent - US federal judge allows Vizgen to expand antitrust suit Not groundbreaking alone but the vibe certainly feels much different now compared to when initial injunction came out against $NSTGQ" [X Link](https://x.com/LifeSciLad/status/1787958273339257213) 2024-05-07T21:30Z [---] followers, [----] engagements "CosMx injunction removed in Germany. Still lots of catching up to do from Nanostring $BRKR https://www.genomeweb.com/sequencing/german-injunction-against-nanostring-cosmx-spatial-genomics-products-lifted https://www.genomeweb.com/sequencing/german-injunction-against-nanostring-cosmx-spatial-genomics-products-lifted" [X Link](https://x.com/LifeSciLad/status/1813979911587283122) 2024-07-18T16:51Z [---] followers, [---] engagements "Still lots of life science companies to report this week: Today: $AKYA Tomorrow (8/6): $BRKR $ILMN Wednesday (8/7): $TECH $PACB Thursday (8/8): $SEER $TXG" [X Link](https://x.com/LifeSciLad/status/1820500601769476239) 2024-08-05T16:42Z [---] followers, [---] engagements "Brutal. I never really understood this acquisition. Dramatic end to the $GBT saga after all" [X Link](https://x.com/LifeSciLad/status/1839051795718615172) 2024-09-25T21:18Z [---] followers, [---] engagements "$PACB still probably trading too high compared to others in the space. Hopefully new instrument and chemistry will help them drive revenue in [----]. At least they had a great party at $ASHG thanks shareholders" [X Link](https://x.com/LifeSciLad/status/1854936355060506679) 2024-11-08T17:17Z [---] followers, [---] engagements "Frank Laukien of $BRKR buys 100K worth of stock $4M Nice to see that vote of confidence from the C-suite. Other tools companies could take note" [X Link](https://x.com/LifeSciLad/status/1859997157568487736) 2024-11-22T16:27Z [---] followers, [---] engagements "$AKYA and $QTRX seems like an unlikely match but it's [----] why not $QTRX down 18% on the news" [X Link](https://x.com/LifeSciLad/status/1877756708996501716) 2025-01-10T16:37Z [---] followers, [---] engagements "Parse Biosciences Invalidates All 10x Genomics Patent Claims Asserted Against Its Products $TXG https://www.parsebiosciences.com/news/parse-biosciences-invalidates-all-10x-genomics-patent-claims-asserted-against-its-products/ https://www.parsebiosciences.com/news/parse-biosciences-invalidates-all-10x-genomics-patent-claims-asserted-against-its-products/" [X Link](https://x.com/LifeSciLad/status/1886813649626415108) 2025-02-04T16:26Z [---] followers, [---] engagements "@GenomicsCow Could be but there's a lot of details missing right now. $TXG has had about [--] years to develop the Visium market. Seems like this $ILMN spatial assay will compete more with that than Xenium" [X Link](https://x.com/LifeSciLad/status/1892304672636968991) 2025-02-19T20:06Z [---] followers, [---] engagements "@GenomicsCow It sure looks that way we'll have to see how things go in [----] with 3' RNA. This push for multi-omics may also just keep more NGS users in the $ILMN ecosystem instead of other NGS providers" [X Link](https://x.com/LifeSciLad/status/1892306805251793003) 2025-02-19T20:14Z [---] followers, [---] engagements "Spicy Traditionally $ILMN has done pretty well with litigation. https://www.genomeweb.com/sequencing/illumina-sues-element-biosciences-patent-infringement https://www.genomeweb.com/sequencing/illumina-sues-element-biosciences-patent-infringement" [X Link](https://x.com/anyuser/status/1923140651035562379) 2025-05-15T22:17Z [---] followers, [---] engagements "$TXG acquires Scale Bioscience for $30M" [X Link](https://x.com/anyuser/status/1953549919899595232) 2025-08-07T20:12Z [---] followers, [---] engagements "$PACB bought Omniome for the short-read sequencing technology for a potential total of $800M in [----] only to end up selling it to $ILMN last week for $48.1M. https://investor.pacificbiosciences.com/news-releases/news-release-details/pacbio-completes-sale-short-read-sequencing-assets https://investor.pacificbiosciences.com/news-releases/news-release-details/pacbio-completes-sale-short-read-sequencing-assets" [X Link](https://x.com/anyuser/status/2018410167487049856) 2026-02-02T19:44Z [---] followers, [----] engagements "Someone reminded me that it was also the $PACB acquisition of Apton in [----] (deal valued at up to $110M) that contributed to this billion dollar high-throughput short-read sequencer project that $ILMN now owns" [X Link](https://x.com/anyuser/status/2019815461941281059) 2026-02-06T16:48Z [---] followers, [---] engagements "Singular Genomics Announces 1-for-30 Reverse Stock Split $OMIC https://investor.singulargenomics.com/news-releases/news-release-details/singular-genomics-announces-1-30-reverse-stock-split https://investor.singulargenomics.com/news-releases/news-release-details/singular-genomics-announces-1-30-reverse-stock-split" [X Link](https://x.com/LifeSciLad/status/1804244980095160713) 2024-06-21T20:08Z [---] followers, [---] engagements "Where's my other [--] dollars $OMIC https://investor.singulargenomics.com/news-releases/news-release-details/singular-genomics-enters-agreement-be-acquired-deerfield-2000 https://investor.singulargenomics.com/news-releases/news-release-details/singular-genomics-enters-agreement-be-acquired-deerfield-2000" [X Link](https://x.com/LifeSciLad/status/1871255852331725122) 2024-12-23T18:05Z [---] followers, [---] engagements "QIAGEN to acquire Parse Biosciences $225 million in cash and additional potential milestone payments $TXG $ILMN https://www.businesswire.com/news/home/20251104446487/en/QIAGEN-to-acquire-Parse-Biosciences-expanding-its-Sample-technologies-portfolio-into-highly-scalable-single-cell-solutions https://www.businesswire.com/news/home/20251104446487/en/QIAGEN-to-acquire-Parse-Biosciences-expanding-its-Sample-technologies-portfolio-into-highly-scalable-single-cell-solutions" [X Link](https://x.com/LifeSciLad/status/1985783795338134000) 2025-11-04T18:58Z [---] followers, [---] engagements "Much has been said about this already but it's especially true in the life science space. Replacing existing tools is extremely difficult especially in a tough funding environment" [X Link](https://x.com/anyuser/status/2019859216241160587) 2026-02-06T19:42Z [---] followers, [--] engagements "NGS continues to be a great example. Yesterday $ILMN announced $4.3B in [----] revenue (albeit flat growth) despite having [--] or [--] fully operational competitors now available for years" [X Link](https://x.com/anyuser/status/2019861682689044576) 2026-02-06T19:52Z [---] followers, [--] engagements "If this incumbent advantage were true in life science you would expect that adding multi-omics to an existing offer would be a real growth driver. The problem is when your additional multi-omic read out is late to the party and it has its own incumbent competitor to deal with" [X Link](https://x.com/anyuser/status/2020148219511017801) 2026-02-07T14:50Z [---] followers, [--] engagements "$ILMN acquired Fluent Bio in [----] to compete in single-cell but I don't see any evidence this has been a growth driver - $TXG has the incumbent advantage" [X Link](https://x.com/LifeSciLad/status/2020149614356394262) 2026-02-07T14:56Z [---] followers, [--] engagements "$ILMN's SomaLogic acquisition has the best chance to be a strategic growth driver since it was one of the first NGS-based proteomic solutions. Olink now owned by $TMO will continue to over-shadow it though being a widely-adopted competitor" [X Link](https://x.com/anyuser/status/2020150289261576673) 2026-02-07T14:58Z [---] followers, [--] engagements "$ILMN guiding 5% FY '26 revenue growth has the market valuing them at 4.2X forward earnings very similar to $TMO. Without a substantial boost to rev growth I don't see them garnering much more of a premium" [X Link](https://x.com/anyuser/status/2020151325103702342) 2026-02-07T15:03Z [---] followers, [--] engagements "$TXG came in at $598.7M for FY2025 revenue down 2% from [----]. Instrument revenue taking a notable decline with consumables staying steady. Guiding 0-4% growth for [----] puts them in a similar spot to $ILMN. Both trading at about 4X their upcoming FY revenue" [X Link](https://x.com/anyuser/status/2022356745591636096) 2026-02-13T17:06Z [---] followers, [--] engagements "$TXG came in at $598.7M for FY2025 revenue down 2% from [----]. Instrument revenue taking a notable decline with consumables staying steady. Guiding 0-4% growth for [----] puts them in a similar spot to $ILMN. Both trading at about 4X their upcoming FY revenue" [X Link](https://x.com/anyuser/status/2022356745591636096) 2026-02-13T17:06Z [---] followers, [--] engagements "Both need serious growth driver if they expect to get any more respect in the market" [X Link](https://x.com/anyuser/status/2022357164879388727) 2026-02-13T17:08Z [---] followers, [--] engagements "If this incumbent advantage were true in life science you would expect that adding multi-omics to an existing offer would be a real growth driver. The problem is when your additional multi-omic read out is late to the party and it has its own incumbent competitor to deal with" [X Link](https://x.com/anyuser/status/2020148219511017801) 2026-02-07T14:50Z [---] followers, [--] engagements "$ILMN's SomaLogic acquisition has the best chance to be a strategic growth driver since it was one of the first NGS-based proteomic solutions. Olink now owned by $TMO will continue to over-shadow it though being a widely-adopted competitor" [X Link](https://x.com/anyuser/status/2020150289261576673) 2026-02-07T14:58Z [---] followers, [--] engagements "$ILMN guiding 5% FY '26 revenue growth has the market valuing them at 4.2X forward earnings very similar to $TMO. Without a substantial boost to rev growth I don't see them garnering much more of a premium" [X Link](https://x.com/anyuser/status/2020151325103702342) 2026-02-07T15:03Z [---] followers, [--] engagements "Much has been said about this already but it's especially true in the life science space. Replacing existing tools is extremely difficult especially in a tough funding environment" [X Link](https://x.com/anyuser/status/2019859216241160587) 2026-02-06T19:42Z [---] followers, [--] engagements "NGS continues to be a great example. Yesterday $ILMN announced $4.3B in [----] revenue (albeit flat growth) despite having [--] or [--] fully operational competitors now available for years" [X Link](https://x.com/anyuser/status/2019861682689044576) 2026-02-06T19:52Z [---] followers, [--] engagements "$PACB bought Omniome for the short-read sequencing technology for a potential total of $800M in [----] only to end up selling it to $ILMN last week for $48.1M. https://investor.pacificbiosciences.com/news-releases/news-release-details/pacbio-completes-sale-short-read-sequencing-assets https://investor.pacificbiosciences.com/news-releases/news-release-details/pacbio-completes-sale-short-read-sequencing-assets" [X Link](https://x.com/anyuser/status/2018410167487049856) 2026-02-02T19:44Z [---] followers, [----] engagements "Someone reminded me that it was also the $PACB acquisition of Apton in [----] (deal valued at up to $110M) that contributed to this billion dollar high-throughput short-read sequencer project that $ILMN now owns" [X Link](https://x.com/anyuser/status/2019815461941281059) 2026-02-06T16:48Z [---] followers, [---] engagements "QIAGEN to acquire Parse Biosciences $225 million in cash and additional potential milestone payments $TXG $ILMN https://www.businesswire.com/news/home/20251104446487/en/QIAGEN-to-acquire-Parse-Biosciences-expanding-its-Sample-technologies-portfolio-into-highly-scalable-single-cell-solutions https://www.businesswire.com/news/home/20251104446487/en/QIAGEN-to-acquire-Parse-Biosciences-expanding-its-Sample-technologies-portfolio-into-highly-scalable-single-cell-solutions" [X Link](https://x.com/LifeSciLad/status/1985783795338134000) 2025-11-04T18:58Z [---] followers, [---] engagements "$TEM acquires Paige AI for $81M. Fire sale happening for some of these small companies that can't find a way to break out. Investors desperate to get their capital back even after pouring in $240M into the company" [X Link](https://x.com/anyuser/status/1958947277785244066) 2025-08-22T17:40Z [---] followers, [---] engagements "Lots of optimism deflating from $VKTX. Exit strategy always hinged on buy-out but being on-par or slightly worse than $LLY for oral GLP-1 agonism has caused a reality check. Placebo definitely strange though with 18% discontinuing early. Not many near-term catalysts to look forward to so I'd expect this to continue to drift down" [X Link](https://x.com/anyuser/status/1957919204973367477) 2025-08-19T21:34Z [---] followers, [---] engagements "$TXG acquires Scale Bioscience for $30M" [X Link](https://x.com/anyuser/status/1953549919899595232) 2025-08-07T20:12Z [---] followers, [---] engagements "Seems like it's an attempt to try and keep customers from going to Parse but this is probably a couple years too late. It feels like there is already a challenge in keeping customers who like droplet-based systems from moving to competitors like BD (i.e. Geschwind lab at UCLA). Meanwhile Q2 revenue is down 5% yoy (if you take out the litigation settlement revenue) and guiding continued decline for Q3 (-6% at the midpoint). Trading at about 2.5X forward [----] revenue guidance which is below many peers but I think the trouble is not knowing how they can get back to the growth they once had with" [X Link](https://x.com/anyuser/status/1953555330551664892) 2025-08-07T20:34Z [---] followers, [---] engagements "RIP $SRPT longs" [X Link](https://x.com/anyuser/status/1947446379305177287) 2025-07-21T23:59Z [---] followers, [---] engagements "$SRPT to voluntarily and temporarily pause all shipments of ELEVIDYS for DMD" [X Link](https://x.com/anyuser/status/1947445303788908852) 2025-07-21T23:55Z 71.3K followers, 20.6K engagements "Long overdue Today @NIH announced a new policy to cap how much publishers can charge NIH-supported scientists to make their work publicly accessible. This reflects our broader effort to restore public trust in public health by creating an open honest and transparent research atmosphere. https://t.co/ntwfbhCasx Today @NIH announced a new policy to cap how much publishers can charge NIH-supported scientists to make their work publicly accessible. This reflects our broader effort to restore public trust in public health by creating an open honest and transparent research atmosphere." [X Link](https://x.com/anyuser/status/1942689979450417416) 2025-07-08T20:59Z [---] followers, [---] engagements "Today @NIH announced a new policy to cap how much publishers can charge NIH-supported scientists to make their work publicly accessible. This reflects our broader effort to restore public trust in public health by creating an open honest and transparent research atmosphere. Read more ➡ https://bit.ly/4nCdIbl https://bit.ly/4nCdIbl" [X Link](https://x.com/anyuser/status/1942641362060427569) 2025-07-08T17:46Z 74.7K followers, 193.2K engagements "Spicy Traditionally $ILMN has done pretty well with litigation. https://www.genomeweb.com/sequencing/illumina-sues-element-biosciences-patent-infringement https://www.genomeweb.com/sequencing/illumina-sues-element-biosciences-patent-infringement" [X Link](https://x.com/anyuser/status/1923140651035562379) 2025-05-15T22:17Z [---] followers, [---] engagements "PhDs could learn something here Should always ask who benefits from creating an artificial shortage. https://t.co/sTKWq1Wc67 Should always ask who benefits from creating an artificial shortage. https://t.co/sTKWq1Wc67" [X Link](https://x.com/anyuser/status/1906005040487350429) 2025-03-29T15:26Z [---] followers, [---] engagements "Should always ask who benefits from creating an artificial shortage. one of the strangest things about medicine that I'll never understand is residency match. 47K people applied and only 38K ppl matched. So almost 10K qualified people who have completed medical school now don't have a program despite the major provider shortages makes no sense. one of the strangest things about medicine that I'll never understand is residency match. 47K people applied and only 38K ppl matched. So almost 10K qualified people who have completed medical school now don't have a program despite the major provider" [X Link](https://x.com/anyuser/status/1905621892142153839) 2025-03-28T14:03Z 109.8K followers, 406.1K engagements "Not a lot of details on what makes it 'first-of-its-kind'.but leave it to $ILMN to jump into another highly competitive space in hopes their vast sequencing install base will be enough to get adoption https://investor.illumina.com/news/press-release-details/2025/Illumina-unveils-first-of-its-kind-spatial-transcriptomics-technology/default.aspx https://investor.illumina.com/news/press-release-details/2025/Illumina-unveils-first-of-its-kind-spatial-transcriptomics-technology/default.aspx" [X Link](https://x.com/anyuser/status/1892256855214154030) 2025-02-19T16:56Z [---] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@LifeSciLad LifeSciLad
LifeSciLad posts on X about $txg, $ilmn, growth, $pacb the most. They currently have [------] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [---] -75%
- [--] Months [-----] +137%
- [--] Year [-----] -74%
Mentions: [--] #
- [--] Months [--] -33%
- [--] Year [--] -78%
Followers: [------] #
- [--] Week [---] no change
- [--] Month [---] -1.20%
- [--] Months [---] -4.20%
- [--] Year [---] +1.90%
CreatorRank: [---------] #
Social Influence
Social category influence stocks finance countries cryptocurrencies
Social topic influence $txg, $ilmn #2, growth, $pacb #2, acquisition, $brkr, driver, space, science, $tmo
Top accounts mentioned or mentioned by @genomicscow @valuedig @nih @nanostringtech @bruker @toumygg @jerrycap @frankiegom91893 @logannyse
Top assets mentioned 10x Genomics, Inc. Class A Common Stock (TXG) Illumina, Inc. (ILMN) Pacific Biosciences of California, Inc. (PACB) Bruker, Corp. (BRKR) Thermo Fisher Scientific Inc. (TMO) Akoya Biosciences, Inc. (AKYA) Seer, Inc. (SEER) BIO-TECHNE Corp (TECH) Tempus AI, Inc. (TEM) Viking Therapeutics, Inc (VKTX) Eli Lilly and Company (LLY) Singular Genomics Systems, Inc. (OMIC) Sarepta Therapeutics, Inc. (SRPT) Bio Protocol (BIO) Azenta, Inc. (AZTA) Maravai LifeSciences Holdings, Inc. (MRVI) Twist Bioscience Corporation Common Stock (TWST) Danaher Corporation (DHR) Beldex (BDX) WOOF (WOOF)
Top Social Posts
Top posts by engagements in the last [--] hours
"https://www.genomeweb.com/sequencing/illumina-bgi-complete-genomics-lobbying-congress-bills-targeting-bgi-group-affiliates https://www.genomeweb.com/sequencing/illumina-bgi-complete-genomics-lobbying-congress-bills-targeting-bgi-group-affiliates"
X Link 2024-04-25T15:36Z [--] followers, [--] engagements
"This is just gross $ILMN. For anyone who thinks America is a free country look no further than this story to see how a monopoly in NGS uses government to maintain their position at the expense of their customers"
X Link 2024-04-25T15:38Z [--] followers, [---] engagements
"Another RIF in life sciences $LAB.an unfortunate consequence of lots of M&A https://investors.standardbio.com/news-releases/news-release-details/standard-biotools-announces-operational-restructuring-plan-drive https://investors.standardbio.com/news-releases/news-release-details/standard-biotools-announces-operational-restructuring-plan-drive"
X Link 2024-04-25T15:43Z [--] followers, [---] engagements
"Listened to the call and analysts did not pull any punches about the dropping single cell business. Serge felt like he was caught off guard with a lot of the Qs"
X Link 2024-05-01T00:18Z [--] followers, [--] engagements
"IMO 10x could have maintained single cell leadership but their resistance to price flexibility (and maybe overly aggressive litigation) alienated customers to viable competitors. $ILMN successfully kept competition out for 10+ years so left customers with no choice"
X Link 2024-05-01T00:20Z [--] followers, [---] engagements
"@ValueDig The tide certainly seems to be changing but still hearing a lot of positive about Xenium. Def agree about $BRKR. What's your thinking about $AKYA Dominant in spatial protein analysis but biz-wise trading 1.8X current assets and holding $80M in debt as of YE-2024"
X Link 2024-05-08T15:37Z [---] followers, [---] engagements
"Some earnings this week $BIO - Maintain [----] guidance $MRVI - Maintain [----] guidance $LAB - Maintain [----] guidance $BNGO - Maintain [----] guidance $AZTA - Lowers [----] rev guidance - raise earnings guidance $SEER - Lowers [----] guidance Still a tough life science tools market atm"
X Link 2024-05-08T20:52Z [---] followers, [---] engagements
"So which "ome" should we focus on It probably depends on the disease. Too much focus has historically been placed on genomics given the poor disease prediction power. The other omes are now more accessible thankfully but it's still likely cost-prohibitive to do them all Genetic Determinism: What it is and how we can avoid it with multi-omics https://t.co/oUxiFPIMik Genetic Determinism: What it is and how we can avoid it with multi-omics https://t.co/oUxiFPIMik"
X Link 2024-05-23T16:03Z [--] followers, [---] engagements
"$TXG has hit all time low prices this week ($22.95 today).just about half of their IPO price in 2019😬"
X Link 2024-05-23T23:33Z [--] followers, [--] engagements
"Compiled the price multiple of a group of life science tools companies as of close yesterday (market cap over FY [----] revenue guidance). Average is [---] at the moment"
X Link 2024-06-19T16:31Z [---] followers, [----] engagements
"Interestingly out of this group only $BRKR $TXG and $TWST are expecting over 10% growth this year ($TWST over 20%) while the others are in single digits or even negative"
X Link 2024-06-19T16:34Z [---] followers, [---] engagements
"@ValueDig $TECH and $DHR issue dividends and have stock repurchase programs that probably help.along with actual net incomes. $TXG is interesting maybe expectation is much lower growth in single-cell business and concerns about spatial taking its place"
X Link 2024-06-19T20:47Z [---] followers, [---] engagements
"@GenomicsCow Totally but feels like a large holder of their equity just liquidated it today. Maybe one of these guys:"
X Link 2024-06-26T20:26Z [---] followers, [--] engagements
"Definitely don't take investment advice from $ILMN $GRAL"
X Link 2024-06-27T22:24Z [---] followers, [---] engagements
"Illumina acquires Fluent BioSciences to accelerate single-cell analysis and discovery to a broader customer base https://investor.illumina.com/news/press-release-details/2024/Illumina-acquires-Fluent-BioSciences-to-accelerate-single-cell-analysis-and-discovery-to-a-broader-customer-base/default.aspx https://investor.illumina.com/news/press-release-details/2024/Illumina-acquires-Fluent-BioSciences-to-accelerate-single-cell-analysis-and-discovery-to-a-broader-customer-base/default.aspx"
X Link 2024-07-09T20:13Z [---] followers, [---] engagements
"A big advancement into single-cell from $ILMN. They are so late to the party though I think they might find it harder than expected to penetrate this saturated market. $TXG can't be excited about this"
X Link 2024-07-09T20:15Z [---] followers, [---] engagements
"@GenomicsCow They have their foot in the door of all the relevant accounts but that's the only advantage I see. I can't picture the comfortable $ILMN sales rep being successful at converting a $TXG user over to PIPseq. The large Chromium base and GEM-X will keep customers with 10x imo"
X Link 2024-07-09T21:43Z [---] followers, [---] engagements
"Anyone remember when this well-established life science tools company acquired an up and coming single cell company https://investors.bio-rad.com/press-releases/news-details/2020/Bio-Rad-Acquires-Celsee-Inc--a-Single-Cell-Analysis-Solutions-Provider-04-08-2020/default.aspx https://investors.bio-rad.com/press-releases/news-details/2020/Bio-Rad-Acquires-Celsee-Inc--a-Single-Cell-Analysis-Solutions-Provider-04-08-2020/default.aspx"
X Link 2024-07-11T03:36Z [---] followers, [----] engagements
"Wild day for tools companies. $PACB +34% lmao Finally starting to price in rate cuts"
X Link 2024-07-16T21:42Z [---] followers, [---] engagements
"$TXG lowers FY [----] revenue guidance (now only expects 5% growth yoy) CFO departs but stock up 6% Can only assume the street expected far worse"
X Link 2024-08-09T15:39Z [---] followers, [---] engagements
"Credit to Serge on an excellent response to the question about Fluent's acquisition by $ILMN"
X Link 2024-08-09T15:40Z [---] followers, [---] engagements
"Not a good look $BRKR Is there a @nanostringtech / @bruker FAS that is willing to help us in Australia We have an issue with a CosMx run we just set and no one picks up the phone here in APAC and we have a run ready to go. If you know of someone please tell them to reach out to me. Thanks Is there a @nanostringtech / @bruker FAS that is willing to help us in Australia We have an issue with a CosMx run we just set and no one picks up the phone here in APAC and we have a run ready to go. If you know of someone please tell them to reach out to me. Thanks"
X Link 2024-08-10T19:51Z [---] followers, [---] engagements
"$ILMN Single cell That's it"
X Link 2024-08-13T15:16Z [---] followers, [----] engagements
"@GenomicsCow Sure but where's the innovation Seems the market thinks higher of $ILMN than they do themselves"
X Link 2024-08-13T19:23Z [---] followers, [---] engagements
"Interesting low-cost inst launch from $TXG. Feels like a throwback to the original Controller in the body of an X with all the capabilities removed except for vanilla 3'. Prob a response to low-cost competitors like $BDX.not sure this appeals much to Parse customers though"
X Link 2024-09-04T18:34Z [---] followers, [---] engagements
"$TXG out here helping us answer the toughest questions in medicine A man intentionally got [---] #SARSCoV2 vaccines. The effects Analysis of his blood with #singlecell & other methods not only revealed no negative effects on his immune system but an extra boost in immunity to the virus. Explore the study: https://t.co/hJ8oTKHRUB https://t.co/uscEtfFJGr A man intentionally got [---] #SARSCoV2 vaccines. The effects Analysis of his blood with #singlecell & other methods not only revealed no negative effects on his immune system but an extra boost in immunity to the virus. Explore the study:"
X Link 2024-09-19T17:11Z [---] followers, [---] engagements
"$TXG falling off a cliff.pending news"
X Link 2024-10-02T15:56Z [---] followers, [---] engagements
"@ToumyGG Could be.but I would have expected that severe reaction right at the open. Maybe this is some large selling by big holder (ARK)"
X Link 2024-10-02T16:16Z [---] followers, [---] engagements
"Uh oh Cathie liquidating $TXG to raise funds for open ai Would be taking a big loss on that position. All speculation of course CATHIE WOOD'S ARK TO INVEST AT LEAST $250M IN OPENAI: INSIDER CATHIE WOOD'S ARK TO INVEST AT LEAST $250M IN OPENAI: INSIDER"
X Link 2024-10-02T17:39Z [---] followers, [---] engagements
"$ILMN Kinda disappointed on the new MiSeq launch. Doesn't really outdo the Complete Genomics' G99 (say whatever you want about their Chinese roots/the Biosecure Act). Seems like the main benefits are speed and room temp reagents"
X Link 2024-10-09T16:56Z [---] followers, [----] engagements
"10x Genomics Announces Preliminary Select Third Quarter [----] Results https://investors.10xgenomics.com/news/news-details/2024/10x-Genomics-Announces-Preliminary-Select-Third-Quarter-2024-Results/default.aspx https://investors.10xgenomics.com/news/news-details/2024/10x-Genomics-Announces-Preliminary-Select-Third-Quarter-2024-Results/default.aspx"
X Link 2024-10-09T20:17Z [---] followers, [---] engagements
"$TXG down 25% woof"
X Link 2024-10-09T20:17Z [---] followers, [---] engagements
"Some thoughts about the $TXG situation: Feels like spatial inst/cons rev just hasn't been able to replace what is being lost from Chromium.at least not yet. Partially due to funding dynamics as well as the education/adjustment required for adopting Xenium. Contrary to what $TXG has said on calls it looks like the new problem is cannibalization of Chromium business by spatial highlighted by the recent technology paper https://x.com/LGMartelotto/status/1842464533606281636 https://x.com/LGMartelotto/status/1842464533606281636"
X Link 2024-10-11T17:34Z [---] followers, [----] engagements
"$TXG Who knew that a simple commercial reorganization could do so much damage"
X Link 2024-10-29T21:17Z [---] followers, [---] engagements
"$ONT.L up 2% while $PACB down 3.5% Do the specs/price of Vega not threaten nanopore"
X Link 2024-11-07T15:43Z [---] followers, [---] engagements
"Within days of each other two Japanese firms take a huge position and each buy 6% of $TXG 🤔🤔"
X Link 2024-11-08T20:25Z [---] followers, [---] engagements
"$PACB CCO out Right before the big Vega launch"
X Link 2024-11-12T15:16Z [---] followers, [---] engagements
"Life sci tools vendors really hurting after the RFK Jr. announcement. $BRKR and $TXG now trading at only 2.4X FY2024 revenue"
X Link 2024-11-15T22:09Z [---] followers, [---] engagements
"$OMIC trading at 20% discount to $24/sh offer from Deerfield now. Deal now at risk"
X Link 2024-12-05T18:42Z [---] followers, [---] engagements
"$PACB CFO resigns today. What's going on with this company.Henry now runs the finance and the commercial teams https://investor.pacificbiosciences.com/sec-filings/sec-filing/8-k/0001299130-24-000192 https://investor.pacificbiosciences.com/sec-filings/sec-filing/8-k/0001299130-24-000192"
X Link 2024-12-06T22:57Z [---] followers, [---] engagements
"6 month lockout expiration hurting $TEM probably a good short-term buying opportunity"
X Link 2024-12-12T20:06Z [---] followers, [---] engagements
"Given the assassination of Brian Thompson was only last week I'm surprised to see so many mainstream figures stoke the flames"
X Link 2024-12-12T20:21Z [---] followers, [--] engagements
"@JerryCap What's your short position"
X Link 2024-12-17T17:51Z [---] followers, [--] engagements
"A big win for $TXG in unbiased spatial but seems like the more relevant battleground is between Xenium and CosMX where it's doubtful 10x will be successful in stopping CosMX. https://investors.10xgenomics.com/news/news-details/2024/U.S.-District-Court-Awards-10x-Genomics-Permanent-Injunction-in-Patent-Infringement-Lawsuit-Against-Bruker-Corporations-GeoMx-Products/default.aspx https://investors.10xgenomics.com/news/news-details/2024/U.S.-District-Court-Awards-10x-Genomics-Permanent-Injunction-in-Patent-Infringement-Lawsuit-Against-Bruker-Corporations-GeoMx-Products/default.aspx"
X Link 2024-12-24T13:59Z [---] followers, [----] engagements
"$QSI amazing short opportunity. This is going back to $1. Didn't they authorize an ATM like a month ago"
X Link 2025-01-02T20:56Z [---] followers, [----] engagements
"$QSI halted for volatility. From +20% to red"
X Link 2025-01-03T19:02Z [---] followers, [---] engagements
"Available short shares went from 3k to 350k on fintel. I imagine insiders or the company is selling. Why wouldn't they"
X Link 2025-01-03T19:14Z [---] followers, [--] engagements
"#999 $TXG The worst performing stocks in the Russell [----] in [----]. https://t.co/l5IYmkf6Ih https://t.co/Ftieq2R2VW The worst performing stocks in the Russell [----] in [----]. https://t.co/l5IYmkf6Ih https://t.co/Ftieq2R2VW"
X Link 2025-01-04T18:45Z [---] followers, [---] engagements
"@FrankieGom91893 @LoganNYSE That is trash. Read the actual press release"
X Link 2025-01-04T21:22Z [---] followers, [--] engagements
"Sunday preliminary earnings release Strange. $TXG https://investors.10xgenomics.com/news/news-details/2025/10x-Genomics-Announces-Preliminary-Select-Fourth-Quarter-and-Full-Year-2024-Results/default.aspx https://investors.10xgenomics.com/news/news-details/2025/10x-Genomics-Announces-Preliminary-Select-Fourth-Quarter-and-Full-Year-2024-Results/default.aspx"
X Link 2025-01-12T17:03Z [---] followers, [---] engagements
"@GenomicsCow I'm surprised something like this hadn't happened sooner to $ILMN in China"
X Link 2025-02-04T16:29Z [---] followers, [----] engagements
"Not a lot of details on what makes it 'first-of-its-kind'.but leave it to $ILMN to jump into another highly competitive space in hopes their vast sequencing install base will be enough to get adoption https://investor.illumina.com/news/press-release-details/2025/Illumina-unveils-first-of-its-kind-spatial-transcriptomics-technology/default.aspx https://investor.illumina.com/news/press-release-details/2025/Illumina-unveils-first-of-its-kind-spatial-transcriptomics-technology/default.aspx"
X Link 2025-02-19T16:56Z [---] followers, [----] engagements
"Lots of optimism deflating from $VKTX. Exit strategy always hinged on buy-out but being on-par or slightly worse than $LLY for oral GLP-1 agonism has caused a reality check. Placebo definitely strange though with 18% discontinuing early. Not many near-term catalysts to look forward to so I'd expect this to continue to drift down"
X Link 2025-08-19T21:34Z [---] followers, [---] engagements
"Two judicial decisions go against $TXG today - German court invalidates 10x patent - US federal judge allows Vizgen to expand antitrust suit Not groundbreaking alone but the vibe certainly feels much different now compared to when initial injunction came out against $NSTGQ"
X Link 2024-05-07T21:30Z [---] followers, [----] engagements
"CosMx injunction removed in Germany. Still lots of catching up to do from Nanostring $BRKR https://www.genomeweb.com/sequencing/german-injunction-against-nanostring-cosmx-spatial-genomics-products-lifted https://www.genomeweb.com/sequencing/german-injunction-against-nanostring-cosmx-spatial-genomics-products-lifted"
X Link 2024-07-18T16:51Z [---] followers, [---] engagements
"Still lots of life science companies to report this week: Today: $AKYA Tomorrow (8/6): $BRKR $ILMN Wednesday (8/7): $TECH $PACB Thursday (8/8): $SEER $TXG"
X Link 2024-08-05T16:42Z [---] followers, [---] engagements
"Brutal. I never really understood this acquisition. Dramatic end to the $GBT saga after all"
X Link 2024-09-25T21:18Z [---] followers, [---] engagements
"$PACB still probably trading too high compared to others in the space. Hopefully new instrument and chemistry will help them drive revenue in [----]. At least they had a great party at $ASHG thanks shareholders"
X Link 2024-11-08T17:17Z [---] followers, [---] engagements
"Frank Laukien of $BRKR buys 100K worth of stock $4M Nice to see that vote of confidence from the C-suite. Other tools companies could take note"
X Link 2024-11-22T16:27Z [---] followers, [---] engagements
"$AKYA and $QTRX seems like an unlikely match but it's [----] why not $QTRX down 18% on the news"
X Link 2025-01-10T16:37Z [---] followers, [---] engagements
"Parse Biosciences Invalidates All 10x Genomics Patent Claims Asserted Against Its Products $TXG https://www.parsebiosciences.com/news/parse-biosciences-invalidates-all-10x-genomics-patent-claims-asserted-against-its-products/ https://www.parsebiosciences.com/news/parse-biosciences-invalidates-all-10x-genomics-patent-claims-asserted-against-its-products/"
X Link 2025-02-04T16:26Z [---] followers, [---] engagements
"@GenomicsCow Could be but there's a lot of details missing right now. $TXG has had about [--] years to develop the Visium market. Seems like this $ILMN spatial assay will compete more with that than Xenium"
X Link 2025-02-19T20:06Z [---] followers, [---] engagements
"@GenomicsCow It sure looks that way we'll have to see how things go in [----] with 3' RNA. This push for multi-omics may also just keep more NGS users in the $ILMN ecosystem instead of other NGS providers"
X Link 2025-02-19T20:14Z [---] followers, [---] engagements
"Spicy Traditionally $ILMN has done pretty well with litigation. https://www.genomeweb.com/sequencing/illumina-sues-element-biosciences-patent-infringement https://www.genomeweb.com/sequencing/illumina-sues-element-biosciences-patent-infringement"
X Link 2025-05-15T22:17Z [---] followers, [---] engagements
"$TXG acquires Scale Bioscience for $30M"
X Link 2025-08-07T20:12Z [---] followers, [---] engagements
"$PACB bought Omniome for the short-read sequencing technology for a potential total of $800M in [----] only to end up selling it to $ILMN last week for $48.1M. https://investor.pacificbiosciences.com/news-releases/news-release-details/pacbio-completes-sale-short-read-sequencing-assets https://investor.pacificbiosciences.com/news-releases/news-release-details/pacbio-completes-sale-short-read-sequencing-assets"
X Link 2026-02-02T19:44Z [---] followers, [----] engagements
"Someone reminded me that it was also the $PACB acquisition of Apton in [----] (deal valued at up to $110M) that contributed to this billion dollar high-throughput short-read sequencer project that $ILMN now owns"
X Link 2026-02-06T16:48Z [---] followers, [---] engagements
"Singular Genomics Announces 1-for-30 Reverse Stock Split $OMIC https://investor.singulargenomics.com/news-releases/news-release-details/singular-genomics-announces-1-30-reverse-stock-split https://investor.singulargenomics.com/news-releases/news-release-details/singular-genomics-announces-1-30-reverse-stock-split"
X Link 2024-06-21T20:08Z [---] followers, [---] engagements
"Where's my other [--] dollars $OMIC https://investor.singulargenomics.com/news-releases/news-release-details/singular-genomics-enters-agreement-be-acquired-deerfield-2000 https://investor.singulargenomics.com/news-releases/news-release-details/singular-genomics-enters-agreement-be-acquired-deerfield-2000"
X Link 2024-12-23T18:05Z [---] followers, [---] engagements
"QIAGEN to acquire Parse Biosciences $225 million in cash and additional potential milestone payments $TXG $ILMN https://www.businesswire.com/news/home/20251104446487/en/QIAGEN-to-acquire-Parse-Biosciences-expanding-its-Sample-technologies-portfolio-into-highly-scalable-single-cell-solutions https://www.businesswire.com/news/home/20251104446487/en/QIAGEN-to-acquire-Parse-Biosciences-expanding-its-Sample-technologies-portfolio-into-highly-scalable-single-cell-solutions"
X Link 2025-11-04T18:58Z [---] followers, [---] engagements
"Much has been said about this already but it's especially true in the life science space. Replacing existing tools is extremely difficult especially in a tough funding environment"
X Link 2026-02-06T19:42Z [---] followers, [--] engagements
"NGS continues to be a great example. Yesterday $ILMN announced $4.3B in [----] revenue (albeit flat growth) despite having [--] or [--] fully operational competitors now available for years"
X Link 2026-02-06T19:52Z [---] followers, [--] engagements
"If this incumbent advantage were true in life science you would expect that adding multi-omics to an existing offer would be a real growth driver. The problem is when your additional multi-omic read out is late to the party and it has its own incumbent competitor to deal with"
X Link 2026-02-07T14:50Z [---] followers, [--] engagements
"$ILMN acquired Fluent Bio in [----] to compete in single-cell but I don't see any evidence this has been a growth driver - $TXG has the incumbent advantage"
X Link 2026-02-07T14:56Z [---] followers, [--] engagements
"$ILMN's SomaLogic acquisition has the best chance to be a strategic growth driver since it was one of the first NGS-based proteomic solutions. Olink now owned by $TMO will continue to over-shadow it though being a widely-adopted competitor"
X Link 2026-02-07T14:58Z [---] followers, [--] engagements
"$ILMN guiding 5% FY '26 revenue growth has the market valuing them at 4.2X forward earnings very similar to $TMO. Without a substantial boost to rev growth I don't see them garnering much more of a premium"
X Link 2026-02-07T15:03Z [---] followers, [--] engagements
"$TXG came in at $598.7M for FY2025 revenue down 2% from [----]. Instrument revenue taking a notable decline with consumables staying steady. Guiding 0-4% growth for [----] puts them in a similar spot to $ILMN. Both trading at about 4X their upcoming FY revenue"
X Link 2026-02-13T17:06Z [---] followers, [--] engagements
"$TXG came in at $598.7M for FY2025 revenue down 2% from [----]. Instrument revenue taking a notable decline with consumables staying steady. Guiding 0-4% growth for [----] puts them in a similar spot to $ILMN. Both trading at about 4X their upcoming FY revenue"
X Link 2026-02-13T17:06Z [---] followers, [--] engagements
"Both need serious growth driver if they expect to get any more respect in the market"
X Link 2026-02-13T17:08Z [---] followers, [--] engagements
"If this incumbent advantage were true in life science you would expect that adding multi-omics to an existing offer would be a real growth driver. The problem is when your additional multi-omic read out is late to the party and it has its own incumbent competitor to deal with"
X Link 2026-02-07T14:50Z [---] followers, [--] engagements
"$ILMN's SomaLogic acquisition has the best chance to be a strategic growth driver since it was one of the first NGS-based proteomic solutions. Olink now owned by $TMO will continue to over-shadow it though being a widely-adopted competitor"
X Link 2026-02-07T14:58Z [---] followers, [--] engagements
"$ILMN guiding 5% FY '26 revenue growth has the market valuing them at 4.2X forward earnings very similar to $TMO. Without a substantial boost to rev growth I don't see them garnering much more of a premium"
X Link 2026-02-07T15:03Z [---] followers, [--] engagements
"Much has been said about this already but it's especially true in the life science space. Replacing existing tools is extremely difficult especially in a tough funding environment"
X Link 2026-02-06T19:42Z [---] followers, [--] engagements
"NGS continues to be a great example. Yesterday $ILMN announced $4.3B in [----] revenue (albeit flat growth) despite having [--] or [--] fully operational competitors now available for years"
X Link 2026-02-06T19:52Z [---] followers, [--] engagements
"$PACB bought Omniome for the short-read sequencing technology for a potential total of $800M in [----] only to end up selling it to $ILMN last week for $48.1M. https://investor.pacificbiosciences.com/news-releases/news-release-details/pacbio-completes-sale-short-read-sequencing-assets https://investor.pacificbiosciences.com/news-releases/news-release-details/pacbio-completes-sale-short-read-sequencing-assets"
X Link 2026-02-02T19:44Z [---] followers, [----] engagements
"Someone reminded me that it was also the $PACB acquisition of Apton in [----] (deal valued at up to $110M) that contributed to this billion dollar high-throughput short-read sequencer project that $ILMN now owns"
X Link 2026-02-06T16:48Z [---] followers, [---] engagements
"QIAGEN to acquire Parse Biosciences $225 million in cash and additional potential milestone payments $TXG $ILMN https://www.businesswire.com/news/home/20251104446487/en/QIAGEN-to-acquire-Parse-Biosciences-expanding-its-Sample-technologies-portfolio-into-highly-scalable-single-cell-solutions https://www.businesswire.com/news/home/20251104446487/en/QIAGEN-to-acquire-Parse-Biosciences-expanding-its-Sample-technologies-portfolio-into-highly-scalable-single-cell-solutions"
X Link 2025-11-04T18:58Z [---] followers, [---] engagements
"$TEM acquires Paige AI for $81M. Fire sale happening for some of these small companies that can't find a way to break out. Investors desperate to get their capital back even after pouring in $240M into the company"
X Link 2025-08-22T17:40Z [---] followers, [---] engagements
"Lots of optimism deflating from $VKTX. Exit strategy always hinged on buy-out but being on-par or slightly worse than $LLY for oral GLP-1 agonism has caused a reality check. Placebo definitely strange though with 18% discontinuing early. Not many near-term catalysts to look forward to so I'd expect this to continue to drift down"
X Link 2025-08-19T21:34Z [---] followers, [---] engagements
"$TXG acquires Scale Bioscience for $30M"
X Link 2025-08-07T20:12Z [---] followers, [---] engagements
"Seems like it's an attempt to try and keep customers from going to Parse but this is probably a couple years too late. It feels like there is already a challenge in keeping customers who like droplet-based systems from moving to competitors like BD (i.e. Geschwind lab at UCLA). Meanwhile Q2 revenue is down 5% yoy (if you take out the litigation settlement revenue) and guiding continued decline for Q3 (-6% at the midpoint). Trading at about 2.5X forward [----] revenue guidance which is below many peers but I think the trouble is not knowing how they can get back to the growth they once had with"
X Link 2025-08-07T20:34Z [---] followers, [---] engagements
"RIP $SRPT longs"
X Link 2025-07-21T23:59Z [---] followers, [---] engagements
"$SRPT to voluntarily and temporarily pause all shipments of ELEVIDYS for DMD"
X Link 2025-07-21T23:55Z 71.3K followers, 20.6K engagements
"Long overdue Today @NIH announced a new policy to cap how much publishers can charge NIH-supported scientists to make their work publicly accessible. This reflects our broader effort to restore public trust in public health by creating an open honest and transparent research atmosphere. https://t.co/ntwfbhCasx Today @NIH announced a new policy to cap how much publishers can charge NIH-supported scientists to make their work publicly accessible. This reflects our broader effort to restore public trust in public health by creating an open honest and transparent research atmosphere."
X Link 2025-07-08T20:59Z [---] followers, [---] engagements
"Today @NIH announced a new policy to cap how much publishers can charge NIH-supported scientists to make their work publicly accessible. This reflects our broader effort to restore public trust in public health by creating an open honest and transparent research atmosphere. Read more âž¡ https://bit.ly/4nCdIbl https://bit.ly/4nCdIbl"
X Link 2025-07-08T17:46Z 74.7K followers, 193.2K engagements
"Spicy Traditionally $ILMN has done pretty well with litigation. https://www.genomeweb.com/sequencing/illumina-sues-element-biosciences-patent-infringement https://www.genomeweb.com/sequencing/illumina-sues-element-biosciences-patent-infringement"
X Link 2025-05-15T22:17Z [---] followers, [---] engagements
"PhDs could learn something here Should always ask who benefits from creating an artificial shortage. https://t.co/sTKWq1Wc67 Should always ask who benefits from creating an artificial shortage. https://t.co/sTKWq1Wc67"
X Link 2025-03-29T15:26Z [---] followers, [---] engagements
"Should always ask who benefits from creating an artificial shortage. one of the strangest things about medicine that I'll never understand is residency match. 47K people applied and only 38K ppl matched. So almost 10K qualified people who have completed medical school now don't have a program despite the major provider shortages makes no sense. one of the strangest things about medicine that I'll never understand is residency match. 47K people applied and only 38K ppl matched. So almost 10K qualified people who have completed medical school now don't have a program despite the major provider"
X Link 2025-03-28T14:03Z 109.8K followers, 406.1K engagements
"Not a lot of details on what makes it 'first-of-its-kind'.but leave it to $ILMN to jump into another highly competitive space in hopes their vast sequencing install base will be enough to get adoption https://investor.illumina.com/news/press-release-details/2025/Illumina-unveils-first-of-its-kind-spatial-transcriptomics-technology/default.aspx https://investor.illumina.com/news/press-release-details/2025/Illumina-unveils-first-of-its-kind-spatial-transcriptomics-technology/default.aspx"
X Link 2025-02-19T16:56Z [---] followers, [----] engagements
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