Original and probably disagreeable perspectives on genomics. Not sure when I'm joking and when I'm being serious. Opinions my own, not the herd’s.
Joined July 2020
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28 Jul 2020
#Genomics on social media is mainstream. Kinda boring.
Don't follow the herd
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Jun 9
10x Genomics generally has better strategic planning than Nanostring. But one area they fell behind is having a library of antibodies for their single cell and spatial applications
genomeweb.com/business-news/…
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Jun 9
2024: Merged with Somalogic, but didn’t really integrate them. Spat them back out in 2025
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Jun 9
2026: now merged with a company with nothing to do with life science tools (they probably are a customer)
We will miss that logo (not)
Jun 9
In our industry going forward
we shall not use the term “it’s like comparing apples and oranges”
but instead say “it’s like standard biotools and treeline biosciences”
Finances aside, this merger makes meagre sense
genomeweb.com/business-news/…
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Jun 9
In our industry going forward
we shall not use the term “it’s like comparing apples and oranges”
but instead say “it’s like standard biotools and treeline biosciences”
Finances aside, this merger makes meagre sense
genomeweb.com/business-news/…
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Jun 7
There’s strategic planning
And there’s also. . .
“Hey I just met this person at a conference and…”
“Did you see that GenomeWeb article about our competitor…”
“We just missed our quarter therefore…”
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Jun 7
4/4 Fear of committing
Strategy will never be 💯 right in hindsight
But too many iterations for fear of mistakes lose direction and shared understanding
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Jun 7
***
Some are more immune to this:
- Founder CEOs
- Where power is concentrated (eg share ownership)
- Long serving leaders
- Involvement (or lack of micromanagement?) of the board
🐄
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May 25
Genomics companies are flirting with embarrassment and burning their RnD teams out when sharing the longer term roadmap
Here’s why. . . 🧵
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May 25
If it’s just about iterative improvements (same base tech), then that’s safer. But these can be unexciting and not the point of unveiling the roadmap ⚡️
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May 25
True excitement is an out of the blue product announcement that’s ready to ship today📦
Do that and everyone will be talking about you and hopefully w revenue recognition
I get that it’s complicated with pipelines, budgeting ans forecasting. Will post about this another time 🐄
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