Genomics Cow

4.4K posts

Genomics Cow

Genomics Cow

@GenomicsCow

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.

Katılım Temmuz 2020
75 Takip Edilen3.2K Takipçiler
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Genomics Cow
Genomics Cow@GenomicsCow·
#Genomics on social media is mainstream. Kinda boring. Don't follow the herd
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Genomics Cow
Genomics Cow@GenomicsCow·
4. Answering range of problems NGS discovered variants. Then it could also be used to validate them. Then it could be used in the clinic. At times it shared spade with PCR and arrays, but now dominating all the way Can new techs span the spectrum or will they always share it?🐄
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Genomics Cow
Genomics Cow@GenomicsCow·
3. Install base Moving from GAii to HiSeq then to MiSeq systematically unlocked new markets. No def respecting research institute today can be without one Can new techs scale their platform across all labs?
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Genomics Cow
Genomics Cow@GenomicsCow·
When a new tech comes out the invariable question is whether lowering prices drive adoption, referencing NGS (spatial, phenotyping, etc) Obviously over simplified, so here are the other things that drove genomics to ask if any particular new technology would be the same. . . 🧵
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Vega Shah
Vega Shah@dr_alphalyrae·
‘The real religious builders I’ve met are often in labs, hardware, biotech, deeptech, defense — places where the work is hard enough that you can’t fake obsession.’
Clara Gold@Clara_Gold

6 months ago, I moved to San Francisco. It’s the best place in the world to build, and one of the worst places to stay human. My unfiltered take: 1. SF is both overhyped and underrated The overhyped part: there are a lot of people with incredible resumes who are deeply unimpressive in real life. They were at the right company, at the right time, in the right market, and got carried by the wave. They made money, got comfortable, and now spend their time “exploring opportunities” over coffee, wasting your time. The underrated part: the top 1% here is insane. But almost impossible to get. Hiring in SF feels like being a guy on a dating app: everyone you want is out of your league, and everyone in your league wants someone out of theirs. The best people have unmatchable packages, endless options, and are optimizing for maximum impact: labs, frontier companies, or startups raising $100M pre-seed rounds. If you raised $10M from Tier 1 investors, you’re not hot shit here. You’re a B-player. It’s humbling. 2. There are fewer mission-driven people than I expected Especially on the application layer. A lot of people are in “secure the bag before it’s too late” mode. And honestly, it gives me the ick. The real religious builders I’ve met are often in labs, hardware, biotech, deeptech, defense — places where the work is hard enough that you can’t fake obsession. 3. The status game favors builders This is what SF does better than anywhere else. It rewards obsession. It rewards weirdness. It rewards people who make building their entire personality. Europe punishes that. SF gives it status. If you’ve felt like an outsider your whole life because you care too much, work too much, think too radically, or refuse to be chill about things that matter, this city will make you feel less insane. 4. The market liquidity is absurd Even if you don’t build a billion-dollar company, if you manage to build a strong product with a great team, someone smart might still acquire you for $ 100M. Yeah I know, it’s not your dream outcome as a founder, but on the days you feel desperate, it helps to keep going. 5. SF does not care about the meaning crisis that’s coming Anyone paying attention here can feel that something massive is happening with AI. But I’m shocked by how little people talk about the meaning crisis coming next. Everyone wants to talk about AI liberating humanity. Almost no one wants to talk about what happens when work — the thing that gives most people identity, structure, dignity, status, and purpose — starts disappearing. The vacuum will not be peaceful. People are underestimating the chaos that comes from humans suddenly having no idea why they matter. And I really feel like no one cares. 6. Personally, I’ve never been more unhappy I moved to SF and entered the matrix. I’ve always been intense. I’ve always worked crazy hours. But here, I lost the last parts of myself that were not about building. I don’t go to events. Most networking events feel like theater for people pretending to be important. The only events worth going to are small, curated dinners with people who are actually alive. I’ve made 0 real friends. I don’t do well with transactionality. I don’t do well with people constantly performing greatness. I don’t do well with rooms where everyone is optimizing and no one is being honest. So yes, SF is lonely, transactional, delusional, addictive, inspiring, boring, extraordinary, and completely insane. But it is still the only place to be right now if you’re a founder trying to build the next wave of humanity. And for now, that’s enough.

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The ODIN
The ODIN@TheODINInc·
We just launched full genome sequencing for $599. Not a panel. Not a fraction. All 3 billion base pairs. 30× coverage. This changes what “DNA testing” actually means. 🧵
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Genomics Cow
Genomics Cow@GenomicsCow·
I think this is a realistic interplay between life science tools for translational implementation, using the best of spatial and the best of affinity proteomics 🐄
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Genomics Cow
Genomics Cow@GenomicsCow·
But sampling blood is far easier especially if for the same patient over time🩸🩸🩸 We don’t need to measure the drug target in blood, we just measure its impact across pathways and the activity of the immune system Cancer reduction then measured using traditional methods
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Genomics Cow
Genomics Cow@GenomicsCow·
Just for fun, linking the launch of Atera from 10x Genomics with Alamar Biosciences’ IPO 🤝 Spatial is for discovering mechanisms within tissue and as 10x digs closer to translation they are pushing for throughput 📈 But throughout and cost will never match plasma proteomics 🩸
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Genomics Cow
Genomics Cow@GenomicsCow·
Allbirds pivoting to AI📈 Reminds me of the unlikely birth of mass spectrometry from Atlas Werke, a shipbuilding company in 🇩🇪 ➡️Built actual ships ➡️then nautical instruments ➡️spun out a mass spectrometry division! Several MS firms now based in the little-known town Bremen💡
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LifeSciLad
LifeSciLad@LifeSciLad·
@backshui Yeah, kudos to the $ALMR team. They picked a great day given the geopolitical news in the last week. Pretty juicy multiple, but can't argue with that growth.
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LifeSciLad
LifeSciLad@LifeSciLad·
$ALMR opens around $23 😮
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Genomics Cow
Genomics Cow@GenomicsCow·
@johnpwilkin Some competition but mostly separate Seer pleases the chest-beating mass spec crowd wanting to identify as many proteins as possible. Quantification less important Alamar is focused on high quality assessment of targeted proteins Hard to follow Nautilus but negligible revenues
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John Wilkin
John Wilkin@johnpwilkin·
@GenomicsCow What do you think of Alamar's approach compared to SEER and Nautilus?
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Genomics Cow
Genomics Cow@GenomicsCow·
Come on! Qiagility and rotorgene setups?! They aren’t even the right size and i suppose not all of you have PTDS pipetting into circular layouts
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Genomics Cow
Genomics Cow@GenomicsCow·
Finally it all makes sense Qiagen to buy Ultima (undisclosed sum) ⭐️ ⭐️ ⭐️ ⭐️ Fits missing hole in their portfolio including a return of their Qiagility with THAT rotor gene setup to fit those wafers that will now be used for more than just sequencing
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Genomics Cow
Genomics Cow@GenomicsCow·
@LifeSciLad Unlike the other protein firms you cover they have good sales growth. But not necessarily creating new market - sounds like good execution/team
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