Wayne

@Calvsams Thanks, looking forward to their announcments and the real turn-around soon!

@xiangtaner Couldn't really speculate. They can go in a lot of directions from here. They disclosed a small stake in a VC backed co last Q, otherwise very little info on targets.

Any $lab owners out there? Standard Biotools, f/k/a Fluidigm, was recapped by Viking and Casdin in April ’22 after a failed sales process. Viking/Casdin backed a private vehicle led by Dr. Michael Egholm (former CTO of Danaher LS) to build a platform for high-impact, sub-scale tools. Their first deal was injecting $250m to reset the business and pursue M&A. 1/

@Calvsams From AI insights - AI related by probability: 1.Visiopharm-like pathology analytics company 2.Mindpeak-like segmentation foundation model company 3.academic spatial-omics copilots (spatiAlytica class) 4.dataset/model licensing partnerships (PharosAI-type)

@Calvsams Some insights from AI: they first buy a smaller spatial biology or proteomics company, probably in the $75M to $250M range. Seer-like or Vizgen-like assets make the most sense because they add a growth narrative while preserving enough cash to support operations and future deals.

@Standard_BioT #Imc @CellRepMed #cytof #Cancer #tme “Spatial single-cell analysis reveals tumor microenvironment signatures predictive of oral cavity cancer outcome” cell.com/cell-reports-m…

@Standard_BioT @Visiopharm #IMC

Take a look at the new issue of @theJIDJournal, see what's included in the March issue! jidonline.org/current On the cover: #Imaging mass cytometry image showing immune checkpoint inhibitor–induced lichen planus, with B-cell aggregates surrounded by T cells and macrophages. Lichen planus patient samples were analyzed using imaging mass cytometry. Staining shows CD4 (green), CD8 (yellow), CD20 (red), CD68 (magenta), and CD138 (cyan). Imaging was performed using a Hyperion Imaging System (Standard BioTools). Image processing and analysis were conducted with Visiopharm® software. Image by Patrice Hémon and Soizic Garaud (LBAI, UMR1227, Université de Brest, Inserm, Brest, France). #dermtwitter #dermatology #dermscience #dermresearch

Helios (Cytometry by Time-of-Flight) Helios is an advanced mass cytometry platform developed by Fluidigm (now Standard BioTools). It uses CyTOF (Cytometry by Time-of-Flight) technology to analyze single cells with high precision.  standardbio.com/support/instru… Helios™ brings high-parameter capabilities to protein research, expanding the breadth and depth of phenotypic and functional profiling in single cells. Helios technology addresses the challenges of high-parameter, single-cell analysis, providing researchers with tools to dissect the complex proteomes of cell systems in normal and diseased states. Helios analyzes individual cells labeled with stable metal isotopes using state-of-the-art inductively coupled plasma time-of-flight (TOF) technology. With 135 detection channels, Helios can simultaneously resolve multiple elemental probes at high acquisition rates, thereby maximizing the per-cell information obtained from a single sample. The system’s re-designed pneumatic sample introduction system and software interface make mass cytometry more accessible than ever. alab.com.pl/produkt-plik/1… Hyperion Helios CyTOF The Hyperion Imaging Mass Cytometer (IMC) is part of Fluidigm's line of CyTOF systems which allows for tissue samples to be “imaged” and for the masses of metals to be quantified in relation to the tissue morphology at a resolution of 1 square micron. The advantage of the system is that an investigator can label the tissue sample with as many as 50 different metal-tagged antibodies (lanthanide isotopes).  cityofhope.org/research/share… Helios, a CyTOF System User Guide SW Version 6.7 fredhutch.org/content/dam/ww… The CyTOF XT™ is the successor to the Helios system. While the Helios remains a core technology in many labs, the XT offers enhanced automation, including an autosampler carousel for walk-away operation and automated clog sensing. However, some researchers still prefer the Helios for its continuous sample delivery and specific signal performance in certain mass ranges.  CyTOF XT™ PRO The CyTOF XT PRO system takes proven mass cytometry to speeds of up to 4x faster, improves walk-away automation, and advances sample barcoding capabilities to standardize and streamline analysis for larger studies. This powerful cytometry platform with proven sensitivity, high dynamic range and the resolution to capture 50-plus targets simultaneously, including cell surface markers, signaling proteins and cytokines, supports biomarker discovery, patient stratification and treatment response monitoring. standardbio.com/products-servi…

@BeatTheInsider @BeatTheInsider In today's disclosure, they purchased 7,700,000 shares of $LAB Standard Biotools. Epic action! investors.standardbio.com/static-files/5…

🚨Insider Trade Alert🚨! Director, 10% Owner Casdin Partners Master Fund, L.P. has purchased 1,075,000 shares in $LAB STANDARD BIOTOOLS INC. worth $1,374,575.00 $LAB current value: $1.27 Market: NASDAQ full disclosure: sec.gov/Archives/edgar… Company Overview: Standard BioTools Inc. develops and markets advanced life science research tools. Their products enable scientists to analyze biological samples with high precision and efficiency.

@rohanpaul_ai @JMRothberg Well said. I’m looking at Standard Biotools $LAB.

Absolutely love this bit from Jeff Bezos. The simplest explanation on building a business and being founder. 🎯 "Benjamin Graham the great investor is famous for saying in the short term the stock market is a voting machine in the long term it's a weighing machine and so as founders and entrepreneurs and business people our job is to build a heavy company. We want to build a company that when it is weighed it is a very heavy company we do not want to focus on the stock price" --- From 'DRM News' YT Channel

@BeatTheInsider Never seen an insider accumulating shares consistently like this before, given they already had a big chunk! Confidence?Beliefs? Or something cooking under the hood?

🌟 We’re proud to welcome @Standard_BioT as a Gold Sponsor of #Cancers2025! Known worldwide for advancing innovation in spatial biology, genomics, and precision medicine, Standard BioTools continues to shape the future of biomedical discovery. Their partnership reflects the growing global impact and excellence of Cancers 2025. 🧬✨ 📍 Join us in Barcelona, 5–7 November 2025, and be part of a landmark event bringing together leading scientists, clinicians, and companies transforming the landscape of cancer research. 💡 With just one week left to register, now is the moment to secure your place among a remarkable network of academic and industry leaders, including our distinguished sponsors and exhibitors who will showcase the latest breakthroughs in spatial technologies and oncology. 🎟️ Register today and be part of the innovation driving the future of cancer science: 👉brnw.ch/21wWTrW #Cancers2025 #GoldSponsor #StandardBioTools #CancerResearch #SpatialBiology #TumorMicroenvironment #PrecisionMedicine #Oncology #Innovation #Barcelona #MDPI

"Here we demonstrate that the Treg suppression assay can be improved by the application of single-cell proteomics enabling a thorough investigation of Treg-mediated suppression across diverse immune cell subsets at the single-cell level in a total PBMC system."

This @NatureComms study dives deep into Treg-mediated suppression — a downstream echo of the Nobel-winning discovery of Foxp3+ regulatory T cells. #Immunology #Tregs #Sakaguchi #Autoimmunity #SingleCell #CyTOF #SpatialBiology #nobelprize Standard Biotools nature.com/articles/s4146…

#AD Neurodegenerative diseases impact more than 15% of the global population ─ yet most diagnoses occur only after irreversible damage. #Proteomics #Neurodegeneration #Biomarkers #NeuroResearch #Neuroscience

@Reece_Parkinson Thanks for sharing, super insightful ! Casdin Capital’s capital infusion and sustained equity purchases in Standard Biotools seem to reflect a deepening commitment. From your perspective, what implications does this have for the biotech & life science opportunities? Thanks! $LAB

#NIHFunding #NIHGrants #NCI #HTAN #NIHResearch #PrecisionMedicine #DrugDiscovery $xbi #spatialproteomics Standard Biotools $lab Spatial Proteomics allow researchers to visualize protein interactions in their native tissue context—critical for biomarker discovery and drug dev.

Standard Biotools $lab #spatialproteomics #ImagingMassCytometry $NIH $xbio Reference: Advancing Disease Research Through Spatial Proteomics | Biocompare.com biocompare.com/Editorial-Arti… via @Biocompare