NEW YORK, Oct. 17, 2012 /PRNewswire/ -- Reportlinker.com announces that a new market research report is available in its catalogue:
Top Ten Companies in DNA Sequencing
http://www.reportlinker.com/p01013573/Top-Ten-Companies-in-DNA-Sequencing.html#utm_source=prnewswire&utm_medium=pr&utm_campaign=Genomics
INTRODUCTION
The story of molecular biology is being both written and printed by sequencing tools—various chapters being currently authored by oncologists, ID experts, pathologists, and so forth. The narrative is understood by only those select few who have the cross discipline knowledge to comprehend what the sequencing tools output, and who also have the niche domain experience to act upon knowledge of that data. Recently, this story has begun to change as low cost next generation sequencing democratizes genome data, allowing a politics and commerce of inclusion, to enter the lab and now also the clinic.
Diagnostic manufacturers can now afford to develop sequencing tools as diagnostic shortcuts. The clinician does not need to understand the mathematical underpinnings of 16SrRNA coverage for phylogeny to run a rapid anthrax test.
Tandem repeats and retrotransposons have been conveniently converted into a "plus" or "minus" sign—a red light/green light clinical decision.
When Watson and Crick let the genie out of the research bottle, it was inevitable that this day would arrive—the only question was when it would happen. The types of automation that enabled cost efficiencies in sequencing tools have become decision tree shortcuts in the clinic, whereupon the first tangible fruits from the promise of personalized medicine have become apparent.
DNA sequencing is a strategic genomics tool that allows us to study how the genome varies among individuals and how that variation correlates to disease. Sequencing technologies are a critical part of today's life-science industry, affecting a wide range of activity from drug discovery to diagnostics. This focused document profiles the top 10 companies of the industry and explores the underlying technologies driving the industry's growth. Each technology is analyzed to determine its market status, impact on future market segments, and future growth potential. It should be noted that sequencing costs may only contribute 10% to 20% of a typical biomedical projects overall costs.
Of significance is the large occurrence of collaboration and co-ownership among the top players. Certain individuals, such as Mike Hunkapller and George Church, appear and reappear in several of the leading companies as co-founder, adviser or board member. But investment in seemingly rival efforts is also unusually high, underscoring both the connected nature of the research and commercial community, and also a "quantitative easing" or de-risking of being on the right team when the eventual winners are crowned in this high stakes field.
For this top 10 report, many factors were considered when selecting the companies. In general, chosen companies have a solid foundation built around their sequencing technology and have done an excellent job strategically positioning themselves into one (or many) of the facets of the industry.
In a reply to BCC from one of the top sequencing industry leaders, George Church explains in more detail some of the technological specifics to success. Next generation sequencing (NGS) systems are evolving rapidly, meaning this should be a core area of focus for a company should they want to excel now and in the near future.
Of the NGS systems, benchtop sequencers have a good niche currently. Although they can't process as much as the larger high-throughput systems, being smaller has its obvious advantages. In the long term, benchtop sequencers may end up getting squeezed out of their niche however, finding no room for successful commercialization between the large high-throughput systems and handheld or portable sequencers which are based around nanopore technology.
At this stage there are several different approaches different companies are working on concerning nanopore-based technologies. Leading the way in this sector of sequencing will certainly help strengthen any company and their competitive position. Many companies are competing, and to a certain extent this is a race of scaling, that is, who can get the most nanopores into the smallest area.
One of the problems that arise from the sequencing process is the flood of data that results. A key issue to note is just how well informatics will be able to handle this data flood. As read lengths become longer and more accurate, the informatics becomes easier. Interpretation of the data is another issue that arises, but focusing on medically actionable determinations should simplify rather than complicate the interpretation of results.
Another point to consider is whole genome sequencing, a goal for many. Applications from this process becoming available everywhere at low cost aren't too far into the future at the moment. One application has already emerged, a test for 2,400 highly predictive medical genetic diseases. This is superior to exome testing as these have the serious flaw of missing phasing information. For example, if a genome has mutations on say exon number 2 and exon number 7 of a gene, the exome doesn't distinguish between two hits in one gene copy (the other copy is fine) vs. hits in both copies (no healthy copies).
Given these criteria to success, along with other factors which BCC chose to examine, BCC has selected these 10 companies for this report that we feel are deserving of recognition and are leaders in their industry, This list includes:
Agilent Technologies Inc.
Genia
International Business Machines Corp.
Illumina Inc.
Knome Inc.
Life Technologies
Oxford Nanopore Technologies
Pacific Biosciences
Raindance Technologies Inc.
Roche Holding AG.
As any top 10 list is invariably subjective, there are also several companies profiled in less detail. These companies were on the bubble, or should be watched in the near future.
STUDY GOALS AND OBJECTIVES
This document is a specialty report related to the BCC Research report BIO045D authored by John Bergin. The goal of this document is to provide a more in-depth look at the top tier DNA sequencing companies as well as some of the second tier companies to look for in the near future, and to note the technological changes within the DNA sequencing industry that are sure to play a role in the years to come.
More specifically, the objectives include identifying companies that are considered the leaders in their field and the technological means these companies are using to exploit their markets and dominate their field. Key technology points explored include:
How the NGS (next generation sequencing) benchtop systems will do versus the larger, high throughput systems.
How well NGS systems will penetrate into diagnostics.
Which up and coming nanopore-based technologies will emerge and how will this affect market applications.
How well will sequencing informatics be able to solve the data flood.
When will mass whole genome sequencing applications emerge.
Other major factors used to determine top companies in the field include:
Alliance, merger, and acquisition strategy.
Financing.
Intellectual property (patent) portfolio.
INTENDED AUDIENCE
This study will be of particular interest to life-science research tools suppliers, pharmaceutical, diagnostics, nanotechnology, bioinformatics, semiconductor, and biotechnology companies. It will also be valuable to companies involved in genome sequencing projects, sequencing centers, manufacturers of microarrays, suppliers of molecular diagnostics assays, bioinformatics companies, and cancer researchers and clinicians. As this report is a profiling of top companies in the DNA sequencing field, the main audience should also include executive management personnel and marketing and financial analysts.
SCOPE
The scope of this report is focused on a select 10 companies in DNA sequencing, and the key areas in the field that are driving industry growth allowing these companies to succeed. These areas include Sanger, next-generation, and emerging sequencing technologies; the markets for sample preparation products, sequencing instruments and consumables; and bioinformatics and sequencing services. A key area BCC also explores is industry structure, noting strategic alliances and acquisitions along with pertinent patent information.
METHODOLOGY
Based on primary and secondary market analysis, this report analyzes the top 10 companies in DNA sequencing as well as some additional companies worth recognizing.
TABLE OF CONTENTS
CHAPTER 1 INTRODUCTION 1
STUDY GOALS AND OBJECTIVES 2
INTENDED AUDIENCE 3
SCOPE 3
METHODOLOGY 3
RELATED BCC REPORTS 3
BCC ONLINE SERVICES 4
DISCLAIMER 4
CHAPTER 2 DNA SEQUENCING TECHNOLOGY OVERVIEW 6
HISTORY 6
COST BREAKDOWN 7
CURRENT TECHNOLOGY OVERVIEW 7
TABLE 1 LIFE CYCLE OF DNA SEQUENCING TECHNOLOGIES 7
SANGER SEQUENCING 8
NEXT GENERATION SEQUENCING (NGS) 8
EMERGING SEQUENCING 8
TABLE 2 SEQUENCING INSTRUMENT COMPETITORS BY TECHNOLOGY 9
SANGER SEQUENCING 9
NEXT GENERATION SEQUENCING 10
NEXT GENERATION APPLICATIONS PARTIALLY ENABLED BY LOWER COSTS 10
NGS INSTRUMENT MARKET 11
TABLE 3 NGS INSTRUMENT MARKET SHARE IN 2011 ($ MILLIONS/%) 11
EMERGING SEQUENCING TECHNOLOGIES 12
TABLE 4 EMERGING SEQUENCING TECHNOLOGIES 12
TABLE 5 TOP COMPANIES IN EMERGING SEQUENCING INDUSTRY 13
BENCHTOP SEQUENCERS 13
TABLE 6 BENCHTOP SEQUENCING TECHNOLOGIES 13
SAMPLE PREPARATION REAGENTS AND KITS 13
TABLE 7 SEQUENCING SAMPLE PREPARATION COMPANY POSITIONING 14
SEQUENCE CAPTURE INDUSTRY 14
BIOINFORMATICS TECHNOLOGIES 14
TABLE 8 NGS SEQUENCING BIOINFORMATICS WORKFLOW 15
SEQUENCING SERVICES 16
CHAPTER 3 MARKET SUMMARY 18
MARKET GROWTH 18
TABLE 9 DNA SEQUENCING KEY GROWTH DRIVING FORCES 18
OVERALL MARKET 19
TABLE 10 GLOBAL VALUE OF SEQUENCING PRODUCTS AND SERVICES BY TYPE, THROUGH
2016 ($ MILLIONS) 19
INSTRUMENTS AND CONSUMABLES 19
TABLE 11 GLOBAL VALUE OF THE SEQUENCING INSTRUMENTS AND CONSUMABLES
MARKET BY PRODUCT TYPE, THROUGH 2016 ($ MILLIONS) 19
INSTRUMENTS 20
TABLE 12 GLOBAL VALUE OF SEQUENCING INSTRUMENTS BY PLATFORM, THROUGH 2016
($ MILLIONS) 20
CONSUMABLES 20
SEQUENCING SERVICES 21
TABLE 13 GLOBAL VALUE OF SEQUENCING SERVICES BY END-USER MARKET, THROUGH
2016 ($ MILLIONS) 21
CLINICAL DIAGNOSTICS 21
R&D, PHARMA, BIOTECH 22
WORKFLOW PRODUCTS 22
SAMPLE PREP 22
BIOINFORMATICS 23
GLOBAL SEQUENCING MARKET BROKEN DOWN BY REGION 23
CHAPTER 4 SEQUENCING PATENT ANALYSIS 26
FIGURE 1 SEQUENCING PATENTS, 2001–2011 (NO. OF PATENTS) 26
FIGURE 2 SEQUENCING PATENTS BY REGION, 2001–2011 (NO. OF PATENTS) 27
FIGURE 3 EMERGING SEQUENCING COMPANY PATENTS BY REGION 28
CHAPTER 5 THE TOP 10 COMPANIES IN DNA SEQUENCING 31
AGILENT TECHNOLOGIES INC. 31
STRATEGIC ALLIANCES 32
FINANCIALS 33
KEY MANAGEMENT 33
GENIA 33
TABLE 14 COMMERCIAL SEQUENCER COMPETITIVE POSITIONING 34
TECHNOLOGY 34
KEY MANAGEMENT 35
INTERNATIONAL BUSINESS MACHINES CORP. 35
KEY MANAGEMENT 37
ILLUMINA, INC. 37
ALLIANCES, MERGERS, AND ACQUISITIONS 38
ILLUMINA AND NGS 39
TABLE 15 ILLUMINA SEQUENCING PORTFOLIO BY INSTRUMENT ($ PER YEAR) 39
KEY MANAGEMENT 40
KNOME INC. 40
TABLE 16 KNOME'S BREAKDOWN OF VARIANTS 41
STRATEGIC ALLIANCES 41
KEY MANAGEMENT 42
LIFE TECHNOLOGIES INC. 42
ION TORRENT TECHNOLOGY 44
SANGER SEQUENCING 44
TABLE 17 LIFE TECHNOLOGIES' 3500DX INSTRUMENTS 45
NGS 45
TABLE 18 5500 SERIES GENETIC ANALYSIS SYSTEMS SPECIFICATIONS 45
THIRD GENERATION SEQUENCING 46
KEY ACQUISITIONS 46
MANAGEMENT 47
OXFORD NANOPORE TECHNOLOGIES 47
FINANCE HISTORY 48
TECHNOLOGY 48
KEY MANAGEMENT 49
PACIFIC BIOSCIENCES 49
ALLIANCES 51
Gen-Probe 51
Cycle Computing 51
LI-COR 51
Others 51
FINANCIALS 52
INITIAL PUBLIC OFFERING 52
EMPLOYEES AND LAYOFFS 52
INTELLECTUAL PROPERTY 52
MANAGEMENT 53
RAINDANCE TECHNOLOGIES INC. 53
TECHNOLOGY 53
SEQUENCE CAPTURE PANELS 54
TABLE 19 RAINDANCE RESEARCH SCREENING PANELS 54
STRATEGIC ALLIANCES 55
TABLE 20 RAINDANCE STRATEGIC ALLIANCES 55
RECENT FINANCES 56
MANAGEMENT 56
ROCHE HOLDING AG 57
TABLE 21 ROCHE DIAGNOSTICS SALES, BY REGION 2011 (%) 57
TABLE 22 ROCHE 454 SEQUENCING SYSTEMS COMPARISON 58
NIMBLEGEN 58
FLUIDIGM 59
IBM 59
MANAGEMENT 60
OTHER COMPANIES TO WATCH 60
BGI 60
COMPLETE GENOMICS INC. 61
DANAHER 62
FLUIDIGM CORPORATION 62
GEN-PROBE INC. 63
HELICOS BIOSCIENCES CORPORATION 63
NUGEN TECHNOLOGIES INC. 64
LIST OF TABLES
TABLE 1 LIFE CYCLE OF DNA SEQUENCING TECHNOLOGIES 7
TABLE 2 SEQUENCING INSTRUMENT COMPETITORS BY TECHNOLOGY 9
TABLE 3 NGS INSTRUMENT MARKET SHARE IN 2011 ($ MILLIONS/%) 11
TABLE 4 EMERGING SEQUENCING TECHNOLOGIES 12
TABLE 5 TOP COMPANIES IN EMERGING SEQUENCING INDUSTRY 13
TABLE 6 BENCHTOP SEQUENCING TECHNOLOGIES 13
TABLE 7 SEQUENCING SAMPLE PREPARATION COMPANY POSITIONING 14
TABLE 8 NGS SEQUENCING BIOINFORMATICS WORKFLOW 15
TABLE 9 DNA SEQUENCING KEY GROWTH DRIVING FORCES 18
TABLE 10 GLOBAL VALUE OF SEQUENCING PRODUCTS AND SERVICES BY TYPE, THROUGH
2016 ($ MILLIONS) 19
TABLE 11 GLOBAL VALUE OF THE SEQUENCING INSTRUMENTS AND CONSUMABLES
MARKET BY PRODUCT TYPE, THROUGH 2016 ($ MILLIONS) 19
TABLE 12 GLOBAL VALUE OF SEQUENCING INSTRUMENTS BY PLATFORM, THROUGH 2016
($ MILLIONS) 20
TABLE 13 GLOBAL VALUE OF SEQUENCING SERVICES BY END-USER MARKET, THROUGH
2016 ($ MILLIONS) 21
TABLE 14 COMMERCIAL SEQUENCER COMPETITIVE POSITIONING 34
TABLE 15 ILLUMINA SEQUENCING PORTFOLIO BY INSTRUMENT ($ PER YEAR) 39
TABLE 16 KNOME'S BREAKDOWN OF VARIANTS 41
TABLE 17 LIFE TECHNOLOGIES' 3500DX INSTRUMENTS 45
TABLE 18 5500 SERIES GENETIC ANALYSIS SYSTEMS SPECIFICATIONS 45
TABLE 19 RAINDANCE RESEARCH SCREENING PANELS 54
TABLE 20 RAINDANCE STRATEGIC ALLIANCES 55
TABLE 21 ROCHE DIAGNOSTICS SALES, BY REGION 2011 (%) 57
TABLE 22 ROCHE 454 SEQUENCING SYSTEMS COMPARISON 58
LIST OF FIGURES
FIGURE 1 SEQUENCING PATENTS, 2001–2011 (NO. OF PATENTS) 26
FIGURE 2 SEQUENCING PATENTS BY REGION, 2001–2011 (NO. OF PATENTS) 27
FIGURE 3 EMERGING SEQUENCING COMPANY PATENTS BY REGION 28
To order this report:
Genomics Industry: Top Ten Companies in DNA Sequencing
Nicolas Bombourg
Reportlinker
Email: [email protected]
US: (805)652-2626
Intl: +1 805-652-2626
SOURCE Reportlinker
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