Have been fairly impressed with their fast and steady progress on the PGM. Thats what makes me confident that they will continue to deliver when they release the Proton. So what are the relevant questions we need to ask?
Will they be able to outcompete Illumina?
Cost of the machine, speed and scalability make that faily likely. They are already beating them in terms of units sold with the PGM, a machine that looks pretty pale comared to the Proton. Recent price increases by Illumina seem to imply that their margins are already pretty thin.
Are there other relevant competitors?
Oxford Nanopore would be the only one that comes to my mind, but they have still to proove that their machine is more than vaporware.
Is the price right?
A P/E of 20 is certainly not cheap, but compared to Illuminas P/E of 72 a bargain.
Anything I missed? Different opinions? Did anyone else buy?
Bought for a good fraction of my net worth in the beginning of June.
Will they be able to outcompete Illumina?
Cost of the machine, speed and scalability make that faily likely. They are already beating them in terms of units sold with the PGM, a machine that looks pretty pale comared to the Proton. Recent price increases by Illumina seem to imply that their margins are already pretty thin.
Are there other relevant competitors?
Oxford Nanopore would be the only one that comes to my mind, but they have still to proove that their machine is more than vaporware.
Is the price right?
A P/E of 20 is certainly not cheap, but compared to Illuminas P/E of 72 a bargain.
Anything I missed? Different opinions? Did anyone else buy?
Bought for a good fraction of my net worth in the beginning of June.
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