Illumina has an investor conference call today. I feel that it may be a company like GE Healthcare buying Illumina. If something like that happened, I feel that the entire segment will just get bogged down. And advancements will slow.
Does anyone else agree?
Please, illumina, don't sell out to GE or a company like them. Just buy Pac Bio or...even Oxford. Or....do better with your R&D. I would rather see you borrow and spend in an ALL-OUT manner than to see you sell out to someone like this. (I know...I am no one...but still....if Jay is reading this...which is also super unlikely since he's at the conference call now....don't sell....buy stuff instead...money is crazy cheap now).
An ALL-OUT cancer push is coming. I guarantee it. GE and other companies know this. They are positioning themselves to be the only solution providers (FDA approved, of course) for this push. Since there are only 2 companies in this space...and this space is the first or second most important part of the puzzle...GE and other companies who have insider knowledge of this huge government push (which is coming, believe or don't believe me) are preparing to purchase the companies that are set to profit the most from this upcoming global project. These guys know how to milk government money for all it is worth.
Also...if Illumina is about to sell out...my guess is that it means they have nothing in the pipeline to compete with Sequel.
How come the sequencing market isn't bigger? Does it mostly rely on government money to turn these machines on? Is it the regulations that keep it out of the private sector?
Either way I hope this conference isn't about selling out.
Does anyone else agree?
Please, illumina, don't sell out to GE or a company like them. Just buy Pac Bio or...even Oxford. Or....do better with your R&D. I would rather see you borrow and spend in an ALL-OUT manner than to see you sell out to someone like this. (I know...I am no one...but still....if Jay is reading this...which is also super unlikely since he's at the conference call now....don't sell....buy stuff instead...money is crazy cheap now).
An ALL-OUT cancer push is coming. I guarantee it. GE and other companies know this. They are positioning themselves to be the only solution providers (FDA approved, of course) for this push. Since there are only 2 companies in this space...and this space is the first or second most important part of the puzzle...GE and other companies who have insider knowledge of this huge government push (which is coming, believe or don't believe me) are preparing to purchase the companies that are set to profit the most from this upcoming global project. These guys know how to milk government money for all it is worth.
Also...if Illumina is about to sell out...my guess is that it means they have nothing in the pipeline to compete with Sequel.
How come the sequencing market isn't bigger? Does it mostly rely on government money to turn these machines on? Is it the regulations that keep it out of the private sector?
Either way I hope this conference isn't about selling out.
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