Illumina partners go beyond the genome, driving cancer breakthroughs using spatial transcriptomics, epigenomics, and proteomics [Accessibility Statement] Skip NavigationAt AGBT, researchers reveal new findings from studies leveraging Illumina's multiomics solutionsSAN DIEGO, Feb. 25, 2026 /PRNewswire/ -- Illumina, Inc. (NASDAQ: ILMN) today announced new customer breakthroughs in oncology powered by Illumina's spatial transcriptomics, 5-base sequencing, and proteomics technologies. The ability to combine mor ...

Q4 2025 Earnings Presentation February 5, 2026 © 2026 Illumina, Inc. All rights reserved. Cautionary Notes Year-over-year (YoY) denotes a comparison against the same quarter of the previous fiscal year, while quarter-over-quarter (QoQ) or "sequential" denotes a comparison against the previous fiscal quarter. In addition, all references to China refer to our Greater China Region, which also includes Taiwan and Hong Kong. © 2026 Illumina, Inc. All rights reserved. 2 RGB: 229, 96, 0 RGB: 228, 189, 255 RGB: 255 ...

Core Insights - Illumina has completed the acquisition of SomaLogic, enhancing its capabilities in proteomics and multiomics, which will facilitate faster drug discovery and improve healthcare outcomes [1][2][5] Group 1: Acquisition Details - The acquisition was finalized for $350 million in cash, with potential additional payments of up to $75 million based on performance milestones [6] - This acquisition builds on a prior partnership that began in late 2021, aimed at integrating SomaLogic's technology with Illumina's high-throughput NGS platforms [5] Group 2: Strategic Implications - The combination of SomaLogic's proteomics technology with Illumina's existing innovations is expected to provide scalable insights across genomics and proteomics, enhancing customer outcomes [2][3] - Illumina aims to leverage this acquisition to strengthen its position in the growing proteomics market, thereby complementing its high-throughput sequencing business [3] Group 3: Product Integration and Support - Illumina will ensure continuity of products and services as SomaLogic's portfolio is integrated into its offerings, maintaining support for existing customers [4][5] - The integration will allow customers to generate rich multiomic datasets, utilizing a combination of SomaLogic's and Illumina's technologies [2][5]

RT ARK Invest (@ARKInvest)Chronological age ≠ biological age. The multiomics section of Big Ideas 2026 explores how aging and mortality risk are being measured with increasing precision + the economic value of extending healthy human life.@Shea_ARK's thread below⬇️Full report: https://t.co/Uw1o20VSMc ...

Core Insights - Ark Invest has released its 10th annual "Big Ideas" list for 2026, highlighting key themes and investment opportunities following a strong performance in 2025, where its ETFs outperformed the S&P 500 [1][2] Group 1: Thematic Trends - "The Great Acceleration" is identified as a central theme for 2026, impacting various technologies such as AI, public blockchains, robotics, energy storage, and multiomics, which is expected to drive significant GDP growth [2][3] - Capital investment in disruptive innovation platforms could contribute an additional 1.9 percentage points to annualized real GDP growth during this decade, focusing on innovations like robotaxis and AI agents [3] Group 2: Investment Opportunities in ETFs - Ark's thematic ETFs are aligned with the Big Ideas for 2026, with U.S. ETFs and public companies holding 12% of total Bitcoin supply, and Bitcoin ETF balances increasing by 19.7% in 2025 [4] - The Ark Autonomous Technology & Robotics ETF and Ark Space & Defense Innovation ETF were the top performers among Ark's ETFs, achieving gains of 49.8% and 49.2% respectively in 2025 [4] Group 3: Key Companies and Stocks - Several publicly traded companies are highlighted as key players in the 2026 themes, including Coinbase Global, Circle Internet Group, and Robinhood Markets for the tokenized assets theme [8] - For the Multiomics theme, notable stocks include Illumina Inc, CRISPR Therapeutics, and 10x Genomics, which are expected to drive advancements in healthcare [9] - Waymo, owned by Alphabet Inc, is recognized as a disruptor in the autonomous vehicles sector, impacting competitors like Uber and Lyft [10] - Tesla Inc, while not frequently mentioned, is central to multiple Big Ideas, including autonomous vehicles and distributed energy, and remains a significant holding in Ark's portfolios [11]

44th Annual J.P. Morgan Healthcare Conference Jacob Thaysen, PhD Chief Executive Officer January 13, 2026 © 2026 Illumina, Inc. All rights reserved. © 2026 Illumina, Inc. All rights reserved. Cautionary Notes On Forward Looking Statements This release may contain forward-looking statements that involve risks and uncertainties. Among the important factors to which our business is subject that could cause actual results to differ materially from those in any forward-looking statements are: J.P. Morgan Healthc ...

Core Insights - Illumina, Inc. has launched Illumina Connected Multiomics, a cloud-based platform for analyzing and visualizing multiomic and multimodal biological data at scale, which was developed with input from 40 early access users [1][5] - The launch is expected to enhance the user experience across Illumina's software portfolio and is aimed at advancing precision health discovery and drug development [2][3] Company Performance - Following the announcement of Connected Multiomics, Illumina's shares increased by 4.1%, closing at $147.11, indicating a positive market reaction [3][9] - Illumina currently has a market capitalization of $21.56 billion and an earnings yield of 3.6%, which is significantly better than the industry's -16.4% yield [4] Product Features - Connected Multiomics can aggregate thousands of multiomic samples from both Illumina and third-party assays, providing reproducible results and interactive visualizations in a single cloud-based environment [5] - The platform includes AI-enabled variant interpretation to enhance the analysis process by identifying biologically meaningful signals earlier [5][6] Industry Outlook - The global multiomics market was valued at $2.7 billion in 2024 and is projected to grow at a CAGR of 15.3% by 2033, driven by increasing demand for single-cell multiomics and advancements in omics technologies [10] - Key components such as genomics, proteomics, metabolomics, and transcriptomics are seeing increased adoption in healthcare applications, which bodes well for Illumina's growth [10] Stock Performance - Over the past three months, Illumina's shares have risen by 48.5%, outperforming the industry growth of 12.7% [12]

Core Insights - PacBio announced a new method called CiFi, which enables chromosome-scale, haplotype-resolved genome assemblies from a single sequencing run, even with limited sample material [1][10] - The CiFi method addresses limitations of short-read Hi-C by generating long, highly accurate reads that capture multiple chromatin interactions within a single molecule, offering advantages for genome biology and biodiversity studies [2] Company Developments - The introduction of CiFi is expected to significantly boost PacBio's sequencing solutions business and strengthen its market position [3] - CiFi integrates chromatin conformation capture (3C) with HiFi long-read sequencing, increasing the information content of proximity ligation experiments in a single Revio sequencing run [6] - When paired with Revio SPRQ chemistry, CiFi is anticipated to generate reference-quality assemblies using fewer cells and libraries, lowering barriers for genome projects limited by cost and sample availability [7][10] Market Context - The global sequencing market was valued at $15,540 million in 2023 and is projected to reach $62,478.8 million by 2030, growing at a CAGR of 22.2%, driven by demand for gene therapy and consumer genomics [8] - The latest product availability is expected to provide a significant boost to PacBio's business given the market potential [8] Financial Performance - PacBio has a market capitalization of $615.9 million and a current ratio of 6.2, significantly higher than the industry average of 2.3 [5] - In the last reported quarter, PacBio delivered an earnings surprise of 25% [5]

Company Overview - Azenta, Inc. is a leading provider of sample management and laboratory solutions for the global life sciences industry, leveraging advanced automation and integrated service offerings to support research, drug development, and biobanking initiatives [6] - The company has a market capitalization of $1.6 billion, with a revenue of $593.8 million and a net income of $23.7 million for the trailing twelve months [4] Recent Developments - Meros Investment Management disclosed a new position in Azenta, acquiring 159,945 shares valued at approximately $4.6 million, representing 2% of the fund's $234.2 million in reportable U.S. equity holdings [2][10] - Azenta's shares are currently priced at $35.05, reflecting a 22% decline over the past year, significantly underperforming the S&P 500, which increased by 13% during the same period [3] Financial Performance - The company reported a 310-basis-point increase in adjusted EBITDA margin, with an additional 300 basis points of margin expansion expected for the next fiscal year, indicating a potential profitability reset [9] - Fourth-quarter organic growth was driven by an 11% surge in Multiomics, and adjusted EBITDA rose 29% year over year, suggesting improving fundamentals [10] Business Model - Azenta generates revenue through sales of life science products and recurring service contracts, including sample storage, genomic sequencing, and laboratory analysis, serving pharmaceutical and biotechnology companies, biorepositories, and research institutes across various regions [8]

Core Insights - Illumina Protein Prep is revolutionizing proteomics by providing the broadest coverage of the blood proteome at the lowest cost per protein target, processing over 40,000 samples globally [1][2] - The solution enhances genomic studies with exceptional specificity, sensitivity, and precision, facilitating breakthroughs in various diseases [2][3] - Collaborations with institutions like Genomics England and PRECISE-SG100K are demonstrating the potential of proteomics in advancing research and clinical applications [6][9] Group 1: Product Launch and Impact - Illumina Protein Prep launched globally in September, enabling researchers to process a significant number of samples and generate comprehensive omic data [1] - The Sydney Mass Spectrometry facility is the first in the Asia Pacific region to adopt this technology, successfully conducting experiments that revealed significant biological insights [4][5] - The solution serves as an alternative or complement to mass spectrometry, enhancing researchers' ability to derive transformative insights [3] Group 2: Research Collaborations and Findings - Genomics England's use of Illumina Protein Prep in its 100,000 Genomes Project resulted in a 7.5% increase in disease classification when integrating genomics and proteomics [6] - The PRECISE-SG100K study aims to analyze 10,000 plasma samples to develop a standardized dataset for therapeutic target interrogation [9][10] - These studies highlight the importance of proteomics in understanding disease mechanisms, particularly in underrepresented populations [8] Group 3: Future Directions and Innovations - Illumina is committed to advancing proteomics through AI-driven infrastructure, integrating secondary and tertiary analysis in a single workflow [2] - The company plans to benchmark existing clinical mass spectrometry studies with Illumina Protein Prep to further validate its capabilities [5] - Ongoing collaborations and studies are expected to enhance the quality and depth of insights into genetic variants and protein expression, contributing to drug discovery [8]