美国芝加哥大学团队开发了一种更为灵敏的液体活检技术，该方法利用RNA而不是传统的DNA来检测 癌症。这一创新方法在使用患者血液样本进行测试时，识别出早期结直肠癌的准确率达到95%，显著优 于现有的非侵入性检测手段。这项研究发表于最新一期《自然·生物技术》杂志。 ...

Summary of Biotechni Conference Call Industry Overview - The life science tools industry is experiencing significant volatility due to macroeconomic factors and uncertainties, particularly in the U.S. and China [1][3] - The company has observed a recovery in the life science tools space, particularly in the pharmaceutical sector, which has shown double-digit growth across various geographies [3][4] Company Performance - The company reported double-digit growth in the pharmaceutical segment, which is widespread across its portfolio [4] - Academic revenue, which constitutes about 12% of total revenue, has been stable despite discussions of NIH budget cuts [5][6] - The worst-case scenario of a 40% cut in NIH funding would only result in a negative 1% impact on the company's projected growth rate over five years [6][7] Market Dynamics - Smaller biotech firms have been conservative in spending due to external market uncertainties, impacting their growth [9][10] - The pharmaceutical sector has seen a slight deceleration in growth rates from double digits to mid-single digits due to tariff discussions and pricing uncertainties [11][12] Academic Market Insights - Academic sales have remained stable despite concerns over funding cuts, attributed to the psychological impact on purchasing behavior [15][17] - Daily sales in the academic sector have shown stability over the past three months, indicating a return to normalcy [17] Instrumentation and Product Lines - The instrumentation segment, which accounts for about 20% of revenue, has seen growth driven by the biologics platform and specific products like the Maurice instrument [18][19] - The company is well-positioned in the bioprocessing market, with opportunities in biosimilars and other emerging markets [19][20] Tariff Impact and Mitigation Strategies - The company has low exposure to tariffs, with most of its reagents exempt from tariff increases [22][23] - Manufacturing strategies include moving production to Canada and stocking inventories in Europe and Asia to mitigate future tariff impacts [25][26] China Market Dynamics - China represents 88% of the company's revenues, and there are signs of a subtle shift towards optimism in customer demand [27][28] - The company is targeting the replacement of older instruments with newer technology, which is expected to drive growth [30][31] - Despite competition, the company maintains a strong position based on quality and consistency, which are prioritized by customers [34] Long-term Growth Outlook - The company remains bullish on long-term growth in China, driven by an aging population and ongoing scientific innovation [35][36] - The life science tools market is expected to grow significantly, with the company well-positioned to capitalize on these trends [37] Liquid Biopsy Segment - The liquid biopsy business is focused on scaling sustainably, with growth rates exceeding 20% [39] - The company is integrating exosome technology into its kit business, targeting multiple tests for disease monitoring [40][41] Spatial Market Position - The company is differentiating itself in the mid-plex spatial market by offering integrated solutions that combine molecular and antibody reagents [46][48] - The competitive landscape includes key players like Akoya and Molteni, but the company has a high win rate against these competitors [53] Margin Performance - The company achieved nearly 200 basis points of margin improvement year-over-year, although a contraction of approximately 150 basis points is expected in the near term due to tariffs and lower growth rates [54][55] - The long-term target is to achieve operating margins above 35%, supported by organic growth and effective cost management [55]

撰文丨王聪 编辑丨王多鱼 排版丨水成文 众所周知，成熟的 红细胞 （RBC） 是人体内唯一没有细胞核的血细胞，然而，红细胞在成熟过程中会留下一些独特的 DNA "记忆碎片"，这些碎片包含了细胞分 裂时错误产生的染色体片段 （微核） 、线粒体 DNA 残留，以及应激损伤导致的特殊断裂位点。 近日， Cell Research 期刊发表了一项突破性研究—— 系统性分析 红细胞内残留 DNA （rbcDNA） ，首次建立了多癌种 rbcDNA 检测模型，只需 1-2 毫升血 液，即可准确识别多种早期癌症，这项研究开创了无创癌症液体活检新范式，让"滴血验癌"迈出关键一步。 该研究以： DNA remnants in red blood cells enable early detection of cancer 为题，于 2025 年 5 月 9 日发表在了 Cell Research 期刊， 西湖大学 高晓飞 研究员为论文通讯作者 ，高晓飞实验室 博士生 孙浩博 、 姚星云 为论文共同第一作者。 癌症 是全球第二大死亡原因 （仅次于心血管疾病） ，其发病率和死亡率呈上升趋势。癌症的早期发现能显著提高患者的生存率，然 ...

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近日，癌症早期检测公司 Dxcover 宣布已成功完成 620 万美元（约合4519万人民币） 的 B轮融资 。 公司的核心技术与产品为 Dxcover PANAROMIC 平台 ，这是一种基于多组学光谱分析（ MOSA-Dx™ ）技术，通过 红外光谱 和 人工智能算法 分析血清样 本，可在一天内完成检测，识别早期癌症（I期和II期）及其前驱病变。 与传统液体活检方法不同，该技术不仅依赖肿瘤DNA，还利用循环全组学生物标志物进行检测，能够更早发现癌症。 其特点如下： 1. 全面的多组学分析 与通常关注循环肿瘤 DNA （ctDNA） 等特定生物标志物的传统液体活检不同，MOSA-Dx™ 分析血液样本的整个分子组成。这包括 非遗传生物标志物 ，这 些生物标志物经常被其他方法所忽视。 通过将傅里叶变换红外 （FTIR） 光谱与 AI 驱动的机器学习算法相结合，Dxcover 捕获更广泛的生化信号，从而能够更早、更准确地检测癌症。 本轮融资由 Eos Advisory 和 SIS Ventures 等现有投资者以及 Macmillan Cancer Support 和 Maven Capital Partners ...