Welcome to CNBC. com. I'm Frank Holland, anchor of Worldwide Exchange.We are tracking the action in the ETF market year to date. Net inflows are $678 billion according to Vetify. Uh, putting us on track for another record year.Joining me now to discuss the ETF market is Tom Stout, ARC Investment Management President and COO. Tom, thank you for joining us. >> Great to see you, Frank.Thanks for having me. >> All right. Um, so looking at the ETF uh action this week, what have you been seeing.And obviously mega ...

A mission to sequence the genomes of all animals, fungi and plants found in Great Britain and Ireland—some 35,000 in total—has been a momentous success so far. But there are challenges ahead https://t.co/bCI1eLIX1D ...

Group 1 - The healthcare industry is currently viewed positively due to its essential nature and benefits from technological innovations such as AI, genomics, and new solutions for managing chronic diseases [1] - Despite facing challenges like increasing costs and regulatory risks, the outlook for the healthcare sector remains optimistic [1] Group 2 - The analyst has a strong background in finance, with expertise in corporate finance, M&A, and investment analysis, particularly in real estate, renewable energy, and equity markets [2] - The focus is on financial modeling, valuation, and qualitative analysis, with practical experience in private equity and asset management [2]

Core Insights - Illumina has been recognized for its leadership in sustainability and as an employer of choice, receiving awards from TIME and U.S. News & World Report [1][3][6] Sustainability Commitment - Illumina ranked second in the U.S. and third globally in the Pharmaceuticals & Biotechnology Industry for sustainability, evaluated on over 20 key performance indicators related to ESG practices [3] - The company reported an 80% reduction in packaging since 2019 and has achieved 100% renewable electricity consumption for three consecutive years [4] - The launch of the MiSeq i100 Series sequencer features 85% less packaging and a 35% lower carbon footprint compared to the original MiSeq System [5][9] Employee Experience Commitment - U.S. News & World Report evaluated over 5000 companies based on metrics such as pay quality, work-life balance, and career opportunities to determine the Best Companies to Work For [6] - This marks the third consecutive year that Illumina has been recognized on the Best Companies to Work For list, highlighting the dedication of its employees [7][8]

Investment Rationale & Financial Strength - The company is an industry leader in rapid point-of-care infectious disease testing and DNA/RNA sample self-collection, stabilization, and preparation products[5] - The company has a strong balance sheet with over $178 million in cash and investments, no debt, and sustainable profitability[5, 63] Molecular Solutions Growth - Molecular solutions are experiencing growth from existing customers and increased demand from emerging genetic testing offerings and large studies[19] - In November 2017, the company announced a $143 million supply agreement for OrageneDx to a leading consumer genomics customer, over several years, with minimum annual purchase requirements[24] - The company's products drive scalability and access to donors in human genome testing[27] Infectious Disease Solutions & Market Opportunities - Approximately 36.7 million people are living with HIV, and there were 1.8 million new infections in 2016[46] - An estimated 71 million people globally have chronic hepatitis C infection, with approximately 399,000 deaths each year from HCV[56] - The company was awarded a $10.4 million BARDA contract for Ebola and $16.6 million BARDA contract for Zika[60, 61]

Industry Overview - The field of genomics has rapidly evolved over the past decade, focusing on the complete set of genes and their interactions rather than individual genes [1] - Genomics is pivotal for developing targeted therapies, leading to a revolutionary era in genetic medicine, attracting significant attention from pharmaceutical and biotech companies [2] Technological Innovations - Synthetic biology, which applies engineering principles to biology, has emerged as a key concept within genomics, aiding in drug discovery, disease detection, and gene editing [3] - The cost, accuracy, and time required to map an individual's genome have drastically reduced, enhancing the spotlight on genomics companies [4] Market Potential - The genomics market is projected to reach $157.47 billion by 2033, while the global synthetic biology market was valued at $16.22 billion in 2024, with a projected CAGR of 17.30% from 2025 to 2030 [6] Company Highlights - MeiraGTx Holdings plc is focused on genetic medicine with a pipeline addressing conditions like Parkinson's disease and retinal dystrophy, showing promising efficacy data [8][9] - Beam Therapeutics is advancing base editing programs for genetic diseases, with FDA orphan drug designation for its BEAM-101 treatment for sickle cell disease [12][13] - Krystal Biotech received FDA approval for Vyjuvek, the first gene therapy for dystrophic epidermolysis bullosa, and is advancing a pipeline in various therapeutic areas [14][15]

Core Viewpoint - The article discusses the introduction of AlphaGenome, a new AI tool by DeepMind that predicts the effects of single nucleotide mutations in human DNA sequences, enhancing the understanding of gene regulation and disease biology [2][3]. Group 1: AlphaGenome Overview - AlphaGenome is a DNA sequence model that can process up to 1 million base pairs and predict various molecular characteristics related to gene regulation [2][9]. - The model builds on previous DeepMind models like Enformer and complements AlphaMissense, focusing on the 98% of the genome that is non-coding and crucial for gene regulation [10][12]. Group 2: Unique Features of AlphaGenome - AlphaGenome offers high-resolution predictions in the context of long DNA sequences, allowing for detailed biological insights without compromising on sequence length or resolution [12]. - It provides comprehensive multi-modal predictions, enabling scientists to gain a deeper understanding of complex gene regulation processes [13]. - The model can efficiently score mutations, assessing their impact on various molecular characteristics in just one second [14]. - AlphaGenome can directly model splicing sites, which is significant for understanding rare genetic diseases [15]. - It achieves state-of-the-art performance across various genomic prediction benchmarks, outperforming or matching existing models in multiple evaluations [16][18]. Group 3: Applications and Research Directions - AlphaGenome can aid in disease understanding by accurately predicting the effects of gene disruptions, potentially identifying new therapeutic targets [23]. - Its predictions can guide the design of synthetic DNA with specific regulatory functions [24]. - The model accelerates basic research by helping to map key functional elements of the genome [25]. - DeepMind researchers have utilized AlphaGenome to explore mechanisms related to cancer mutations, demonstrating its capability to link non-coding mutations to disease genes [26][27]. Group 4: Limitations and Future Directions - Despite its advancements, AlphaGenome faces challenges in capturing the effects of regulatory elements that are far apart in the genome [32]. - The model has not been specifically designed or validated for individual genome predictions, limiting its application in complex traits or diseases influenced by broader biological processes [32]. - DeepMind is continuously improving the model and collecting feedback to address these limitations [32]. - Currently, the API is open for non-commercial use, focusing on scientific research rather than direct clinical applications [32].

Core Insights - Illumina's 2024 CSR Report emphasizes the company's commitment to making precision health more accessible and promoting sustainability across its operations [2][3][4] Group 1: CSR Strategy and Goals - The company aims to improve human health by unlocking genomic potential, with CSR efforts focused on increasing access to genomic technologies and enhancing health equity for billions globally [4] - Illumina's CSR program is structured around four key areas, demonstrating progress in 2024 [6] Group 2: Achievements in 2024 - Advocacy efforts expanded health care coverage for genomic testing to an additional 100 million people, totaling 1.4 billion lives covered [7] - Achieved an 80% reduction in packaging since 2019, surpassing the 2030 target of 75%, and launched the MiSeq i100 Series with a 35% reduction in climate change impact [7] - 100% of global electricity consumption came from renewable sources for the third consecutive year [7] - Reached 2.1 million STEM learners since 2019 through various educational initiatives [7] Group 3: Community and Employee Engagement - 52% of employees participated in giving and volunteering programs, contributing 91,370 volunteer hours [7] - Maintained a zero net pay gap for six consecutive years [7] Group 4: Sustainability and Governance - Realized a 45% decrease in scopes 1 and 2 emissions from the 2019 baseline [7] - All core facilities participated in third-party audit programs, and the company was recognized in the Dow Jones Best-in-Class World Index for six consecutive years [7][8]

编辑丨王多鱼 排版丨水成文 生物医学研究是增进人类对健康和疾病的理解、推动药物研发以及提升临床护理水平的基础。 然而，在生物医学实验室中，科研人员往往被复杂的实验方案、庞大的数据库、五花八门的分析工具以及不停更新的海量文献所淹没。生物医学研究日益受到这 些重复且分散的工作流程的制约，让科研人员疲于奔命， 严重减缓了科学发现的速度，限制了科学创新。这凸显了科学界对根本性新方法的迫切需求——一种能 够 有效扩展科学专业知识、简化研究工作流程，并充分释放生物医学研究潜力的全新路径。 2025 年 6 月 2 日， 斯坦福大学 黄柯鑫 、 Serena Zhang 、 王瀚宸 、 屈元昊 、 陆荧洲 等研究人员领衔的团队，联合 Genentech、Arc Institute、 加州大学 旧金山分校及 普林斯顿大学等 多个顶尖研究机构，发布了一款 通用生物医学 AI 智能体 —— Biomni ，该智能体能够自主完成横跨遗传学、基因组学、微生物 学、药理学和临床医学等多个生物医学分支领域的复杂研究任务 。 Biomni 的诞生标志着 AI 在生物医学研究中从"工具使用者"向"自主决策者"的跃迁 。通过将分散的科研资源整 ...

Core Insights - Tempus AI (TEM) experienced a 12.5% surge in early June, significantly outperforming the broader market due to positive investor reactions to new product launches [1][9] - The company has established a $200 million partnership with AstraZeneca and Pathos to develop a large oncology-focused foundation model, enhancing its position in AI-driven drug discovery [5][9] - Despite revenue growth, Tempus remains unprofitable, reporting an adjusted EBITDA loss of $16.2 million in Q1 2025, although this is an improvement from the previous year [14][16] Strategic Product Innovation - The xM Liquid Biopsy Assay utilizes whole-genome sequencing and fragmentomics for noninvasive monitoring of immunotherapy responses in advanced cancer patients, providing real-time treatment insights [3] - Tempus One, an AI-powered clinical assistant, has been integrated into major EHR systems, offering real-time, patient-specific insights to enhance clinical decision-making [4] Financial Performance - Year-to-date, TEM stock has increased by 83.8%, outperforming the Medical Info Systems industry and the S&P 500 [7] - The stock is currently trading at a forward 12-month price-to-sales (P/S) ratio of 7.77, which is above the industry average of 6.09, indicating it may be overvalued compared to peers [15][16] Recent Developments - The acquisition of Deep 6 AI enhances Tempus's clinical trial matching and provider analytics capabilities, expanding its provider connectivity to over 4,000 connections [6] - The partnership with AstraZeneca is expected to leverage over 300 petabytes of data, aiming to accelerate AI-driven drug discovery and diagnostics [5]