之前我被某厂举报过，所以写这类文章特别谨慎。 1. 6 月 30 日：华为开源盘古-7B 稠密模型和 Pangu Pro MoE 72B； 2. 7 月 4 日：GitHub 帐号 @HonestAGI 发布论文，用参数"指纹"法比对，认为 Pangu Pro MoE 与阿里 Qwen-2.5 14B 高度相似，疑似"套壳"； 昨天业内爆出了惊天大瓜一个疑似某厂员工的人进行了爆料，只不过我详细读了下，只根据现有信息量是无法下任何结论的，所以仅仅梳理一些信息，让大 家对事件进行下快速回顾： 3. 7 月 5 日：华为官方发布声明，否认抄袭，称模型"基于昇腾平台独立训练"，并质疑论文方法学； 4. 7 月 6 日凌晨：本次长文爆料者自称盘古四纵成员，详细描述多次"续训套壳"、内部治理失衡及人才流失等情况； 5. 7 月 7 日：多家科技媒体跟进报道，社区继续对模型权重展开对比实测。 是否真实抄袭这个是没办法验证的，他至少缺乏原始训练日志、算力租用凭证、完整 git 历史等更硬核证据。 事实上，这里的是否抄袭我是并不关注的，假定爆料者确实是HW员工，那么我们应该如何看待这份材料呢？又应该如何从管理角度与个人安全角度 ...

Core Insights - Illumina announced the acquisition of SomaLogic for $350 million in cash, aimed at enhancing its position in the growing proteomics market and accelerating its multi-omics strategy for 2024 [1][3] - The acquisition is based on a prior collaboration established in December 2021, focusing on integrating SomaLogic's protein detection technology into Illumina's NGS platform [3][4] - The global proteomics market is projected to grow from $33.6 billion in 2024 to $60.5 billion by 2029, with a compound annual growth rate (CAGR) of 12.4% [9] Company Strategy - Illumina's CEO stated that the acquisition will enhance the value of the NovaSeq X product and unlock greater potential for future advancements [3] - The integration of SomaLogic's technology with Illumina's scalable NGS platform and analysis software is expected to accelerate technological development in proteomics and reduce research time and costs [3] - The company aims to complete the acquisition by mid-2026, pending regulatory approvals, while both companies will continue to operate independently until then [4] Market Context - Illumina holds over 80% of the global gene sequencing market but has faced revenue declines and significant losses, particularly a projected loss of $1.223 billion in 2024 [6] - The company has been impacted by being placed on the "unreliable entity list" in China, affecting its business in the Greater China region [6] - The competitive landscape is intensifying, with rivals like Roche Diagnostics and BGI encroaching on Illumina's market share [6] Industry Trends - The proteomics field is seen as a critical area for future diagnostics and drug development, with the potential to discover new biomarkers and therapeutic targets [7] - Recent acquisitions in the proteomics space, such as Thermo Fisher's $3.1 billion purchase of Olink Holding AB, indicate a growing interest and investment in this sector [10] - Illumina's acquisition of SomaLogic is expected to strengthen its capabilities in the high-growth proteomics market, with profitability anticipated by 2027 [10]

特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 圣 地 亚 哥 2025 年 6 月 23 日 ， I l lumina 宣 布 已 与 Standard BioTool s ( 纳 斯 达 克 股 票 代 码 ： LAB) 签 署 了 一 项 最 终 协 议 ， 根 据 该 协 议 ， I l lumina将收购数据驱动蛋白质组学技术领导者SomaLogic和其他指定资产，收盘时需支付 3.5亿美元的现金 ，但需进行相关调整，加上 高达 7500万美元的短期基于绩效的里程碑和基于绩效的特许权使用费 。 I l lumina 首席执行官Jacob Thay sen表示， "收购SomaLogic将加强I l lumina在不断扩大的蛋白质组学市场的存在，并推动我们在2024 年宣布的多组学战略。 这将增强NovaSeq X产品今天的价值,并在未来解锁更大的功能。I l lumina和SomaLogic已经密切合作了三年多，这 种组合提高了我们为客户服务的能力，并加快了我们实现先进生物标志物检测和疾病分析的技术路线图。 " "我们正在将NGS ...

Combines highly complementary proteomics expertise with Illumina's industry-leading product innovation and global market reachPositions Illumina to achieve growth in a large, expanding marketIllumina and SomaLogic have partnered in proteomics co-development since late 2021SAN DIEGO, June 23, 2025 /PRNewswire/ -- Illumina, Inc. (NASDAQ: ILMN) announced today it has entered into a definitive agreement with Standard BioTools (NASDAQ: LAB) under which Illumina will acquire SomaLogic, a leader in data-driven pro ...

Financial Data and Key Metrics Changes - Q1 2025 revenue was $1,040 million, down 1.4% year over year, with constant currency revenue roughly flat [19][30] - Non-GAAP EPS was $0.97, at the high end of guidance [18][27] - Non-GAAP gross margin increased by 30 basis points year over year to 67.4% [24] - Non-GAAP operating margin was 20.4% in Q1 [27] - Cash flow from operations was $240 million, with free cash flow at $208 million [28] Business Line Data and Key Metrics Changes - Sequencing consumables revenue was $696 million, growing approximately 1% year over year [19] - Sequencing instruments revenue was approximately flat at $109 million [22] - Sequencing service and other revenue decreased by approximately 5% year over year to $142 million [23] Market Data and Key Metrics Changes - Clinical business consumables grew mid-single digits, while research consumables were down in the high mid to high single-digit range [49] - The Greater China region is expected to contribute only $165 million to $185 million in full-year revenue, significantly down from previous levels [30][32] Company Strategy and Development Direction - The company aims for high single-digit revenue growth and 500 basis points margin expansion by 2027, excluding Greater China [8][10] - A $100 million cost reduction program was initiated to address challenges in China and the U.S. funding environment [11][25] - The company is focused on advancing its Multiomics ecosystem and has several new product launches planned for 2025 and 2026 [13][16] Management's Comments on Operating Environment and Future Outlook - Management acknowledged macroeconomic challenges but emphasized the resilience of the business and strong sequencing activity [6][44] - The company is actively engaging with regulatory authorities in China to find long-term solutions [10][32] - Management expressed confidence in the long-term growth trajectory despite current headwinds [9][39] Other Important Information - The company is revising its guidance to reflect geopolitical impacts, particularly in China [29] - The estimated gross cost of tariffs for 2025 is approximately $85 million, impacting margins [34][35] Q&A Session Summary Question: What is the outlook for revenue growth and margins? - Management believes revenue growth will rebound and margins will expand above 25% in the future, with a focus on cost control [41][42] Question: What are the growth rates for clinical and research segments? - Clinical revenue grew mid-single digits, while research revenue is expected to decline in the mid-double digits for the remainder of the year [49][50] Question: How are tariffs affecting demand? - No significant change in customer behavior was observed in Q1 due to tariffs, but future impacts are anticipated [66][68] Question: What is the impact of China on future revenue? - The company expects continued revenue decline from China, with proactive measures in place to mitigate risks [96]