Company Overview - Illumina, Inc. (ILMN) has entered into a definitive agreement to acquire SomaLogic for $350 million in cash, with potential additional payments of up to $75 million based on performance milestones and royalties [1][9] - The acquisition aims to enhance Illumina's position in the growing proteomics market and support its multiomics strategy announced last year, with the deal expected to close in the first half of 2026 [2][9] Financial Performance - Illumina currently has a market capitalization of $14.49 billion and an earnings yield of 4.6%, significantly higher than the industry's -27.7% yield [4] - The company has consistently beaten earnings estimates, achieving an average earnings beat of 56.4% over the past four quarters [4] Strategic Importance of Acquisition - The acquisition builds on a previous co-development agreement with SomaLogic, which focuses on integrating the SomaScan Proteomics Assay into Illumina's high-throughput next-generation sequencing platforms [5] - SomaLogic's technology is recognized for its scalability and reproducibility, allowing researchers to gain significant insights with high sensitivity and throughput [5] Market Prospects - The global proteomics market is projected to reach $41.65 billion by 2025, growing at a compound annual growth rate (CAGR) of 14.9% by 2034, driven by ongoing R&D and the demand for personalized medicine [11] - Illumina expects the SomaLogic business to become profitable by 2027, with strong non-GAAP margin potential aligning with Illumina's margins by 2028 [9][10] Stock Performance - Following the acquisition announcement, ILMN shares increased by 2.9%, closing at $93.23, and have risen 14% over the past month compared to the industry's 2.5% growth [3][13]

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 ...

Up To $425 Million In Total Proceeds Inclusive of Near-term Milestone Payments; $350 Million In Upfront Cash Retains Strategic Upside with Illumina Protein Prep Royalty Stream and Rights to Single SOMAmer Reagent Business Simplifies Operating Structure and Enables Achievement of Adjusted EBITDA Break-Even Cash & Cash Equivalents of At Least $550 Million Expected at Close to Fuel Inorganic Growth Strategy and Drive Long-Term Value Creation SOUTH SAN FRANCISCO, Calif., June 23, 2025 (GLOBE NEWSWIRE) -- Stan ...

Featuring top researchers and industry experts using high-throughput proteomics to drive breakthroughs in population health, translational research and clinical developmentSOUTH SAN FRANCISCO, Calif., May 30, 2025 (GLOBE NEWSWIRE) -- Standard BioTools Inc. (NASDAQ: LAB) today announced the launch of its inaugural Proteomics Roundtable Series – a program of virtual events designed to spark conversation about the rapidly evolving field of proteomics. The series will spotlight thought leaders and industry expe ...

Standard BioTools (LAB) Q1 2025 Earnings Call May 06, 2025 04:30 PM ET Company Participants ​John Graziano - Vice President of Investor RelationsMichael Egholm - President & CEOAlex Kim - CFOPaul Knight - Managing Director Conference Call Participants Kyle Boucher - AnalystMatthew Stanton - Analyst Operator Please note this event is being recorded. I would now like to turn the conference over to John Graziano, Vice President of Investor Relations. Please go ahead. ​John Graziano Thank you, operator, and goo ...

Standard BioTools (LAB) Q1 2025 Earnings Call May 06, 2025 04:30 PM ET Speaker0 Please note this event is being recorded. I would now like to turn the conference over to John Graziano, Vice President of Investor Relations. Please go ahead. Speaker1 Thank you, operator, and good afternoon, everyone. Welcome to the Standard Bio Tools First Quarter twenty twenty five Earnings Conference Call. Leading the call today is Michael Egholm, President and Chief Executive Officer and Alex Kim, Chief Financial Officer. ...

Setting Standards Empowering Research Building Shareholder Value First Quarter 2025 Financial Results May 6th 2025 Legal Information Forward-looking statements This presentation contains forward-looking statements that are subject to risks, uncertainties and other factors that could cause actual results to differ materially from those referred to in the forward-looking statements. All statements other than statements of historical fact (including statements containing the words "believes," "plans," "anticip ...

SOUTH SAN FRANCISCO, Calif., May 06, 2025 (GLOBE NEWSWIRE) -- Standard BioTools Inc. (NASDAQ: LAB) (the "Company" or "Standard BioTools") today announced financial results for the first quarter ended March 31, 2025. Recent Highlights: "Standard BioTools delivered a solid first quarter in line with our expectations, reflecting focused execution in a challenging Life Sciences macro backdrop," said Michael Egholm, PhD, President and Chief Executive Officer of Standard BioTools. "We remain grounded and discipli ...