Table of Contents
ONE: EXECUTIVE SUMMARY
Introduction
Product Introductions, Indications of Price Pressure
Stability in Sequencers Appears to Be Continuing
A Period of Rapid Adoption, But Lower Prices
High Likelihood of Longer-Term Challenges
Growth — But Competitive, Concentrated, and Unpredictable
Background
Scope and Methodology
Applications and Definitions
TWO: TRENDS
Significant Efforts in Automation, Miniaturization
Mergers, Acquisitions, Equity Investments Increasing
Rapid Adoption of Smaller Sequencers Driving Applications
Expected Sequencer Platforms Stalled or Cancelled
Stability Despite Possibility of Disruptive Technologies
Sequencer Unit Sales Continue Momentum
Expanding Clinical Adoption Sustains High Growth
China Becoming Major Player in Market
Distribution Deals Increase as Smaller Companies Enter Market
Regulatory Situation Unclear But Evolving Somewhat
THREE: PRODUCTS
Recent Product Introductions
2016
2015
2014
2013
2012
FOUR: NGS SAMPLE PREPARATION MARKET REVENUES
Revenues Forecast
Revenues by Region
Revenues by Product Type
Illumina Consumables Revenues
FIVE: COMPETITIVE ANALYSIS
Introduction
Relative Stability in Sequencer Platforms
NGS Sample Preparation Market Shares
Smaller Companies Experiencing Mixed Success
SIX: INTELLECTUAL PROPERTY AND LITIGATION
Sequenom, Several NIPT Companies Fighting
Ariosa Diagnostics (Roche) Files Suit against Sequenom
Natera Sues Sequenom; Sequenom Sues Natera
Verinata Health and Stanford File Against Sequenom
Verinata Health Against Ariosa and LabCorp
Illumina Sues Ariosa Diagnostics For NIPT Test
Illumina Sues Premaitha Health for NIPT Test
Illumina Sues Premaitha and Ariosa Partners
Sequenom and Illumina Settle and Pool Patents
Sequenom Petitions Supreme Court
Illumina’s Conflicts With Oxford Nanopore
Enzo Biochem Brings Suit against Numerous Companies
454 (Roche) Sues Ion Torrent (Thermo Fisher)
RainDance Technologies Sues 10X Genomics
10X Genomics’ Dispute with Bio-Rad
Sequenom Shareholder Sues Over Price “Capping”
Class Action Shareholder Lawsuit Filed Against Pacific Biosciences
Helicos’ Patent Infringement Suit against PacBio, Life Technologies, and Illumina
Illumina’s Two Lawsuits against Complete Genomics for Infringement
Life Technologies and Illumina Dispute Over Amplification on Solid Surfaces
Life Technologies Files Infringement Suit against Promega
Enzo Biochem Disputes Sequencing Patents
Azco Biotech Sues Qiagen and Intelligent Bio-Systems
Intelligent Bio-Systems (Qiagen) and Columbia University Sue Illumina for
Infringement
LabCorp’s Esoterix Sues Life Technologies
Genetic Technologies Sues Several Firms for Infringement of Haplotype
Determination Technique
Illumina Sues Life Technologies Over Ion Torrent Systems
Affymetrix Dismisses Suit against Pacific Biosciences and Former Employees
Life Technologies Defeats VisiGen Stakeholders after Arbitration
Catalyst Assets Sues Life Technologies for Infringement
Patent Interference between Life Technologies and Pacific Biosciences
LadaTech Sues Illumina Over DNA Amplification Patent
Illumina Files ‘841 Patent Infringement Suit against Affymetrix
Affymetrix and Illumina Settle Case Over ‘243, ‘432, ‘531, ‘365, and ‘716
Applied Biosystems and Illumina Claims and Counter-Claims Over Sequencingby-
Ligation Both Unsuccessful
SEVEN: DEALS
EIGHT: CORPORATE PROFILES
10X Genomics
Agilent Technologies
- Hoffmann-La Roche AG
Fluidigm
Illumina
New England Biolabs
Oxford Nanopore
Pacific Biosciences
Qiagen
Thermo Fisher Scientific
NINE: CHALLENGES AND STRATEGIC RECOMMENDATIONS
Challenges
Unknown Effects of Closed Systems, Automation, Streamlining
Medical/ Scientific Discoveries Can Reduce Markets
Highly Concentrated Sequencer Market Increases Risks
Dropping Sequencing Costs Create Complex Situations
Sample Preparation Customer Loyalty Lacking
Shortcomings and Pitfalls Require Solutions
Low Barriers Cause Increased Competition Short-Term
Uncertainty and Debate with LDT Regulation and Adoption
Complexity and Difficulty Restrains Broad Adoption
Many Labs Opting for Services over Purchasing Sequencers
Strategic Recommendations
Expanding Market Requires Technical Support
Reduce Bias, Compensate, or Characterize It
Capitalize on Stability While Preparing for Contingencies
Address or Anticipate Price Pressure
Benefit from Partnering or Communicating
Complementary Products, Other Ways to Hedge
Use Services for Visibility and Monetization
Address or Ease Data Analysis Challenges
Anticipate or Position for Global Adoption
LIST OF EXHIBITS
THREE: PRODUCTS
Table 3-1: DNA Extraction, Purification, and Isolation Products
Table 3-2: RNA Extraction, Purification, and Isolation Products
Table 3-3: Panels, Exome Kits, and Other Target Enrichment Products
Table 3-4: DNA Library Construction/ Preparation Products
Table 3-5: RNA-Seq, Transcriptome, and Gene Expression Products
Table 3-6: Small RNA NGS Sample Preparation Products
Table 3-7: ChIP-Seq Products
Table 3-8: Methylation and Other Epigenetics Products
Table 3-9: Single-Cell NGS Products
Table 3-10: Synthetic/ Novel Long Read NGS Technologies/ Products
Table 3-11: Library Quantitation / Quality Control Products
Table 3-12: Shearing and Fragmentation Products
Table 3-13: Fragment/ Size Selection Products
Table 3-14: Automated Systems, Liquid Handlers, Other Hardware
FOUR: NGS SAMPLE PREPARATION MARKET REVENUES
Figure 4-1: Cost of Sequencing a Genome, 1990-2020
Table 4-1: NGS Sample Preparation Revenues and Growth Rate, 2015-2020
Figure 4-2: NGS Sample Preparation Revenues, 2015-2020 ($M)
Figure 4-3: NGS Sample Preparation Growth Rate, 2015-2020 ($M)
Table 4-2: Revenues by Region, 2015 (N. America, Europe, Asia-Pacific, Rest-of- World)
Figure 4-4: Revenues by Region, 2015 (N. America, Europe, Asia-Pacific, Rest-of- World)
Table 4-3: Revenues by Product Type, 2015 (Enrichment, libr prep kits panels, etc.; Automation/ hardware; Nucleic acid extraction; Total)
Figure 4-5: Revenues by General Product Type, 2015 (Enrichment, libr prep kits panels, etc.; Automation/ hardware; Nucleic acid extraction; Total)
Table 4-4: Illumina Quarterly Consumables Revenues (2012-2015) (sequencing consumables, total consumables)
Figure 4-6: Illumina Quarterly Consumables Revenues (2012-2015) (sequencing consumables, total consumables)
Table 4-5: Illumina Annual Consumables Revenues (2012-2015) (sequencing consumables, total consumables, sequencing share)
Table 4-6: Illumina Consumables Growth Rates (2013-2015) (sequencing consumables, total consumables)
Figure 4-7: Illumina 2012 Sequencing Consumables Share (other consumables, sequencing consumables)
Figure 4-8: Illumina 2015 Sequencing Consumables Share (other consumables, sequencing consumables)
FIVE: COMPETITIVE ANALYSIS
Table 5-1: NGS Sample Preparation Leading Company Revenues and Market Shares, 2015
Figure 5-1: NGS Sample Preparation Leading Company Market Shares, 2015
SEVEN: DEALS
Table 7-1: Significant Collaborations in Recent Years (2010-2016)
