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The Company is a developer, manufacturer and marketer of next-generation life-science tools and integrated systems for the analysis of genetic variation and biological function.
Illumina has a technical lead making it the sequencing "Rule Maker" in this industry. The main competitors are Roche/454 and Life Sciences/SOLiD. 454 still has a nice technology and is quite complimentary to the depth of coverage available with Illumina. SOLiD appears to be a dead-end however.There are a few newcomers that may become "Rule Breakers", including PacBio and Ion torrent, but both of these technologies are seeking niches where the overwhelming depth of coverage and read-length offered by Illumina will not get them hammered.Both research and medicine are rapidly becoming dependent on deep sequencing. We are now moving into a time where DNA sequencing is truly as important as a microscope. Illumina has a daunting lead. Even giants can become complacent, and this market has numerous "Davids" looking to pick up some scraps.Until a very long sequence read technology is developed that can reliably produce single reads of over 10,000 bases, it is Illumina's market to loose. The wide-moat is filling....
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