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【出版时间及名称】：2010年3月全球基因工程行业研究报告
【作者】：摩根大通
【文件格式】：pdf
【页数】：33
【目录或简介】：
PacBio readies PB 1000 for mid-year launch; unveils 2014 roadmap. Pacific
Biosciences again had a visible presence at AGBT, capped by a user meeting on
Friday. Earlier in the week, the company announced an early access program for
the PacBio R5 sequencer ($695K ASP), incl. ten systems in North America to the
Baylor College of Medicine, Broad Institute, Cold Spring Harbor, U.S. DOE Joint
Genome Institute and Monsanto, among others. Initial shipments are expected to
begin in 1H10, with early access programs for Europe and Asia later in the year.
Additionally, and somewhat surprisingly (given that it is only launching the initial
platform now), PacBio revealed that it is working on “version 2” SMRT
technology, based on a newly-integrated “detection core” developed with partners
from the semiconductor industry. The system enables higher scale multiplexing
and marks a move away from traditional optical-based detection, which should
enable higher scale multiplexing. Other performance enhancements are expected
to come through enzyme improvements, ordered placement of the ZMVs, and
higher density ZMV arrays (going from 80K to 160K doubles the throughput on a
machine). PacBio is targeting launch of V2 in 2014, with a portfolio of two FDA
approved systems. The system will be a high-throughput platform optimized for
whole human sequence (several-fold coverage) in 15 minutes or less, while the
low throughput system will be a sub-$50K point-of-care instrument with the
footprint of a “small copier”. The high-throughput platform will be targeted to core
labs and genome centers, whereas the low-throughput instrument will be marketed
to clinical labs and physician offices for diagnostic applications.
• Ion Torrent – enter the $50K sequencer. In one of the more anticipated
presentations, Ion Torrent (private) introduced a $50K semiconductor-based
sequencer, capable of <$500 runs. The system relies on pH gradients inherent in
the sequencing cycle, and the platform requires no camera, fluorescence or
enzymes. Although uncertainties remain around the commercialization strategy,
sample prep, informatics (the company has an open architecture approach) and
intellectual property, Ion Torrent could prove partially disruptive on price alone.
The company is also manufacturing in an FDA certified facility, implying that the
clinical markets may be an initial focus. Few details were provided on sample prep,
although reagent costs are expected to be around a dollar per sample, although
given that it appears to be an emulsion-based platform, however, it is unclear
whether Ion Torrent will face the same traditional hurdles as 454 and LIFE. In
terms of performance, the company achieved 99.99% accuracy (consensus Q61)
on early runs, or 10x better than current standards. More recently, Ion Torrent
sequenced a bacterial genome (E. coli) achieving 99.9% accuracy with 12.9x
coverage. We expect initial performance in the range of 100-200 bp reads,
although there is likely room to improve (400-500 bp). That said, it remains
unclear how performance will be at longer reads or whether homopolymers could
pose a challenge (i.e. multiple repeat bases causing a spike in the pH signal outside
the detection range). Finally, on timing, Ion Torrent plans to award two Personal
Genome Machine (PGM) sequencers in April 2010 via an open grant application
process, with initial shipments expected to begin toward year-end.
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