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The genetic testing industry has moved from ＂instrument com
Popularity：Publication time：1567147557
Through the import of genetic sequencing instruments from international biotechnology giants Illumina and other companies, the field of genetic testing has developed rapidly in the past decade. At the same time as the market scale continues to expand, the industry has also shown the development trend of sequencing instrument upgrade iteration, localization, and sequencing cost reduction. . At present, in the commercialization of genetic testing, non-invasive prenatal testing still occupies an absolute share, and has become the main business of domestic genetic testing leading enterprises.
On August 14, Berry Gene (000710, SZ) CEO Zhou Daixing accepted an interview with the reporter of "Daily Economic News" during the "2019 Xipu Conference". Zhou Daixing said that the current field of genetic testing is shifting from the previous "instrument is king" to looking for market increments from new application scenarios. The background of this trend is that the current commercial scene capacity in the market does not match the development level of the sequencer and sequencing technology. "In the application scenario market, we can see that the total value of the capacity has far exceeded the market capacity of the current sequencer market."
The instrument is no longer a "winning magic weapon"
Zhou Daixing said that Illumina, the world's largest manufacturer of gene sequencing equipment, has mentioned in the global industry conferences in the past two years that sequencing and sequencing technologies have evolved to a stage where costs are no longer an issue. "Illumina can already provide a cost of $100. A human genome-wide test. But they haven't introduced the product yet, because there isn't an application scenario that requires such a large human genome."
"If we compare the current genetic testing industry with the IT industry, then we are in the early 1990s. At that time, the computer chip has developed to a certain extent, and downstream applications are needed to push the industry to the second level. At this time, Microsoft companies came into being. If there is no such software developer, then even if you buy an Apple computer, you just type it." Zhou Xingxing told reporters.
In the course of the development of the past ten years, domestic genetic technology companies mainly exchanged the market and customers through the purchase or subsequent independent research and development of genetic sequencers. For example, in 2010, Huada Gene purchased 128 serializers from Illumina, and its business volume expanded rapidly, becoming the largest genetic testing company in China. At present, the main business of Berry Gene is the sale of genetic testing and related reagents and equipment based on high-throughput sequencing technology.
According to Zhou Xingxing, from 2002 to 2015, sequencing instruments and instrument-related reagents were the most influential segments in the market. During this period, whoever had equipment called "king the king." "But now, when the technology itself has developed to a certain extent, it will form such a situation - research is developing very well, but there are not so many application scenarios in the market to digest these technologies. Building a carrier like Microsoft is Now the second stage needs to be solved."
Currently, NIPT (non-invasive prenatal genetic testing technology) is the largest scenario for gene sequencing technology for commercial use. "Now the industry is more clear about NIPT. It can be predicted that after NIPT, the application of WES (full exome gene detection) in the advanced stage of the tumor or even the early diagnosis of the tumor will gradually emerge. After the scene appears, whatever kind of detection form will do is to obtain the life information of the person's current state and form a database. When the volume of the data is accumulated to a certain extent, the price of the front-end genetic testing service will continue to decrease, and the data will become More meaningful, there will be data companies like Google in the future. It is expected that the total market capacity in the second phase of the industry will definitely exceed the capacity of the current instrument market."
This article is collected by the National Aerospace Science and Technology Network and is for study only. The copyright belongs to the original author!