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The Cynical Scribe's Guide to the Top Twenty Suppliers of NGS Labs - ESHG 2023 Edition

Looking for granular and up-to-date intelligence on global NGS markets? Please contact [email protected] for a Zoom tour of our research.
Horizontales
We're #13. We wrote the final chapter of the saddest acquisition story in the history of the NGS business. Invitae paid $1.4b for ArcherDx in 2020, then sold Archer to us for $48m last year.
We're #20. We're Merck of Darmstadt's libraries business.
We're #19. Our revenues were up 63% in 2022 while our share price was down 47% last year. Ours is the Rodney Dangerfield of NGS stocks - we get no respect.
We're #3. We fell in love with Lasergen in 2016, but that romance went cold. "Hey Singular, Ultima, Element - looking for a date?"
We're #4. Between 2017 and 2021 our sales growth was faster than Mbappé. Then in 2022 our sales growth limped in at 5% and our stock price took a 72% dive.
We may be a modest #8 in the NGS pond, but we're still the biggest whale in the pharma/diagnostic ocean. Expect us to acquire either ONT, PacBio, Ultima, or Element.
We're #5. While we were waiting for Illumina's patents to expire we sold a lot of lab automation products in Europe and desktop sequencers in Asia. Now we're Illumina's most experienced challenger. Hey Singular, Ultima, Element - you should see our scar tissue...you'll get plenty, too.
We're #7. How small are our sequencers? So small that we couldn't even squeeze Trump's heart into one.
We're #10, and the only private company on this page.
We're #2. Our sequencers mostly do fast oncology panels. We sell libraries, amplification, and liquid handling too.
Verticales
We're #6. Our bioinformatics revenues are second only to Illumina's. We sell libraries, amplification, and liquid handling systems too.
We're #15, the Swedish NGS team that doubled NGS kit sales during 2022.
We're #17 - the Swiss liquid handling and libraries team.
We're #16. We recently changed our name to Revvity, an amalgam of "revolutionize" and "vita." It sounds nice but the double-v is painful to look at.
We're #14. We're still #1 in digital PCR; we sell libraries and controls too. Did you know that our stake in Sartorius is now worth more than $8b (14 years' profits)?
We're #12. In the halls of Agilent, our CEO is Voldemort - she who must not be named.
We're #1. We have a kingdom to defend...the barbarians are at the gates...no rest for the weary.
We're #9. If we could magically turn our 2015-2022 stock chart into a roller coaster and sell it to Tivoli, we could make more money than we ever will selling long reads.
We're #11. Danaher's NGS money comes from three subsidiaries. We earn the most of the three.
We're #18 - the Swiss bioinformatics team.