Between the disruptions created by Thermo Fisher's (NYSE:TMO) acquisition of Life Technologies, Roche (Nasdaq:RHHBY) all but raising the white flag in sequencing, and Oxford Nanopore's ongoing commercialization challenges, Illumina (Nasdaq:ILMN)
continues to build on its already considerable lead in the sequencing
space. I do maintain my concerns about the company's ability to maintain
pricing on a long-term basis, as well as reimbursement pressures in
diagnostics, but it's hard to find much fault with a business that can
be driven by ongoing sales of high-margin reagents and consumables.
Please read the full article at Investopedia:
http://www.investopedia.com/stock-analysis/081513/pricing-still-longterm-risk-illumina-continues-build-sequencing-fortress-ilmn-tmo-brkr-rhhby.aspx
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