From the field
Shorter, more immediate observations from conferences, market moments, conversations, and signals worth naming.
France isn't arguing about whether precision diagnostics matter anymore. The argument now is how to make them reimbursed, routine, and equitable — and that turns out to be a business-model question as much as a clinical one.
Read note →I left Roche Diagnostics Day with one overriding impression: this was not really a product launch event as much as a full diagnostics platform buildout. Roche is assembling the operating system for precision medicine.
Read note →Alamar's IPO is a signal that proteomics is becoming investable again — and that precision medicine is expanding beyond DNA. Genomics told us what could happen. Proteomics may tell us what is happening.
Read note →AI is becoming unavoidable, and diagnostics is having a moment — not in the frothy, hand-wavy sense, but the industry is beginning to recognize that diagnostics are not just a support function for therapeutics. They are increasingly becoming the operating layer for precision medicine.
Read note →AGBT 2026 may not be remembered as the year of one giant announcement. It may be remembered as the year the field looked less like a collection of competing technologies and more like an emerging operating system for biology.
Read note →The UK has the NHS, Genomics England, UK Biobank, strong academic centers, and a policy narrative built around prevention and earlier detection. In other words, it has the raw materials for a precision medicine operating system. The question is whether it can turn those assets into a scalable model for adoption, reimbursement, and patient impact.
Read note →Precision diagnostics had a killer year in 2025. Tools companies are responding, and doing it with strategy, not just enthusiasm. If you're navigating this pivot, we'd be happy to compare notes!
Read note →The downside is increasingly bounded, the upside has multiple paths, and the market has quietly shifted from interesting research technology to embedded infrastructure. Our latest NGS manufacturer market scenarios — and why the risk is now asymmetric.
Read note →Precision medicine has always sounded beautifully simple: the right treatment, for the right patient, at the right time. The next bottleneck is turning complex biology into repeatable infrastructure. The science is hard. The plumbing may be harder.
Read note →For three years, specialty diagnostics was in market purgatory — paying for its COVID-era sugar high with reimbursement skepticism, compressed valuations, and investor fatigue. The Caris IPO is a signal that the market may finally be distinguishing between diagnostics as science projects and diagnostics as scaled clinical infrastructure.
Read note →That may be the real lesson from the trip. Healthcare transformation will not happen through technology alone. It will require vision, infrastructure, coordination, trust, and the willingness to build for decades. The UAE appears serious about that challenge.
Read note →For years, the running joke in diagnostics was that specialty Dx companies could do almost everything except make money. GeneDx is showing what happens when the answer gets bigger, the clinical value gets clearer, and reimbursement starts to catch up.
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