From the field
Shorter, more immediate observations from conferences, market moments, conversations, and signals worth naming.
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 →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 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 →