From the field
Dispatches from the field — before I've had time to be diplomatic about it.
We built a tool that reads how NGS diffused through 98,000 papers, then checked it against our bottom-up model of the $7.3B market. The two agree — and the publications got there first.
Read note →We placed eight precision medicine technologies on the Rogers adoption curve using two signals from the published literature. The hard part was not the math — it was teaching the formula what we already knew. The result is a leading indicator of where the science is heading — usually a few years ahead of the market.
Read note →Only about 175 NGS papers ever reached Nature, Science, or Cell. We read every one. They explain what the diffusion curve measures, why 2008 was the whole story in a single year, and why a collapsing top-journal score says nothing about clinical value.
Read note →We read every Nature, Science, and Cell paper for three sequencing platforms — 859 in all. NGS earned its premium for new methods; single-cell and spatial earned theirs for atlases. The prize migrated from the technique to the map, and the window keeps getting shorter.
Read note →We built a diffusion index across seven precision medicine technologies — NGS, single-cell RNA-seq, spatial transcriptomics, spatial proteomics, long-read sequencing, cfDNA, and multi-omics. The benchmarks reveal a clean taxonomy: two classes of technology, four phases, and one underappreciated signal about where markets are actually heading.
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 →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 →