Stephane Budel
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The Signal, in Five Charts

One argument, five charts: how precision-medicine technologies move from scientific novelty to clinical infrastructure — and why that arc decides where value lands in the tools and diagnostics layer. Each chart is a doorway to a deeper analysis; follow the links to go further.

1

The market

The center of gravity has moved

Since 2019 the tools-and-diagnostics market has passed through distinct eras — from NicheOmics toward the emerging ClinOmics, where clinical demand, not research, drives the spend.

NicheOmics

Under the radar

SwabRush

Diagnostics to the rescue

GenomicWinter

The reckoning

LiquidLift

Liquid biopsy leads

MarginOmics

Specialty Dx catches up

ClinOmics

Clinical pull drives tool spend

2019
2020
2021
2022
2023
2024
2025
2026
2027
See the live market scorecard
2

Adoption

Where each technology sits

Eight technologies placed on the Rogers adoption curve every year, read from ~200,000 publications and calibrated against reality. The discovery platforms march the same path; cfDNA and NGS are further along.

Technology060708091011121314151617181920212223242526
NGS
scRNA-seq
Spatial Tx
Long-read
Spatial Proteo
cfDNA
Multi-omics
Hi-Plex M-O
IInnovators
EAEarly Adopters
EMEarly Majority
LMLate Majority
LLaggards
hypothesized commercial window (novelty exhausted, still growing)

“Late Majority” and “Laggards” are Rogers’ terms for a saturated, standard-infrastructure stage — the remaining non-adopters in a now-ubiquitous technology, not a declining or failing one. NGS sits here precisely because it has become routine.

Faded cells = 2026 (partial year, annualized — provisional). Click any cell for detail.

Open the Adoption Index
3

The synthesis

Scientific push vs. clinical pull

Plot scientific momentum against clinical pull and the field sorts itself: cfDNA broke through, NGS became infrastructure, and the six hottest discovery platforms sit in the translation gap — science racing ahead of the clinic.

Bubble size = 2025 publication volume. X = recent publication growth (the adoption model’s median 1/3/5-yr CAGR); the divider is the literature’s ~4%/yr ambient growth. Y = share of 2023–2025 papers in clinical/medical journals (Scimago clinical subject categories), a journal-discipline proxy for clinical translation. Validated against the AI application classifier where available — NGS 42% vs 45%, cfDNA 64% vs 85%, the discovery platforms ~30% vs ~18%: the absolute values differ but the ranking and quadrant placement agree. Dividers are illustrative. This is scholarly translation, not commercial adoption.

Open the Push vs. Pull map
4

Into the clinic

From research tool to clinical infrastructure

NGS is the completed precedent. The share of NGS papers doing clinical and diagnostic work climbed from under 10% to roughly half — the research-to-clinic transition every other platform is now walking.

See where the papers go
5

The payoff

The literature leads the market

The reason any of this matters commercially: the scholarly signal runs a few years ahead of the dollars. By the same clinical share, publications (49%) and NGS manufacturer revenue (~51%) have converged — and the publication curve got there first.

Read the NGS Diffusion Atlas

And in real time

The clinical pipeline

Where clinical pull shows up first: assays entering trials, MRD pushing into solid tumors, ctDNA nearing standard of care, and the population-scale MCED bet. These refresh live from ClinicalTrials.gov.