Originally posted by AllSeq
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Brilliant move or sign of desperation on the part of Roche? After sending $60M+ down the drain with IBM they are now back to the big dance, now with (apparently) murky IP situation. ONT has licensed so much IP on the biochemistry side that it is not clear (to me) how Genia works around that. Judging from the patents that are now published, the sensors themselves are interesting but not terribly unique. The guys know their analog design (duh), but without biochemistry they will go nowhere. Maybe this is what Roche is banking on - take the platform and add their own biochemistry.
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Genia seems to be claiming two advantages:Originally posted by BBoy View PostThe guys know their analog design (duh), but without biochemistry they will go nowhere. Maybe this is what Roche is banking on - take the platform and add their own biochemistry.
1) Precise control over the nanopore assembly process, allowing for 'better than Poisson' distribution
2) NanoTag biochemistry (being co-developed with Columbia and Harvard)
Do you not think this biochemistry confers an advantage (or are you saying they don't really 'own' it due to the murky nanopore IP situation)?
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Their hardware, as much as can be judged from their patents and public presentations is elegant. Murky biochem IP is indeed the right way to characterize things. There are multiple startups, universities, and established companies working in this area, some with overlapping IP claims. It will be interesting to sit back and watch the lawyers get paid large amounts of money to argue about trivialities.Originally posted by AllSeq View PostDo you not think this biochemistry confers an advantage (or are you saying they don't really 'own' it due to the murky nanopore IP situation)?
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Still haven't heard anything else about the group working on Starlight.Originally posted by snetmcom View PostI'm curious about this part as well. I wonder if Thermo Fisher dumped any ties with Genia after the Life acquisition?
As for Thermo, my assumption is they still own a portion Genia and will make a bit of money on their investment once the acquisition closes.
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