It seems as if Illumina
Illumina says the move was spurred by resignation and semiretirement of the current managers of its sequencing and arrays divisions, but one has to wonder whether the reorganization was the cause or effect of the personnel loss. In either case, I think it's a good move.
While Rule Breakers pick Affymetrix expands further into selling reagents to laboratories, competing against the likes of Invitrogen
Affymetrix is still ahead of Illumina, since it has 10 partnerships set up for its CLIA-certified laboratory, but it looks like Illumina is clearly putting a greater emphasis on diagnostics. Hopefully it focuses on medical diagnostics and doesn't put too much emphasis on deCODE genetics'
Illumina is presenting at the JPMorgan Healthcare Conference today, so investors may be able to get a better view of its plans by watching the webcast. If you hear them give me credit, be sure to shoot me an email.
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