Illumina
includes Illumina Sequencer
6 statements across 4 episodes · 3 bullish · 0 bearish · 4 people on the record · first statement Apr 30, 2018 by Jorge Conde · said 21 times in 8 episodes since 2017 · across every show →
Mentions by year, the whole family
brought up most by Malinka Walaliyadde (10), Jorge Conde (6), Elliot Hershberg (2), Balaji Srinivasan (2), Gabriel Ott (1)
tap a year for its mentions
2025 4 mentions in 2 episodes 2 per episode
2019 13 mentions in 3 episodes 4 per episode
2018 2 mentions in 2 episodes 1 per episode
2017 2 mentions in 1 episode
Everything said about Illumina, oldest first
Apr 30, 2018
Conde: Bio platforms should target high-end research institutions before expanding down-market
“And you sell to the high end of the market first, right? So what, you know, what we saw with happening with sequencing was that obviously in the very early days when, you know, the throughput of the sequencer It was low, where the cost was very high. The only …”
Jan 2, 2019
Walaliyadde: Genomics splits into sequencing hardware like Intel and clinical applications
“And an easy way to think about genomics is there's a sequencing layer, which is the companies that make the sequencing machines like Illumina, which is like sort of Intel and chips. And then there's the application layer, which are companies that are using thi…”
Jan 2, 2019 positive
Walaliyadde: Illumina expanded into the applications layer via Verinata, Grail, and Helix
“Lumina has started realizing that as well and is itself building applications. They bought a company called Verinata, which is a NIPT company... You know, they have a cancer company called Grail... There's a company called Helix. So they have started participa…”
Jan 2, 2019 neutral
Jan 2, 2019 bullish
Conde: Illumina's sequencing breakthrough was driven by engineering, not biology
“And really what drove that wasn't some fundamental discovery on the biology or the science. What drove that was Illumina was able to apply Three very specific and distinct engineering disciplines and converge them. One was the use of microfluidics, the, just a…”
Nov 14, 2025 positive
Hershberg: Illumina grew next-generation sequencing sales from zero to over $10B
“So at one point Illumina sold exactly zero dot zero dollars of next generation sequencing technology to the industry, right? That turned into over ten billion dollars of sales and, you know, independent large listed companies where their cost of goods sold wer…”