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Bio-Rad: Switching Costs and Competitive Dynamics in Single-Cell & Digital PCR

Partner Interview
Bio-Rad Laboratories10X GenomicsThermo Fisher ScientificQiagenRocheBrukerBerkeley LightsIlluminaNateraCytivaGuardant HealthSwitching CostsMission Critical Products & Services
Aug 19, 2025

Vitrolife: Genetic Testing Lab Operations

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Vitrolife•SE•Large CapIlluminaThermo Fisher ScientificThe Cooper CompaniesScale EconomiesOEMs w/ Installed Base
Dec 9, 2024

10x Genomics: Visium, NanoString Tech & Future of Single-Cell Analysis

Partner Interview
10X Genomics•US•Large CapIlluminaNanoString
Mar 6, 2023
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Weekly Update: Ashtead & Equipment Rental: A More Resilient Business

Ashtead Group•GB•Large CapUnited RentalsIlluminaWixcomSwitching CostsSerial Acquirer
Jun 16, 2022

Illumina: GRAIL's Clinical Trials

Partner Interview
Illumina•US•Large Cap
Jun 12, 2022

Illumina & Gene Sequencing

Partner Interview
Illumina•US•Large Cap
Sep 4, 2021

Illumina: Grail Acquisition & Early Cancer Detection

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IP Interview
Illumina•US•Large Cap
Nov 19, 2020

Illumina & The Evolution of Next-Generation Sequencing

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Illumina•US•Large CapThermo Fisher ScientificPacific Biosciences of CaliforniaSwitching CostsMission Critical Products & Services
Nov 17, 2020

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