Nanopore and Big Data
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Thesis: We should get into the nanopore market.
who are the players ( Nanopore manufactures )
- Oxford Nanopore Technologies https://nanoporetech.com/
- Illumina , was in an agreement with nanopore and that's been broken off. they are going to do their own thing ( http://www.illumina.com/ )
- http://www.454.com/
Stregnth
- Big data mating
- Margins?
- Sales cycle?
- Training?
- Maintanace / Manged place
- Cloud offering
Weakness
- long lead times , long sales cycles.
- specialized knowledge
Oportunity
- canada does lots of genetic research.
Threat
- quagmired.
- long lead times
- poor margin
- incumbent owns vertical
Home work:
- who ar the clients?
- how long are lead times?
- what do margins look like?
- is there a managed play?
- studio cloud like dedicated DC?
references
blogs:
Thoughts on Oxford Nanopore’s MinION mobile DNA sequencer
news release:
http://newmediacanada.ca/article.php?id_article=10789
http://isis-innovation.com/success-stories/gene-sequencing-oxford-nanopore-technologies/
http://www.theguardian.com/science/2012/feb/17/dna-machine-human-sequencing ( 2012 )
research clues:
