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Albert Vilella, PhD. @albertvilella.bsky.social · 05/10/2026

All 3 NGS stocks, Illumina $ILMN, Oxford Nanopore $ONT, and PacBio $PACB have risen since the news by Moderna that their mRNA-based personalized cancer vaccine program got great results in a recent clinical study (19th August 2026).

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Albert Vilella, PhD. @albertvilella.bsky.social · 05/10/2026

unless forced to sell through a takeover process or another major value-inflection event. Learn more at albertvilella.substack.com

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Albert Vilella, PhD. @albertvilella.bsky.social · 05/10/2026

The stock reached GBX237 last week, now closer to the IP Group strike price at c. GBX218. My estimate is that their next tranche of partial realisation would be at GBX250-275, and that they would continue holding a significant amount even if above GBX300,

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Albert Vilella, PhD. @albertvilella.bsky.social · 05/10/2026

IP Group, one of the big holders of Oxford Nanopore (ONT) stock, has now unloaded 10M shares for about £21M (approx. share price GBX210). They still retain about 70.7M shares, which would be valued at around £151.5M at that price.

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Albert Vilella, PhD. @albertvilella.bsky.social · 05/10/2026

@aixbiobot.bsky.social Is this account still working? I enjoyed using the posts here, any alternatives?

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Albert Vilella, PhD. @albertvilella.bsky.social · 25/09/2026

Steve Eisman (played by S. Carell in the Big Short)

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Albert Vilella, PhD. @albertvilella.bsky.social · 11/09/2026

Interesting new AI stock modelling account @hadestock.bsky.social . Does it reply every time I mention a stock? Let's start with Illumina $ILMN

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Albert Vilella, PhD. @albertvilella.bsky.social · 10/09/2026

Protein: Same-cell protein profiling across any RNA plex. This is more complex than RNA, because a specific antibody or similar affinity reagent has to be created, so it takes time to produce these panels.

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Albert Vilella, PhD. @albertvilella.bsky.social · 10/09/2026

Targeted Mutation Profiling: sequence variants directly from RNA with spatial context. This is equivalent to what Element Bio @elembio.bsky.social is doing with DISS (Direct in-sample Sequencing).

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Albert Vilella, PhD. @albertvilella.bsky.social · 10/09/2026

Select RNA: application-specific panels, rather than the default WT.

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Albert Vilella, PhD. @albertvilella.bsky.social · 10/09/2026

Workflow automation: people are requesting to make the preparation of the slides before loading onto Atera easier.

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Albert Vilella, PhD. @albertvilella.bsky.social · 10/09/2026

Software: advanced cell segmentation, multi-sample analysis, and multi-user collaboration.

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Albert Vilella, PhD. @albertvilella.bsky.social · 10/09/2026

Species-specific WT panels: even though Atera started with human, TXG now working on Whole Transcriptome panels for other species for Atera.

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Albert Vilella, PhD. @albertvilella.bsky.social · 10/09/2026

Webinar by 10X Genomics $TXG on Atera roadmap

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Albert Vilella, PhD. @albertvilella.bsky.social · 08/09/2026

- Screen 1440 drug compounds (1000s cell per compound) - Study 120K gene perturbations (1m* cells per flow cell / 4000 guide RNAs per flow cell / 250 cells per guide) - Profile 100+M PBMC cells (1-well configuration / 4-5M PBMCs per flow cell)

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Albert Vilella, PhD. @albertvilella.bsky.social · 08/09/2026

More information about the capabilities of @elembio.bsky.social Multiomics platform. One can now perform any combination of the following running an AVITI24 instrument during one moth at 75% capacity:

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Albert Vilella, PhD. @albertvilella.bsky.social · 02/09/2026

Follow me on substack albertvilella.substack.com

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Albert Vilella, PhD. @albertvilella.bsky.social · 02/09/2026

Commoditizing the $ per million tokens at a fast pace

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Albert Vilella, PhD. @albertvilella.bsky.social · 01/09/2026

Time of reckoning for Nautilus Bio and Parse Bio (now part of Qiagen), and other NGS and Multiomics news albertvilella.substack.com/p/time-of-re...

albertvilella.substack.com

Time of reckoning for Nautilus Bio and Parse (Qiagen)

And other news in NGS and Multiomics

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Albert Vilella, PhD. @albertvilella.bsky.social · 31/08/2026

Open weight models narrowing the gap against frontier models

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Albert Vilella, PhD. @albertvilella.bsky.social · 30/08/2026

Mac studio M5 ultra is the latest arrival

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Albert Vilella, PhD. @albertvilella.bsky.social · 30/08/2026

Compute acceleration data transfer speeds

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Albert Vilella, PhD. @albertvilella.bsky.social · 29/08/2026

Memory vs speed in modern accelerated compute

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Albert Vilella, PhD. @albertvilella.bsky.social · 28/08/2026

#Linux #kernel input new code per release has quadrupled since the new AI/LLM era

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Albert Vilella, PhD. @albertvilella.bsky.social · 27/08/2026

Example below: github.com/Shoaib-CS/Ad... Intuitively, it makes sense to me... but will it make a difference out there in tools like the ones @lh3lh3.bsky.social and others are maintaining and improving?

github.com

GitHub - Shoaib-CS/Adaptive-Banding-Needleman-Wunsch-PLM

Contribute to Shoaib-CS/Adaptive-Banding-Needleman-Wunsch-PLM development by creating an account on GitHub.

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Albert Vilella, PhD. @albertvilella.bsky.social · 27/08/2026

Something that I thought was bound to happen is starting to be published in preprints like the one below: using Language Models, either protein or DNA, to aide with the sequence alignment of query sequences.

github.com

GitHub - Shoaib-CS/Adaptive-Banding-Needleman-Wunsch-PLM

Contribute to Shoaib-CS/Adaptive-Banding-Needleman-Wunsch-PLM development by creating an account on GitHub.

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Albert Vilella, PhD. @albertvilella.bsky.social · 20/08/2026

The stock is up GBX160, could this be acquisition rumours leaking out?

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Albert Vilella, PhD. @albertvilella.bsky.social · 20/08/2026

A fresh post on Oxford @nanoporetech.com and their prospects in non-research segments. There is always a free section of the post with most of the factual information free for all, including non-subscribers to my Substack. The ONT stock reached GBX150 this morning in UK trading.

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Albert Vilella, PhD. @albertvilella.bsky.social · 20/08/2026

A bump in the #Biotech stocks in recent trading sessions, lifting the likes of Oxford @nanoporetech.com , partly also due to good news by #Moderna on their recent Phase 3 melanoma trial. albertvilella.substack.com/p/oxford-nan...

albertvilella.substack.com

Oxford Nanopore outlines plan to grow into non-research segments

Biotech is given an AI-bump in recent trading sessions

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Albert Vilella, PhD. @albertvilella.bsky.social · 19/08/2026

News in #NGS and #Multiomics for the first half of the not-so-sleepy month of August 2026 albertvilella.substack.com/p/ngs-and-mu...

albertvilella.substack.com

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Albert Vilella, PhD. @albertvilella.bsky.social · 17/08/2026

I had firsthand exposure to the data coming out of Epinoma's EpiAmp technology, which can amplify cfDNA molecules whilst preserving the 5mC methylation marks, and wrote a post with the findings and what it means for Early Cancer detection assays. albertvilella.substack.com/p/methylatio...

albertvilella.substack.com

Methylation liquid biopsy reaches a new level of sensitivity with Epinoma's EpiAmp technology

Overcoming the limitations of blood-based cfDNA Liquid Biopsy with EpiAmp

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Albert Vilella, PhD. @albertvilella.bsky.social · 14/08/2026

Lots of chatter about a possible M&A move in the #NGS #LongReads companies, either Oxford @nanoporetech.com or PacBio $PACB @pacbio.bsky.social or both. There are a few other long-reads companies out there, but not nearly as established.

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Albert Vilella, PhD. @albertvilella.bsky.social · 11/08/2026

There is so much frothiness at the early stages of #biotech, that the inevitable boom-and-bust cycle will prune out the lower tier of contenders, and only the best handful will survive to make it big. The #Loxbridge #Triangle is a small subset of the US West Coast mindset, but more brain than money.

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Albert Vilella, PhD. @albertvilella.bsky.social · 11/08/2026

France with #Mistral is an outlier here: same conservative mentality as Germany, success story that could gain traction if the #SovereignAI movements inject some motivation into it.

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Albert Vilella, PhD. @albertvilella.bsky.social · 11/08/2026

Outside of the Biotech environment, #AI is obviously one very striking example of such #GoldRush to a new field: the US West Coast is king, China following behind, the Loxbridge triangle has good success stories such as #DeepMind (now reorg'ed) and similar. Germany, not much headlines material.

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Albert Vilella, PhD. @albertvilella.bsky.social · 11/08/2026

One way of seeing it is that given a new-fangled #biotech recent trend, the US West Coast and Loxbridge will jump to the opportunity and see if they can move the needle early on. Germany being more conservative, waits until the practical application is settled, and applies it in health care.

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