TD Cowen analyst Dan Brennan says Roche (RHHBY) yesterday announced the consumables price for the Xpandomer-based nanopore sequencer, Axelios, at $150 per genome duplex. Expectations had crept down to $100-$130, so this is higher expected, the analyst tells investors in a research note. TD points out that Illumina (ILMN) list price is $200, and with discounts cam get to $150 to $180. The “less aggressive” Roche price is a near-term positive for Illumina, contends the firm.
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