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ASeq Newsletter · Aug 3, 2026

Illumina Q2 In-line with JPM?

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Based on their report at JPM in January I speculated that the clinical growth they are seeing will continue to see Illumina grow, despite a decline in research revenue.

Based on their report at JPM in January I speculated that the clinical growth they are seeing will continue to see Illumina grow, despite a decline in research revenue. This seems to be playing out as expected.

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