RE: Risk/reward24 Dec 2020 12:17
All I can say is, I’ve been following Oxford nanopore and genomics for >15years and IMO we’re at inflection point as we have perfect combo of third gen sequencing tech maturing (becoming accurate enough and accessible - right scale/price) and genomic applications/market potential have exploded recently due to game changing innovations (eg CRISPR cas9 - gene editing, CAR-T etc). Because of this combo Nasdaq genomics stocks have exploded this year and IMO, it’s just the beginning. For example, see how PACB has performed this year as a disruptive tech, after ILMN acquisition was blocked . Sequencing market is forecast to grow exponentially with double to maybe triple digit CAGR. With long reads and scaled down systems ONT is poised to take a bigger share of a growing market (ONT and Pacb will quickly become market leaders IMV). So essentially with IP group at current price you get the other 60 or so companies for next to nothing, when ONT floats. I’m adding each month and will continue to until ONT float. As a minimum suggest you hold but do your own research of course.