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Life Science Tools (Gene Sequencing)

Life Science Tools (Gene Sequencing) 산업의 모든 리포트 — 총 1건.

44/100 Watch Illumina Zen Horizon Framework Deep-Dive Research Illumina is the undisputed global leader in next-generation sequencing, with more than 80% share of sequencing data output and more than 90% share in clinical genomic testing. Its razor-razorblade model, selling instruments and locking in proprietary high-margin consumables, still produces roughly 68% non-GAAP gross margin and about $900 million of free cash flow, while the June 2024 GRAIL spin-off makes FY2025 the first clean earnings year. Rating Watch: a high-quality sequencing leader, but the current price leaves too little margin of safety given a true 31-33x valuation, narrowing moat trends, and growth that likely needs until 2027 to restart. IlluminaILMN · 미국Life Science Tools (Gene Sequencing)2026년 6월 7일