So the Soma kit may do well, but my guess is it will be a lot harder for ILMN to sell proteomics kits than it is for them to sell standard DNA sequencing kits. And, as you’ve said, can they build upon what they’re buying from Soma.

I didn’t say they only sell boxes, but that they struggle selling inexpensive things (even it’s still a box). The exception, of course, are the kits that run on the boxes - those sell really well.

And hopefully ILMN will get better at selling things (like kits) that don't cost $1M+. They don't have a great history at trying to broaden their product portfolio with lower cost products. This may be different enough to break that pattern.

True, they don't need to dominate like they do is sequencing. I just wonder how well SomaLogic will do against Olink. There are LOTS of proteomics platforms out there (which will continue for the foreseeable future), but these two are more "head to head". I'm not sure ILMN picked the best one.

I should have put “win” in quotes. Kinda like a guy saying “Decided I’m too busy to punch you today”. Winning? Also, “wins” have been so infrequent they might have forgotten what they look like. We fear what we don’t understand 🤣

I wish this had been around when I was building/marketing RNA products at Illumina. It wouldn’t have given me a bigger budget, but it would have been something to feel smug about 🤣