ASeq Newsletter • 14 implied HN points • 28 Feb 26
- Informal polls on Discord and LinkedIn had low response and are hard to interpret, but they did identify a small group of respondents who actually have purchasing influence.
- Even though Roche's Axelios pricing isn't much better than Illumina's, the product still appears compelling to a subset of potential buyers.
- Using rough assumptions about market size (>2000 instruments) and the poll results, a back‑of‑the‑envelope projection yields about 250 Axelios units in the first year, but that number relies on several optimistic assumptions and substantial uncertainty.