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thedxwire.bsky.social

@thedxwire.substack.com

The Dx Wire.

20 Followers  |  101 Following  |  13 Posts  |  Joined: 06.01.2026
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Posts by thedxwire.bsky.social (@thedxwire.substack.com)

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84.4% and Counting Earnings week opens with MRD receipts in hand.

Earnings week preview: Danaher tomorrow, then TMO & Roche Wednesday. Plus: 10x Genomics announces CLIA lab plans -spatial biology coming to the clinic. #MolDx #Diagnostics πŸ‘‡
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27.01.2026 16:49 β€” πŸ‘ 0    πŸ” 1    πŸ’¬ 0    πŸ“Œ 0
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CDx Market Heats Up Oncology CDx market projected to $12.84B by 2035 β€’ Danaher, Thermo Fisher, Roche all report this week β€’ FDA comment period closes in 6 days

Oncology CDx market projected to hit $12.84B by 2035 as FDA reclassification proposal gains momentum. Earnings week ahead: Danaher, Thermo Fisher, Roche all report. #MolDx #Diagnostics

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21.01.2026 17:20 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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CDx Market Heats Up Oncology CDx market projected to $12.84B by 2035 β€’ Danaher, Thermo Fisher, Roche all report this week β€’ FDA comment period closes in 6 days

Oncology CDx market projected to hit $12.84B by 2035 as FDA reclassification proposal gains momentum. Earnings week
ahead: Danaher, Thermo Fisher, Roche all report. #MolDx #Diagnostics

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21.01.2026 03:05 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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Leadership Shuffle at NeoGenomics, BLOODPAC Sets MRD Standards Thermo Fisher Asheville closure affects 421 β€’ RNA-seq shows 87% actionable rate in Nature Medicine β€’ SBIR/STTR Jan 30 deadline looms

NeoGenomics hits $727M revenue milestone β€’ FoundationOne CDx approved for entrectinib β€’ Goldman flips Roche to
Neutral ahead of results
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20.01.2026 03:20 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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Natera-NVIDIA Partnership Signals AI-First Future for Precision Dx NeoGenomics RaDaR ST ready for market β€’ Guardant Shield driving 335% volume growth β€’ Thermo Fisher at 52-week hig

Natera taps NVIDIA to train AI foundation models at "unprecedented scale" - 75% faster genomic analysis, 45% faster
model training. The AI-diagnostics convergence is accelerating. #MolDx #PrecisionMedicineπŸ‘‡
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19.01.2026 14:53 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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JPM Day 3: MRD Takes Center Stage First ctDNA MRD in NCCN guidelines, JPM Day 3 coverage, $4B SBIR (still) frozen

Liquid biopsy MRD just went from "promising" to "guideline-recommended."

NCCN inclusion is the signal. The rest is execution.

Full breakdown in today's DxWire πŸ‘‡
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15.01.2026 16:23 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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Illumina's Cell Atlas & Samsung's Cancer Bet Lead JPM Abbott-Exact merger vote locked in; $21B deal heads to shareholders

Illumina just unveiled the world's largest functional cell dictionary: 1B cells Γ— 20K genes Γ— CRISPR. Samsung Biologics signals Plant 6 + Bio Campus 3 in 2026. JPM26 is delivering. πŸ‘‡
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14.01.2026 19:01 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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JPM Week Kicks Off as CDx Reclassification Clock Ticks Handshakes at the Westin, deadlines at the FDA.

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JPM kicks off, FDA's CDx reclassification clock ticks (14 days left), liquid biopsy snapshot, and $152B IVD market projectionsπŸ‘‡

13.01.2026 21:24 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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JPM 2026 Kicks Off as FDA Backlog Concerns Loom MSK's nanosensor liquid biopsy hits 98% accuracy; SAGA data shows 42% of MRD positives missed by standard ctDNA

JPM 2026 kicks off today.

Meanwhile: FDA backlogs loom, MSK drops a 98% accurate brain tumor liquid biopsy, and SAGA data shows 42% of MRD-positive patients missed by standard ctDNA. πŸ‘‡

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12.01.2026 17:51 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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The Great Unbundling (?) Thermo Fisher weighs $4B diagnostics exit as MRD momentum builds into JPM week

Thermo Fisher exploring USD 4B+ diagnostics divestiture…

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09.01.2026 12:40 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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Dx Stocks Rally Guardant Health and Thermo Fisher hit 52-week high, CDMRP faces 57% budget cut

Molecular diagnostics stocks are having a moment.

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08.01.2026 17:02 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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First Biotech IPO of 2026: Aktis Aims for $182M+ Plus FDA softens AI/digital health oversight, OraSure files first molecular STI self-test, and Natera's ALTAIR delivers

Ahead of the J.P. Morgan Healthcare Conference, Aktis Oncology (AKTS) could be 2026's first biotech IPO β€” raising $182M+. More πŸ‘‡

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07.01.2026 15:58 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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Why I'm Building The Dx Wire bioMerieux, BIOSECURE, and the SBIR freeze

Why I'm Building The Dx Wire
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07.01.2026 04:07 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0