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Illumina (ILMN) investor relations material
Illumina Wolfe Research Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Wolfe Research Healthcare Conference 2025 summary19 Nov, 2025
Strategic direction and leadership
Leadership focused on end-to-end workflow, high-quality insights, and cost efficiency since 2023.
GRAIL divestiture completed, enabling strategic clarity and operational focus.
Targeting high single-digit revenue growth and 500 basis points margin expansion by 2027, excluding China.
Execution is now prioritized over strategy development, with a shift from recovery to growth.
Resilience shown despite policy, funding, and competitive challenges.
Growth drivers and market dynamics
Main growth driver is the transition to the ex platform, with rapid volume growth and pricing normalization.
Multi-omics innovations expected to contribute 1–2% to growth by 2027, with greater impact beyond.
Academic research market expected to remain low single-digit growth unless funding improves.
Pharma segment emerging as a significant contributor, with large-scale sample analysis opportunities.
BioInsight business launched to accelerate pharma partnerships and large-scale sequencing.
Clinical transition and customer segmentation
50% of high-throughput revenue now on the ex platform; research customers mostly converted, clinical lagging.
Clinical customer cohorts: low-volume (remain on 6K), hybrid (old assays on 6K, new on ex), transitioning (exome to genome), and price-driven movers.
First year post-transition sees flat to modest growth, followed by volume-driven acceleration.
New-to-sequencing customers represent additional, uncaptured growth.
Describe clinical X transition customer growth
Illumina's competitive edge vs. integrated rivals?
China's path to growth and timeline for recovery?
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Q4 20256 Feb, 2026
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Eferix Drawings Google Play
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Frequently asked questions
Illumina, Inc., provides sequencing and array-based solutions for genetic and genomic analysis. The company offers products designed for genetic testing and research applications. It also offers gene expression analysis systems for DNA microarray, PCR and RT-PCR assays; genotyping, resequencing, methylation and methylation chip technologies; field portable system for next generation sequencing (NGS) developed by Oxford Nanopore Technologies, plc; semiconductor sequencing devices and bioinformatics software platforms, as well as single molecule real time (SMRTTM)-seq technology.
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