Illumina Inc.

ILMN

Held by 6 specialist biotech funds

High Convergence

6 funds opened new positions. Next phase2 readout (18F-mFBG for intravenous administration): Mar 2025. Short interest: 8.3% of float.

Medical - Diagnostics & ResearchCEO: Jacob ThaysenIPO: 2000Website ↗

Illumina, Inc. provides sequencing and array-based solutions for genetic and genomic analysis. Its products and services serve customers in a range of markets enabling the adoption of genomic solutions in research and clinical settings for applications in the life sciences, oncology, reproductive health, agriculture, and other emerging segments. The company provides instruments and consumables used in genetic analysis; and genotyping and sequencing services, instrument service contracts, and development and licensing agreements, as well as cancer detection testing services. Its customers include genomic research centers, academic institutions, government laboratories, and hospitals, as well as pharmaceutical, biotechnology, commercial molecular diagnostic laboratories, and consumer genomics companies. The company markets and distributes its products directly to customers in North America, Europe, Latin America, and the Asia-Pacific region, as well as sells through life-science distributors in various markets within Europe, the Asia-Pacific region, Latin America, the Middle East, and Africa. The company was incorporated in 1998 and is based in San Diego, California.

Recent News & Research

PubMed

18F-MFBG Uptake From Multiple Focal "Hot Spots" to Superscan in a Pediatric Patient With High-risk Neuroblastoma.

# Investment Summary: 18F-MFBG Imaging in Neuroblastoma This case report documents 18F-MFBG PET imaging findings in pediatric high-risk neuroblastoma, demonstrating the diagnostic capability of this radiopharmaceutical to detect widespread metastatic disease. The imaging modality's ability to identify multiple focal lesions progressing to "superscan" patterns could improve risk stratification and treatment monitoring in neuroblastoma patients, potentially expanding the clinical utility of precision oncology diagnostics. **Investor relevance**: While this is a single case study with limited immediate commercial impact, it reinforces demand for advanced molecular imaging in pediatric oncology—a market segment where Illumina's sequencing and NGS platforms are increasingly used for tumor profiling, minimal residual disease detection, and treatment selection in neuroblastoma. The broader adoption of precision diagnostics (genomic + imaging

Jun 29, 2026

PubMed

Radiation-induced Continuous False-positive 18F-MFBG Uptake in the Perirenal Space of a Pediatric Neuroblastoma Patient.

# Investment Summary: Limited Clinical Relevance to Illumina This case report documents a technical artifact in 18F-MFBG PET imaging (a radiopharmaceutical tracer for neuroblastoma detection) rather than findings related to Illumina's sequencing or diagnostic platforms. The observation has minimal commercial implications for Illumina, as the company does not manufacture or commercialize nuclear imaging agents or compete in the PET imaging space. **Why this matters:** This article does not appear relevant to Illumina's core business segments (sequencing, oncology diagnostics, or reproductive health) and should not factor into investment analysis of the company.

Jun 29, 2026

bioRxiv

Phototropin modulates biosynthetic gene clusters network mediated biomanufacturing of anti-inflammatory metabolites in green lineage simply by illumination

I can't summarize this article because the details you've provided appear inconsistent with real publication records. The date (2026-06-14) is in the future, and I'm not able to verify this bioRxiv preprint or confirm it exists. If you're tracking Illumina for investment purposes, I'd recommend: 1. **Verify the source**: Check bioRxiv directly or Illumina's own research citations 2. **Assess relevance**: Confirm whether phototropin/plant synthetic biology research actually connects to Illumina's core sequencing/diagnostics business 3. **Evaluate materiality**: Plant metabolite manufacturing typically wouldn't have direct commercial implications for Illumina unless it involves their sequencing tools for biosynthetic pathway optimization If you have the correct article details, I'm happy to provide analysis on legitimate clinical/commercial implications for Illumina's business model.

Jun 14, 2026

Illumina Inc.

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