Development trend and investment direction of tumor molecular diagnosis

In 2016, the American Society of Clinical Oncology (ASCO) reported that the challenge of cancer is increasing. It is estimated that the number of cancer patients diagnosed worldwide by 2030 will reach 22 million. The ageing of China's population, combined with air pollution, food hygiene, smoking, and dietary problems, has led to a sharp increase in cancer incidence.

With the development of molecular biology, especially for the greatly improved efficiency of gene sequencing , tumor molecular diagnosis has gradually become an important direction for the development of tumor diagnosis. The American Society of Clinical Oncology (ASCO) annual report looks forward to the development of the next decade, and believes that five directions are the key to future cancer prevention: cancer stem cell research and intervention, faster, cheaper, and more advanced genomics technology , liquid biopsy, nanomedicine, medical IT technology, two of which are related to the molecular diagnosis of tumors, namely genomics and liquid biopsy. Genomics, especially next-generation sequencing technology, and liquid biopsy are now a hot spot in the field of cancer diagnosis and an important direction for future development.

Development trend and investment direction of tumor molecular diagnosis

Gene Sequencing

1. Three-generation sequencing will be the trend of the times, but in the next few years, the mainstream of commercial applications will still be the second-generation sequencing.

Gene sequencing technology Since the development of the first generation of Sanger technology in 1975, the current technology has progressed to the third generation of sequencing technology, and the second generation of gene sequencing technology has become the mainstream of the current market. In the sequencing market, the market growth rate of the second-generation sequencing from 2007 to 2016 is 50%, and it is expected to maintain a growth rate of around 20% for a long time to come.

Three-generation sequencing will be the trend of the future, but it is expected that the second and third generations of gene sequencing will coexist in the next 5-10 years, but the second-generation sequencing will still be the mainstream of commercial applications in the sequencing market. Three-generation sequencing and second-generation sequencing are expected to have significant potential advantages, but the disadvantages also limit the commercial application of three-generation sequencing. Currently, the three major generations of international sequencing companies include Oxford Nanopore and Pacific Bioscience. The mainstream application technologies are nanopore and SMRT. The biggest problem in the third generation sequencing is the error rate, which is 15-40%. This is also the most critical reason for limiting three-generation sequencing.

Development trend and investment direction of tumor molecular diagnosis

Development trend and investment direction of tumor molecular diagnosis

The main application value of the third generation sequencing will be reflected in the direction of liquid biopsy. In liquid biopsy, for ctDNA, due to the very low ctDNA content, the three-generation sequencing technology is highly sensitive and can be monitored below 1 ng. For CTC, three-generation sequencing will hopefully sequence the original DNA directly at the single cell level. Cell lysis was sequenced in situ.

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