What it holds
Genomics Value Chain follows the money through the Genomics bill of materials: the parts it takes to build it, and the companies that earn their revenue supplying them. Each company is read from its own reports, so a holding reflects what it actually sells into the theme, not what it says about it.
| Part | What it covers |
|---|---|
| Sample collection and nucleic acid extraction | dna sample collection devices, nucleic acid extraction kits, nucleic acid extraction instruments |
| Library preparation, target enrichment and nucleic acid QC | ngs library prep kits, target enrichment panels, nucleic acid qc instruments |
| Molecular biology enzymes, nucleotides and OEM reagents | molecular biology enzymes, nucleotides modified bases, oem genomic reagents |
| Lab automation, liquid handling and genomics plasticware | liquid handling systems, genomics lab workcells, automated sample storage, genomics plasticware |
| Sequencing instruments | short read sequencers, long read sequencers, nanopore sequencers, sequencer service contracts |
| Sequencing consumables | sequencing flow cells chips, sequencing run reagents |
| PCR, digital PCR, genotyping arrays and Sanger | qpcr dpcr systems, genotyping microarrays, capillary electrophoresis sanger |
| Single-cell and spatial genomics platforms | single cell partitioning platforms, spatial transcriptomics platforms |
| Genomic analysis and informatics software | genomic secondary analysis software, genomic data platforms, clinical variant interpretation software, genomics lims |
| Oncology genomic testing services | tumor comprehensive genomic profiling, liquid biopsy therapy selection, molecular residual disease testing, cancer screening dna tests, oncology companion dx services |
| Reproductive, hereditary, rare-disease and other clinical genomic testing | nipt prenatal testing, carrier newborn screening, hereditary risk testing, rare disease exome genome testing, pharmacogenomic testing, transplant cfdna testing, consumer genomics services |
| Synthetic DNA and oligonucleotides | research oligos primers probes, gene fragments clonal genes, oligo pools dna libraries, oligo synthesis reagents, benchtop dna synthesizers |
| Synthetic biology design and organism engineering services | cell programming foundry services, enzyme strain engineering services |
| Gene editing research tools, models and IP licensing | crispr research reagents, functional genomics screening, engineered cell lines animal models, editing ip licensing |
| Editing delivery and GMP manufacturing | gmp guide rna mrna plasmid, lnp delivery materials, viral vector cdmo editing, electroporation cell engineering systems, edited cell therapy manufacturing |
| Gene editing therapeutics | ex vivo edited cell therapies, in vivo gene editing therapies, base prime epigenetic editing programs, editing program collaboration revenue |
| Research sequencing, genotyping and biorepository services | research sequencing services, research genotyping services, agrigenomics animal genotyping, biorepository services |
| Genomic data licensing and genetics-led drug discovery | genomic real world data licensing, population genomics partnerships, genetics led target discovery |
How it breaks down
- United States68%
- China14%
- Germany4%
- Hong Kong4%
- United Kingdom4%
- Other4%
- Large cap ($10bn to $200bn)36%
- Mid cap ($2bn to $10bn)25%
- Small cap (under $2bn)39%
Shares of the strategy as of the data date.
Largest companies
| Company | Listing | Market value |
|---|---|---|
| Qiagen | QIA.XETRA | $11 billion |
| Illumina | ILMN.XNAS | $44 billion |
| Guardant Health | GH.XNAS | $25 billion |
| Twist Bioscience | TWST.XNAS | $11 billion |
| Natera | NTRA.XNAS | $61 billion |
| Tempus AI | TEM.XNAS | $14 billion |
| SOPHiA GENETICS | SOPH.XNAS | $539 million |
| Da An Gene Co Ltd of Sun Yat-Sen University | 002030.SHE | $1 billion |
| 1548.Hk | 1548.HK | $10 billion |
| Nanjing Vazyme Biotech | 688105.SHG | $1 billion |
| MGI Tech Co. Ltd. A | 688114.SHG | $4 billion |
| Oxford Nanopore Technologies | ONT.LSE | $3 billion |
| Tecan Group AG | TECN.SW | $4 billion |
| Azenta | AZTA.XNAS | $2 billion |
| Myriad Genetics | MYGN.XNAS | $634 million |
Questions
- What is Genomics Value Chain?
- Everything it takes to read, analyse and edit DNA: sample preparation, sequencing, analysis software, testing services, synthetic DNA and gene editing.
- What does Genomics Value Chain hold?
- Listed companies that earn their revenue from the parts it takes to build Genomics: Reading, Analyzing and Editing DNA: Sample collection and nucleic acid extraction, Library preparation, target enrichment and nucleic acid QC, Molecular biology enzymes, nucleotides and OEM reagents, Lab automation, liquid handling and genomics plasticware, Sequencing instruments, Sequencing consumables. 34 companies as of 2026-10-28.
- What is not in Genomics Value Chain?
- Sequencer service contracts: Sequencing instruments, not Sequencing consumables Oncology companion diagnostics: Oncology genomic testing services, not Reproductive, hereditary, rare-disease and other clinical genomic testing; non-oncology companion diagnostics and pharmacogenomic tests: Reproductive, hereditary, rare-disease and other clinical genomic testing, not Oncology genomic testing services Hereditary cancer risk testing: Reproductive, hereditary, rare-disease and other clinical genomic testing, not Oncology genomic testing services
Sources
Every part of the bill of materials is researched from published industry sources, and every company from its own annual reports and exchange data. Nothing is estimated that cannot be sourced.
Industry research: finance.yahoo.com/news/u-molecular-biology-enzymes-reagents- · market.us/report/automated-liquid-handling-technologies-mark · market.us/report/global-bioinformatics-market/ · market.us/report/sequencing-consumables-market/ · media.market.us/automated-nucleic-acid-extraction-systems-ma · media.market.us/global-nucleic-acid-extraction-instruments-r · media.market.us/molecular-biology-enzymes-market-news-2025/ · sg.finance.yahoo.com/news/next-generation-sequencing-library · arizton.com/market-reports/liquid-handling-system-market · fortunebusinessinsights.com/sequencing-consumables-market-11 · globenewswire.com/news-release/2025/04/21/3064731/0/en/Seque · globenewswire.com/news-release/2025/11/17/3189266/0/en/next- · marketresearchfuture.com/reports/bioinformatics-market-2265 · marketresearchfuture.com/reports/molecular-biology-enzyme-ki · marketresearchfuture.com/reports/nucleic-acid-isolation-puri · marketsandmarkets.com/Market-Reports/digital-pcr-market-1741 · marketsandmarkets.com/Market-Reports/liquid-handling-system- · marketsandmarkets.com/Market-Reports/single-cell-analysis-ma · nextmsc.com/report/liquid-handling-system-market-hc3350 · polarismarketresearch.com/industry-analysis/molecular-biolog
What it is not
Where an item could belong to two parts, these rules decide which owns it; items outside every part are not counted.
- Sequencer service contracts: Sequencing instruments, not Sequencing consumables
- Oncology companion diagnostics: Oncology genomic testing services, not Reproductive, hereditary, rare-disease and other clinical genomic testing; non-oncology companion diagnostics and pharmacogenomic tests: Reproductive, hereditary, rare-disease and other clinical genomic testing, not Oncology genomic testing services
- Hereditary cancer risk testing: Reproductive, hereditary, rare-disease and other clinical genomic testing, not Oncology genomic testing services
- Clinical grade guide RNA, mRNA and plasmid: Editing delivery and GMP manufacturing, not Synthetic DNA and oligonucleotides or Molecular biology enzymes, nucleotides and OEM reagents; research grade oligos and guides: Synthetic DNA and oligonucleotides, not Editing delivery and GMP manufacturing
- CRISPR research guide RNAs and Cas protein kits: Gene editing research tools, models and IP licensing, not Synthetic DNA and oligonucleotides; generic oligos, primers and probes: Synthetic DNA and oligonucleotides, not Gene editing research tools, models and IP licensing
- Manufacturing cost and revenue of own or partnered editing therapies: Gene editing therapeutics, not Editing delivery and GMP manufacturing; third-party contract manufacturing fees: Editing delivery and GMP manufacturing, not Gene editing therapeutics
- Single-cell partitioning kits and chips: Single-cell and spatial genomics platforms, not Library preparation, target enrichment and nucleic acid QC or Sequencing consumables; bulk library prep kits: Library preparation, target enrichment and nucleic acid QC, not Single-cell and spatial genomics platforms
- Target enrichment panels: Library preparation, target enrichment and nucleic acid QC, not Synthetic DNA and oligonucleotides; custom oligo pools sold as generic libraries: Synthetic DNA and oligonucleotides, not Library preparation, target enrichment and nucleic acid QC
- Standalone and OEM enzymes and nucleotides: Molecular biology enzymes, nucleotides and OEM reagents, not Sample collection and nucleic acid extraction, Library preparation, target enrichment and nucleic acid QC or Sequencing consumables; finished kits: bucket of the kit's function
- On-instrument run reagents, flow cells and chips: Sequencing consumables, not Library preparation, target enrichment and nucleic acid QC; pre-sequencer library kits: Library preparation, target enrichment and nucleic acid QC, not Sequencing consumables
- PCR plates, tubes and assay consumables: PCR, digital PCR, genotyping arrays and Sanger, not Lab automation, liquid handling and genomics plasticware; generic tips, plates and tubes: Lab automation, liquid handling and genomics plasticware, not PCR, digital PCR, genotyping arrays and Sanger
- Fragment analyzers for library QC: Library preparation, target enrichment and nucleic acid QC, not PCR, digital PCR, genotyping arrays and Sanger; Sanger sequencing capillary instruments: PCR, digital PCR, genotyping arrays and Sanger, not Library preparation, target enrichment and nucleic acid QC
- Storage hardware and freezers: Lab automation, liquid handling and genomics plasticware, not Research sequencing, genotyping and biorepository services; outsourced storage and sample management fees: Research sequencing, genotyping and biorepository services, not Lab automation, liquid handling and genomics plasticware
- Fee-for-service spatial or single-cell data generation: Research sequencing, genotyping and biorepository services, not Single-cell and spatial genomics platforms; platforms and kits: Single-cell and spatial genomics platforms, not Research sequencing, genotyping and biorepository services
- Separately sold software: Genomic analysis and informatics software, not Oncology genomic testing services or Reproductive, hereditary, rare-disease and other clinical genomic testing; software bundled in a billed test price: the test bucket
- Non-clinical research service: Research sequencing, genotyping and biorepository services, not Oncology genomic testing services or Reproductive, hereditary, rare-disease and other clinical genomic testing; patient-billed clinical test: Oncology genomic testing services or Reproductive, hereditary, rare-disease and other clinical genomic testing, not Research sequencing, genotyping and biorepository services
- Data licensing and pharma partnerships: Genomic data licensing and genetics-led drug discovery, not Oncology genomic testing services or Reproductive, hereditary, rare-disease and other clinical genomic testing
- Drug program collaboration, milestone and therapeutic license revenue: Gene editing therapeutics, not Gene editing research tools, models and IP licensing; tool and research-use licensing: Gene editing research tools, models and IP licensing, not Gene editing therapeutics
- Electroporation systems: Editing delivery and GMP manufacturing, not Gene editing research tools, models and IP licensing or Lab automation, liquid handling and genomics plasticware
- Catalog or custom edited cell lines and models: Gene editing research tools, models and IP licensing, not Synthetic biology design and organism engineering services; engineered microbes and enzymes: Synthetic biology design and organism engineering services, not Gene editing research tools, models and IP licensing
Not investment advice. Figures are dated and sourced; ThematIQ does not estimate figures it cannot source.