Axelios NGS & Oncology Dx Are Focal Points at '26 Diagnostics Investor Day

Research evidence excerpt

Axelios NGS & Oncology Dx Are Focal Points at '26 Diagnostics Investor Day

Target;

Reveals New Duplex Panel Run Mode

At the event, Roche presented the Axelios sequencer as a product opportunity, as the

backbone of their future oncology ecosystem, and as the centerpiece growth driver across

oncology, MRD, and MCED. They discussed integrations with Foundation Medicine (CGP),

SAGA (MRD), Freenome (MCED), and PathAI (AI pathology) to create a full-stack oncology

ecosystem. Roche reiterated the reusable nature of the flowcell chip, detailing it as a CMOS

(Complementary Metal-Oxide-Semiconductor) array with 8M wells currently optimized for 20

reuses. Management presented carryover assessment data to quell concerns about reuse and

stated that Xpandomers are much larger and more delicate than DNA and much more easily

washed away, leading to the low run-to-run contaminant carryover. They also emphasized

the Analysis Module, a third module on top of their Xpandomer Synthesis Instrument and

Sequencing Instrument, which contains a high performance computer that processes

sequencing data in real time such that analyzed data is available shortly after the run is

complete. Roche highlighted that, in addition to the unique speed of the sequencer itself, the

speed of the analysis is also a differentiated aspect of the workflow.

Management stated that they've already held workshops with >100 customers, have received

their first customer orders, and, when asked what would be considered a successful year one

launch (on placements), responded by indicating 100 instruments in the first year. Additionally,

they reiterated that this is version 1 of the instrument and presented a roadmap of multiple

ways the instrument could be improved over a 20-year period to emphasize their long-term