Gene Expression Profiling Markets

Table of Contents

• Introduction and Summary
• Background and Definitions
  • Alternative Splicing; Splice Variant Microarrays
  • Cap Analysis of Gene Expression (CAGE)
  • Comparative Genomic Hybridization (CGH)
  • ChIP-on-chip
  • DNA Microarrays
  • Gene Trapping
  • Methylation, Other Epigenetic Analysis
  • MicroRNA
  • Real-time PCR (RT-PCR)
  • RNAse Protection Assays
  • Serial Analysis of Gene Expression (SAGE)
  • Tissue Arrays / Microarrays
  • Transcript Analysis with Affinity Capture (TRAC)

• Biomarkers
• Pharmacogenetics / Pharmacogenomics
• Cancer Diagnosis, Prognosis, Sub-Classification
  • Breast Cancer
  • Esophageal Cancer
  • Head and Neck Cancer
  • Kidney Cancer
  • Leukemia
  • Lung Cancer
  • Lymphoma
  • Oral Cancer
  • Ovarian Cancer
  • Prostate Cancer
  • Pancreatic Cancer
  • Multiple, General
• Infectious Disease Research
• Diagnostic / Prognostic Technologies and Applications
  • Agendia
    • MammaPrint
  • DakoCytomation
    • Hercep-Test
  • ChondroGene
    • Sentinel Technology
  • Genomic Health
    • Oncotype DX
    • Gleevec, Sprycel
    • Velcade

• Industry Trends
  • Gene Expression Profiling Becoming Established Tool
  • Various Types of Small RNA Gaining Importance
  • Gene Expression Analysis Moves Gradually into Diagnostics
  • Quality Control of RNA Samples Becoming Standard Process
• Technology Trends
  • New Technologies Entering Gene Expression Analysis Market
  • Questions Remain Regarding Housekeeping and Reference Genes
  • Probe Length Still Varying Greatly Between Vendors
  • Amplification Remains Key Aspect of Experiments
  • Sample Preparation Becoming High Priority
• Regulatory Trends
  • March 2004 - Critical Path Initiative
  • March 2005 - “Guidance for Industry - Pharmacogenomic Data Submissions”
  • April 2005 - “Drug-Diagnostic Co-Development Concept Paper”
  • March 2006 - Critical Path Opportunities List
  • November 2006 - “Recommendations for the Generation and Submission of Genomic Data”
  • August 2007 - “Pharmacogenomic Data Submissions - Companion Guidance”

• Research Products
  • Affymetrix
    • Overview
    • Hardware
    • Microarrays
  • Agilent Technologies
    • Overview
    • Hardware
    • Microarrays
  • Applied Biosystems
    • Expression Array System
    • TaqMan Gene Expression Assays
  • Ambion (an Applied Biosystems Business)
    • mirVana miRNA Bioarrays
  • Beckman Coulter
    • GenomeLab GeXP Genetic Analysis System
    • GenomeLab GeXP Rat MultitoxPlex Panel
    • Biomek 3000-ArrayPLEX
  • Bio-Rad
    • Aurum Total RNA Kits
    • BioOdyssey Calligrapher MiniArrayer
    • VersArray ChipWriter Pro
  • Experion Automated Electrophoresis System
    • Experion Automated Electrophoresis System
    • Experion Priming Station, Experion Vortex Station
  • Biosearch Technologies
    • CAL Fluor Dyes, Quasar Dyes, Black Hole Quencher Dyes
  • Combimatrix
    • Overview
    • CustomArray Synthesizer
  • Epicentre Biotechnologies
    • ArrayPure Nano-scale RNA Purification Kit
    • MessageBOOSTER cDNA Synthesis Kit for qPCR
    • TargetAmp aRNA Amplification Kits
  • Exiqon
  • febit
    • Geniom One
  • Illumina
    • DASL Assay Focused Arrays Genome-Wide Expression BeadChips
  • Kreatech Biotechnology
    • miRACULS miRNA Kit
  • Marligen Biotechnologies
    • Multiplex Transcription Factor Assays
  • Panomics
    • QuantiGene 2.0 Reagent System
  • Roche Applied Science
    • LightCycler 480 System
  • Stratagene (Agilent)
    • Stratagene
  • SideStep and SideStep II Products and Kits
• Products - Selected List
  • Next-Generation Sequencers
  • Diagnostic, Prognostic, Theranostic Products
• Software and Services
  • Althea Technologies
    • Inflammation:
    • Cancer:
    • Tox and Specialty:
  • Gene Logic Ocimum
  • Genomatix Software GmbH
    • ChipInspector
    • BiblioSphere Pathway Edition
  • Iconix Biosciences
    • DrugMatrix

• Critical Path Institute
• External RNA Controls Consortium (ERCC)
• MicroArray Quality Control (MAQC) Project
• Minimum Information About a Microarray Experiment (MIAME)
• NIH Roadmap for Medical Research
• Institutional Clinical and Translational Science Awards (CTSA' s) Program (October 2005)
• Toxicogenomics Research Consortium
• Other Experiments to Assess Comparability, Reproducibility
  • Case study #1
  • Case Study #2
  • Case Study #3
  • Case study #4
  • Case Study #5
• Deals

• Historical
  • Affymetrix as Bellwether for Microarray Segment
  • Applied Biosystems as Bellwether for qRT-PCR Segment
• Forecasts
• Assumptions
• Competitive Analysis
• Corporate Profiles
  • Affymetrix
    • Number of Employees
    • Estimated 2006 Gene Expression Revenues
  • Agilent Technologies
    • Number of Employees
    • Estimated 2006 Gene Expression Revenues
    • Estimated 2006 Life Sciences and Chemical Analysis Group Revenues
  • Applied Biosystems
    • Number of Employees
    • Estimated 2006 Gene Expression Revenues
  • Beckman Coulter
    • Number of Employees
    • Estimated 2006 Gene Expression Revenues
  • Combimatrix
    • Number of Employees
    • 2006 Revenues
  • Illumina
    • Number of Employees
    • 2006 Revenues
  • Roche Applied Science
    • Number of Employees
    • Estimated 2006 Gene Expression Revenues

• Challenges
  • Next-Generation Sequencers Create Wild Card
  • Affymetrix Dominance Decreasing But Still Significant
  • Market Complicated by New Gene Expression & Regulation Analysis Products
  • Pharmaceutical Industry Tightening Budgets, Scrutinizing Technologies
  • Regulations for Diagnostics Still Shaking Out
  • RT-PCR Competing Strongly with Microarrays
  • SNP Analysis and Copy Number Variation Easier and Popular
  • Growth Threatened by Industrialization, Commoditization
  • Resistance Towards Diagnostics Using Multiple Markers
  • Data Analysis and Management Still Hindering End-Users
  • Multiplexing Limitations of Real Time Quantitative PCR
  • Longer-Term Prospects Threatened by Proteomics, Metabolomics
• Strategic Recommendations
  • Diversify Into Multiple Aspects, Applications
  • Partner With Market Leaders
  • Provide Software Tools for Comparison Across Platforms, Techniques
  • Investigate Intellectual Property and Licensing Possibilities

• Table 2-1: Areas Using Gene Expression Profiles in Infectious Disease Research

• Table 3-1: Critical Path Opportunities List (March 2006)

• Table 4-1: Selected Gene Expression Analysis Products
• Table 4-2: Selected List of Next-Generation Sequencer Products and Technologies
• Table 4-3: Selected List of Next-Generation Sequencer Products and Technologies
• Table 4-4: Selected List of Software Products Available for the Gene Expression Analysis Market

• Table 5-1: Selected Deals Taking Place in the Gene Expression Analysis Market

• Figure 6-1: Revenues for Microarrays, Instruments, and Reagents (2001- 2007)
• Figure 6-2: Revenues for Microarrays, Instruments, and Reagents with Trendlines (2004- 2007)
• Figure 6-3: Revenues for Real-Time PCR/Applied Genomics (2001-2007)
• Table 6-1: Forcasted Revenues in the Gene Expression Market (2006-2012)
• Figure 6-4: Forecasted Revenues in the Gene Expression Analysis Market (2006-2012)
• Table 6-2: Growth Rates Forecast (2006-2012)
• Figure 6-5: Growth Rates Forecast Chart (2006-2012)
• Table 6-3: Gene Expression Product Revenues Regional Breakdown and Trend 2006
• Figure 6-6: Gene Expression Product Revenues Regional Market Share 2006
• Table 6-4: Regional Shares of Affymetrix' s Overall Revenues (2001-2006)
• Figure 6-7: Trending in the Regional Share of Affymetrix' s Overall Revenues (2001-2006)
• Table 6-5: Estimated Revenues and Market Shares for the Top Vendors in the Gene Expression Analysis
• Figure 6-8: Estimated Market Shares for the Top Vendors in the Gene Expression Analysis Chart