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【技术产业】基因芯片市场龙虎争霸： Illumina和
作为生物芯片的领先制造者，Affymetrix在1992年生产了世界上第一块的生物芯片，创造了生物学和计算机等学科的惊人交叉，是目前世界上最有影响、最具领导力的基因芯片开发制造商, 同时在遗传信息获得、分析、管理系统方面，也处于领先地位。
Affymetrix开发了拥有国际专利的寡聚核苷酸原位光刻合成技术，在高密度芯片领域形成了国际垄断，是目前全球唯一一家拥有成熟的商品化高密度芯片的公司。1998年生产出带有13.5万个DNA探针的芯片，目前与惠普公司联合研制每张芯片高达40万种探针的高密度芯片。Affymetrix公司的芯片加工工艺易于批量生产，只要知道了一种基因的基本结构，就可以制造出可以从任何基因的DNA探针。目前已经用于人，小鼠，酵母等多种芯片。
Illumina，则是相当年轻的公司，青出于蓝而胜于蓝，外界公认其非常具有潜力，实力直逼业内老大Affymetrix，其最大的特色就在于它DNA芯片密度之高无人能出其右；究竟密度能有多高？Illumina将DNA片段放在一个个非常细微的小珠珠上（beads），而芯片上则设计一个个只能放一个小珠的凹槽。 靠着制作简单、芯片面积又小的技术，Illumina足以和Affymetrix抗衡，因为论价格，肯定比Affymetrix便宜多了，这也是外界看好的理由。
Out of the Gate: Illumina and Affymetrix
Associated Press 01.10.08, 10:16 AM ET
NEW YORK -
Shares of gene-testing system maker Illumina Inc. jumped Thursday, while shares of rival Affymetrix Inc. fell, after Illumina agreed to pay Affymetrix $90 million, ending a series of patent lawsuits between the two companies.
Affymetrix (nasdaq: AFFX - news - people ) was suing Illumina (nasdaq: ILMN - news - people ) in the U.S., U.K. and Germany, alleging that Illumina's scanners, software and others products violated its patents. A Delaware jury ruled in Affymetrix's favor in October, awarding the company $16.7 million for five counts of patent infringement.
Affymetrix filed several new patent claims in October. All the suits have been dismissed with prejudice in return for the one-time payment, in which Illumina acknowledges no liability.
Illumina stock climbed $12.70, or 21 percent, to $73.15, and reached an all-time high of $75.20. Shares of Affymetrix fell $2.87, or 12 percent, to $20.89.
Un Kwon-Casado of Pacific Growth Equities said in a note that she expected Affymetrix investors to be disappointed with the settlement, as the company will not receive royalties on sales of any Illumina products. She estimated the suit would be worth more than $400 million for Affymetrix, including royalties.
Kwon-Casado decreased her price target on Affymetrix to $20 from $26, and raised her target on Illumina stock to $76 per share from $69. [标签:content1][标签:content2]
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作者:admin@医学,生命科学 2011-09-01 17:15
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