基因测序-开启生物大数据时代.pdf
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2017 09 14
●
医药
行业深度分析
基因测序：开启生物大数据时代（上）
投资要点
技术为本-二代测序主导市场，Illumina 垄断上游市场：
IlluminaLife
TechnologiesRoche HiSeq
Illumina
Illumina
数据为核-中游服务竞争加剧，先手恒强：1.未来测序数据将成几何数量激增，
分析能力成为中游掣肘。
2.各家争夺数据入口，先手恒强。
应用开花-“基因+”优势刜显，由点到面潜力无限：1.测序成本下降，至下游应
用领域扩大。
2.NIPT 日趋成熟，未来爆点在肿
瘤。.
100
NIPT
3.非临床应用值得期待。
风险提示：
-B
一年行业表现
%
1M
3M
12M
-1.72
-6.25
-18.61
3.63
1.01
-0.75
SAC S0910516020001
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2016-09 2017-01 2017-05 2017-09
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内容目录
一、基因测序：解读遗传密码的颠覆性技术 ...................................................................................................... 4
............................................................................................................................... 4
............................................................................................................................... 5
二、基因测序加速发展，三代技术各有所长 ...................................................................................................... 6
................................................................................................ ........................ 6
.............................................................................................................. 7
...................................................................................................... 8
1 ................................................................................................................... 8
2 ...................................................................................................................... 9
3 ........................................................................................................ 9
.......................................................... 10
1 .................................................................................................................... 10
2 ........................................................................................................................... 11
3 ...................................................................................................... 11
...................................................... 13
三、基因测序的产业链 ..................................................................................................................................... 14
四、上游：Illumina 一家独大 .......................................................................................................................... 15
五、中游：测序服务一片红海，数据分析尚有潜力 .......................................................................................... 17
六、下游：“基因测序+”优势刜显，应用服务遍地开花 .................................................................................... 20
........................................................................... 20
NIPT .............................................................. 22
PGD/PGS NIPT ............ 23
→→→ .................................................. 23
.................................................................................................... 24
七、相关标的 ................................................................................................................................................... 25
八、风险提示 ................................................................................................................................................... 26
图表目录
1DNA ............................................................................................................................... 4
2DNA .......................................................................................................................................... 5
3 ..................................................................................................................... 5
4 ........................................................................................................................................... 6
5 ............................................................................................................................. 6
6 ....................................................................................................................................... 7
7Illumina ................................................................................................ ............... 8
8 ............................................................................................................................. 9
9 ........................................................................................................................... 11
10 ................................................................................................................................ 13
112012-2017 ............................................................................................ 14
12 ............................................................................................................................ 15
132013 ..................................................................................................... 15
142016 ..................................................................................................... 15
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