Investopedia: Pricing Still A Long-Term Risk, But Illumina Continues To Build A Sequencing Fortress

Between the disruptions created by Thermo Fisher's (NYSE:TMO) acquisition of Life Technologies, Roche (Nasdaq:RHHBY) all but raising the white flag in sequencing, and Oxford Nanopore's ongoing commercialization challenges, Illumina (Nasdaq:ILMN) continues to build on its already considerable lead in the sequencing space. I do maintain my concerns about the company's ability to maintain pricing on a long-term basis, as well as reimbursement pressures in diagnostics, but it's hard to find much fault with a business that can be driven by ongoing sales of high-margin reagents and consumables.

Please read the full article at Investopedia:
http://www.investopedia.com/stock-analysis/081513/pricing-still-longterm-risk-illumina-continues-build-sequencing-fortress-ilmn-tmo-brkr-rhhby.aspx