10X @ JPM
10X gave their presentation at JPM after posting preliminary full year results.
It was good! I enjoyed Serge’s presentation style and you get the sense that he has a strong understanding of his companies technology and market.
That isn’t always the case, and perhaps doesn’t always need to be the case. But it certainly makes for a more engaging presentation.
During the presentation they highlighted the potential for clinical growth. If there were strong growth opportunities here, this would be a positive sign for 10X. Like Illumina perhaps they could shift toward the majority of their market being clinical.