An economically rational PacBio would declare some broad and friendly IP licensing terms for defined spaces - e.g. X% royalty and non-indemnified access to all IP for any instrument with <N ZMW or <M clusters. PacBio might also offer OEM reagents in bulk
Of course, such a company would become a bolt-on acquisition candidate for a recovered PacBio (or vice versa)
I'd be excited to see what would happen in that scenario.
Given the PacBio process appears to be all standard CMOS, we should hopefully see a broader ecosystem of ZMW chips "one day" (at latest when IP expires). That prospect is pretty exciting! (as is the broader availability of protein nanopore platforms that seems likely to appear).
An economically rational PacBio would declare some broad and friendly IP licensing terms for defined spaces - e.g. X% royalty and non-indemnified access to all IP for any instrument with <N ZMW or <M clusters. PacBio might also offer OEM reagents in bulk
Of course, such a company would become a bolt-on acquisition candidate for a recovered PacBio (or vice versa)
I'd be excited to see what would happen in that scenario.
Given the PacBio process appears to be all standard CMOS, we should hopefully see a broader ecosystem of ZMW chips "one day" (at latest when IP expires). That prospect is pretty exciting! (as is the broader availability of protein nanopore platforms that seems likely to appear).