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  "documentTitle": "Berkeley Lights (BLI)",
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      "text": "BLI will soon get disrupted by tools with same capabilities but “at throughputs of millions of cells with a couple of hours.”",
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      "text": "BLI screening is limited to hundreds to a few thousand cells, while an immune system may have many billions",
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      "text": "Lack of throughput limits the TAM; BLI will get disrupted by competitors with same capabilities at radically higher throughputs",
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      "text": "Handles too few cells at a time to be ever be viable for manufacturing; just an R&D tool",
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      "text": "By limiting screening to a handful of cells at a time – compared to an immune system that has billions – ex-employees indicated that BLI’s tool is too slow to ever be viable for manufacturing cell therapies, making it at best an esoteric tool for occasional R&D use: “it’s not compatible with manufacturing”; “why I think the market is limited”; BLI will soon get disrupted by tools with same capabilities but “at throughputs of millions of cells with a couple of hours.”",
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      "text": "“it’s not something that you can apply to a manufacturing process because you can get out in the order of thousands of cells, but obviously, you cannot get enough of those out for a therapy product. Even the application of growing the cells and expanding them will always be something but then used for an R&D need; it’s not compatible with manufacturing.” -Former BLI scientist",
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      "text": "“The aim of these technologies that are going after this immune cell screening space is to find out what are the interesting molecules in our immune system that we could subvert to become drugs? I’m really bullish on the single-cell space generally. I think there’s a huge amount of growth there, but the problem is that with the work that Berkeley Lights is doing, I mean, an immune system has billions and billions of unique cells, and so you want to screen as many of them as possible to figure out what they do and what their genotype is, but the technology is limiting to screening a few hundred to a few thousand cells, and to capturing out maybe a couple of hundred of those.” -Former BLI executive",
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      "text": "“That’s basically the nutshell of the reason why I think the market is limited for Berkeley Lights specifically because I believe that there will be technologies that come through the pipe that are able to have the same functionality as their system but at a much, much higher throughput. And once you start talking about screening tens, hundreds of thousands of cells, even millions of cells, that’s where researchers and drug developers really want to be. They want to be able to screen as much of the immune repertoire as possible. I’d say, give it three/four years, technologies will start to come through which are doing the same thing but at throughputs of millions of cells within a couple of hours, and that, I believe, will take their market.” -Former BLI executive",
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      "text": "“That’s basically the nutshell of the reason why I think the market is limited for Berkeley Lights specifically because I believe that there will be technologies that come through the pipe that are able to have the same functionality as their system but at a much, much higher throughput.” — Former BLI executive; “it’s not something that you can apply to a manufacturing process because you can get out in the order of thousands of cells, but obviously, you cannot get enough of those out for a therapy product. Even the application of growing the cells and expanding them will always be something but then used for an R&D need; it’s not compatible with manufacturing.” — Former BLI scientist; “the problem is that with the work that Berkeley Lights is doing, I mean, an immune system has billions and billions of unique cells, and so you want to screen as many of them as possible to figure out what they do and what their genotype is, but the technology is limiting to screening a few hundred to a few thousand cells, and to capturing out maybe a couple of hundred of those.” — Former BLI executive",
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      "text": "Source: Scorpion Capital consultation calls with experts",
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      "text": "Part 2) Former BLI employees/executives: Machine’s throughput limitations dooms its TAM and commercial relevance",
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