Professional
Added to YB: 2025-04-28
Pitch date: 2025-04-12
ILMN [neutral]
Illumina, Inc.
+77.46%
current return
Author Info
No bio for this author
Company Info
Illumina, Inc. provides sequencing- and array-based solutions for genetic and genomic analysis in the Americas, Europe, Greater China, the Asia Pacific, the Middle East, and Africa.
Market Cap
$18.4B
Pitch Price
$76.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.81
P/E
27.05
EV/Sales
4.60
Sector
Life Sciences Tools and Services
Category
value
Patient Capital Management Portfolio Holding: Illumina, Inc.
ILMN (holding update): Blacklisted in China (-7% rev), NIH funding cuts, Roche competition, but headwinds fully discounted. Co lowered guidance, initiated $100M cost savings, maintains 80% market share. Trading at just 16x PE, opportunity to own genomic sequencing leader with AI potential at discount to broader market.
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