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The Dx Wire.
Liquid biopsy MRD just went from "promising" to "guideline-recommended."

NCCN inclusion is the signal. The rest is execution.

Full breakdown in today's DxWire 👇
open.substack.com/pub/thedxwir...
JPM Day 3: MRD Takes Center Stage
First ctDNA MRD in NCCN guidelines, JPM Day 3 coverage, $4B SBIR (still) frozen
open.substack.com
January 15, 2026 at 4:23 PM
Illumina just unveiled the world's largest functional cell dictionary: 1B cells × 20K genes × CRISPR. Samsung Biologics signals Plant 6 + Bio Campus 3 in 2026. JPM26 is delivering. 👇
open.substack.com/pub/thedxwir...
Illumina's Cell Atlas & Samsung's Cancer Bet Lead JPM
Abbott-Exact merger vote locked in; $21B deal heads to shareholders
open.substack.com
January 14, 2026 at 7:01 PM
open.substack.com/pub/thedxwir...

JPM kicks off, FDA's CDx reclassification clock ticks (14 days left), liquid biopsy snapshot, and $152B IVD market projections👇
JPM Week Kicks Off as CDx Reclassification Clock Ticks
Handshakes at the Westin, deadlines at the FDA.
open.substack.com
January 13, 2026 at 9:24 PM
JPM 2026 kicks off today.

Meanwhile: FDA backlogs loom, MSK drops a 98% accurate brain tumor liquid biopsy, and SAGA data shows 42% of MRD-positive patients missed by standard ctDNA. 👇

open.substack.com/pub/thedxwir...
JPM 2026 Kicks Off as FDA Backlog Concerns Loom
MSK's nanosensor liquid biopsy hits 98% accuracy; SAGA data shows 42% of MRD positives missed by standard ctDNA
open.substack.com
January 12, 2026 at 5:51 PM
Thermo Fisher exploring USD 4B+ diagnostics divestiture…

open.substack.com/pub/thedxwir...
The Great Unbundling (?)
Thermo Fisher weighs $4B diagnostics exit as MRD momentum builds into JPM week
open.substack.com
January 9, 2026 at 12:40 PM
Molecular diagnostics stocks are having a moment.

open.substack.com/pub/thedxwir...
Dx Stocks Rally
Guardant Health and Thermo Fisher hit 52-week high, CDMRP faces 57% budget cut
open.substack.com
January 8, 2026 at 5:02 PM
Ahead of the J.P. Morgan Healthcare Conference, Aktis Oncology (AKTS) could be 2026's first biotech IPO — raising $182M+. More 👇

open.substack.com/pub/thedxwir...
First Biotech IPO of 2026: Aktis Aims for $182M+
Plus FDA softens AI/digital health oversight, OraSure files first molecular STI self-test, and Natera's ALTAIR delivers
open.substack.com
January 7, 2026 at 3:58 PM
Why I'm Building The Dx Wire
open.substack.com/pub/thedxwir...
Why I'm Building The Dx Wire
bioMerieux, BIOSECURE, and the SBIR freeze
open.substack.com
January 7, 2026 at 4:07 AM