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The Sequencing & Diagnostics — Illumina, IDEXX & the Lab-Instrument Oligopoly · The GLP-1 & Bio Supply Chain — Peptides, Bioprocessing & Diagnostics

IDXX

IDEXX Laboratories
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>60% share of veterinary diagnostics. Classic razor/razor-blade model.

What they do

Sells diagnostic instruments and consumables to veterinary clinics . Over 60% share of the vet diagnostics market. Razor/razor-blade: place instruments at clinics, then sell reagents and test kits for the next decade. Q1 revenue +14%; raised guidance.