What Illumina (ILMN)'s MyOme AI Genomics Partnership Means For Shareholders

• In December 2025, MyOme announced a collaboration and investment from Illumina to support its Proactive Health Trial, which will test whole-genome sequencing combined with AI-integrated risk models across common, chronic, and rare diseases, with enrollment expected to start in 2026.
• This partnership links Illumina’s population-scale sequencing capabilities with MyOme’s AI-driven risk assessment tools, highlighting a push toward earlier, more personalized interventions that aim to cut a very large share of the roughly US$5.00 trillion the U.S. spends annually on healthcare.
• We’ll now examine how Illumina’s backing of MyOme’s AI-enabled whole-genome risk models could reshape its investment narrative and long-term growth drivers.

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Illumina Investment Narrative Recap

To own Illumina, you need to believe that sequencing remains a core infrastructure for both research and clinical care, and that the company can defend its leadership as genomics usage broadens. The MyOme collaboration modestly reinforces the clinical and health economics story, but it does not change the nearer term focus on stabilizing research demand, managing China exposure, and competing effectively as sequencing becomes more commoditized.

The MyOme news sits alongside Illumina’s October launch plans for its 5 base solution, which targets multiomic applications like methylation analysis and could deepen its role in clinical and population health workflows. Together, these moves point to Illumina leaning into higher value clinical and multiomic use cases, even as it faces ongoing risks around research funding softness and intensifying competition in high and mid throughput sequencing.

Yet against this clinical growth push, investors still need to weigh the risk that research funding headwinds and China restrictions could...

Read the full narrative on Illumina (it's free!)

Illumina's narrative projects $4.8 billion revenue and $873.5 million earnings by 2028. This requires 3.6% yearly revenue growth and an earnings decrease of about $426.5 million from $1.3 billion today.

Uncover how Illumina's forecasts yield a $119.84 fair value, a 11% downside to its current price.

Exploring Other Perspectives

Four fair value estimates from the Simply Wall St Community span about US$102 to US$181 per share, underlining how far apart individual views can be. When you set those side by side with Illumina’s exposure to weaker research funding and China related uncertainty, it becomes clear why exploring several alternative viewpoints on the company’s prospects can be helpful.

Explore 4 other fair value estimates on Illumina - why the stock might be worth as much as 35% more than the current price!

Build Your Own Illumina Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Illumina research is our analysis highlighting 3 key rewards that could impact your investment decision.
• Our free Illumina research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Illumina's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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