Sequencing and MRD uptake accelerate: Adaptive raises guidance as Illumina sees clinical consumables growth

Adaptive Biotechnologies projected at least 20% year‑over‑year MRD revenue growth for 2026, driven by adoption of its ClonoSeq minimal residual disease assay, broader blood‑based testing, EMR integration, and rising use of MRD as a clinical endpoint. CEO Chad Robins signaled expectations for rising test volumes and higher average selling prices tied to payor renegotiations. Concurrently, Illumina reported a Q4 acceleration in clinical sequencing consumables (up ~20% ex‑China), attributed to genomic profiling in oncology and whole‑genome clinical diagnostics. Illumina also acquired short‑read IP from Pacific Biosciences for $50 million to broaden its technology options. Together, the moves indicate stronger demand for sequencing‑intense diagnostics and a market pivot toward clinical applications.