13F 13+/9-×0.0 · short↓0.21
Current snapshotPublic companyResearch currentFresh
Standard BioTools
Measure · Healthspan Infrastructure
SignalPOOLReviewed 25 Oct 2026
Measure exposure in Healthspan Infrastructure.
Rejuvenate / Repair / Oncology therapeutics (Treeline reverse-merger): The old claim — that LAB controls an irreplaceable high-plex proteomics instrument bottleneck (mass cytometry / SomaScan) — is falsified by its own sale price. A real bottleneck does not sell for a $5M note plus a working-capital loan back to the seller. The new entity's bottleneck (Treeline's oncology pipeline) is unproven and not yet visible in any public filing.
Catalysts
Standard BioTools Q2 2026 earnings; CyTOF instrument placements; new proteomic assay menu expansion; SomaLogic merger benefits
Invalidation
Thesis INVALIDATED: core single-cell proteomics moat divested at fire-sale; remaining entity is a net-cash shell ($541M) executing Treeline reverse merger. Thesis only recovers if merger closes and oncology assets deliver. (vault 2026-08)
Capital in context
Mapped funds and investors
Direct relationships supported by published evidence.
Reported holdings as-of
No sourced relationships mapped yet.
Disclosed investment history
No sourced relationships mapped yet.
Showing up to four relationships in each group. ETF weights describe the fund’s portfolio, not ownership of this company. Private investment history does not establish current ownership.
No current sentiment snapshot.
Lower-confidence snapshotTarget price: $3.03
Dated research target