Will Bio-Techne's (TECH) Expanded Oxford Nanopore Deal Reshape Its Long-Term Diagnostics Growth Narrative?

• Bio-Techne Corporation recently announced it has expanded its collaboration agreement with Oxford Nanopore Technologies, extending the partnership through 2032 and broadening its ability to develop and commercialize a wider range of targeted genetic testing kits for heritable disorder screening and diagnosis.
• An important insight from this announcement is that it builds on the successful 2025 launch of the AmplideX Nanopore Carrier Plus Kit, underscoring Bio-Techne's push deeper into the fast-growing field of advanced genetic diagnostics.
• We'll examine how Bio-Techne's strengthened partnership with Oxford Nanopore could influence its diagnostics-focused investment narrative and long-term growth outlook.

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Bio-Techne Investment Narrative Recap

To be a Bio-Techne shareholder, you need to believe in the company's ability to leverage demand for precision diagnostics and advanced genetic tools, while managing near-term pressures from soft biotech funding and macroeconomic headwinds. The extended Oxford Nanopore partnership signals a commitment to innovation and long-term growth, but the immediate impact on the most important catalyst, recovery in core consumables demand, may not be material, as small biotech spending remains under pressure. The biggest current risk continues to be exposure to reduced R&D budgets amid global funding uncertainty.

Among recent announcements, the July 2025 collaboration with Spear Bio on ultrasensitive immunoassays is particularly relevant, as both partnerships emphasize expanding the diagnostics portfolio for emerging clinical applications. Together, these moves reinforce Bio-Techne’s efforts to build scale in higher-growth, higher-margin markets, supporting its transition toward precision medicine and potentially offsetting funding and margin risks.

Yet, in contrast to recent business developments, investors should be aware that ongoing uncertainty in US NIH budgets and biotech funding may still...

Read the full narrative on Bio-Techne (it's free!)

Bio-Techne's narrative projects $1.5 billion in revenue and $250.1 million in earnings by 2028. This requires 6.5% yearly revenue growth and a $176.7 million increase in earnings from the current $73.4 million.

Uncover how Bio-Techne's forecasts yield a $66.23 fair value, a 13% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members provided four independent fair value estimates for Bio-Techne between US$53 and US$86.24. While many see opportunity in diagnostics innovation, persistent macro risks and soft funding suggest caution and highlight the value of considering different viewpoints.

Explore 4 other fair value estimates on Bio-Techne - why the stock might be worth as much as 47% more than the current price!

Build Your Own Bio-Techne 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 Bio-Techne research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Bio-Techne research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Bio-Techne'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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