Pacific Biosciences of California (PACB) came out with a quarterly loss of $0.20 per share versus the Zacks Consensus Estimate of a loss of $0.24. This compares to loss of $0.26 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 16.67%. A quarter ago, it was expected that this maker of genetic analysis technology would post a loss of $0.26 per share when it actually produced a loss of $0.26, delivering no surprise.Over the last f ...

1 PacBio Q2 2024 Earnings Presentation August 7, 2024 Second Quarter 2024 Earnings Call Statement regarding use of non‐GAAP financial measures PacBio reports non‐GAAP results for basic and diluted net income and loss per share, net income, net loss, gross margins, gross profit and operating expenses in addition to, and not as a substitute for, or because it believes that such information is superior to, financial measures calculated in accordance with GAAP. PacBio believes that non-GAAP financial informatio ...

财务数据和关键指标变化 - 第二季度总收入为3600万美元,低于预期 [16] - 仪器收入为1470万美元,较去年同期下降51%,主要由于Revio系统出货量下降 [39] - 耗材收入为1700万美元,同比增长24%,环比增长7%,主要由于客户继续增加Revio使用 [40] - 服务及其他收入为430万美元,较去年同期略有增长 [41] - 非GAAP毛利为1320万美元,毛利率为37%,较去年同期提升约400个基点 [45] - 非GAAP经营费用为7100万美元,较去年同期下降18%,为2021年第三季度以来最低 [46] 各条业务线数据和关键指标变化 - 美洲地区收入为2080万美元,较去年同期下降13%,但超出内部预期 [42] - 亚太地区收入为820万美元,较去年同期下降36%,主要受中国市场挑战影响 [43] - 欧洲、中东和非洲地区收入为700万美元,较去年同期下降35%,但该地区耗材收入创历史新高 [44] 各个市场数据和关键指标变化 - 中国市场持续面临挑战,资金短缺和宏观环境疲弱 [43] - 欧洲市场耗材收入创历史新高,得益于客户扩大Revio使用 [19] - 新加坡Precise项目、爱沙尼亚生物银行项目等大型项目正在扩大 [26][27] 公司战略和发展方向及行业竞争 - 公司正在推出多项促销计划,如与三菱资本合作的Revio租赁计划,以及Onso系统的优惠价格,以提高产品的可及性 [21-25] - 公司正在开发新的Revio耗材,预计可以大幅提高系统吞吐量和降低DNA输入要求 [36] - 公司正在开发低通量长读长和高通量短读长两个新平台,以拓展产品线 [37] - 公司正在通过精简组织架构和降低成本来提高毛利率和现金流 [37][46-53] 管理层对经营环境和未来前景的评论 - 宏观经济环境和客户资金短缺仍是影响公司业绩的主要因素 [16-21] - 但公司看到一些积极信号,如耗材收入增长、Revio系统使用率提升、新客户订单增加等 [26-28][60-61] - 预计下半年收入和毛利率将有所改善,并将在2026年实现现金流正转 [51-55] 其他重要信息 - 公司已完成一轮重组,预计将减少超过7500万美元的非GAAP经营费用 [13][37][46-47] - 公司的NPS评分为56,90%的客户表示满意或非常满意Revio系统 [31] - 公司在临床诊断领域取得进展,如与Quest Diagnostics合作开发神经系统疾病检测等 [33-34] 问答环节重要的提问和回答 问题1 **Dan Brennan 提问** 询问公司对下半年耗材收入的预期和对样本量放缓的看法 [59] **Christian Henry 回答** 公司看到客户使用率从低到中高的转变,以及大型项目的扩张将带动耗材收入增长 [60-61] 样本量放缓主要是由于一个大型研究项目资金减少,但整体样本量将随新应用的开发而增加 [62-63] 问题2 **Unidentified Analyst 提问** 询问公司成本降低的来源和对未来的影响 [77] **Christian Henry 和 Susan Kim 回答** 成本降低主要来自于产品设计优化、制造工艺改进和服务成本优化等 [78-81] 这些成本优化将持续带来毛利率改善,帮助公司在2025年和2026年实现现金流正转 [82-85] 问题3 **Unidentified Analyst 提问** 询问公司对中国市场的预期和临床市场的策略 [110] **Christian Henry 回答** 中国市场仍然面临挑战,但预计政府刺激计划将有助于2025年恢复 [111-112] 公司的临床市场策略是提供短读技术无法实现的应用,如罕见病诊断、载体筛查等,逐步扩展至肿瘤等其他领域 [114-117]

财务表现 - 第二季度收入为3600万美元，较上年同期的4760万美元下降[2] - 总收入为36,013千美元，同比下降24.3%[16] - 产品收入为31,746千美元，同比下降27.3%[16] - 服务及其他收入为4,267千美元，同比增长8.9%[16] 毛利率 - 第二季度非GAAP毛利为1320万美元，毛利率为37%[3] - 毛利率为16%，同比下降17个百分点[16][26] 经营费用 - 第二季度非GAAP经营费用为7100万美元[3] - 研发费用为38,485千美元，同比下降16.7%[16] - 销售、一般及管理费用为45,877千美元，同比增长13.1%[16] - 公司实施成本削减计划,预计每年可减少超过7500万美元的经营费用[6] 盈利情况 - 第二季度非GAAP净亏损为5520万美元[3] - 非GAAP净亏损为55,241千美元，同比减亏15.8%[22] - 商誉减值损失为93,200千美元[16][19] 现金流 - 截至2024年6月30日，现金及投资总额为5.098亿美元[3] - 现金及投资总额为509,802千美元[20] 业务发展 - 公司推出Revio租赁计划,为客户提供无需资本投入的选择[5] - 计划关闭圣地亚哥办公室并进行重组，相关费用为18,028千美元[25][29]

Pacific Biosciences of California (PACB) ended the recent trading session at $2.05, demonstrating no swing from the preceding day's closing price. This change was narrower than the S&P 500's 0.5% loss on the day. Elsewhere, the Dow saw an upswing of 0.5%, while the tech-heavy Nasdaq depreciated by 1.28%.Coming into today, shares of the maker of genetic analysis technology had gained 70.83% in the past month. In that same time, the Medical sector gained 0.74%, while the S&P 500 gained 0.1%.The investment com ...

In the latest trading session, Pacific Biosciences of California (PACB) closed at $1.88, marking a +1.62% move from the previous day. This change outpaced the S&P 500's 2.32% loss on the day. Meanwhile, the Dow experienced a drop of 1.25%, and the technology-dominated Nasdaq saw a decrease of 3.64%.Prior to today's trading, shares of the maker of genetic analysis technology had gained 32.14% over the past month. This has outpaced the Medical sector's gain of 0.32% and the S&P 500's gain of 1.79% in that tim ...

MENLO PARK, Calif., July 23, 2024 (GLOBE NEWSWIRE) -- PacBio (NASDAQ: PACB), a leading developer of high-quality, highly accurate sequencing solutions, today announced that Novogene is using its Revio long-read sequencing system to expand the capabilities of its new lab in Munich, Germany, serving customers across the European scientific community. Novogene is a leading provider of genomic services and bioinformatics expertise, working with a wide range of leading research institutions, clinical and commerc ...

MENLO PARK, Calif., July 23, 2024 (GLOBE NEWSWIRE) -- PacBio (NASDAQ: PACB), a leading developer of high-quality, highly accurate sequencing solutions, today announced that Novogene is using its Revio long-read sequencing system to expand the capabilities of its new lab in Munich, Germany, serving customers across the European scientific community. Novogene is a leading provider of genomic services and bioinformatics expertise, working with a wide range of leading research institutions, clinical and commerc ...

MENLO PARK, Calif., July 15, 2024 (GLOBE NEWSWIRE) -- PacBio (NASDAQ:PACB) announced today that it will hold its quarterly conference call to discuss its second quarter 2024 financial results on Wednesday, August 7, 2024, at 4:30 pm Eastern Time. The call will be webcast and may be accessed at PacBio's website at https://investor.pacificbiosciences.com/. Date: Wednesday, August 7, 2024, at 4:30 pm ET (1:30 pm PT)Listen live via internet or replay: https://investor.pacificbiosciences.com/Toll-free: 1-888-349 ...

MENLO PARK, Calif., July 15, 2024 (GLOBE NEWSWIRE) -- PacBio (NASDAQ: PACB) announced today that it will hold its quarterly conference call to discuss its second quarter 2024 financial results on Wednesday, August 7, 2024, at 4:30 pm Eastern Time. The call will be webcast and may be accessed at PacBio’s website at https://investor.pacificbiosciences.com/. Date: Wednesday, August 7, 2024, at 4:30 pm ET (1:30 pm PT)Listen live via internet or replay: https://investor.pacificbiosciences.com/Toll-free: 1-888-34 ...