文章核心观点 - 公司PacBio与Form Bio合作,共同成立AAV工作组,旨在推动AAV行业的标准化和协作 [1][2][3][4] - PacBio拥有HiFi长读长测序和SBB短读长测序两大核心技术,正在不断拓展其基因组解决方案 [5][6][7] - 长读长测序市场预计未来将保持30.92%的高速增长,受益于遗传疾病和个性化医疗的需求增加 [8][9] - PacBio近期推出了针对神经系统疾病的重复扩张基因检测产品,以及适用于多种样本类型的DNA提取试剂盒 [10][11] - 受整体市场环境影响,PacBio股价在过去6个月内大幅下跌86% [12] 行业概况 - 长读长测序市场规模在2022年达到4.551亿美元,预计未来将以30.92%的年复合增长率快速增长 [8] - 市场增长的主要驱动因素包括遗传疾病和染色体紊乱的高发病率、个性化医疗的兴起,以及新技术的不断涌现 [9] 公司概况 - PacBio是一家生命科学技术公司,专注于开发先进的基因测序解决方案 [5] - 公司拥有HiFi长读长和SBB短读长两大核心技术,正在不断推出新产品和技术 [5][6][7] - 近期推出了针对神经系统疾病的重复扩张基因检测产品,以及适用于多种样本类型的DNA提取试剂盒 [10][11] - 受整体市场环境影响,公司股价在过去6个月内大幅下跌86% [12] 同行业公司表现 - DaVita、Ecolab和Universal Health Services等同行业公司近期业绩表现良好 [14][15][16][17] - DaVita和Ecolab的股价在过去一年内分别上涨44%和33.8%,优于行业整体水平 [15][16] - Universal Health Services的每股收益增长率预计将达到30.5% [17]

Pacific Biosciences of California (PACB) closed the latest trading day at $1.37, indicating a +0.74% change from the previous session's end. This move outpaced the S&P 500's daily loss of 0.41%. Elsewhere, the Dow saw a downswing of 0.12%, while the tech-heavy Nasdaq depreciated by 0.71%. Prior to today's trading, shares of the maker of genetic analysis technology had lost 29.9% over the past month. This has lagged the Medical sector's gain of 1.74% and the S&P 500's gain of 3.53% in that time. The investme ...

Consortium Delivers Publicly Available Datasets that Enrich Detection of Rare and Novel Genetic Variants for Advances in Human Disease Research MENLO PARK, Calif., June 10, 2024 /PRNewswire/ -- PacBio (NASDAQ: PACB), a leading developer of high-quality, highly accurate sequencing solutions, in collaboration with the international Consortium for Long- Read Sequencing (CoLoRS), today announced the launch of the first publicly available and free HiFi long-read variant frequency database with global representat ...

Pacific Biosciences of California, Inc. (PACB) , popularly known as PacBio, has been gaining from its continued focus on research and development. The optimism, led by a decent first-quarter 2024 performance and its product development activities, is expected to contribute further. However, stiff competition and macroeconomic concerns persist. In the year-to-date period, this Zacks Rank #3 (Hold) stock has lost 80.9% against 6.9% growth of the industry. The S&P 500 Composite also gained 11.6% in the same ti ...

Pacific Biosciences of California (PACB) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Shares of this maker of genetic analysis technology have returned +36% over the past month versus the Zacks S&P 500 composite's +6.1% change. The Zacks Medical - Instruments industry, to which Pacific Biosciences belongs, has gained 6.9% over this period. Now the key question ...

Consortium Selects Leading Genomics Companies to Support Pediatric Mendelian Genomics Research Center Program ALISO VIEJO, Calif. and MENLO PARK, Calif., May 15, 2024 /PRNewswire/ --Ambry Genetics, a prominent leader in clinical genomic testing and a subsidiary of REALM IDx, Inc., along with PacBio (NASDAQ: PACB), a leading developer of high-quality, highly accurate sequencing solutions, today announced their companies' selection by the University of California, Irvine (UCI) and the GREGoR Consortium (Genom ...

Pacific Biosciences of California, Inc. (PACB) , popularly known as PacBio, delivered an adjusted loss per share of 26 cents in first-quarter 2024, narrower than the year-ago loss of 31 cents per share. The adjusted loss per share aligned with the Zacks Consensus Estimate. The company’s GAAP loss per share was 29 cents in the quarter, narrower than the year-ago period’s loss of 36 cents. Revenues in Detail PacBio registered revenues of $38.8 million in the first quarter, down 0.2% year over year. The figure ...

财务数据和关键指标变化 - 第一季度收入为3,880万美元,与上年同期相比基本持平 [18] - 仪器收入为1,900万美元,较上年同期下降8% [54] - 耗材收入为1,600万美元,较上年同期增长15% [55] - 服务及其他收入为380万美元,较上年同期下降 [56] - 第一季度GAAP毛利率为29%,非GAAP毛利率为33% [62][63] 各条业务线数据和关键指标变化 - 美洲地区收入为1,770万美元,较上年同期下降7% [58] - 亚太地区收入为1,280万美元,较上年同期增长7% [59] - 欧洲、中东和非洲地区收入为840万美元,较上年同期增长6% [60] 各个市场数据和关键指标变化 - 美国和中国市场的Revio系统销售受到资金问题的影响,销售周期延长 [19][59] - 中国市场受到大型服务提供商提供低价Revio测序服务的影响,中小实验室延迟直接购买Revio [60] - 欧洲市场部分仪器交易延迟,新系统订单交付后相关耗材订单被推迟到下一季度 [60] 公司战略和发展方向及行业竞争 - 公司正在实施多项策略加速仪器和耗材收入,包括加强客户关系、降低资本支出障碍、拓展Revio和HiFi的市场和应用 [22][25][26] - 公司正在开发低价位的台式长读长测序仪,以及高通量短读长测序仪,以拓展产品组合 [47][48][49] - 公司正在实施成本优化措施,包括降低Revio仪器和耗材的单位成本,以提高毛利率 [50] - 公司正在大幅削减运营开支,预计到2024年底每年可减少7,500万美元 [51][52] 管理层对经营环境和未来前景的评论 - 公司面临短期增长压力,但对长期增长潜力和市场份额仍保持乐观 [16][29] - 公司相信可以在2026年底实现现金流正转,即使收入增长较之前预期有所放缓 [74] - 公司认为长读长测序技术的市场需求仍在持续增长,数据产出增长2.5倍证明了这一点 [30][31] 问答环节重要的提问和回答 问题1 **Kyle Mikson 提问** 如何重建投资者对公司的信心,特别是对Revio需求和未来产品的信心 [80] **Christian Henry 回答** 公司将通过展现财务纪律、保持技术领先地位,以及交付预期的收入和利润来重建投资者信心 [81][82][83] 问题2 **Dan Brennan 提问** 为什么公司还在坚持发展短读长技术,而不将资源更多集中在长读长技术上 [86][87] **Christian Henry 回答** 公司认为短读长技术在某些应用场景仍有重要价值,且已在Onso和高通量短读长技术上取得进展,未来仍有发展潜力,但会根据市场反馈适时调整 [89][90][91][92][93][94] 问题3 **Doug Schenkel 提问** 公司在削减成本的同时,为何没有更大幅度精简产品线 [99][100][101] **Christian Henry 回答** 公司认为保持多产品线组合对于业务发展很重要,削减主要集中在提高效率和灵活性,而不是大幅裁减产品投入,以确保未来增长潜力 [102][103][104][105][106][107][108]

PacBio Q1 2024 Earnings Presentation May 9, 2024 First Quarter 2024 Earnings Call 1 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 opera ...

For the quarter ended March 2024, Pacific Biosciences of California (PACB) reported revenue of $38.81 million, down 0.2% over the same period last year. EPS came in at -$0.26, compared to -$0.31 in the year-ago quarter. The reported revenue represents a surprise of +0.08% over the Zacks Consensus Estimate of $38.78 million. With the consensus EPS estimate being -$0.26, the company has not delivered EPS surprise. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings ...