Pacific Biosciences of California(PACB)
搜索文档
Pacific Biosciences of California, Inc. (PACB) Is a Trending Stock: Facts to Know Before Betting on It
zacks.com· 2024-05-23 22:02
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 i ...
Ambry Genetics and PacBio Announce Collaboration to Sequence Up to 7,000 Human Genomes Aimed at Providing Answers for Families Battling Rare Diseases
Prnewswire· 2024-05-15 21:45
Consortium Selects Leading Genomics Companies to Support Pediatric Mendelian Genomics Research Center ProgramALISO 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 (Genomi ...
PacBio (PACB) Q1 Earnings In Line, Adjusted Gross Margin Up
Zacks Investment Research· 2024-05-11 00:21
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 DetailPacBio registered revenues of $38.8 million in the first quarter, down 0.2% year over year. The figure be ...
Pacific Biosciences of California(PACB) - 2024 Q1 - Earnings Call Transcript
2024-05-10 09:49
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]
Pacific Biosciences of California(PACB) - 2024 Q1 - Earnings Call Presentation
2024-05-10 07:38
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 ...
Pacific Biosciences (PACB) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
Zacks Investment Research· 2024-05-10 07:31
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 - ...
Pacific Biosciences of California (PACB) Reports Q1 Loss, Tops Revenue Estimates
Zacks Investment Research· 2024-05-10 07:11
Pacific Biosciences of California (PACB) came out with a quarterly loss of $0.26 per share in line with the Zacks Consensus Estimate. This compares to loss of $0.31 per share a year ago. These figures are adjusted for non-recurring items.A quarter ago, it was expected that this maker of genetic analysis technology would post a loss of $0.31 per share when it actually produced a loss of $0.27, delivering a surprise of 12.90%.Over the last four quarters, the company has surpassed consensus EPS estimates three ...
Pacific Biosciences of California(PACB) - 2024 Q1 - Quarterly Report
2024-05-10 04:21
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________________________________________________________________________ Form 10-Q _____________________________________________________________________________________________ (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 Or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCH ...
Pacific Biosciences of California(PACB) - 2024 Q1 - Quarterly Results
2024-05-10 04:12
费用降低计划 - 公司于2024年3月31日的季度结束时,宣布计划通过非GAAP基础将年化运营费用降低5,000万至7,500万美元,以更好地与战略倡议相匹配[5] - 公司无法确定与这些行动相关的费用金额或范围,将在能够估计公司预计将发生的费用时通过修订此8-K表格提供进一步细节[5] 财务报表 - 公司的财务报表截至2024年3月31日的季度尚未最终确定或审计,因此该期间的最终结果可能与新闻稿中包含的未经审计初步财务信息有实质差异[9]
Soft Instrument Orders Likely to Hurt PacBio's (PACB) Q1 Earnings
Zacks Investment Research· 2024-05-08 01:16
Pacific Biosciences of California, Inc. (PACB) , popularly known as PacBio, is scheduled to release first-quarter 2024 results on May 9.In the last reported quarter, the company’s adjusted loss per share of 27 cents was narrower than the Zacks Consensus Estimate of a loss of 31 cents per share. Over the trailing four quarters, its earnings outperformed the Zacks Consensus Estimate on all occasions, delivering an earnings surprise of 13.1%, on average.Let’s see how things have shaped up prior to this announc ...