PACIFIC BIOSCIENCES OF CALIFORNIA WKN: A1C3EQ ISIN: US69404D1081 Kürzel: PACB Forum: Aktien Thema: Hauptdiskussion

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https://www.google.de/amp/s/seekingalpha.com/amp/article/4375906-new-leadership-driving-new-interest-in-pacific-biosciences?espv=1

Von ARK This week, Pacific Biosciences of California (PACB) raised nearly $87 million in a secondary equity offering, causing some excitement and an approximate 23% pop in the stock. With a strong balance sheet, PacBio should be able to improve its flagship Sequel II platform, enrich its clinical footprint, and expand its value proposition for translational research customers. Once upgraded, we believe Sequel II could be superior to category leader Illumina (ILMN) as measured by cost, accuracy, and features. Unlike short-read sequencers, Sequel II uses high-fidelity (HiFi) long-read chemistry. While less expensive and more efficient, short read systems fail to recognize certain types of mutations, importantly structural variants. They also can be biased by upstream chemistry steps and are unable to detect epigenomic changes like DNA methylation without specialized reagents. Though historically more expensive, HiFi long reads can overcome all of these challenges. In the recent precisionFDA challenge, an open competition among sequencing platforms and analysis pipelines, 96% of the winners used PacBio HiFi reads. Compared head-to-head with the same analysis tools, Sequel II had 2.5x fewer errors than Illumina’s NovaSeq and roughly 30x fewer errors than Oxford Nanopore’s PromethION system. In our view, with time Sequel II could have more advantages beyond superior accuracy and comprehensiveness. According to our analysis, given its track record and access to capital, PacBio could optimize Sequel II to sequence whole human genomes for less than $1,000 within the next 24 months. Sequel II also should be able to generate as much data per day as the NovaSeq, perhaps forcing Illumina to lower reagent prices or integrate super-resolution optics into its high-throughput instruments more rapidly than otherwise might be the case.

“Christian brings strategic, operational, and public company experience to PacBio, with a proven track record of driving commercial growth, all qualities that were critical in our search for a CEO. The Board is confident that Christian will build on Mike’s success in making PacBio a leader in genetic sequencing. Furthermore, as a member of PacBio’s board of directors for the past two years, Christian has a solid understanding of our products and markets and can balance our commitment to scientific and engineering innovation with our increasing commercial opportunity. PacBio has ample opportunities to grow and innovate, and we believe Christian is an ideal fit to accelerate this work. We are excited about what the future holds under Christian’s leadership.”

“I joined the Board because of my enthusiasm for PacBio’s truly unique SMRT Sequencing technology and commercial potential.  I look forward to continuing to work with the company’s board and management team to drive even greater adoption of PacBio’s products in the global sequencing market.”

“The new Sequel IIe System represents the next advance in our technology, and makes HiFi sequencing accessible to any project where high accuracy, long read lengths, and affordability matter,” said Christian Henry, Chief Executive Officer of Pacific Biosciences. “Prior to HiFi sequencing, researchers used multiple technologies and complex analysis methods in order to obtain results comparable to HiFi data. With the Sequel IIe System, it’s now simple to produce HiFi data directly — and scientists can feel confident using only one technology to power their genetic discoveries.”

https://enlightenbio.blog/2020/10/05/pacific-biosciences-launches-the-sequel-iie-system-to-accelerate-adoption-of-highly-accurate-hifi-sequencing/

In this paper, PacBio showed that they can generate very high quality PacBio sequencing by reading the same molecule multiple times (~10 times on average) rather than comparing 10 separate reads together. This means that they end up with individual PacBio CCS reads with roughly the same error rate as Illumina reads, but which are much longer than Illumina reads.

https://www.genengnews.com/insights/dna-sequencing-accuracy-comes-a-long-way/

https://bioengineeringcommunity.nature.com/posts/52218-highly-accurate-long-read-dna-sequencing-improves-analysis-of-a-human-genome

https://www.nature.com/articles/s41588-019-0559-8

https://mobile.twi.tter.com/sequegenics/status/1287876070700511234

https://searchstorage.techtarget.com/news/252487605/NetApp-Data-Fabric-aids-manufacturers-gene-sequencing-gear?amp=1&__twitter_impression=true

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