Pacific Biosciences of California, Inc
Pacific Biosciences of California is a U.S.-based life science technology company that designs, develops, and manufactures DNA sequencing systems and consumables. Its core platform is HiFi long-read sequencing, used to generate highly accurate views of genomes, transcriptomes, and epigenomes for research and clinical applications.
Tilikausi 2025 · muutos edellisvuodesta
Kehitys 2020–2025
Liiketoiminta
Osuus liikevaihdostaSequencing platforms sold to laboratories for genome analysis and related applications.
Reagents and other recurring-use materials consumed on installed sequencing systems.
Maintenance agreements, support, and other service-related revenue.
Tuotteet
Raportoitu · osuus liikevaihdosta- Consumable51,2 %
- Instrument33,6 %
- Service and Other15,2 %
Lähde: 10-K FY2025, yhtiön tuotelinjoittain raportoima liikevaihto (SEC XBRL). Osuudet on laskettu näytetyistä riveistä ja ne summautuvat 100 %:iin.
Asiakkaat
PacBio sells to research and clinical laboratories that need long-read sequencing for complex genomic analysis. Its customer base includes academic and government institutions, genome centers, hospitals, CROs, pharmaceutical companies, agricultural companies, and commercial testing labs. Many customers buy instruments first and then generate recurring consumables demand as they run samples over time.
Buy sequencing systems and consumables for basic and translational genomics research.
Use HiFi sequencing for rare disease, inherited disease, oncology, and clinical research.
Purchase systems to sequence samples for third parties and generate service revenue.
Use the platform for drug discovery, biomarker work, and complex genomic workflows.
Use long-read sequencing for plant and animal science applications.
Strategia
PacBio’s strategy centers on expanding adoption of HiFi long-read sequencing across research and clinical use cases. It aims to improve throughput, simplify workflows, lower sequencing cost, and broaden the installed base so consumables revenue grows with instrument placements. The company also relies on partnerships and third-party tools to strengthen sample preparation, informatics, and market reach.
Instrument placements create recurring consumables demand and deepen customer relationships.
More use cases increase the addressable market and reduce dependence on a narrow set of buyers.
A specialized sales and support model is needed to convert scientific interest into placements.
Maantiede
Q1/2026PacBio is headquartered in the United States and sells through a global direct sales force plus distribution partners. The company serves customers across North America, Europe, the Middle East, Africa, Asia, Australia, and the Americas, which makes international adoption and export access important to growth. Its operating footprint and partner network matter because sequencing systems are sold into specialized research and clinical markets that are concentrated in major scientific hubs.
Osuus liikevaihdosta, jonka yhtiö raportoi maantieteellisesti.
Riskit
PacBio faces intense competition from larger and better-resourced sequencing companies, which can pressure pricing and slow adoption. Its business also depends on customer acceptance of new platforms, third-party sample prep and informatics tools, and continued access to international markets; large customer orders can create quarter-to-quarter volatility. Because the company has historically operated at a loss and may need external capital, execution and funding risk remain important.
- Competitive pressure in nucleic acid sequencingVaikutus: KorkeaTodennäköisyys: Korkea
Rivals may have greater resources, broader installed bases, and faster product development.
Kohdistuu: Instrument and consumables sales
- Customer concentration and order timingVaikutus: KorkeaTodennäköisyys: Korkea
A limited number of large purchase orders can cause material revenue volatility.
Kohdistuu: Quarterly revenue and forecasting
- Capital needs and operating lossesVaikutus: KorkeaTodennäköisyys: Korkea
The company has historically generated negative operating cash flow and may need external funding.
Kohdistuu: Liquidity and strategic execution
- Product adoption and ecosystem dependenceVaikutus: KeskitasoTodennäköisyys: Kohtalainen
Demand depends on third-party sample prep and informatics tools that may be delayed or unavailable.
Kohdistuu: Market acceptance of HiFi platforms
- Export and regulatory restrictionsVaikutus: KeskitasoTodennäköisyys: Kohtalainen
Future U.S. export controls could limit sales to certain countries or applications.
Kohdistuu: International revenue
Kirjanpito
Harkinnanvaraiset erätInstruments are typically recognized at sale, while consumables and service revenue recur over time.
Vaikutus: Affects revenue timing and mix
Customer purchase timing can shift revenue between periods.
Vaikutus: Affects comparability and forecasting
Sequencing systems and reagents require judgment on obsolescence and support obligations.
Vaikutus: Affects gross margin and operating results
Acquired technologies and other long-lived assets require periodic valuation assessments.
Vaikutus: Can create non-cash charges
Samankaltaisia listattuja yhtiöitä
Julkisesti listattuja yhtiöitä, joilla on samankaltainen liiketoiminta.
Precision BioSciences, Inc
DTIL · Biological Products, (No Diagnostic Substances)
Precision BioSciences is a U.S.-based clinical-stage gene editing company built around its proprietary ARCUS genome editing platform.
Nautilus Biotechnology, Inc.
NAUT · Laboratory Analytical Instruments
Harvard Bioscience, Inc
HBIO · Laboratory Analytical Instruments
Harvard Bioscience designs, manufactures, and sells life-science research tools used in drug discovery, translational medicine, and preclinical testing.
Recursion Pharmaceuticals, Inc
RXRX · Biological Products, (No Diagnostic Substances)
Recursion Pharmaceuticals is a U.S.-based clinical-stage TechBio company that uses its Recursion Operating System to discover and develop medicines.
Qiagen N.V
QGEN · Biological Products, (No Diagnostic Substances)
Pacira BioSciences, Inc.
PCRX · Pharmaceutical Preparations
Pacira BioSciences is a U.S.-based biopharmaceutical company focused on non-opioid pain management products.
Päivitetty: 24.9.2026