Just wonder if anyone here have knowledge regarding where these companies are headed with their technologies. Specifically the market in which they are applied. Have not heard much from the Ion Torrent Platform or Oxford. Is PACB going into the benchtop sequencing market?
Good information. Thanks, had not yet seen this. Looking forward to conference call, and hopefully, maybe an update on the new diagnostic equip., but not holding my breath, but it is coming soon. GLTAL's.
Sentiment: Strong Buy
NEW YORK (GenomeWeb) – Pacific Biosciences plans to increase the output of its sequencer about fourfold this year, further increase read length, and improve sample prep protocols and data analysis for several applications.
According to a post on the company's blog by CSO Jonas Korlach this week, PacBio plans to grow the data output of its PacBio RS II to more than 4 gigabases per SMRT cell run this year, with average read lengths increasing to 15 to 20 kilobases.
For comparison, the company's P6-C4 chemistry and software release last fall increased the output to 0.5 to 1 gigabase per SMRT cell and the average read length to 10 to 15 kilobases.
PacBio plans to achieve the improvements through better sequencing chemistry, protocol workflows, and software. These will include the active loading of single polymerase enzymes onto the chip, which increases the loading efficiency.
In addition, the firm plans to improve and streamline sample prep protocols, introduce barcodes for multiplexing samples on a SMRT cell, and release protocols for better yields of very long insert libraries and full-length cDNA libraries.
On the data analysis side, PacBio plans to collaborate with the bioinformatics community to generate faster algorithms for de novo genome assemblies, further develop the Falcon assembler and other solutions for resolving diploid or polyploidy genomes, and streamline analysis workflows for applications such as full-length transcript isoform sequencing or Iso-Seq and full-length HLA analysis.
At the Advances in Genome Biology and Technology conference next month, the company plans to present applications of its technology for human genomics.
Yea...it would be nice if they actually came out with a new sequencer. Illumina is releasing sequencers like Pez...would be good if PACB could field just one new sequencer for lower cost diagnostics based on their long read technology.
FYI...PACB is a gold sponsor at AGBT this year...lets hope for something notable to come from there. Last year they made a splash with the improvements in their read length and throughput...lets hope there is something even greater this year,
For those in the know...AGBT is THE event for sequencing...
I also found the JPM Healthcare Conference webcast rather uneventful. It was a lot of repeating the obvious for those of us who have followed and observed the company, but I can see the need to take this approach to hammer home the PacBio brand for those who don't really follow PACB daily. I was rather disappointed that the 10X Genomics concept/competition was not directly addressed. Overall I also thought there was a lack of very solid financial cues. All the statements were too soft to make any inferences.
I think that Kathy explains it best here:
"With its exquisite sensitivity and accuracy, long-read sequencing offers tremendous promise for future success in clinical diagnostics," said Kathy Ordoñez. "The remarkable advances Pacific Biosciences has demonstrated, which are already transforming biological studies in the research market, will be critical for driving the molecular diagnostics field forward. Demand for sequencing in that market is taking off, and I look forward to being involved with the company that stands to deliver unprecedented accuracy and completeness for such a critical application."
"Kathy is a highly respected life science and diagnostics executive and we are delighted that she's joining our Board," said Michael Hunkapiller, Chairman and Chief Executive Officer of Pacific Biosciences. "Her vision and guidance will be instrumental in shaping the next phase for PacBio as our products become more widely established both in the research market and, in the longer term, through our partnership with Roche Diagnostics."
Translation: BUY the Leader in accurate, long-read sequencing company, which is PACB. Dips are Buying Opportunities, period. That's why I've been buying since $2 and will continue doing so.
Sentiment: Strong Buy
Pretty much everyone knows they have the best tech for long reads...that is nothing new. What they need is higher throughput at lower costs. Better yet would be a small footprint diagnostic machine they could sell for volume at lower entry point costs. That would make this stock explode to the upside.
Just finished listening to the JP Morgan webcast. Hunkapillar did an excellent job of explaining the technology and it]s potential applications. Short audio clip at the end is particularly good.
Would recommend that all investors or potential investors listen to this. It's under the investor section of the website.
Sad that Oxford had to pump this just to get subscribers. That doesn't mean that it won't soar some time soon, but their specific forecast was like a Harold Camping prophecy.
And where was the big announcement and the stock movement as predicted? Just as a said, "Oxford" knew nothing and there is no notable news at this time.
If/When they do announce something, only internal people will know about it until it hits the street. Lets hope something is in the offing for the diagnostic market...this is the huge opp that Illumina is hitting hard and making strides.
If you search Google by the article title: CSHL Scientists Sequence Yeast Genome with Oxford Nanopore MinIon, it takes you to the full article,released today. If you cut and paste my link...it tries to get you to sign up for a fee. FYI.
Oxford Nanopore releasing data now....article out today, FYI. https://www.genomeweb.com/sequencing-technology/cshl-scientists-sequence-yeast-genome-oxford-nanopore-minion