Mike W. Hunkapiller, PhD Transactions
Date Shares Transaction Value
12/11/2013 55,087 Acquisition at $4.16 per share. 229,161
12/11/2013 44,913 Acquisition at $4.1 per share. 184,143
11/21/2013 200,000 Acquisition at $3.61 per share. 722,000
11/30/2012 56,700 Acquisition at $1.75 per share. 99,225
11/30/2012 97,400 Acquisition at $1.76 per share. 171,424
11/27/2012 97,400 Acquisition at $1.74 per share. 169,476
11/27/2012 97,400 Acquisition at $1.68 per share. 163,632
11/27/2012 47,400 Acquisition at $1.55 per share. 73,470
11/21/2012 97,400 Acquisition at $1.49 per share. 145,126
11/21/2012 50,000 Acquisition at $1.45 per share. 72,500
11/21/2012 39,000 Acquisition at $1.32 per share. 51,480
11/19/2012 65,600 Acquisition at $1.27 per share. 83,312
11/19/2012 89,400 Acquisition at $1.26 per share. 112,644
11/14/2012 100,000 Acquisition at $1.21 per share. 121,000
11/14/2012 150,000 Acquisition at $1.12 per share. 168,000
11/14/2012 12,300 Acquisition at $1.13 per share. 13,899
08/06/2012 347,500 Acquisition at $1.75 per share. 608,125
08/06/2012 52,500 Acquisition at $1.75 per share. 91,875
08/09/2011 30,000 Acquisition at $5.68 per share. 170,400
08/09/2011 70,000 Acquisition at $5.81 per share. 406,700
Because some Wall Street analyst inferred weakness in the delivery. The drop is totally about day and swing traders bailing on a quick buck. Unbelievable....some of the transcript metrics included: 1) doubling of instrument sales since last year's 4th quarter, 2) doubling of reagents sales since last year's 4th quarter, and 3) increase from 20 pacb publications to 100!! financials were just fine but the real value is in the Smart Technology, the superior read lengths over ILMN, LIFE and the gaining traction in NGS sequencing. This stock will be over $10 on first press release of Roche collaboration (likely in March). When Roche buys them in November it will be $25 per share.
Sentiment: Strong Buy
That was indeed a great call. I wasn't sure if we would make numbers because of the sequestration, but we actually beat estimates. Forward looking statements we're very bullish even if they did maybe give a conservative guide..
Did not understand the amort of Roche revenue of 1.7 per quarter that will take 5 years to recognize at this rate. Also, revs going up costs going down will be profitable in 2015. Should get upgrades.
On 300 shares? Lol. Industry accepting the technology and growth stage is beginning. Best time to own a stock.
Tremendous growth, great improvement in margins. Delivered goods and sales backlog and current interest were all very nice.
Analyst were impressed with the quarter and questioned management about being so conservative.
Someones slowly nibbling away at the shares trying not to cause to big a runup before they get filled, but I think we could see a big spike in the last hour of trading for those who want to get in before the earnings call.
Sentiment: Strong Buy
Yes, it's scheduled for 3:30 ET. Looking forward to hearing forward guidance and updates. Not sure what effect the sequestration had on this quarter, but I'm a long term holder of this stock, and by long term holder I mean till we get bought out. UNFORTUNEATLY, for us shareholders, I think that we get offers before we see the real value of the company.
Sentiment: Strong Buy
IN The Berkeley Drosophila Genome Project, the PacBio-only
assembly is a huge improvement over the reference genome, which is currently in its fifth iteration.
Researchers involved in the Berkeley Drosophila Genome Project have spent over 10 years working on
the reference genome using a combination of Sanger sequencing, BAC clones, and other manual and
labor-intensive approaches. Yet, using just one next-gen sequencing technology, and over just six weeks,
the PacBio technology was able to piece together regions that have proved particularly troublesome, like
heterochromatin and the Y chromosome, she said.
"There's been some persistent repeats that we couldn't get through, that [PacBio] did," "Having those very long reads allows you to get through large arrays of repeats."
Short-read sequencing technology is valuable for applications like identifying genes or fragments of
genes, and enables many genomes to be sequenced cost-effectively — but it doesn't give you the longrange
architecture, Bergman said.
The PacBio-only assembly also has some advantages over the hybrid PacBio/Illumina assembly,
One problem with error correction, he said, is that Illumina technology does not sequence well through
repetitive regions, so the Illumina-corrected reads in those repetitive regions are not as good. "You don't
really get the gain in the regions of the genome where you need them for the long-range assemblies," he
Genome Biology, estimating a cost of about $1,000
for de novo sequencing and assembly of microbes with PacBio technology. Additionally, the researchers
compared self-correction to hybrid correction and found that self-correction was often better in terms of
accuracy and contiguity.
Phillippy said that he expects these conclusions for microbial genomes to carry over to larger genomes,
especially as throughput and read lengths continue to increase, and the Drosophila genome is the first
evidence of that.
(Lots more on IHUB)
Publication date Jan 23, 2014 --The standard of sequencing accuracy was set to 99.99% by the National Human Genome Research Institute (NHGRI) in 1998. While a single base-call for each position in a template may not achieve such accuracy, - While it is not necessary to assemble the sequence of an entire genome using such stringent requirements. The ALLORA assembler from Pacific Biosciences, Menlo Park, Calif., can use reads that only have 70% identity between each other), it remains preferable to construct inputs whose overlap can be detected with high identity before passing them to a third party assembler. Moreover, when there are repeats in a genome, it is also favorable to generate input that can clearly distinguish the different repeats. Finally, it is also preferable that some artifacts, e.g., chimeric reads and high quality region identification errors, due to sequencing reactions, can be filtered out before the assembly step.
While it is not necessary to assemble the sequence of an entire genome using such stringent requirements, (e.g., the ALLORA assembler from Pacific Biosciences, Menlo Park, Calif., can use reads that only have 70% identity between each other), it remains preferable to construct inputs whose overlap can be detected with high identity before passing them to a third party assembler. Moreover, when there are repeats in a genome, it is also favorable to generate input that can clearly distinguish the different repeats. Finally, it is also preferable that some artifacts, e.g., chimeric reads and high quality region identification errors, due to sequencing reactions, can be filtered out before the assembly step.
In other words, SMRT® sequencing produces not only shorter fragments but also a number of longer ones. An alignment algorithm (e.g., as implemented in a program such as BLASR, from Pacific Biosciences, Menlo Park, Calif.) can be used to align all the reads to a longer read, thereby creating a mini-assembly for each long read.
(for link & full story,go To IHUB)
Hacker, it could deal with some mrna, and epizyme creation,
no one is selling; maybe that is more important than inherited genetics
in this world. No one selling; all time high as we speak; 45.40 ask;
I took a look at this company. it is pretty cool. Essentially it is a mass spectrometer for cells. It is more for targeted measurement of specific proteins that are on the cell surface or internal. While I think it is cool, and worth keeping an eye on for investment purposes, it is not a competitor for for DNA sequencing. Thanks for the tip.