HCLS made a million dollar machine that can only read 20 or 25 base long, it is single molecule, but not real time. there is no advantage at all compare to Illumina. but the similar thoughts of HCLS=PACB did help to drive pacb share price down a lot, maybe we should thank HCLS for giving us the opportunity to pick up pacb shares at such a low price?
If PACB tech is so good, why no buyer of its sequencer? burning $20M a quarter, it will only have $80 cash left at end of this quarter, scary.
It has a higher error rate, dude. In 3Q12 call, CEO blamed the software for the errors, and said it released 2nd version. Would you believe it? Software only helps assembly, but if the signals are dirty, could software help? I think it could help little, if any.
By the way, UCSD project has been a while, and it has been using ILMN's sequencers, not PACB's. Many traders have bought for the PR.
I would rather believe that PACB will be another HLCS.