With Roche's large global market sales force I think there are going to be a lot of Sequel instrument orders in Q3 and Q4, 2016, especially in Europe. Also, Roche itself will want to deploy several hundreds of instruments for its own human IVD works. The future of PacBio looks very promising with or without Roche's buyout.
I think this is going to be the case. After all, the need for an extra $30 M is to build hundreds of new Sequel system to meet the Roche's mass order that is expected to come in the 2nd half of 2016. If it dips in the morning it may be is the last chance to buy more before its heading to the $10s, $20s.
[LS18] Luncheon Seminar 18, April 07, 2016, 11:30 - 12:30
Transforming the State of Genomic Biomarker Discovery and Diagnostic Testing with High-throughput Long-read DNA Sequencing Technologies.
[Chair] William LaRochelle（Roche Sequencing Solutions）
[Speaker] Robert Sebra: Assistant Professor, Department of Genetics and Genomic Science, Icahn School of Medicine at Mount Sinai, New York, NY
Abstract: "Recent advances in the Pacific Biosciences SMRT technology have dramatically increased the sequencing throughput, making it possible for the first time to tackle large-scale population-based studies using long-read sequencing. Beyond the more general, we have developed high-grade clinical assays for routine genetic testing in complex gene regions associated with disease, including long-range, high fidelity sequence capture in tandem with long-read sequencing in BRCA1/2 genes for assessing heritable cancer risk, CYP2D6 for more comprehensive assessment of response to a wide range of drugs including tamoxifen, and the HLA region to more comprehensively characterize variation in HLA genes in support of our novel vaccine development strategies for immunotherapy in different cancers currently in clinical trials."