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Pacific Biosciences of California
Pacific Biosciences of California (PACB) investor relations material
Pacific Biosciences of California 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary12 Jan, 2026
Business and Market Overview
Focused on advanced, highly accurate long-read sequencing solutions, with over 80 products and 60% launched in the last three years.
Targeting a ~$9B market by 2028, growing at 7% annually, with key segments in clinical, rare disease, oncology, carrier screening, and discovery.
Clinical and population sequencing are primary growth drivers, with clinical segment being the fastest growing and under-penetrated in rare disease and oncology.
Strategic vision is to enable genomics to improve human health through advanced sequencing technologies.
Financial Performance and Growth
2025 revenue reached ~$160M, up 4%, with Q4 revenue of ~$44.6M and cash/investments of ~$280M.
Record consumables sales in three of four quarters, with consumables driving both revenue and gross margin.
Human-focused consumable shipments grew 19% in 2025; three-year human CAGR at 23%.
210 total instrument placements in 2025, driven by strong clinical and hospital traction.
Cash burn reduced to $110M in 2025.
Platform Performance and Innovation
Revio system saw 61 placements in 2025, with ~$334M in shipments since 2023 and a 22% yield improvement.
Vega system launched end of 2024, with 140 placements in 2025; 65% to new customers.
SPRQ chemistry to be launched on Vega in 2026, increasing throughput and lowering costs.
SPRQ Next Chemistry allows multi-use SMRT cells, reducing costs and increasing throughput by 25%.
Whole genome sequencing now priced at or below $300/genome, making HiFi competitive with short-read technologies.
SPRQ-Nx: How does it challenge short-read dominance?
What drives clinical scale-up beyond initial adoption?
How will HiFi data and AI enable digital diagnostics?
Partial view of Summaries dataset, powered by Quartr API
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Next Pacific Biosciences of California earnings date
Q4 202513 Feb, 2026
Pacific Biosciences of California
Next Pacific Biosciences of California earnings date
Q4 202513 Feb, 2026
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Frequently asked questions
Pacific Biosciences of California, Inc. designs, develops, and manufactures sequencing systems to resolve genetically complex problems. The company’s single molecule real-time (SMRT™) Sequencing platform enables single molecule real-time detection of biological processes. Its SMRT Sequencing technology provides various applications, including de novo sequencing to assemble a genome from scratch; targeted sequencing to sample specific regions of interest; and epigenetic sequencing to study how environmental factors affect gene expression. It has collaboration with Cold Spring Harbor Laboratory to expand its efforts in developing third-generation DNA sequencing technology.
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