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PacBio JPM 2026 Presentation.pdf

上传人: 明**** 编号:1069809 2026-01-17 22页 3.83MB

1、1J.P.Morgan Healthcare ConferenceJanuary 12,2026Christian Henry,President and CEO2Forward-looking statementsAll statements in this presentation(and any accompanying oral presentation)that are not historical of fact are“forward-looking statements”within the meaning of Section 21E of the Securities Ex

2、change Act of 1934,as amended,and the U.S.Private Securities Litigation Reform Act of 1995,includingstatements relating to our preliminary financial results as of and for the quarterand year ended December 31,2025 as well as our expectations for future operating results,revenue,revenue mix,margins,g

3、uidance,goals and operating plans;expectationswith respect to the commercial success of theRevioand Vega systems;expectations with respect to development and commercialization timeframes;future availability,uses,accuracy,sensitivity,advantages,compatibility,pricing,specifications,quality or performa

4、nce of,or benefits or expected benefits ofusing,PacBio products or technologies,including theRevio and Vega systems;throughput,scalability,affordability,coverage,run times,data,density,type and cost per genome,pricing,consumable requirements,numberof genomes that can be sequenced per year;and relate

5、d improvements in yield and accuracy;schedule flexibility and downtime;references that PacBio iscreating the worlds most advanced sequencing technologies;expected results and delivery timeframes;expectations regarding competition in the short-andlong-read sequencing technologies markets;expectations

6、 regarding lowering the cost of long-read sequencing through SPRQ-Nx chemistry and the launch of SPRQ-Nx;expectations regarding the positioning of HiFi technology;expectations regarding the expansion of programs,utilization,and adoption;references that PacBios industry-leading comprehensive datasets

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1. **业绩表现**:2025年 preliminary 收入约$160M,Q4收入$44.6M,创纪录的耗材收入;仪器部署210台(Revio 61台、Vega 42台)。 2. **技术进展**:HiFi技术实现单分子测序,读长25kb,准确率高;SPRQ-Nx化学预计2026年推出,降低成本至<$300/基因组。 3. **临床与市场**:临床领域增长超40%,罕见病诊断效率提升10%;目标市场(癌症、罕见病等)2028年规模约$9B,年增7%。 4. **数据与AI**:HiFi数据集年增超60%,与AI结合推动多组学分析;All of Us项目验证长读测序在结构变异检测中的优势。 5. **战略重点**:2026年聚焦临床普及、大规模研究及SPRQ-Nx商业化,巩固长读测序技术领先地位。
**HiFi技术优势?** **Revio系统表现如何?** **SPRQ-Nx有何突破?**
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