Pacific Biosc Stock Price, News & Analysis

PacBio (NASDAQ: PACB) reported Q3 2025 results for the quarter ended September 30, 2025. Revenue was $38.4M versus $40.0M a year ago; instrument revenue fell to $11.3M while consumables rose to $21.3M. GAAP gross profit was $15.9M and non-GAAP gross margin improved to 42% from 33% a year earlier. Non-GAAP operating expenses were $53.9M versus $62.4M in Q3 2024. Non-GAAP net loss narrowed to $36.8M (non-GAAP EPS $0.12). Cash and investments totaled $298.7M.

Product and program updates include the new SPRQ-Nx chemistry (targeting up to 40% sequencing cost reduction), Class III device registration in China for Sequel II CNDx, expanded PureTarget assays, and Revio selections for major genomics projects.

PacBio (NASDAQ: PACB) announced a multi-center preprint from the HiFi Solves EMEA Consortium showing that HiFi sequencing with Paraphase detected 100% of 125 known pathogenic variants in 86 individuals across 11 complex genomic regions.

The study used one SMRT Cell per sample with a median read length of 15.5 kb and mean per-base accuracy above 99.9%, demonstrating phasing, copy-number resolution, and detection of complex events (gene conversions) in paralogous regions previously inaccessible to short reads.

The consortium now spans 23 institutions in 16 countries, and authors say results support broader clinical adoption of high-accuracy long-read genomes for rare disease and diagnostic testing.

PacBio (NASDAQ: PACB) said the Sequel II CNDx system gained NMPA Class III medical device approval in China through its partner Berry Genomics on Nov 4, 2025.

This marks the first regulatory clearance of a clinical-grade long-read sequencer worldwide and enables Berry to offer an end-to-end long-read HiFi sequencing workflow in China, initially targeting thalassemia carrier, prenatal, newborn, and rare-disease testing. The system delivers long reads (≥20 kb) with high accuracy, detecting SNVs, indels, CNVs, SVs, repeat expansions and enabling phasing in a single run. PacBio and Berry plan to expand clinical assays and support deployment with AI analysis and local partnerships to reduce turnaround times and increase diagnostic yield.

PacBio (NASDAQ: PACB) will report third quarter 2025 financial results and host a conference call on Wednesday, November 5, 2025 at 4:30 PM ET (1:30 PM PT). The call will be webcast and available at https://investor.pacificbiosciences.com/.

Listen live via internet or by phone: toll-free 1-888-349-0136 or international 1-412-317-0459. Dial-in participants should join 10 minutes early and request to join the "PacBio Q3 Earnings Call".

PacBio (NASDAQ: PACB) announced SPRQ-Nx chemistry and consumables for Revio and Vega to reduce HiFi genome sequencing costs and add multiomic and regulated‑lab features. PacBio says customers at scale could see up to a 40% cost reduction, bringing per‑genome costs to under $300, with beta testing on Revio beginning November 2025 and commercial availability in 2026. Beta participants can purchase 384 genomes of reagents at about $250 per genome.

Other upgrades include 5hmC epigenetic detection, faster Vega runs (2–4 hours), 21 CFR Part 11 authentication and audit logging, and long‑term support for Revio and Vega through 2032.

PacBio (NASDAQ:PACB) announced on October 13, 2025 that its HiFi sequencing technology was selected as the primary platform for the Korean Pangenome Reference Project led by KDCA/KNIH.

The program aims to generate >1,000 telomere-to-telomere quality reference genomes representing the Korean population, integrate data into the global Human Pangenome Reference Consortium, and accelerate discovery of population-specific variants to support precision diagnostics, therapeutics, and disease research.

PacBio will provide HiFi whole-genome sequencing, full-length RNA analysis, and chromosome-scale CiFi technology as an integrated solution.

PacBio (NASDAQ: PACB) will sequence up to 7,800 whole genomes and epigenomes from the National Institute on Aging's Long Life Family Study using its Revio system and HiFi long‑read, methylation‑aware protocols. The program begins in Q4 2025 at the McDonnell Genome Institute with an initial tranche of ~5,500 samples and is planned to span five years. The LLFS renewal includes $80 million in NIA funding (2U19AG063893-06) for sequencing and recruitment. Goals include detecting structural variants, methylation signatures, and integrating genomics with longitudinal phenotypes to study exceptional longevity.

PacBio (NASDAQ: PACB) expanded its partnership with seqWell to distribute the LongPlex™ Multiplexing Kit, a scalable sample-prep solution optimized for PacBio HiFi sequencing. The kit uses tagmentation to fragment and index DNA, supporting multiplexing of up to hundreds of samples per run and workflows including low-pass whole genome sequencing, plasmid resequencing, and microbial sequencing. The LongPlex kit is available now with global availability in 2026, and is positioned to reduce hands-on time and cost per sample for high-throughput projects.

PacBio (NASDAQ: PACB) has announced its strategic entry into the high-throughput carrier screening market with an enhanced suite of PureTarget products. The new solution leverages HiFi sequencing technology to consolidate multiple specialized assays into a single, scalable test for analyzing challenging genes associated with inherited conditions.

The expanded portfolio includes three configurations: a carrier screening panel for inherited reproductive conditions, a repeat expansion disorder panel for neurological diseases, and a control panel for custom assay design. The solution can process up to 100,000 samples per year on a single Revio system and covers all challenging tier 3 genes identified in the American College of Medical Genetics technical standard.