PacBio Announces Strategic Collaboration with n-Lorem Foundation and EspeRare
PacBio announced plans to pursue a strategic collaboration with the n-Lorem Foundation and EspeRare that we believe will position long-read whole-genome sequencing as enabling infrastructure to support the development of individualized antisense oligonucleotide therapies for ultra-rare genetic diseases. Under the proposed collaboration, PacBio will provide its scientific expertise, and the collaboration will utilize PacBio's long-read whole genome sequencing technology, to study the design, feasibility assessment, and molecular characterization of ASO therapies - to help extend the role of long-read genomics for those who may lack effective treatment options. ASO therapies require a complete understanding of the genomic architecture, including variant phasing, structural variation, repeat expansions, and regulatory alterations that are frequently missed or unresolved by standard sequencing approaches. By integrating long-read whole-genome sequencing earlier in the therapeutic development process, the proposed collaboration will aim to reduce the need for multiple sequential tests, accelerate target validation, and improve confidence in ASO design. Under the proposed collaboration, PacBio will donate sequencing reagents and provide expert scientific resources to support long-read genome analysis for research to further development of therapeutic treatments for individuals with rare diseases. These efforts are intended to directly inform target identification, ASO design feasibility, and regulatory-grade molecular characterization, strengthening the end-to-end pipeline from genomic discovery to enabling development of therapeutic interventions.
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- Asset Sale Completion: PacBio completed the sale of short-read DNA sequencing technology assets to Illumina for $48.1 million in net cash proceeds, aimed at strengthening its balance sheet and refocusing on long-read sequencing development.
- Strategic Shift: In response to challenging macroeconomic conditions, PacBio paused the development of its high-throughput short-read sequencing platform, reallocating resources to innovations in the long-read sequencing market, which is expected to enhance its market share.
- Accelerated Technology Development: The transaction enables PacBio to expedite the development of SPRQ-Nx chemistry, which will be launched globally at a competitive pricing structure, providing a more comprehensive view of the genome and further solidifying its leadership in genomic sequencing.
- Future Growth Potential: The CEO of PacBio stated that this transaction not only strengthens the company's balance sheet but also lays the groundwork for the next phase of growth, expected to drive the adoption of its differentiated long-read sequencing platform and enhance market competitiveness.
- Earnings Release Date: Pacific Biosciences will report its Q4 and full-year 2025 financial results on February 12, 2026, at 5:00 PM ET, demonstrating the company's commitment to transparency and investor communication.
- Revenue Growth: Preliminary fourth-quarter revenue is expected to reach approximately $44.6 million, reflecting a 14% year-over-year increase, while full-year revenue is projected at $160 million, a 4% rise from the previous year, driven primarily by strong sales of the Vega sequencing platform.
- System Placement Trends: The deployment count for the Vega system surged to 42 units in Q4 2025 from just 7 units a year earlier, while the Revio system placements slightly declined to 21 units, indicating a market preference shift towards the Vega platform.
- Stock Performance: Over the past year, PACB's stock traded between $1.84 and $2.12, closing at $2.57 with a 1.98% increase, reflecting market confidence in the company's growth potential.
- Revenue Growth: Pacific Biosciences anticipates approximately $44.6 million in Q4 2025 revenue, up 14% from $39.2 million in the prior year, driven by strong sales of its Vega sequencing platform, indicating robust performance.
- Instrument and Consumables Revenue: Q4 2025 instrument revenue is expected to rise to $17.3 million from $15.3 million, while consumables revenue jumps from $18.8 million to $21.6 million, reflecting sustained market demand and operational efficiency.
- System Deployment Trends: The placement count for the Vega system surged to 42 units in Q4 2025 from 7 units year-over-year, while the Revio system placements declined from 23 to 21 units, highlighting a shift in market preference towards Vega amid challenges for Revio.
- Future Outlook: CEO Christian Henry noted that the SPRQ-Nx technology's cost reductions and enhanced multiomic capabilities are expected to catalyze growth in 2026 and beyond, demonstrating the company's confidence in future market opportunities.

- Technological Innovation: PacBio's newly launched CiFi method integrates 3C with HiFi long-read sequencing, enabling chromosome-scale assemblies in a single sequencing run, significantly enhancing efficiency and accuracy in genomic research.
- Reduced Sample Requirements: This technology allows for the generation of reference-quality assemblies with limited sample input, thereby lowering the costs and complexities associated with genome projects by requiring fewer cells and libraries.
- Multi-Contact Resolution Capability: CiFi overcomes the limitations of traditional Hi-C methods by producing long HiFi reads that capture multiple chromatin interactions, which increases contact density and improves data quality.
- Broad Application Prospects: The successful application of this technology in assembling the genomes of prairie and meadow voles demonstrates its potential value in biodiversity studies and functional genomics, indicating a wide range of future applications in the field of genomics.
- Investment Strategy Shift: ARK Invest has aggressively trimmed legacy winners like Tesla to fund a multi-million dollar accumulation of gene-editing pioneers, indicating strong confidence in the genomic revolution.
- Increased Holdings in Gene Editing Firms: By late December 2025, ARK increased its stake in CRISPR Therapeutics to over 5% and Beam Therapeutics to 3.41%, enhancing its market position in the genomic revolution.
- AI and Biotechnology Integration: Cathie Wood emphasized the transformative potential of AI in healthcare, asserting that AI accelerates all aspects of genomics, thereby improving drug development and disease diagnosis efficiency.
- Fund Diversification: ARK has also established the Ark Genomic Revolution Fund, dedicated to investing in companies relevant to the genomic revolution across healthcare and information technology sectors, further expanding its investment portfolio.
- Analyst Optimism: Barclays analyst Luke Sergott raised the price target for Pacific Biosciences (PACB) from $1.50 to $2 while maintaining an Equal Weight rating, reflecting a positive outlook for the life sciences and diagnostics tools sector.
- Revenue Forecast Adjustment: Despite last quarter's revenue of $38.4 million falling slightly short of expectations due to lower-than-anticipated Vega sales in Europe, the company anticipates a sequential revenue growth of about 10% in Q4, indicating a rebound in market demand.
- Sales Projections Downgrade: Pacific Biosciences has lowered its full-year sales forecast for 2025 to a range of $155 million to $160 million, reflecting a cautious approach to market conditions while indicating strategic adjustments to address challenges.
- Innovation Potential: As a developer of innovative DNA sequencing technology, PACB plays a crucial role in aiding researchers to understand complex genomes, and despite facing competition, its unique technology and market demand provide a foundation for future growth.









