PacBio: The Consumables Flywheel Is Turning. The Chart Wants Confirmation
Source: SeekingAlpha
2026-01-28 12:16:27 ET
I have been a long-time bull for Pacific Biosciences ( PACB ). The company is known for its long-read sequencing systems. The company sells these devices to labs and earns recurring revenue as they buy consumables (SMRT Cells, reagents, and kits). We can broadly split the revenue into instruments (one-time CapEx purchases of devices like Revio and Vega) and service & utilization revenue (support and consumables). Revio is the flagship workhorse, while Vega is a lower-throughput, lower-price benchtop system aimed at smaller organizations....
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PacBio: The Consumables Flywheel Is Turning. The Chart Wants Confirmation
Illumina Inc.
NASDAQ: ILMN
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