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Date | For | Estimate | Reported | Surprise | surprise % |
---|---|---|---|---|---|
2024-05-09 | 2024-03 | -0.26 | -0.26 | N/A | N/A |
2024-02-15 | 2023-12 | -0.31 | -0.27 | 0.04 | 12.90% |
2023-10-30 | 2023-09 | -0.3 | -0.27 | 0.03 | 10.00% |
2023-08-02 | 2023-06 | -0.34 | -0.26 | 0.08 | 23.53% |
2023-05-02 | 2023-03 | -0.33 | -0.31 | 0.02 | 6.06% |
2023-02-16 | 2022-12 | -0.35 | -0.35 | N/A | N/A |
Date | Firm | Action | From | To |
---|---|---|---|---|
2023-10-15 | Piper Sandler | Upgrade | Neutral | Neutral |
2023-09-28 | Barclays | Upgrade | Equal-Weight | Equal-Weight |
2023-09-27 | Bernstein | Upgrade | Outperform | |
2023-09-25 | Cantor Fitzgerald | Upgrade | Neutral | Neutral |
2023-08-21 | Cantor Fitzgerald | Upgrade | Neutral | Neutral |
2023-08-03 | Morgan Stanley | Upgrade | Equal-Weight | Equal-Weight |
Date | Name | Relation | Quantity | Description |
---|---|---|---|---|
2024-02-21 | EIDEL JEFF | Officer | 893.57K | Stock Award(Grant) |
2023-03-14 | ERICSON WILLIAM W | Director | 18.80K | Sale |
2024-03-03 | FARMER MICHELE CPA | Officer | 217.22K | Sale |
2022-03-01 | FROMEN PETER | Officer | 190.28K | Stock Award(Grant) |
2024-03-03 | HENRY CHRISTIAN O | Chief Executive Officer | 2.60M | Sale |
2024-03-03 | KIM SUSAN G | Chief Financial Officer | 712.26K | Sale |
Report Date | Organization | Position | Value | Percentage |
---|---|---|---|---|
2023-09-29 | ARK Investment Management, LLC | 29.82M | 249.02M | 11.90% |
2023-06-29 | Vanguard Group Inc | 23.13M | 307.59M | 9.23% |
2023-06-29 | Blackrock Inc. | 20.82M | 276.94M | 8.31% |
2023-06-29 | Madrone Advisors, LLC | 16.42M | 218.33M | 6.55% |
2023-06-29 | Nikko Asset Management Americas, Inc. | 13.65M | 181.54M | 5.45% |
2023-06-29 | Sumitomo Mitsui Trust Holdings, Inc. | 13.65M | 181.54M | 5.45% |
Report Date | Organization | Position | Value | Percentage |
---|---|---|---|---|
2023-09-29 | ARK ETF Tr-ARK Innovation ETF | 16.06M | 134.09M | 6.41% |
2023-09-29 | ARK ETF Tr-ARK Genomic Revolution ETF | 11.56M | 96.50M | 4.61% |
2023-06-29 | Vanguard Total Stock Market Index Fund | 7.19M | 95.61M | 2.87% |
2023-06-29 | Smallcap World Fund | 6.50M | 86.50M | 2.60% |
2023-06-29 | Vanguard Small-Cap Index Fund | 5.81M | 77.22M | 2.32% |
2023-08-30 | iShares Russell 2000 ETF | 5.74M | 64.77M | 2.29% |
Bingo Brennen strikes again!
Can I ask is everyone posting from the StockMaster app or is there a different interface used for this forum?
$PACB is estimated to reach profitability this quarter per the StockMaster app.
Thanks for the update Bingo Brennan!
I mean market capitalization, not market share.
Bingo Brennan
$ILMN has a market share of 54 billion and accounts for it 70% of the worlds gene sequencing market. $PACB has a market cap of 5 billon. $PACB’s HiFi reads is expected to take most of the market share away from $ILMN’s short reads. Particularly when the cost of long reads reaches the cost of short reads. That’s a 10x potential, not including the market expansion, as they continue to work to make it cheaper. $BNGO doesn’t do sequencing. As it stands they don’t get a piece of that pie unless it is complementary to HiFi reads.
Gave you the wrong link
https://twitter.com/sbarnettark/status/1346566741200171008?s=10
The $PACB HiFi reads need to be put together as a whole genome. Clinical sequencing is like assembling a jigsaw puzzle using a picture. De novo sequencing ($BNGO) is like assembling a jigsaw puzzle using a computer. Simon Barnett said that de novo sequencing ($BNGO) is a substantially smaller market opportunity than clinical sequencing.
$PACB still needs to be used, but it’s the method of putting reads together that determines if you’re going to use $BNGO. Either way, the function $PACB serves is needed to cure cancer, diabetes, sickle cell anemia, blindness and other hereditary diseases. $BNGO he’s not needed, but can be used complimentary to $PACB.
Don’t just cherry pick the parts that fit your position.
Whoever is going around saying that $ARKG is selling $PACB is just trying to spread disinformation. They are steadily holding about the same amount of shares. Sometimes they will sell or not buy new shares to keep the fund weighting under control due to the share price growth.
See the graphs:
https://cathiesark.com/arkg-holdings-of-pacb
They haven’t even released their trades for today to the public. I would like to see evidence they are selling $PACB today beside public posts on social media.
Correction to my last post:
It’s cheaper to pay for a HiFi read ($PACB) than both a short read ($ILMN) and a gene map ($BNGO) combined.
Short read gene sequencing ($ILMN) and gene mapping ($BNGO) are complementary. However, HiFi reads ($PACB) do both single nucleotide variants and structural variants. So you don’t need $BNGO. It’s cheaper to pay for a HiFi read ($PACB) than both a short read ($ILMN) and a gene map ($ILMN) combined. I am assuming that as why Ark does not own $BNGO. It’s all about cost, accuracy and adoption. $BNGO goes great with $ILMN, but Ark dumped all of their $ILMN.
In the study of $BNGO everyone is referring to where $BNGO found more structural variants, optical mapping ($BNGO) was limited to structural variant information for variant sizes [greater than] 5 kb, contributing [approximately] 1,600 unique variants. In addition, $PACB sequencing provides both exact and sequence-resolved structural variant breakpoints as well as the actual sequences of insertions, both of which $BNGO technology does not. This is what is used for gene editing.
Cost has historically been a barrier to adoption, but $PACB has been investing in significantly improving throughput and cost per sample. In line with Wright’s Law, for every cumulative doubling in the data produced on $PACB’s instruments, unit costs have declined consistently at a 28% rate. According to Ark’s research, during the next two to three years, as $PACB continues to optimize its HiFi chemistry, the cost of long/HiFi read sequencing could approach that of short-read sequencing, causing an inflection in clinical demand for $PACB technology.
Here is an explanation:
$BNGO is not going to overtake the $PACB potential marketshare. $BNGO does gene mapping. $PACB does gene sequencing, specifically Next Generation Sequencieng (NGS).
I’m guessing the online hype may be part of a pump and dump scheme for $BNGO.
A sequence spells out the order of every DNA base in the genome, while a map simply identifies a series of landmarks in the genome. So they have different uses.
You can’t edit genes and cure cancer with the results of a map ($BNGO). You need to sequence ($PACB) the genome. I would say curing cancer, diabetes, blindness, and every hereditary disease known to man a bigger catalyst.
Do your homework and know what you’re buying. Otherwise, you’re not an investor, you are a gambler.
Here is a video where a medical doctor explains the difference between the technologies used by $BNGO and $PACB.
$BNGO is not going to overtake the $PACB potential marketshare. $BNGO does gene mapping. $PACB does gene sequencing, specifically Next Generation Sequencieng (NGS). They are different markets.
A sequence spells out the order of every DNA base in the genome, while a map simply identifies a series of landmarks in the genome. So they have different uses.
ARKG doesn’t own $BNGO because sequencing is needed for genetic therapy, like gene editing, where they will cure hereditary diseases such as cancer, diabetes, blindness, sickle cell anemia, etc. This is the genomic revolution Ark is investing in and so should you.
I’m guessing the online hype may be part of a pump and dump scheme for $BNGO and ignorant investors who think it’s the same thing. Do your homework and know what you’re buying. Otherwise, you’re not an investor, you are a gambler.
Here is a video where a medical doctor explains the difference between the technologies used by $BNGO and $PACB.
$BNGO is not going to overtake the $PACB potential marketshare. $BNGO does gene mapping. $PACB does gene sequencing, specifically Next Generation Sequencieng (NGS).
A sequence spells out the order of every DNA base in the genome, while a map simply identifies a series of landmarks in the genome. So they have different uses. Sequencing is needed for genetic therapy, like gene editing where they will cure hereditary diseases such as cancer, diabetes, blindness, sickle cell anemia, etc.
I’m guessing most of the online hype may be part of a pump and dump scheme for $BNGO or just ignorant investors. Do your homework and know what you’re buying. Otherwise, you’re not an investor, you are a gambler.
Here is a video where a medical doctor explains the different technology is used by $BNGO and $PACB.