Current Thoughts On PacBio

A few posts back I asked myself the question “Will/should I buy PacBio stock?”. I’ve continued to ask myself that question…

I’ve continued investigating the PacBio technology and have written a number of posts investigating the basic technology (linked below). In this post, I’m going to ponder the question a little more and summarize my current thinking.

On the technology:

• Good

  • CCS accuracy provides high quality long reads. Long enough to address most applications.

  • Throughput is not Poisson limited. This means you can probably get nearly every well generating a read.

  • PacBio have been able to increase chip throughput (1M to 8M to 25M).

  • PacBio have been able to decrease sensor feature sizes (14um to 7um to ~2um).

  • Based on other instruments, a lower cost bench top, single Revio chip instrument seems very feasible.

  • A lot of chip-based ZMW IP seem to have several years to run.

• Bad