PacBio Thoughts

PacBio have an earnings call tomorrow. Their last earnings call came with 80 layoffs.

In Q1 they sold 12 Revios and 28 Vegas. Given that ONT instrument shipments were flat, and Illumina don’t seem to be doing great either it perhaps seems unlikely that PacBio will be doing massively better.

So, my baseline assumption would be that Revio and Vega instrumen…