PACB Pacific Biosciences of California Inc

$PACB $QSI The next major AI opportunity won’t be companies building the smartest models, but companies controlling the technology that generates biological data those models cannot obtain any other way.

$PACB I believe the upcoming election is also putting upward pressure on this stock, along with other BioTech. If Dems can take control of congress they will look to restore the NIH grants and research that were cancelled under the Orange clown’s administration. Pacb has been affected by the NIH funding environment and with the new partnerships and press Pacb has seen recently, additional opportunities could arise from newly funded research and capital purchase approvals for Government and Academic research.

$PACB Goldman Sachs: “We expect Democrats to use fiscal deadlines to seek to limit the war with Iran, roll back selected tariffs, and reverse spending cuts enacted last year." The last sentence is what matters, restore funding to NIH and academic research will be a positive for PacBio.

$PACB As an idealist, I can say for myself that alone the sentimental value of this company is worth at least 5 billion....and you don't even have to be an idealist to see that...

$PACB Many thanks to everyone who regularly posts the latest updates and news about PACB here and keeps us in the loop. By the way: I haven’t sold a single one of my shares; instead, I’m going to hold onto them for at least 10. (It’s not that far off now… and Cathy has also bought more…) Have a great weekend, everyone.

$PACB 5 quarters of cash until a raise is needed. If they don’t become cash flow positive sometime next year, they will have to raise money, and the stock price will get chopped in half, at best, and possibly go sub-$1. If you’re invested here, don’t get too blinded by the superior tech. Unless and until the company becomes cash flow positive, any investor here faces a realistic possibility of a 100% loss. PACB’s tech succeeding in the long term != PACB current investors getting a positive return. Sadly, as a PACB investor today, you’re betting on the management more than the tech, and, despite the recent changing of the guard, this executive team has yet to prove that they can sell their wares to the extent needed to create an eventual positive outcome for current shareholders. Don’t naively believe that you can’t lose just because the tech will succeed. The proper investor fear here isn’t a steep drawdown or a need for patience; it’s a complete loss of investment.

$PACB nobody cares about the fundamentals this is now a pure tech play. Watch and learn. Try using traditional valuation methods on a technology like this and you’ll get burned. 😂

$PACB a massive drop is coming at earnings. This company has 650MILLION dollars in DEBT

$PACB Those who sold and wanted to time the buy back mostly will buy back at higher then their sell price.

$PACB Following the recent hype, market participants—both large and small—seem to be realizing the potential of this company and its technology. And that’s exactly why the stock once traded at around $50 per share. Now we’re on our way back there, because the time is right.

$PACB More good news released today. So glad that Christian Henry was forced out. Mark Van Oene way better CEO.

$PACB I'm bullish on this stock but it has been painful seeing so many people hype up this mini pump like they've never seen a pump before. Shorts got trapped after a good PR...cool. The S/P will slowly revert back to normal. Stop embarassing yourselves. All my covered calls have been ITM and not a single one was exercised. Why? Because no one is going to pay a premium to buy high during a mini pump and bag hold. We're in Q4 tax loss season now, this stock is heading back to 1-1.50 range. Stop with the delusional rally cries and get back to accumulating.

$PACB — This new AI partnership adds another use case for long-read sequencing. PacBio announced a collaboration with TychoBio to generate full-length RNA data from more than 10,000 samples. TychoBio plans to use the sequencing information to train AI models for designing RNA-based therapies targeting rare diseases. This is interesting because the value of sequencing technology could extend beyond diagnostics and basic research into drug development. However, PacBio recently lowered its full-year revenue forecast, so commercial execution remains a legitimate concern.

$PACB noticed NVIDIA is currently investing in everything AI. If $NVDA ever wanted to put small change $200M–$500M behind the long-read ecosystem, PACB would be the candidate. Imagine It could be securing a strategic position in the biological data-generation layer of AI. Over night doubling the stock price. Still hoping for acquisition by $MRNA

$PACB Oh they just said they expect to end Q4 with about $180MM in cash. That would imply only $20MM loss in Q4, which would give quite a bit more runway

People talk about those bets you can make that if sized properly, can give you a win so great it could even change your life. These are extremely rare and don’t come around often. Seize the opportunity when it presents itself. $PACB Pacific Biosciences of California

$PACB break and close past yesterdays highs and it might get ugly pretty quickly for the shorts.

$PACB I just went all in after the PR announcement average of 1.80 let’s go ! From bear to bull!

$PACB Sometimes just inverting the chart can give new perspective into price action. I’d be very surprised if this “went back to 1.00” from here 😂 Get it done bears or else it’ll be $5.00 heading into 2027 instead of 1.00.

$PACB somehow i found the money to get up to 41,256 shares. this could be the last chance to get it under $3 with earnings hitting tonight, so i took the risk.