Key Takeaways PacBio will distribute seqWell's LongPlex Kit to strengthen its sequencing solutions portfolio.PACB says the kit supports high-throughput DNA prep using tagmentation-based multiplexing.PacBio expects the partnership to expand workflow choices for rapid, economical data generation.Pacific Biosciences of California, Inc. (PACB) , popularly known as PacBio, announced an expanded partnership with seqWell yesterday. Under the new agreement, PacBio will distribute seqWell’s LongPlex Multiplexing Kit ...

Key Takeaways PacBio and EpiCypher partner to accelerate epigenomics with the Fiber-Seq workflow.The deal combines PacBio's HiFi sequencing with EpiCypher's chromatin expertise.Fiber-Seq links genetic and epigenetic data, streamlining assays into one workflow.PacBio (PACB) recently entered into a strategic partnership with EpiCypher to accelerate advancements in epigenomics research through the adoption of its Fiber-Seq workflow. This collaboration brings together PacBio’s long-read sequencing technology wi ...

Core Insights - PacBio has announced a partnership with EpiCypher to integrate EpiCypher's CUTANA Hia5 enzyme into its Fiber-seq assays, enhancing the ability to study chromatin biology at single-molecule resolution [1][3] - The collaboration aims to advance research in gene regulation, particularly in the context of rare diseases and cancer, by providing a comprehensive view of genetic and epigenetic features in a single assay [2][3] Company Overview - PacBio is a leading life science technology company focused on developing advanced sequencing solutions to address complex genetic problems across various research applications, including oncology and infectious diseases [4] - The company’s HiFi long-read sequencing technology is designed to provide high-quality data for a wide range of genomic studies [4] Product Details - The CUTANA Hia5 enzyme is now commercially available in 8 and 24 reaction formats, along with a supported Fiber-seq protocol, enabling researchers to generate insights into gene regulation [3] - Fiber-seq is an advanced multi-omic whole genome sequencing assay that measures chromatin accessibility, DNA methylation, and DNA variation simultaneously, offering a more integrated approach compared to traditional methods [2][3] Research Implications - The partnership is expected to facilitate the interrogation of complex genomic regions that are difficult to analyze with short-read approaches, potentially leading to breakthroughs in understanding rare diseases [7] - By consolidating multiple assays into a single workflow, researchers can save time and resources while obtaining richer data, which is crucial for advancing biological research [7]

Core Insights - PacBio reported a revenue increase in Q2 2025, achieving $39.8 million compared to $36.0 million in Q2 2024, marking a year-over-year growth [1] - The company has successfully reduced operating expenses and cash burn while maintaining revenue growth [6] Financial Performance - Instrument revenue for Q2 2025 was $14.2 million, slightly down from $14.7 million in Q2 2024 [1] - Consumable revenue increased to $18.9 million from $17.0 million year-over-year [1] - Service and other revenue rose to $6.7 million from $4.3 million in the same period last year [1] - GAAP gross profit for Q2 2025 was $14.7 million, up from $5.9 million in Q2 2024, with a non-GAAP gross profit of $15.2 million compared to $13.2 million [2] - Non-GAAP gross margin improved to 38% in Q2 2025 from 37% in Q2 2024 [2] Operating Expenses and Losses - GAAP operating expenses decreased to $59.5 million in Q2 2025 from $181.8 million in Q2 2024 [3] - Non-GAAP operating expenses also fell to $58.1 million from $71.0 million year-over-year [3] - GAAP net loss for Q2 2025 was $41.9 million, significantly reduced from $173.3 million in Q2 2024 [4] - Non-GAAP net loss for the same period was $40.0 million, down from $55.2 million [4] - GAAP net loss per share improved to $0.14 from $0.64 year-over-year [4] Product and Market Developments - The company sold 15 Revio™ systems in Q2 2025, down from 24 in Q2 2024, while it sold 38 Vega™ systems, which were not sold in the previous year [1] - Annualized Revio pull-through per system was approximately $219,000, down from $251,000 [1] - PacBio has expanded its distribution in China through a new agreement with Haorui Gene, enhancing access to clinical lab networks [6] - The company contributed to the 1000 Genomes Long Read Project, focusing on isoform-level transcriptome sequencing [6] Cash and Investments - As of June 30, 2025, PacBio had cash, cash equivalents, and investments totaling $314.7 million, down from $509.8 million a year earlier [1]

Core Insights - PacBio has licensed advanced deep learning-based DNA methylation detection methods from The Chinese University of Hong Kong (CUHK) to enhance its HiFi sequencing capabilities, specifically for detecting 5-hydroxymethylcytosine (5hmC), hemimethylated 5-methylcytosine (5mC), and N6-methyladenine (6mA) [1][2][4] Technology and Innovation - The licensed technology includes the Holistic Kinetic Model 2 (HK2), which utilizes an AI deep learning framework to improve the accuracy of methylation detection, including the ability to call native 5hmC in single molecules, a first for HiFi sequencing [2][4] - HiFi sequencing on Revio and Vega platforms allows for comprehensive genome and epigenome readouts from native DNA without chemical conversion or additional sample preparation, enhancing the efficiency of sequencing workflows [3][6] Market Impact - The integration of HK2 is expected to set a new standard for accuracy in DNA methylation detection, particularly for 5mC and 5hmC, which are crucial for research in cancer and human development [4][7] - Institutions like Children's Mercy Kansas City and GeneDx are already utilizing HiFi sequencing for genomic and epigenomic profiling, indicating a growing adoption of this technology in clinical settings [5] Future Prospects - The new capabilities from HK2 will be delivered to existing customers through software updates, ensuring no additional costs or changes to current sequencing protocols [3][8] - The ability to profile 5hmC is anticipated to open new avenues in liquid biopsy and cancer detection, maintaining DNA integrity and supporting haplotype-resolved analysis [6][8]