Pacific Biosciences of California Inc (PACB)

[MastersN]

Shub, I don't know enough about Clovis to comment unfortunately. I'll watch it though. I know you don't follow technicals but looking at it on a monthly my best guess is that it does a monthly cup and handle which means consolidates a few months between 70 and 100 then if anything good, it will go higher.

As for PACB I think the short squeeze ain't over. I'm being optimistic but I think the run goes to around $7..

Check this out by our friends in HK-

http://journal.frontiersin.org/article/10.3389/fmicb.2017.01448/full

It has been estimated that when using these second generation sequencing platforms, around 95% of the money and time are spent in completing the last 1% of the bacterial genome. The extra labor cost and time spent to improve the draft genomes by additional sequencing for gap-filling or to determine the order and orientation of contigs are considerably high and negates any initial cost savings (Table 5). In contrast, although the cost per base is more expensive for the PacBio RS II platform compared to short-read sequencing technology, no additional manual work after de novo assembly is required and the benefit of obtaining an accurate number of individual replicons and an intact assembly of repetitive regions and mobile genetic elements justify the initial cost. In particular, these complex and repetitive elements have been shown to be relevant and important to evolution and diseases, providing good foundation for comparative and evolutionary genomic studies