Monday, August 04, 2025 1:17:13 PM
Buy companies that have strong revenue, strong profit and good management.
3 things about PACB:
1. Revenue is not growing, they are far behind stated goals and getting worse
2. The company is losing $100 million per quarter (that is terrible for a company with revenue that is less than $300 million per quarter. that is even worse for a company whose revenue is less than $30 million per quarter)
3. They are rapidly diluting existing shareholders. Number of shares went from 272 million, to 273 million, to 283 million to 297 million during the past 4 quarters and getting worse.
Beware.
3 things about PACB:
1. Revenue is not growing, they are far behind stated goals and getting worse
2. The company is losing $100 million per quarter (that is terrible for a company with revenue that is less than $300 million per quarter. that is even worse for a company whose revenue is less than $30 million per quarter)
3. They are rapidly diluting existing shareholders. Number of shares went from 272 million, to 273 million, to 283 million to 297 million during the past 4 quarters and getting worse.
Beware.
Recent PACB News
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/03/2026 08:05:09 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/01/2026 09:17:23 PM
- Basecamp Research Selects PacBio HiFi Sequencing to Power Trillion Gene Atlas Initiative • GlobeNewswire Inc. • 03/18/2026 01:05:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 03/06/2026 09:06:02 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/05/2026 01:43:24 PM
- Form 3 - Initial statement of beneficial ownership of securities • Edgar (US Regulatory) • 03/05/2026 01:39:25 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 03/05/2026 01:34:48 PM
- PacBio Announces the Appointment of Chris Gibson to the Board of Directors • GlobeNewswire Inc. • 03/05/2026 01:30:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/04/2026 10:54:50 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/03/2026 11:16:01 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/03/2026 11:14:43 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/03/2026 11:13:04 PM
- Form S-3ASR - Automatic shelf registration statement of securities of well-known seasoned issuers • Edgar (US Regulatory) • 02/25/2026 09:41:37 PM
- Form S-8 - Securities to be offered to employees in employee benefit plans • Edgar (US Regulatory) • 02/25/2026 09:16:45 PM
- Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405] • Edgar (US Regulatory) • 02/25/2026 09:03:36 PM
- PacBio and DNAstack Launch First Global Federated HiFi Whole Genome Dataset to Accelerate Rare Disease Research • GlobeNewswire Inc. • 02/24/2026 02:05:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/20/2026 01:33:35 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/20/2026 01:28:59 AM
- PacBio to Participate in the TD Cowen 46th Annual Health Care Conference • GlobeNewswire Inc. • 02/18/2026 09:05:00 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 02/17/2026 11:27:54 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 02/12/2026 09:10:44 PM
- PacBio Announces Fourth Quarter and Full Year 2025 Financial Results • GlobeNewswire Inc. • 02/12/2026 09:05:00 PM
- PacBio Joins iHope Initiative as First Long-Read Genomic Sequencing Partner • GlobeNewswire Inc. • 02/12/2026 12:00:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 02/03/2026 09:20:55 PM
- Form SCHEDULE 13G/A - Statement of Beneficial Ownership by Certain Investors: [Amend] • Edgar (US Regulatory) • 02/03/2026 04:37:05 PM
