Thanks Shub. I like your reference to involuntary education and rubric, as well as the infamous low salary design/art industry. Haha
I have no choice but to sit on this now. Wish I could buy more down here to bring my cost per share lower but I can't. I've done a lot of study on sequencing, not necessarily the technical aspects of it but who the players are, who dominates short reads vs long reads, etc and became a 'believer' in the long read science.
Apparently it really is all about cost though and that's the reason why PacBio lags. They say they want to make the chips faster in 1-2 years but that sounds way too long to me based on the competition ramping up. Why don't they try to do it in 6mo-1 year? How do you ask investors to wait 2 years in a fast growth sector?!?! Are they crazy? That's like Netflix saying we want to add all movies (not just the crappy ones) to streaming video. 2 years! Meanwhile Hulu or Amazon Prime figures out how to get all movies on in 6 weeks.
Honestly, do you think the price will ever go back to $14? Would love to hear your thoughts on that. Apparently that entire run was a rumor run so we are back to where we started. Ironically where we started from that run, the stock looked like it was about to tank on Oct2015. Now we are back to the same spot and it looks like it is going to tank again.
NVTA.. here's the thing. I have 75X more PACB than I have of NVTA and I'm in no position to pick up anything else. How's that for planning. ;-(
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