Looking at $PACB the company:
They are building the best long and short read company in sequencing.
They are building the best long and short read company in sequencing.
1/ They already have the long read sequencing with the SMRT technology. They have an install base of 326 instillations as of Q3. That has a lot of potential to grow. Half their revenues comes from the selling of the consumables that goes into running those devices.
2/ As the Base grows, this becomes like the Apple model with and ecosystem. They buy the device and then you earn revenue off the use of that device.
3/ They recently bought another company called Omniome which is building a new generation of short sequencing device.
4/ They claim this device does a better job of matching DNA and nucleotides. This significantly boosts the accuracy. It also boasts the ability to have more samples per run.
5/ The combination of the long and short sequencing gives $PACB a broad offering of devices across all the needs in the sequencing space. This can drive more cross selling between the devices and bring in more customers.
6/ Here is a look at the combined offerings: 
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