NEW YORK – Pacific Biosciences officials touted the firm's R&D activities and recently launched products this week as part of the firm's plan to boost sales after a disappointing first quarter.

纽约——太平洋生物科学公司（Pacific Biosciences）的官员吹嘘了该公司的研发活动，并于本周推出了产品，作为该公司计划的一部分，在经历了令人失望的第一季度后，该公司计划提高销售额。

New Kinnex kits for long-read, full-length RNA sequencing, among other sample prep products, are already contributing to consumables revenues, and new hardware is close to being ready to contribute to the firm's top line, CEO Christian Henry said on a conference call with investors following the release of the firm's Q1 financial results, which saw flat year-over-year revenues.

首席执行官克里斯蒂安·亨利（ChristianHenry）在与投资者的电话会议上表示，用于长读、全长RNA测序的新Kinnex试剂盒以及其他样品制备产品已经为消耗品收入做出了贡献，新硬件即将为公司的顶线做出贡献，该公司第一季度财务业绩与去年同期持平。

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During the Q&A portion of the call, Henry defended his choice to slash costs without pruning the R&D portfolio, including development of short-read sequencing products.

在电话问答部分，亨利为自己的选择辩护，即在不削减研发组合的情况下削减成本，包括开发短读测序产品。

'We have done a lot of that work already to develop next-generation products that are in parallel with Revio,' he said. 'What this really says is that our benchtop system is pretty far along, and we're leveraging other technologies, coming from Revio for example, to make that system fly.'

他说，我们已经做了大量的工作来开发与Revio并行的下一代产品这真正说明的是，我们的台式系统发展得相当快，我们正在利用其他技术，例如来自Revio的技术，使该系统能够运行。”

He also said that PacBio is hitting its stride in manufacturing its Onso benchtop short-read sequencer and that the data quality of a high-throughput short-read sequencer in development is promising.

他还表示，PacBio正在制造其Onso台式短读测序仪，并且正在开发的高通量短读测序仪的数据质量很有前景。

Yet another new SMRT cell design — the core technology for the firm's long-read systems — is also close at hand. Meanwhile, improvements on the computational side could also help the company save costs on certain integrated chips.

另一种新的SMRT单元设计——该公司长读系统的核心技术——也即将问世。同时，计算方面的改进也可以帮助该公司节省某些集成芯片的成本。

'PacBio remains focused on developing its benchtop long-read sequencer, followed by a high-throughput short-read sequencer,' Canaccord Genuity Analyst Kyle Mikson wrote in a note to investors, noting that the firm's ultra-high throughput long-read sequencer plans have been delayed 'although there is likely modest demand for such a product currently.'.

Canaccord Genuity分析师凯尔·米克森（KyleMikson）在给投资者的一份说明中写道：“PacBio仍然专注于开发台式长读测序仪，其次是高通量短读测序仪，并指出该公司的超高通量长读测序仪计划已被推迟，“尽管目前对此类产品的需求可能不大。”。

JP Morgan Analyst Rachel Vatnsdal noted that recent layoffs 'should not impact the company's new product pipeline as a lot of the work has already been completed.'

摩根大通（JPMorgan）分析师雷切尔·瓦坦斯达尔（RachelVatnsdal）指出，最近的裁员“不应影响公司的新产品线，因为许多工作已经完成。”

PacBio's flat year-over-year Q1 revenues were attributed to slowing sales of its sequencing instruments due to macroeconomic conditions in the US and China. Moreover, company officials said that some purchases were delayed and that sales are taking longer for several reasons, including the fact that many customers are new to PacBio.

PacBio第一季度收入同比持平，这归因于由于美国和中国的宏观经济状况，其测序仪器的销售放缓。此外，公司管理人员表示，由于多种原因，一些购买被推迟，销售需要更长时间，包括许多客户是PacBio的新手。

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These are dynamics other companies are seeing in the genomics market, Henry suggested. The short-read sequencing market is 'more competitive than has ever been,' he said. 'We did have to ask ourselves, 'Do we keep going?''

亨利建议，这是其他公司在基因组学市场上看到的动态。他说，短读测序市场“比以往任何时候都更有竞争力”我们确实不得不问自己，‘我们要继续吗？’

For context, one competitor, Singular Genomics, has already chosen to focus more on the spatial biology market with its sequencing instrument.

在这种情况下，一个竞争对手Singular Genomics已经选择通过其测序仪器更多地关注空间生物学市场。

'I think we're really just getting our feet under us there, so to speak,' Henry said. PacBio recently consolidated Onso production in the Bay Area, CFO Susan Kim said, which will lead to lower production costs for consumables kits.

亨利说：“可以说，我认为我们真的只是在那里站稳了脚跟。”。PacBio最近整合了湾区的Onso生产，首席财务官SusanKim表示，这将降低耗材套件的生产成本。

'We've been manufacturing-constrained, and we had some late developments that we had to finish to make the chemistry even better,' Henry said, adding that shipments for Onso have increased sequentially, though he did not provide any numbers.

亨利说：“我们一直受到制造业的限制，为了使化学性能更好，我们必须完成一些后期的开发工作。”他补充说，Onso的发货量已经依次增加，尽管他没有提供任何数字。

Henry added that he was 'very encouraged' by progress on the high-throughput short-read system, which is being built with technology acquired from Apton Biosystems. 'We're already sequencing billions of reads at high accuracy,' he said, adding that the addressable market for this platform could be over $1 billion per year..

亨利补充说，他对高通量短读系统的进展感到“非常鼓舞”，该系统是利用从阿普顿生物系统公司（Apton Biosystems）获得的技术建造的他说，我们已经对数十亿次读取进行了高精度测序，并补充说，该平台的可寻址市场每年可能超过10亿美元。。

The first quarter was one of PacBio's most successful quarters for sample prep, Henry said, highlighting sales of DNA extraction and other sample preparation kits for long-read sequencing. The Nanobind PanDNA kit launched in January is helping the firm gain traction with users he hopes may purchase a benchtop long-read sequencer..

亨利说，第一季度是PacBio样品制备最成功的季度之一，重点介绍了DNA提取和其他用于长读测序的样品制备试剂盒的销售情况。今年1月推出的Nanobind PanDNA套件帮助该公司获得了用户的青睐，他希望可以购买台式长读测序仪。。

HiFi prep and plex library prep kits, also launched in Q1, help Revio customers prepare up to 96 libraries at a time at lower cost per library. 'Some of our largest customers are adopting these kits to help them further scale their projects,' Henry said. 'We expect the kits to be particularly beneficial for microbial genome and low-pass large genome sequencing, where library prep costs are a large percentage of the overall workflow cost.' .

同样在第1季度推出的HiFi prep和plex library prep kits可帮助Revio客户以较低的每个图书馆成本一次准备多达96个图书馆。”亨利说，我们的一些最大客户正在采用这些工具包，以帮助他们进一步扩大项目规模我们预计这些试剂盒对微生物基因组和低通大基因组测序特别有益，其中文库制备成本占总体工作流程成本的很大比例。”。

Meanwhile, the PureTarget kit, which began shipping in late March, helps users characterize repeat expansions.

与此同时，PureTarget工具包于3月底开始上市，它可以帮助用户描述重复扩展的特征。

Kinnex full-length RNA sequencing kits, launched in the fourth quarter of 2023, have led to orders from 160 customers as of March 31, totaling over $1.5 million, Henry said.

亨利说，Kinnex全长RNA测序试剂盒于2023年第四季度推出，截至3月31日，已有160家客户订购，总金额超过150万美元。

The long-read benchtop system remains a priority for PacBio, which believes it will address a market of over 1,000 potential customers. This product would likely compete with offerings from Oxford Nanopore Technologies.

长期阅读台式系统仍然是PacBio的优先事项，PacBio相信它将解决1000多个潜在客户的市场。该产品可能会与牛津纳米孔技术公司的产品竞争。

PacBio is also close to finishing development of its next-generation SMRT cell. 'This cell is expected to power a new, extremely high-throughput long-read platform, enabling throughput dramatically higher than that of the Revio system,' Henry said.

PacBio也即将完成其下一代SMRT细胞的开发。”亨利说，预计这个单元将为一个新的、超高吞吐量的长读平台提供动力，使吞吐量大大高于Revio系统。

PacBio brought manufacturing of a key component for the Revio system in-house, Kim said 'which, since being implemented in March, has helped reduce the contract manufacturing overhead expenses on each Revio instrument built by tens of thousands of dollars.'The firm has also reduced the cost of the 25M SMRT cell and can continue to lower costs for both the Revio instrument and consumables, Henry said, which could help improve margins and get the firm towards breaking even.

Kim说，PacBio将Revio系统的一个关键部件的制造带到了内部，自3月份实施以来，这有助于将每台Revio仪器的合同制造间接费用降低数万美元亨利表示，该公司还降低了2500万SMRT电池的成本，并可以继续降低Revio仪器和耗材的成本，这可能有助于提高利润率，使公司实现收支平衡。

The company is also 'on a path' to being able to use cheaper graphics processing units in the Revio by reducing the amount of computing power required. .

该公司还“走上了一条道路”，通过减少所需的计算能力，能够在Revio中使用更便宜的图形处理单元。

Henry noted that with version 13 of the firm's SMRT Link software, 'mean yield per SMRT cell for whole-genome sequencing runs in 2024 is approximately 5 Gb higher than in 2023.'

Henry指出，使用该公司的SMRT-Link软件第13版，“2024年全基因组测序运行的每个SMRT细胞的平均产量比2023年高约5 Gb。”