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What's Going On With 10x Genomics Stock On Wednesday?

What's Going On With 10x Genomics Stock On Wednesday?

10x genomics股票周三发生了什么?
Benzinga ·  07/10 14:22

Wednesday, Illumina Inc (NASDAQ:ILMN) acquired Fluent BioSciences to expand its reach in single-cell analysis and multiomics research for an undisclosed consideration.

漫步, Illumina股份有限公司(纳斯达克: ILMN)通过未透露的考虑扩大其对单细胞分析和多体组学研究的影响力并收购了Fluent Biosciences。

Amid this M&A deal, 10x Genomics, Inc (NASDAQ:TXG) shares are trading lower.

在这笔并购交易中,10x Genomics,Inc(纳斯达克:TXG)的股票价格有所下跌。

William Blair writes that Fluent's PIPseq single-cell technology does not require an instrument, and costs per cell is at least 50% less than 10x and is the cheapest on the market, citing a recent bioRxiv preprint.

William Blair写道,Fluent的PIPseq单细胞技术不需要仪器,每个细胞的成本至少比10x低50%,是市场上最便宜的,援引了最近的bioRxiv预印本。

William Blair highlights that cost reduction has become crucial in the increasingly crowded single-cell market. Bundled offerings will further strengthen Fluent's competitive edge with low-cost positioning. While Illumina emphasizes its commitment to the NGS platform, it seems likely that the Illumina NGS ecosystem will be strongly encouraged to use Fluent's single-cell prep kits.

William Blair强调,成本降低已成为日益拥挤的单细胞市场中至关重要的因素。捆绑销售将进一步增强Fluent低成本定位的竞争优势。虽然Illumina强调其对NGS平台的承诺,但似乎基因测序设备将强烈鼓励使用Fluent的单细胞预分离试剂盒。

Given that 10x Genomics kits are mainly used with Illumina NGS systems due to their widespread use, an analyst predicts that Chromium (10x's single-cell business) revenue will decrease by 10%.

鉴于由于其广泛使用,10x Genomics试剂盒主要与Illumina NGS系统一起使用,一名分析师预测Chromium(10x的单个细胞业务)收入将下降10%。

Looking at the performance characteristics of Chromium compared to others in the market, William Blair writes that 10x still has the best solution, but it is still too expensive.

从与市场上其他产品的性能特征相比较的角度来看,William Blair写道,10x仍然是最好的解决方案,但仍然太昂贵了。

10x has typically traded at higher valuations due to its strong growth and market leadership. However, the current valuation reflects concerns about the challenging single-cell market and the uncertain future of spatial technologies, which are promising but still unpredictable. Therefore, William Blair rates the stock as Market Perform.

由于其强劲的增长和市场领导地位,10x通常以较高的估值进行交易。然而,目前的估值反映了对具有挑战性的单细胞市场和未知的空间技术未来的担忧,这些技术具有前景,但仍然不可预测。因此,William Blair将该股票评为市场表现。

Deutsche Bank has downgraded 10x Genomics from Buy to Hold and lowered the price target from $55 to $25.

德意志银行已将10x Genomics的Buy评级下调为持有,并将价格目标从55美元下调至25美元。

Price Action: TXG shares are down 13% at $15.89 at last check Wednesday.

Price Action:周三最后一次检查时,TXG股票下跌13%至15.89美元。

Photo via Shutterstock

图片来自shutterstock。

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