Cathie Wood's Ark Invest Bets Big On Biotech Again As Pacific Biosciences Grabs Spotlight
Cathie Wood's Ark Invest Bets Big On Biotech Again As Pacific Biosciences Grabs Spotlight
While the stock is down 75% over the past year, Ark's conviction shows no signs of wavering. Wood believes in the sector's long-term growth potential, particularly with genomics merging with AI advancements.Ark Invest CEO Cathie Wood is doubling down on genomics.
Ark创投首席执行官凯茜·伍德正在加倍投资基因组学。
What Happened: Pacific Biosciences of California Inc. (NASDAQ:PACB), known as PacBio, is biotech's new kid on the block. The company's Vega sequencer might be the spark that reignites the genomics flame in Ark Invest's portfolios.
事件经过：加利福尼亚州的Pacific Biosciences公司（纳斯达克股票代码：PACB），简称PacBio，是生物技术领域的新秀。 该公司的Vega测序仪可能是为Ark创投组合重新点燃基因组学之火的火种。
ARK Invest has been consistently increasing its stake in PacBio since mid-November. Most recently, the fund added over 24,000 shares on Dec. 3.
自11月中旬以来，Ark创投一直在不断增加对PacBio的持股。 最近，该基金于12月3日增加了超过24,000股。
While the stock is down 75% over the past year, Ark's conviction shows no signs of wavering. Wood believes in the sector's long-term growth potential, particularly with genomics merging with AI advancements.
尽管股价在过去一年下跌了75％，Ark的信心仍然坚定不移。 伍德相信该行业具有长期增长潜力，尤其是基因组学与人工智能进步相结合。
During eToro's "Digest & Invest" podcast, Woods emphasized that investors need to look beyond conventional benchmarks. She noted that declining AI training costs enable breakthroughs in gene editing and genome sequencing.
在eToro的“摘要与投资”播客中，伍兹强调投资者需要超越传统基准。 她指出，人工智能培训成本的下降使基因编辑和基因组测序领域出现了突破。
Despite market headwinds like high interest rates, Wood remains bullish, suggesting those ignoring the genomics sector risk missing out on transformative opportunities.
尽管市场风险大如高利率期货，伍德仍然看好，建议那些忽视基因组学领域的人可能会错过变革性机遇。
Read Also: Why Purple Biotech (PPBT) Stock Is Getting Hammered
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Why It Matters: PacBio carved out its niche in long-read sequencing, an advanced technology that maps entire genomes with unparalleled accuracy.
为什么重要：PacBio在长读取测序领域打造了自己的一席之地，这是一种能够以无与伦比的准确性绘制整个基因组的先进技术。
The Menlo Park, California-based company's latest launch, the Vega benchtop sequencer, combines affordability ($169,000) with precision. It aims to democratize access to PacBio's HiFi sequencing tech.
总部位于加利福尼亚门洛帕克的公司最新推出的 Vega 台式测序仪将价格实惠（16.9 万美元）和精准性结合在一起。它旨在大众化地使用 PacBio 的 HiFi 测序技术。
PacBio has steadily enhanced its technology, incorporating Sequencing by Binding (SBB) chemistry after acquiring Omniome in 2021. The result? A unique offering that bridges short-read and long-read sequencing needs.
PacBio 持续增强其技术，在 2021 年收购 Omniome 后引入了 Sequencing by Binding（SBB）化学。结果？推出独特产品，满足短读和长读测序需求。
Financially, PacBio is tightening its belt. Non-GAAP operating expenses dropped to $62.4 million in the third quarter 2024, down from $90.9 million a year ago. Meanwhile, consumables sales hit $18.5 million, marking a record for the company's Onso system.
在财务上，PacBio 正在节衣缩食。非 GAAP 营业费用在 2024 年第三季度下降到6240万美元，较一年前的 9090万美元有所降低。同时，消耗品销售额达到 1850万美元，为该公司 Onso 系统创下纪录。
PacBio's story isn't without challenges, considering short interest is over 20%. Yet Wood's Ark holds a 12.26% stake (as of Sept. 30), solidifying her vote of confidence in PacBio.
PacBio 的故事并非没有挑战，考虑到空头持仓超过 20%。但是，伍德的 Ark 持有 12.26% 的股份（截至 9 月 30 日），巩固了她对 PacBio 的信恳智能。
Biotech's broader market surged by over 29% this year. PacBio's shares have struggled, but Wood's accumulation suggests she sees this as a buying opportunity rather than a red flag.
生物科技行业今年的整体市场增幅超过 29%。PacBio 的股价一直波动，但伍德的累积表明她将这视为一个买入机会，而不是一个警示信号。
What's Next: Vega's launch is slated for early 2025.
接下来的计划：Vega 的推出计划定于 2025 年初。
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Image: Courtesy of Cathie Wood
图片: 感谢 Cathie Wood
