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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股票週三發生了什麼?
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(納斯達克: ILMN)通過未透露的考慮擴大其對單細胞分析和多體組學研究的影響力並收購了Fluent Biosciences。

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

在這筆併購交易中,10x Genomics,Inc(納斯達克:TXG)的股票價格有所下跌。

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寫道,Fluent的PIPseq單細胞技術不需要儀器,每個細胞的成本至少比10x低50%,是市場上最便宜的,援引了最近的bioRxiv預印本。

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強調,成本降低已成爲日益擁擠的單細胞市場中至關重要的因素。捆綁銷售將進一步增強Fluent低成本定位的競爭優勢。雖然Illumina強調其對NGS平台的承諾,但似乎基因測序設備將強烈鼓勵使用Fluent的單細胞預分離試劑盒。

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%.

鑑於由於其廣泛使用,10x Genomics試劑盒主要與Illumina NGS系統一起使用,一名分析師預測Chromium(10x的單個細胞業務)收入將下降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.

從與市場上其他產品的性能特徵相比較的角度來看,William Blair寫道,10x仍然是最好的解決方案,但仍然太昂貴了。

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.

由於其強勁的增長和市場領導地位,10x通常以較高的估值進行交易。然而,目前的估值反映了對具有挑戰性的單細胞市場和未知的空間技術未來的擔憂,這些技術具有前景,但仍然不可預測。因此,William Blair將該股票評爲市場表現。

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

德意志銀行已將10x Genomics的Buy評級下調爲持有,並將價格目標從55美元下調至25美元。

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

Price Action:週三最後一次檢查時,TXG股票下跌13%至15.89美元。

Photo via Shutterstock

圖片來自shutterstock。

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