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創投首席執行官凱茜·伍德正在加倍投資基因組學。
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.
事件經過：加利福尼亞州的Pacific Biosciences公司（納斯達克股票代碼：PACB），簡稱PacBio，是生物技術領域的新秀。 該公司的Vega測序儀可能是爲Ark創投組合重新點燃基因組學之火的火種。
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月中旬以來，Ark創投一直在不斷增加對PacBio的持股。 最近，該基金於12月3日增加了超過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.
儘管股價在過去一年下跌了75％，Ark的信心仍然堅定不移。 伍德相信該行業具有長期增長潛力，尤其是基因組學與人工智能進步相結合。
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「摘要與投資」播客中，伍茲強調投資者需要超越傳統基準。 她指出，人工智能培訓成本的下降使基因編輯和基因組測序領域出現了突破。
Despite market headwinds like high interest rates, Wood remains bullish, suggesting those ignoring the genomics sector risk missing out on transformative opportunities.
儘管市場風險大如高利率期貨，伍德仍然看好，建議那些忽視基因組學領域的人可能會錯過變革性機遇。
Read Also: Why Purple Biotech (PPBT) Stock Is Getting Hammered
閱讀更多：爲什麼Purple Biotech（PPBT）股票遭遇重挫
Why It Matters: PacBio carved out its niche in long-read sequencing, an advanced technology that maps entire genomes with unparalleled accuracy.
爲什麼重要：PacBio在長讀取測序領域打造了自己的一席之地，這是一種能夠以無與倫比的準確性繪製整個基因組的先進技術。
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.
總部位於加利福尼亞門洛帕克的公司最新推出的 Vega 臺式測序儀將價格實惠（16.9 萬美元）和精準性結合在一起。它旨在大衆化地使用 PacBio 的 HiFi 測序技術。
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 持續增強其技術，在 2021 年收購 Omniome 後引入了 Sequencing by Binding（SBB）化學。結果？推出獨特產品，滿足短讀和長讀測序需求。
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.
在財務上，PacBio 正在節衣縮食。非 GAAP 營業費用在 2024 年第三季度下降到6240萬美元，較一年前的 9090萬美元有所降低。同時，消耗品銷售額達到 1850萬美元，爲該公司 Onso 系統創下紀錄。
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 的故事並非沒有挑戰，考慮到空頭持倉超過 20%。但是，伍德的 Ark 持有 12.26% 的股份（截至 9 月 30 日），鞏固了她對 PacBio 的信懇智能。
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.
生物科技行業今年的整體市場增幅超過 29%。PacBio 的股價一直波動，但伍德的累積表明她將這視爲一個買入機會，而不是一個警示信號。
What's Next: Vega's launch is slated for early 2025.
接下來的計劃：Vega 的推出計劃定於 2025 年初。
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Image: Courtesy of Cathie Wood
圖片: 感謝 Cathie Wood
譯文內容由第三人軟體翻譯。