Jun. 10 at 7:59 AM
$PACB feels like the stock market’s version of a PhD student: incredibly smart, working on revolutionary science, but somehow always short on funding and recognition. 🧬📉
The bull case is simple: long-read sequencing is the gold standard for understanding genomes. The bear case is that Wall Street prefers profits to Nobel Prize-worthy technology.
At these levels, PACB isn’t being priced like a company that could help define the future of precision medicine—it’s being priced like a science experiment that forgot to submit its grant application.
High risk? Absolutely.
Potentially misunderstood? Also yes.
Sometimes the market sequences DNA faster than it sequences value.
