M*P 发帖数: 6456 | |
r*****t 发帖数: 4793 | |
j*********g 发帖数: 463 | |
D********d 发帖数: 2154 | 4 Illumina shares plummeted by a quarter after it warned on Monday that its
third-quarter sales were likely to come in below its own forecast and Wall
Street’s due to a drop in revenue from a type of genetic sequencing
instrument.
The diagnostic group said that it expects sales in the third quarter to have
risen 10 per cent on a year-on-year basis to $607m, compared with an
earlier estimate of $625m – $630m. That was also shy of analyst
expectations of $628m.
Illumina said the shortfall in revenue came as a result of a bigger-than-
expected year-on-year dip in sales of high-throughput sequencing instruments
, or devices that can analyse a very high number of DNA molecules at the
same time.
Shares of the California-based company fell as much as 26 per cent in after
hours trading. They were down by 3.7 per cent for 2016 as of Monday’s close. |
c*******t 发帖数: 962 | 5 销售额并没有下降25%么,测序究竟怎么了? 有谁展开谈谈?市场饱和??????? |
l********7 发帖数: 175 | |
l********7 发帖数: 175 | |
z*t 发帖数: 863 | 8 这年景稍微有点负面消息就狂跌啊,市场不稳定,今天这儿一个状况明天那儿一个幺蛾
子,大家一点风吹草动就跑得比兔子还快
换一个角度看就是测序行业从一个纯粹看前景烧钱的行业转化成了实实在在的cash cow
,这种情况下illumia营收的变化加之现在的年景当然会让市场的反应很敏感,你看
NASDAQ的biotech的start-up,发季报时从来没啥波动。 illumina现在市盈率42左右
,还是贵了。。。
【在 c*******t 的大作中提到】 : 销售额并没有下降25%么,测序究竟怎么了? 有谁展开谈谈?市场饱和???????
|
r*******r 发帖数: 1014 | 9 半导体要scaling测序了。
太大的东东没人要。
【在 M*P 的大作中提到】 : 测序估计要玩完
|
z*******o 发帖数: 1794 | 10 Pacbio的股价也还是一坨屎啊
[在 MHP (马后炮) 的大作中提到:]
:测序估计要玩完 |
d*******u 发帖数: 5337 | 11 labu is still over 50 and labd is about 20. |
c*******t 发帖数: 962 | 12 这个基本确定了是骗子公司。ilmn不是啊。实验室里还用他家的机器,很好用的。
【在 l********7 的大作中提到】 : theranos的新闻更吓人
|
a******r 发帖数: 786 | 13 ILMN 被高估了呗
上个季度季报一出,就从140 涨到170
这个季度也就是打回原形了
再加上Fisher 跟ILMN 并购也没说好 |
a******r 发帖数: 786 | 14 ILMN 被高估了呗
上个季度季报一出,就从140 涨到170
这个季度也就是打回原形了
再加上Fisher 跟ILMN 并购也没说好 |