On January 13, 2026, Pacific Biosciences of California, Inc. delivered a 30-minute presentation at the 44th Annual J.P. Morgan Healthcare Conference in San Francisco. CEO Christian Henry and CFO Michael Hunkapiller outlined recent commercial milestones, including a 28% year-over-year increase in instrument placements and a 42% rise in HiFi sequencing consumable revenue during the fourth quarter of 2025. The management team highlighted the rollout of the Revio system across 75 new academic and clinical laboratories worldwide, pushing the total installed base to 210 systems. In the subsequent 15-minute Q&A, analysts focused on the timing of anticipated regulatory submissions for the SPRQ-Nx chemistry, potential gross margin expansion targets for 2026, and partnerships with three major biopharma firms integrating PacBio’s long-read data into oncology pipelines. PacBio reconfirmed its goal to achieve a mid-30% adjusted gross margin by year-end and projected a 30% to 35% increase in consumable revenue for the full year 2026.

PacBio announced on January 12 that UW Medicine and Seattle Children’s will employ the company’s HiFi whole-genome sequencing on the Revio platform with SPRQ-Nx chemistry to investigate Sudden Unexplained Death in Childhood (SUDC). The study will sequence 200 family trios—each child and both parents—enabling comprehensive detection of structural variants, tandem repeats and de novo mutations. Backed by a $2.5 million grant from the SUDC Foundation and in-kind support from PacBio, the project aims to increase diagnostic yield by at least 15% compared with short-read approaches. Principal investigator Danny Miller, MD, PhD, emphasized that starting with long-read data will simplify workflows for challenging samples such as post-mortem tissues and dried blood spots. This initiative also marks UW’s entry into the HiFi Solves Global Consortium, which unites 25 institutions pursuing clinical applications of high-accuracy long-read sequencing.