This company has been acquiredThe company may no longer be operating, as it has been acquired. Find out why through their latest events.See Latest EventsPhenomeX（CELL）株式概要PhenomeX Inc. operates as a functional cell biology company. 詳細CELL ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長2/6過去の実績0/6財務の健全性4/6配当金0/6報酬収益は年間23.43%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 リスク分析US市場と比較して、過去 3 か月間の株価の変動が非常に大きいキャッシュランウェイが1年未満である 意味のある時価総額がありません ( $100M )過去1年間で株主の希薄化が進んだ +1 さらなるリスクすべてのリスクチェックを見るCELL Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueUS$Current PriceUS$1.0040.9% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-125m206m2016201920222025202620282031Revenue US$205.8mEarnings US$26.3mAdvancedSet Fair ValueView all narrativesPhenomeX Inc. 競合他社Harvard BioscienceSymbol: NasdaqCM:HBIOMarket cap: US$25.2mChampions OncologySymbol: NasdaqCM:CSBRMarket cap: US$83.5mAkoya BiosciencesSymbol: NasdaqGS:AKYAMarket cap: US$64.4mInotivSymbol: NasdaqCM:NOTVMarket cap: US$9.4m価格と性能株価の高値、安値、推移の概要PhenomeX過去の株価現在の株価US$1.0052週高値US$3.6552週安値US$0.38ベータ0.941ヶ月の変化2.90%3ヶ月変化116.98%1年変化-68.21%3年間の変化-98.85%5年間の変化n/aIPOからの変化-98.48%最新ニュースお知らせ • Oct 13Bruker Cellular Analysis, Inc. Files Form 15Bruker Cellular Analysis, Inc. has announced that it has filed a Form 15 with the Securities and Exchange Commission to voluntarily deregister its Common stock under the Securities Exchange Act of 1934, as amended. The par value of the company's Common stock was $0.001 per share.お知らせ • Sep 28Phenomex Announces Opto Memory B Discovery Human Workflow on the Beacon®? Optofluidic PlatformPhenomeX Inc. announced the Opto Memory B Discovery Human workflow, further expanding diversity of antibodies customers can discover on the Beacon optofluidic platform. The new workflow and reagents, to be commercially available by the end of the year, enable rapid, automated generation of antigen-specific, functional monoclonal antibodies from human memory B cells, building on prior workflows and reagents that used rabbit memory B cells and mouse plasma cells. Directly accessing the human pertoire with new workflow and reagents allows researchers to find more physiologically relevant and efficacious antibodies faster in a rapidly evolving biomedical field aimed at addressing infectious, autoimmune, and oncologic diseases. Using the Opto Memory B Discovery human workflow, PhenomeX estimates customers can: prepare memory B cells from a wide variety of traditional enrichment strategies for screening in Screen up to 60,000 single B cells per workflow in five days, depending on chip selection and number of chips used per workflow; Identify hundreds to thousands of antigen-specific hits per workflow; and Recover high-quality antibody sequences for the majority of discovered hits. The workflow broadens PhenomeX's market opportunity beyond rodent models, enabling direct discovery of high-value human antibodies that are well-suited for therapeutics, diagnostics, and research reagents without the explicit need for experimentation in animal models.お知らせ • Sep 22PhenomeX Inc. Announces the Release of SpotLight™ Human Lambda Reagent for the Beacon® Platform to Accelerate Cell Line Development WorkflowsPhenomeX Inc. announced that GSK will present data on the SpotLight™ Human Lambda reagent for the Beacon® platform at the 16th annual Conference on Protein Expression in Animal Cells, which is being held in Sitges, Spain from September 24-28, 2023. The goal of the PEACe Conference is to continue the tradition of bringing together scientists from academia and industry to share knowledge in the field of recombinant protein expression. Molly Robinson, a senior scientist with GSK, will present data demonstrating how the SpotLight Human Fc, SpotLight Human Kappa and SpotLight Human Lambda reagents can be used in cell line development productivity assays on the Beacon platform. In this study, as an early access PhenomeX customer, GSK screened clones secreting IgG Lambda light chain monoclonal antibodies and clones secreting bispecific lambda-kappa antibodies. Additionally, the GSK team was able to characterize a variety of molecular formats using the library of SpotLight reagents, and they are excited to continue using these reagents to investigate complex molecular candidates. PhenomeX's fluorescent SpotLight reagents, which are non-destructive and certified as animal- component free, allow early productivity and product quality screens to be run in parallel across thousands of clonal populations. SpotLight™ Human Fc reagent binds to the Fc region of human antibodies SpotLight™ Human Kappa reagent binds to the kappa light chain of human antibodies Soon-to-be released SpotLight™ Human Lambda reagent binds to the lambda light chain of human antibodies As demonstrated by GSK, these reagents can be used individually for screening of monospecific antibodies or in combination to screen bispecific lambda-kappa antibodies.お知らせ • Sep 17Phenomex Unveils Meteor Chips for Quantitative Bulk Analysis on the Isospark™ Platform to Revolutionize High Throughput Multiplexed Hands-Free ProteomicsPhenomeX Inc. announced the launch of Meteor™ chips on the IsoSpark™? platform, providing a significant advancement in high throughput, quantitative, fully automated, multiplexed bulk proteomics. The Meteor chip solution enables researchers to conduct high throughput proteomic analysis with unmatched efficiency. Leveraging capabilities, this innovative solution offers the following key features: Automated data analysis and ease-of-use: Researchers can go from sample to answer in an automated and streamlined method and generate ready-to-publish data without requirement of a bioinformatics skillset. With less than 30 minutes hands-on time and just one-pipette action to load each sample, the Meteor chip eliminates the need for the laborious proteomics workflow of traditional proteomic methods. High throughput: A single full run (4 chips) accommodates 80 sample wells in triplicate. The Meteor chip will be launched with an initial 10-plex panel, capable of generating a remarkable 2400 data points per run. By enabling high throughput analysis, minimal sample volume, and automated data analysis, researchers can now accelerate their studies and unlock new discoveries in a wide range of applications, including oncology, drug development, and personalized medicine. Quantitative analysis: Each run incorporates recombinant standards run in triplicate, enabling quantitative analysis per chip on-site. Researchers gain a comprehensive understanding of the proteomic landscape, enabling deeper insights into cellular functions. Dr. Sarah J. Parker, co-director of Proteomics and Metabolomics at the Cedars Sinai Smidt Heart Institute provided the following testimonial after running samples on the Meteor chip.Major Estimate Revision • Aug 24Consensus EPS estimates upgraded to US$1.13 lossThe consensus outlook for fiscal year 2023 has been updated. 2023 losses forecast to reduce from -US$1.35 to -US$1.13 per share. Revenue forecast unchanged from US$76.5m at last update. Life Sciences industry in the US expected to see average net income growth of 14% next year. Consensus price target down from US$5.33 to US$1.50. Share price was steady at US$0.94 over the past week.Major Estimate Revision • Aug 21Consensus EPS estimates fall by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$80.3m to US$76.5m. Losses expected to increase from US$1.03 per share to US$1.27. Life Sciences industry in the US expected to see average net income growth of 14% next year. Consensus price target down from US$5.67 to US$4.00. Share price rose 56% to US$0.95 over the past week.最新情報をもっと見るRecent updatesお知らせ • Oct 13Bruker Cellular Analysis, Inc. Files Form 15Bruker Cellular Analysis, Inc. has announced that it has filed a Form 15 with the Securities and Exchange Commission to voluntarily deregister its Common stock under the Securities Exchange Act of 1934, as amended. The par value of the company's Common stock was $0.001 per share.お知らせ • Sep 28Phenomex Announces Opto Memory B Discovery Human Workflow on the Beacon®? Optofluidic PlatformPhenomeX Inc. announced the Opto Memory B Discovery Human workflow, further expanding diversity of antibodies customers can discover on the Beacon optofluidic platform. The new workflow and reagents, to be commercially available by the end of the year, enable rapid, automated generation of antigen-specific, functional monoclonal antibodies from human memory B cells, building on prior workflows and reagents that used rabbit memory B cells and mouse plasma cells. Directly accessing the human pertoire with new workflow and reagents allows researchers to find more physiologically relevant and efficacious antibodies faster in a rapidly evolving biomedical field aimed at addressing infectious, autoimmune, and oncologic diseases. Using the Opto Memory B Discovery human workflow, PhenomeX estimates customers can: prepare memory B cells from a wide variety of traditional enrichment strategies for screening in Screen up to 60,000 single B cells per workflow in five days, depending on chip selection and number of chips used per workflow; Identify hundreds to thousands of antigen-specific hits per workflow; and Recover high-quality antibody sequences for the majority of discovered hits. The workflow broadens PhenomeX's market opportunity beyond rodent models, enabling direct discovery of high-value human antibodies that are well-suited for therapeutics, diagnostics, and research reagents without the explicit need for experimentation in animal models.お知らせ • Sep 22PhenomeX Inc. Announces the Release of SpotLight™ Human Lambda Reagent for the Beacon® Platform to Accelerate Cell Line Development WorkflowsPhenomeX Inc. announced that GSK will present data on the SpotLight™ Human Lambda reagent for the Beacon® platform at the 16th annual Conference on Protein Expression in Animal Cells, which is being held in Sitges, Spain from September 24-28, 2023. The goal of the PEACe Conference is to continue the tradition of bringing together scientists from academia and industry to share knowledge in the field of recombinant protein expression. Molly Robinson, a senior scientist with GSK, will present data demonstrating how the SpotLight Human Fc, SpotLight Human Kappa and SpotLight Human Lambda reagents can be used in cell line development productivity assays on the Beacon platform. In this study, as an early access PhenomeX customer, GSK screened clones secreting IgG Lambda light chain monoclonal antibodies and clones secreting bispecific lambda-kappa antibodies. Additionally, the GSK team was able to characterize a variety of molecular formats using the library of SpotLight reagents, and they are excited to continue using these reagents to investigate complex molecular candidates. PhenomeX's fluorescent SpotLight reagents, which are non-destructive and certified as animal- component free, allow early productivity and product quality screens to be run in parallel across thousands of clonal populations. SpotLight™ Human Fc reagent binds to the Fc region of human antibodies SpotLight™ Human Kappa reagent binds to the kappa light chain of human antibodies Soon-to-be released SpotLight™ Human Lambda reagent binds to the lambda light chain of human antibodies As demonstrated by GSK, these reagents can be used individually for screening of monospecific antibodies or in combination to screen bispecific lambda-kappa antibodies.お知らせ • Sep 17Phenomex Unveils Meteor Chips for Quantitative Bulk Analysis on the Isospark™ Platform to Revolutionize High Throughput Multiplexed Hands-Free ProteomicsPhenomeX Inc. announced the launch of Meteor™ chips on the IsoSpark™? platform, providing a significant advancement in high throughput, quantitative, fully automated, multiplexed bulk proteomics. The Meteor chip solution enables researchers to conduct high throughput proteomic analysis with unmatched efficiency. Leveraging capabilities, this innovative solution offers the following key features: Automated data analysis and ease-of-use: Researchers can go from sample to answer in an automated and streamlined method and generate ready-to-publish data without requirement of a bioinformatics skillset. With less than 30 minutes hands-on time and just one-pipette action to load each sample, the Meteor chip eliminates the need for the laborious proteomics workflow of traditional proteomic methods. High throughput: A single full run (4 chips) accommodates 80 sample wells in triplicate. The Meteor chip will be launched with an initial 10-plex panel, capable of generating a remarkable 2400 data points per run. By enabling high throughput analysis, minimal sample volume, and automated data analysis, researchers can now accelerate their studies and unlock new discoveries in a wide range of applications, including oncology, drug development, and personalized medicine. Quantitative analysis: Each run incorporates recombinant standards run in triplicate, enabling quantitative analysis per chip on-site. Researchers gain a comprehensive understanding of the proteomic landscape, enabling deeper insights into cellular functions. Dr. Sarah J. Parker, co-director of Proteomics and Metabolomics at the Cedars Sinai Smidt Heart Institute provided the following testimonial after running samples on the Meteor chip.Major Estimate Revision • Aug 24Consensus EPS estimates upgraded to US$1.13 lossThe consensus outlook for fiscal year 2023 has been updated. 2023 losses forecast to reduce from -US$1.35 to -US$1.13 per share. Revenue forecast unchanged from US$76.5m at last update. Life Sciences industry in the US expected to see average net income growth of 14% next year. Consensus price target down from US$5.33 to US$1.50. Share price was steady at US$0.94 over the past week.Major Estimate Revision • Aug 21Consensus EPS estimates fall by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$80.3m to US$76.5m. Losses expected to increase from US$1.03 per share to US$1.27. Life Sciences industry in the US expected to see average net income growth of 14% next year. Consensus price target down from US$5.67 to US$4.00. Share price rose 56% to US$0.95 over the past week.Price Target Changed • Aug 20Price target decreased by 29% to US$4.00Down from US$5.67, the current price target is an average from 3 analysts. New target price is 322% above last closing price of US$0.95. The company is forecast to post a net loss per share of US$1.27 next year compared to a net loss per share of US$1.42 last year.お知らせ • Aug 19Bruker Corporation (NasdaqGS:BRKR) signed a definitive agreement to acquire all of the outstanding shares of PhenomeX Inc. (NasdaqGS:CELL).Bruker Corporation (NasdaqGS:BRKR) signed a definitive agreement to acquire all of the outstanding shares of PhenomeX Inc. (NasdaqGS:CELL) for approximately $110 million on August 17, 2023. Pursuant to the Merger Agreement, Bruker Corporation will acquire all of the outstanding shares of common stock at a purchase price of $1.00 per Share in cash (the “ Offer Price ”), net to the seller in cash, without interest for a total equity value of approximately $108 million. In connection with this agreement, Bird Mergersub Corporation, a wholly owned subsidiary of Bruker and PhenomeX, entered into a tender and support agreement with Dr. Igor Khandros and Susan Bloch (stockholders) pursuant to which stockholders have agreed to tender approximately 9% percent of the Shares held by them. Bruker Corporation is lending $14 million as promissory note to PhenomeX and it's subsidiary IsoPlexis Corporation. The Note matures on October 16, 2023 and is secured by a lien on substantially all assets of PhenomeX and IsoPlexis. PhenomeX is required to pay Bruker Corporation a termination fee of approximately $3.8 million in cash on termination of the Merger Agreement under specified circumstances. The transaction is subject to minimum tender offer of more than 50% of the then outstanding shares of PhenomeX Common Stock to be tendered. No retraints prohibiting the consummation of the Offer. The Board of Directors of PhenomeX has unanimously approved the Merger Agreement and the transactions contemplated thereby and resolved to recommend that PhenomeX 's stockholders accept the Offer and tender their Shares in the Offer. The Stockholders have agreed to tender 9% shares held pursuant to Support Agreement. The transaction is expected to close in the fourth quarter of 2023. William Blair & Company, L.L.C. acted as financial advisor and Damien R. Zoubek, Allison Liff and Oliver J. Board of Freshfields Bruckhaus Deringer LLP as legal advisor to PhenomeX. Perella Weinberg Partners acted as financial advisor and Robert W. Dickey and Kristen V. Campana of Morgan, Lewis & Bockius LLP acted as legal advisor to Bruker Corporation.New Risk • Aug 18New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 41% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$68m free cash flow). Share price has been highly volatile over the past 3 months (41% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$42m net loss in 3 years). Shareholders have been diluted in the past year (45% increase in shares outstanding). Market cap is less than US$100m (US$93.5m market cap).New Risk • Aug 16New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$61m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-US$61m free cash flow). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$55m net loss in 2 years). Share price has been volatile over the past 3 months (13% average weekly change). Shareholders have been diluted in the past year (45% increase in shares outstanding). Market cap is less than US$100m (US$45.2m market cap).Reported Earnings • Aug 16Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: US$0.51 loss per share (further deteriorated from US$0.38 loss in 2Q 2022). Revenue: US$14.1m (down 27% from 2Q 2022). Net loss: US$50.2m (loss widened 95% from 2Q 2022). Revenue missed analyst estimates by 19%. Earnings per share (EPS) also missed analyst estimates by 66%. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Life Sciences industry in the US.お知らせ • Aug 11PhenomeX Inc. to Report Q2, 2023 Results on Aug 14, 2023PhenomeX Inc. announced that they will report Q2, 2023 results After-Market on Aug 14, 2023お知らせ • Aug 08PhenomeX Inc. Announces Lifting of the Stay in AbCellera Patent Infringement CasePhenomeX Inc. announced that the series of lawsuits filed by AbCellera in 2020 will now proceed in litigation. AbCellera contends that PhenomeX's Beacon platform infringes certain U.S. patents claiming methods of cell culture and analysis developed on microfluidic chips featuring microwells and pressurized valves--neither of which are found in PhenomeX's OptoSelect chips. PhenomeX's Beacon platform is protected by a growing portfolio of over 500 patents and has been featured in a number of studies, including a study on SARS-CoV-2 research recently published in Cell Reports about the Omicron variant. PhenomeX is confident it will prevent in this litigation and continue its mission to develop and deliver critical cell biology research solutions to its customers. The Beacon platform's features are unique amongst single-cell screening technologies. The Beacon system allows multi-parameter, selective movement of single cells into nanoliter-sized NanoPen chambers for further analysis, loading single-cells into more than 70% of the NanoPen chambers on the chip, up to 12-16 assays to be run on the same set of cells in a single day, and selective export of live cells. No other microfluidic platform on the market approaches these capabilities. The litigation has resumed, as expected, following resolution of an administrative proceeding on the validity of AbCellera's U.S. Patent No. 10,087,408 over certain earlier patents and publications. That administrative proceeding is now on appeal.お知らせ • Jun 25+ 2 more updatesPhenomeX Inc.(NasdaqGS:CELL) dropped from Russell Small Cap Comp Value IndexPhenomeX Inc.(NasdaqGS:CELL) dropped from Russell Small Cap Comp Value Indexお知らせ • Jun 24PhenomeX Receives a Notice from Nasdaq Regarding Minimum Bid Price RuleOn June 21, 2023, PhenomeX Inc. (the Company") received a notice (the Notice") from The Nasdaq Stock Market ("Nasdaq") that the Company is not in compliance with Nasdaq's Listing Rule 5450(a)(1) (the Minimum Bid Price Rule"), because the minimum bid price of the Company's common stock has been below $1.00 per share for 30 consecutive business days. The Notice has no immediate effect on the listing or trading of the Company's common stock on The Nasdaq Global Select Market. In accordance with Nasdaq Listing Rule 5810(c)(3)(A), the Company has 180 calendar days, or until December 12, 2023, to regain compliance with the Minimum Bid Price Rule. To regain compliance, the closing bid price of the Company's common stock must be at least $1.00 per share for a minimum of ten consecutive business days during this 180 calendar day grace period, unless Nasdaq exercises its discretion to extend this ten-day period pursuant to Nasdaq Listing Rule 5810(c)(3)(H). In the event the Company does not regain compliance with the Minimum Bid Price Rule by December 12, 2023, the Company may be eligible for an additional 180 calendar day compliance period if it elects to transfer to The Nasdaq Capital Market. To qualify, the Company would be required to meet the continued listing requirement for market value of publicly held shares and all other initial listing standards for The Nasdaq Capital Market, with the exception of the Minimum Bid Price Rule, and would need to provide written notice of its intention to cure the bid price deficiency during the second compliance period. However, if it appears to Nasdaq's staff that the Company will not be able to cure the deficiency or if the Company is otherwise not eligible, or if the Company's common stock has a closing bid price of $0.10 or less for ten consecutive trading days during any such compliance period, Nasdaq would notify the Company that its common stock would be subject to delisting. The Company may appeal any such determination to delist its common stock, but there can be no assurance that any such appeal would be successful. There can be no assurance that the Company will regain compliance with the Minimum Bid Price Rule or otherwise maintain compliance with any of the other listing requirements. Nonetheless, the Company intends to monitor the closing bid price of its common stock and may, if appropriate, consider available options, including a reverse stock split, to regain compliance with the Minimum Bid Price Rule.お知らせ • Jun 06PhenomeX Inc. Launches Beacon Quest™? Optofluidic System with Opto®? T Cell Profiling WorkflowsPhenomeX Inc. announced the launch of the Beacon Quest™? optofluidic system, with Opto®? T Cell Profiling workflows for immunotherapy translational research and a platform price under $1 million, less than half of the higher-throughput Beacon system, enabling broader accessibility to the cutting-edge technology critical for next-generation precision medicine. The Opto T Cell Profiling workflows have enabled scientists to comprehensively profile single T cells to correlate polyfunctionality with cytotoxicity and recover those same cells for downstream analysis such as transcriptome and genome sequencing, revealing functional connections of phenotype with molecular mechanism. This depth of understanding of biology and response to therapeutics is not available on any other platform. Combined with the value-matched Beacon Quest system, more academic, non-profit, and government customers can now access the power of optofluidic and NanoPen®? chamber technology and propriety single T Cell Profiling applications along with the optimum level of features to meet their research and budgetary needs. Opto T Cell Profiled workflows on the Beacon Quest system enable multi-functional characterization of single T cells, including for development of efficacious immunotherapies and cell-based cancer therapeutics, that are ideally suited for academic, non-profit, and government customers. The Beacon Quest system enables a variety of assays to profile single T cells including detection of cytokine secretion, cytotoxicity, cell surface markers, transcriptome profiling and TCRSeq, with the potential to study growth characteristics and cell motility. The resulting analysis is used to identify cells with phenotypes of interest and guide recovery of the same cells for downstream assays, enabling researchers to gain a deeper understanding of the underlying biology by: Investigating molecular mechanisms associated with polyfunctional T cells; Identifying desirable phenomes by correlating polyfunctionality with cytotoxicity; and Linking desirable phenotypes to T cell receptor sequences of the same cells. In addition to supporting the Opto T Cell Profiling workflows, Beacon Quest will enable customers to access the Opto B Discovery workflows and Opto Cell Line Development workflows. To further increase customer accessibility and affordability, PhenomeX will also offer reduced priced OptoSelect® chips (OptoSelect® Research chips) for Beacon Quest, helping academic customers accelerate the pace of scientific discovery for clinical research use applications.Price Target Changed • May 19Price target decreased by 31% to US$5.67Down from US$8.25, the current price target is an average from 3 analysts. New target price is 580% above last closing price of US$0.83. Stock is down 83% over the past year. The company is forecast to post a net loss per share of US$1.05 next year compared to a net loss per share of US$1.42 last year.Major Estimate Revision • May 18Consensus revenue estimates decrease by 16%, EPS upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from US$95.7m to US$80.3m. EPS estimate increased from -US$1.12 to -US$1.05 per share. Life Sciences industry in the US expected to see average net income growth of 6.2% next year. Consensus price target down from US$8.25 to US$8.00. Share price fell 12% to US$0.82 over the past week.お知らせ • May 16PhenomeX Inc. Launches Beacon Select Optofluidic System with Opto B Discovery WorkflowsPhenomeX Inc. announced the launch of Beacon Select optofluidic system with Opto B Discovery workflows for antibody discovery. The Opto B Discovery workflows, with their cutting-edge technologies and features, enable scientists to find lead candidate antibodies tailored to their specific challenges and changing needs. Combined with the value-matched Beacon Select system, more customers may access these propriety antibody discovery applications, but with the optimum level of features that meet their research and budgetary needs. PhenomeX's optofluidic platform is now a standard to deliver optimal antibodies with speed, as highlighted recently in the high-impact journal Cell, where antibodies against COVID-19 variants were discovered on the Beacon system six months before Omicron emergence. Opto B Discovery workflows on the Beacon Select system enable scientists to accelerate antibody screening and hit generation to find lead candidate antibodies and are ideally suited for small- to mid-sized biopharma and CDMOs/CROs. This contrasts with the flagship four-chip Beacon system enabled for antibody discovery, optimized for the highest screening throughputs demanded by large biopharma and established CDMOs/CROs. The Beacon Select system enables rapid function-first selection of single B cells with the best characteristics for any antibody application, including antibody therapeutics, diagnostics, and reagents. In addition, the Opto B Discovery workflows offer users highly customizable assays to assess antigen and epitope specificity, species or variant cross-reactivity, and functional properties, all in a single-day workflow. By selecting and recovering sequences of only the most desirable antibodies with favorable attributes, users can reduce overall bioprocessing costs, improve the probability of campaign success, and shorten timelines to lead candidates. When combined with PhenomeX's catalog of best-in-class reagents and consumables for mouse, human, and rabbit B cell repertoires, customers can do all this against even the hardest antigen targets, including G coupled-protein receptors (GPCRs) and ion channels, to accelerate antibody discovery beyond traditional methods available today. To further increase customer accessibility and affordability, PhenomeX will offer the Beacon Select system for antibody discovery with different purchase options including capital placement, lease, or reagent rental. The two-chip Beacon Select list price will be approximately half of the current Beacon system, which makes the technology ideal for new users that do not need the full Beacon capacity. In addition, this lower price point allows existing Beacon customers to more readily increase throughput, add laboratory capacity, and (for existing cell line development customers) access antibody discovery applications.分析記事 • May 16Analyst Forecasts Just Became More Bearish On PhenomeX Inc. (NASDAQ:CELL)The latest analyst coverage could presage a bad day for PhenomeX Inc. ( NASDAQ:CELL ), with the analysts making...Reported Earnings • May 13First quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2023 results: US$0.31 loss per share. Revenue: US$18.5m (down 8.4% from 1Q 2022). Net loss: US$23.4m (loss widened 9.3% from 1Q 2022). Revenue exceeded analyst estimates by 3.7%. Earnings per share (EPS) missed analyst estimates by 7.1%. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Life Sciences industry in the US.お知らせ • May 12PhenomeX Inc. Provides Earning Guidance for the Full Year of 2023PhenomeX Inc. provided earning guidance for the full year of 2023. for the period the company expects revenue to be in the range of $75 million to $85 million dollars with a gross margin target of approximately 65%.分析記事 • Apr 17PhenomeX Inc.'s (NASDAQ:CELL) Subdued P/S Might Signal An OpportunityPhenomeX Inc.'s ( NASDAQ:CELL ) price-to-sales (or "P/S") ratio of 1.3x might make it look like a strong buy right now...Reported Earnings • Feb 26Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: US$1.42 loss per share (further deteriorated from US$1.08 loss in FY 2021). Revenue: US$78.6m (down 8.0% from FY 2021). Net loss: US$98.0m (loss widened 37% from FY 2021). Revenue missed analyst estimates by 7.7%. Earnings per share (EPS) also missed analyst estimates by 15%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Life Sciences industry in the US.お知らせ • Feb 14Berkeley Lights, Inc. to Report Q4, 2022 Results on Feb 23, 2023Berkeley Lights, Inc. announced that they will report Q4, 2022 results After-Market on Feb 23, 2023お知らせ • Jan 10+ 1 more updateBerkeley Lights, Inc. Provides Preliminary Revenue Guidance for the Year Ended December 31, 2022Berkeley Lights, Inc. provided preliminary revenue guidance for the year ended December 31, 2022. For the year, the company's total revenue for the full year 2022 is expected to be in the range of $78.0 million to $78.5 million, compared to $85.4 million in 2021.お知らせ • Dec 23Berkeley Lights, Inc. (NasdaqGS:BLI) announced a definitive agreement to acquire IsoPlexis Corporation (NasdaqGS:ISO) from a group of shareholders for $56.3 million.Berkeley Lights, Inc. (NasdaqGS:BLI) announced a definitive agreement to acquire IsoPlexis Corporation (NasdaqGS:ISO) from a group of shareholders for $56.3 million on December 21, 2022. Under the terms of the agreement, IsoPlexis shareholders will receive 0.612 shares of Berkeley Lights stock for each IsoPlexis share. Following the close of the transaction, Berkeley Lights shareholders will own approximately 75.2% of the combined company, and IsoPlexis shareholders will own approximately 24.8% of the combined company. The combined company, which will be named PhenomeX (Nasdaq: CELL) post deal completion. Siddhartha Kadia will serve as Chief Executive Officer and a member of the combined company’s Board of Directors; and Sean Mackay is expected to be appointed Chief Product Officer of the combined company. Berkeley Lights may be required to pay to IsoPlexis a termination fee of $2.3 million or IsoPlexis may be required to pay to Berkeley Lights a termination fee of $2.3 million. The deal is subject to approval by shareholders of both Berkeley Lights and IsoPlexis, termination or expiration of any waiting period applicable to the Merger under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, effectiveness of the Berkeley Lights’ registration statement on Form S-4 to be filed with the Securities and Exchange Commission, approval of the listing on The Nasdaq Global Select Market of the shares of Berkeley Lights Common Stock issuable as Merger Consideration and other customary closing conditions. The transaction was unanimously approved by the Boards of Directors of both companies. The transaction is expected to close in the first quarter of 2023. Cowen is acting as financial advisor and fairness opinion provider to Berkeley Lights, and Damien R. Zoubek and Oliver J. Board of Freshfields Bruckhaus Deringer LLP is serving as legal counsel. For IsoPlexis, Evercore is serving as financial advisor and fairness opinion provider, and Richard Hall, William V. Fogg, Matthew G. Jones, Eric W. Hilfers, Amanda Hines Gold, Christopher K. Fargo, Sasha Rosenthal-Larrea, Margaret T. Segall, Matthew Morreale and Andrew C. Elken of Cravath, Swaine & Moore LLP is serving as legal counsel.Recent Insider Transactions Derivative • Dec 16CEO & Director notifies of intention to sell stockSiddhartha Kadia intends to sell 37k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of December. If the sale is conducted around the recent share price of US$2.64, it would amount to US$98k. Siddhartha now holds 157.92k shares directly in their own name. Company insiders have collectively bought US$723k more than they sold, via options and on-market transactions, in the last 12 months.Recent Insider Transactions Derivative • Nov 25President of Global Operations notifies of intention to sell stockEric Hobbs intends to sell 23k shares in the next 90 days after lodging an Intent To Sell Form on the 21st of November. If the sale is conducted around the recent share price of US$2.94, it would amount to US$69k. Since March 2022, Eric's direct individual holding has decreased from 188.47k shares to 129.20k. Company insiders have collectively bought US$767k more than they sold, via options and on-market transactions, in the last 12 months.お知らせ • Nov 19Berkeley Lights Accelerating Antibody Discovery with Launch of Rabbit Memory B Cell WorkflowBerkeley Lights, Inc. announced the launch of the Opto® Memory B Discovery Rabbit workflow, expanding the diversity of antibodies customers can discover on the Beacon® platform. The new workflow enables rapid, automated generation of antigen-specific, functional monoclonal antibodies from rabbit memory B cells, building on prior workflows that used mouse plasma B cell samples. This workflow broadens Berkeley Lights' market opportunity beyond mouse workflows, enabling discovery of high-value rabbit antibodies that are well-suited for therapeutics, diagnostics and research reagents. While there are currently no robust markers to enrich rabbit plasma B cells, rabbit memory B cells can be readily obtained from blood and easier to source and handle than plasma B cells. Using the Opto Memory B Discovery Rabbit workflow, Berkeley Lights estimates the Beacon platform can: Screen approximately 15,000 to 60,000 single cells per workflow, depending on chip selection and number of chips used per workflow; Identify hundreds to thousands of antigen-specific hits per workflow; and Recover high-quality antibody sequences for the majority of discovered hits.Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Jessica Hopfield was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 09Third quarter 2022 earnings: EPS misses analyst expectationsThird quarter 2022 results: US$0.32 loss per share (further deteriorated from US$0.30 loss in 3Q 2021). Revenue: US$21.4m (down 12% from 3Q 2021). Net loss: US$21.6m (loss widened 5.7% from 3Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.5%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Life Sciences industry in the US.お知らせ • Nov 09Berkeley Lights, Inc. Provides Revenue Guidance for the Year 2022Berkeley Lights, Inc. provided revenue guidance for the year 2022. The company continues to expect full-year 2022 revenue to be approximately in line with 2021 full-year revenue.お知らせ • Oct 19Berkeley Lights, Inc. to Report Q3, 2022 Results on Nov 08, 2022Berkeley Lights, Inc. announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Nov 08, 2022お知らせ • Sep 20Berkeley Lights, Inc. Announces Appointment of Scott Chaplin as Chief Legal Officer and Corporate SecretaryBerkeley Lights, Inc. announced that Scott Chaplin has been named the Company's chief legal officer and corporate secretary, effective immediately. Mr. Chaplin will have overall responsibility for the corporate legal function, including contracts, governance, compliance and management of its extensive intellectual property and patent portfolio. As chief legal officer, he will serve as an adviser to the chief executive officer (CEO), Board of Directors, and senior management members. Prior to Berkeley Lights, Mr. Chaplin served as chief legal and people officer at Shield AI, a technology company focused on AI software, robotics, and autonomy solutions for the national security sector. Under his leadership, the company scaled organically and through strategic acquisitions from a startup company to more than $2 billion in valuation. Prior to Shield AI, Mr. Chaplin was chief legal and human resources officer at Vista Outdoor, Inc., where he led numerous acquisitions leading to a diverse portfolio of 30 different company brands. In addition, Mr. Chaplin worked for Alliant Techsystems and Stanley, Inc. in a variety of legal roles. He also worked as an adjunct professor of law at American University, Washington College of Law and as an attorney for Morgan, Lewis & Bockius LLP and Reed Smith LLP, both in Washington, D.C. Mr. Chaplin earned a B.A. degree from the University of Massachusetts Amherst and a Juris Doctor degree from American University, Washington College of Law. He is a member of the California and District of Columbia bar associations.Recent Insider Transactions Derivative • Sep 16CEO & Director notifies of intention to sell stockSiddhartha Kadia intends to sell 28k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of September. If the sale is conducted around the recent share price of US$3.98, it would amount to US$113k. Siddhartha now holds 109.87k shares directly in their own name. Company insiders have collectively bought US$1.4m more than they sold, via options and on-market transactions, in the last 12 months.Recent Insider Transactions Derivative • Aug 26President of Global Operations notifies of intention to sell stockEric Hobbs intends to sell 16k shares in the next 90 days after lodging an Intent To Sell Form on the 22nd of August. If the sale is conducted around the recent share price of US$4.04, it would amount to US$63k. Since December 2021, Eric's direct individual holding has decreased from 187.05k shares to 152.69k. Company insiders have collectively bought US$1.1m more than they sold, via options and on-market transactions, in the last 12 months.Major Estimate Revision • Aug 16Consensus revenue estimates fall by 17%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from US$100.9m to US$84.2m. Forecast losses increased from -US$1.20 to -US$1.29 per share. Life Sciences industry in the US expected to see average net income growth of 5.4% next year. Consensus price target down from US$13.00 to US$10.25. Share price fell 6.6% to US$4.64 over the past week.分析記事 • Aug 15Analysts Just Made A Major Revision To Their Berkeley Lights, Inc. (NASDAQ:BLI) Revenue ForecastsOne thing we could say about the analysts on Berkeley Lights, Inc. ( NASDAQ:BLI ) - they aren't optimistic, having just...Reported Earnings • Aug 10Second quarter 2022 earnings: EPS and revenues miss analyst expectationsSecond quarter 2022 results: US$0.38 loss per share (down from US$0.27 loss in 2Q 2021). Revenue: US$19.2m (flat on 2Q 2021). Net loss: US$25.7m (loss widened 42% from 2Q 2021). Revenue missed analyst estimates by 8.0%. Earnings per share (EPS) also missed analyst estimates by 19%. Over the next year, revenue is forecast to grow 29%, compared to a 4.1% growth forecast for the industry in the US.お知らせ • Aug 10Berkeley Lights, Inc. Provides Revenue Guidance for the Full Year 2022Berkeley Lights, Inc. Lights now expects full-year 2022 revenue to be approximately in line with full-year 2021 revenue as the Company works to realign the business around its new strategic objectives.お知らせ • Aug 05Berkeley Lights, Inc. and the Jaime Leandro Foundation Announce the Discovery, Functional Characterization, and Recovery of A Patient-Derived T Cell Receptor Sequence Against A Cancer NeoantigenBerkeley Lights, Inc. and the Jaime Leandro Foundation for Therapeutic Cancer Vaccines announced the discovery, functional characterization, and recovery of a patient-derived T cell receptor sequence against a cancer neoantigen. Together, Berkeley Lights and JLF were able to measure and identify T cells that were reactive against peptides used in a cancer vaccine that was administered to a patient to successfully stimulate an immune response against their advanced-stage pancreatic cancer leading to complete remission. The patient was treated under the supervision of physicians at Washington University in St. Louis. The unprecedented speed of these results relied on the Berkeley Lights Beacon(R) system. Applying the cell therapy development workflow, thousands of phenotypic measurements of single T cells were performed within one week. These measurements identified T cells that were cytotoxic and capable of secreting cytokines in response to antigen encounter, which were therefore predicted to be functional and subsequently sequenced at a single cell level. Cloning these T cell receptor sequences and expressing them in naïve T cells enabled functional validation against an antigen of interest. This function-first measurement capability of the Berkeley Lights platform is a significant differentiator compared to frequency-based assessments of TCRs which result in functional validation bottlenecks, adding to a growing number of highly differentiated service offerings at Berkeley Lights.お知らせ • Aug 02Berkeley Lights, Inc. Announces Appointment of Dr. Rolando Brawer as Executive Vice President, Strategy & Corporate DevelopmentBerkeley Lights, Inc. announced that Rolando Brawer, Ph.D. has been named executive vice president, Strategy & Corporate Development, effective immediately. In this newly created role, Dr. Brawer will lead Berkeley Lights' strategy and corporate development functions and support the Company's growth strategy through identification, assessment and execution of potential mergers, acquisitions, investments, licensing agreements, joint ventures and more. Dr. Brawer is an accomplished corporate development executive with robust scientific expertise, having most recently served as vice president, Science & Technology, Alliances & Ventures at Danaher Corporation. In this role, he built a corporate function dedicated to co-founding companies with external inventors, providing capital and expertise to originate early-stage ventures in the life sciences field. Prior to Danaher Corporation, Dr. Brawer held several positions at life sciences companies including as vice president, Corporate Development, at Exact Sciences Corporate Development and Genomic Health. Dr. Brawer's experience also includes leading Thermo Fisher Scientific's global strategy for out-licensing and commercial supply for the company's Life Science Solutions Group. He was responsible for more than $300 million of annual worldwide licensing revenue, growing 10-15% annually. Dr. Brawer started his corporate development career at Invitrogen/Life Technologies. Dr. Brawer earned a B.S. and M.S. in Molecular Biology and Biotechnology from the University of Buenos Aires, Ph.D. in Molecular Microbiology from the University of Buenos Aires -Medical School, and MBA from the University of Florida.お知らせ • Jul 26Berkeley Lights Inc. Announces Mehul Joshi as New Chief Financial OfficerBerkeley Lights, Inc. announced that Mehul Joshi has been named chief financial officer (CFO), effective immediately. Mr. Joshi is an experienced finance executive with a strong background in the life sciences and technology industries, including at companies with a combination of equipment, software, and services business units. Previously, he served in several senior finance and accounting roles at ResMed Incorporated, a digital health and cloud-connected medical device company, including most recently as senior vice president, Finance & Head of Global FP&A. At ResMed, Mr. Joshi directed global finance teams that played an integral role in driving transformational growth supporting multi-channel business models including pricing and profitability, specifically for their lease-to-own CPAP market, M&A, Operations, IR & Treasury, and was interim CFO of the Software as a Services (SaaS) business line. Prior to ResMed, Mr. Joshi served in leadership positions of increasing responsibility at Gilead Sciences where he supported the exponential growth of the company, evaluated, and integrated strategic acquisitions, and implemented tools, processes, and analytics across the company.Seeking Alpha • Jul 25Mehul Joshi joins Berkeley Lights as CFOMehul Joshi has been named CFO at digital cell biology firm Berkeley Lights (NASDAQ:BLI). Joshi is an experienced finance executive, having held several senior finance and accounting roles at ResMed (RMD) previously. Most recently, he served as SVP, Finance & Head of Global FP&A.お知らせ • Jul 22Berkeley Lights, Inc. to Report Q2, 2022 Results on Aug 09, 2022Berkeley Lights, Inc. announced that they will report Q2, 2022 results After-Market on Aug 09, 2022Recent Insider Transactions Derivative • May 15Insider notifies of intention to sell stockEric Hobbs intends to sell 163k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of May. If the sale is conducted around the recent share price of US$4.78, it would amount to US$778k. Since June 2021, Eric's direct individual holding has increased from 185.76k shares to 188.47k. Company insiders have collectively sold US$4.7m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • May 10First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: US$0.32 loss per share (down from US$0.24 loss in 1Q 2021). Revenue: US$20.2m (up 8.5% from 1Q 2021). Net loss: US$21.4m (loss widened 39% from 1Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.5%. Over the next year, revenue is forecast to grow 34%, compared to a 6.5% growth forecast for the industry in the US.Price Target Changed • Apr 27Price target decreased to US$16.80Down from US$46.40, the current price target is an average from 7 analysts. New target price is 226% above last closing price of US$5.15. Stock is down 90% over the past year. The company is forecast to post a net loss per share of US$1.12 next year compared to a net loss per share of US$1.08 last year.Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Jessica Hopfield was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 16Berkeley Lights, Inc., Annual General Meeting, May 26, 2022Berkeley Lights, Inc., Annual General Meeting, May 26, 2022, at 01:30 Pacific Daylight. Agenda: To consider the election of Class II directors; to consider the ratification of the appointment of KPMG LLP as company's independent registered public accounting firm for the fiscal year ending December 31, 2022; to consider an advisory vote on the frequency of future advisory votes to approve the compensation paid to our named executive officers; and to consider any other matters that properly come before the meeting.お知らせ • Apr 14Berkeley Lights Announces Appointment of Lucas S. Vitale as Chief Human Resources OfficerBerkeley Lights, Inc. announced the appointment of Lucas Vitale to the newly created role of Chief Human Resources Officer (“CHRO”), effective immediately. Vitale will lead Berkeley Lights' Human Resources function. He will report directly to the Company’s Chief Executive Officer (CEO), Dr. Siddhartha Kadia. As Berkeley Lights’ newly appointed CEO, Dr. Kadia is focused on the further development of its human capital and talent function to support the Company’s growth opportunities. Over his 20-year career in the life sciences industry, Vitale has gained extensive expertise across all aspects of Human Resources. Prior to joining Berkeley Lights, Vitale served as senior vice president of Human Resources at Arena Pharmaceuticals, which was recently acquired by Pfizer. In this role, he supported the evolution of the company’s global human resources business partners and talent acquisition functions, as well as talent related efforts for the company throughout its merger negotiations and integration planning. Prior to that, Vitale held a variety of HR roles, including CHRO, during his seven-year tenure at NuVasive, a publicly traded medical device company. As CHRO at NuVasive, he led the global HR strategy for approximately 2,700 employees across 50 countries and implemented the company’s first formal Diversity & Inclusion roadmap. Prior to NuVasive, Vitale spent 10 years at Life Technologies, where he was an integral member of the global HR leadership team and served on the company’s acquisition and integration team where he supported the scaling of the company from several hundred employees to nearly 10,000 by the time it was acquired by Thermo Fisher Scientific in 2014.Recent Insider Transactions • Mar 12Insider recently bought US$502k worth of stockOn the 10th of March, Jessica Hopfield bought around 80k shares on-market at roughly US$6.28 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$1.3m more in shares than they have sold in the last 12 months.お知らせ • Mar 05Berkeley Lights, Inc. Releases Upgrade to Its Software Suite for Beacon and Lightning PlatformsBerkeley Lights, Inc. released an upgrade to its Software Suite including enhancements to Cell Analysis Suite (CAS™), Image Analyzer, and Assay Analyzer software for the Berkeley Lights Beacon and Lightning Systems. Existing and new features will deliver easier insights, faster throughput operations for antibody discovery, cell line development and cell therapy workflows.Reported Earnings • Feb 25Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: US$1.08 loss per share (up from US$1.39 loss in FY 2020). Revenue: US$85.4m (up 33% from FY 2020). Net loss: US$71.7m (loss widened 66% from FY 2020). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 28%, compared to a 8.9% growth forecast for the pharmaceuticals industry in the US.お知らせ • Feb 25Berkeley Lights, Inc. Reiterates Revenue Guidance for Full Year 2022Berkeley Lights, Inc. reiterated revenue guidance for full year 2022. For the period, the company reiterates full year 2022 revenue to grow approximately 30% compared to full year 2021.Price Target Changed • Feb 24Price target decreased to US$30.40Down from US$49.60, the current price target is an average from 8 analysts. New target price is 328% above last closing price of US$7.11. Stock is down 89% over the past year. The company is forecast to post a net loss per share of US$1.06 next year compared to a net loss per share of US$1.39 last year.お知らせ • Feb 11Berkeley Lights, Inc. to Report Q4, 2021 Results on Feb 24, 2022Berkeley Lights, Inc. announced that they will report Q4, 2021 results Pre-Market on Feb 24, 2022お知らせ • Feb 06Robbins Geller Rudman & Dowd LLP Files Class Action Suit Against Berkeley Lights, Inc. and Announces Opportunity for Investors with Substantial Losses to Lead CaseRobbins Geller Rudman & Dowd LLP has filed a class action lawsuit charging Berkeley Lights, Inc. as well as certain of its top executives with violations of the Securities Exchange Act of 1934 and announces that purchasers or acquirers of Berkeley Lights common stock between July 17, 2020 and September 14, 2021, inclusive have until this upcoming February 7, 2022 to seek appointment as lead plaintiff. Filed on December 8, 2021, the Berkeley Lights class action lawsuit is captioned Ng v. Berkeley Lights, Inc., No. 21-cv-09497 (N.D. Cal.). The Berkeley Lightsclass action lawsuit alleges that, throughout the Class Period, defendants made false and misleading statements and failed to disclose that: (i) Berkeley Lights' instrument, the Beacon, suffered from numerous design and manufacturing defects including breakdowns, high error rates, data integrity issues and other problems, limiting the ability of biotechnology companies and research institutions to consistently use the machines at scale; (ii) Berkeley Lights had received numerous customer complaints regarding the durability and effectiveness of Berkeley Lights' automation systems, including complaints related to the design and manufacturing; (iii) the actual market for Berkeley Lights' products and services was a fraction of the $23 billion represented to investors because of, among other things, the relatively high cost of Berkeley Lights' instruments and consumables and inability to provide the sustained performance necessary to justify these high costs; and (iv) as a result, defendants' statements to investors during the Class Period regarding Berkeley Lights' business, operations, and financial results were materially false and misleading.お知らせ • Jan 13ClaimsFiler Reminds Investors with Losses in Excess of $100,000 of Lead Plaintiff Deadline in Class Action Lawsuit Against Berkeley Lights, IncClaimsFiler reminds investors that they have until February 7, 2022 to file lead plaintiff applications in a securities class action lawsuit against Berkeley Lights, Inc., if they purchased the Company's shares between July 17, 2020 and September 14, 2021, inclusive (the "Class Period"). This action is pending in the United States District Court for the Northern District of California. Berkeley Lights and certain of its executives are charged with failing to disclose material information during the Class Period, violating federal securities laws. On September 15, 2021, Scorpion Capital reported a wide range of criticisms against the Company purportedly based on extensive research and interviews of former employees and end-users, including that its machines were onerous, unusable, a waste of money, and had an error rate 50% higher than standard lab equipment, and that a negligible addressable market and negative customer experiences had further hindered the Company's growth potential, among other things.Board Change • Jan 08High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Siddhartha Kadia was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jan 06Berkeley Lights, Inc. Provides Revenue Guidance for Full Year of 2021 and 2022Berkeley Lights, Inc. provided revenue guidance for full year of 2021 and 2022. For the full year 2021, Total revenue for the full year 2021 is expected to be in the range of $84.0 million to $84.5 million.For the full year of 2022, The Company expects revenue to grow approximately 30% to prior year revenue.お知らせ • Dec 10Berkeley Lights, Inc. to Showcase its Optofluidic Discovery Technology At 2021 Antibody Engineering & Therapeutics ConferenceBerkeley Lights, Inc. announced its participation at the upcoming Antibody Engineering & Therapeutics (AE&T) meeting, being held virtually and in person from December 12-16, 2021, in San Diego, California. During the AE&T meeting, the latest antibody science, technologies and academic and industry partners come together to accelerate next-generation antibodies towards commercial success. Berkeley Lights will showcase its Beacon Optofluidic System and single B-cell antibody discovery workflow at AE&T booth #305. Meeting participants who visit the Berkeley Lights booth can receive a demonstration of the Beacon System performing the Opto™ Plasma B Discovery (OPBD) 4.0 workflow, which enables recovery of 1000s of hits by screening up to 100,000 plasma B cells and the down-selection of lead candidates with functional assays, which can then be sequenced to realize the re-expression of >1000 functionally characterized antibodies in just one week. By maximizing the diversity through direct functional profiling of plasma B cells, the OPBD 4.0 workflow allows users to accelerate discovery against even the most challenging targets. Presentation by Genovac: Amelie Kutschera, MSc., single B-cell scientist at Genovac, will deliver a presentation entitled “Leading Strategies forAntibody Discovery Against Difficult Targets –Genetic Immunization and Berkeley Lights Beacon®,” December 15 from 12:00 p.m. – 12:30 p.m. PT. Kutschera will discuss how traditional hybridoma and phage display methods have shown limited success in delivering therapeutic antibodies against difficult targets and share how Genovac has overcome this challenge by leveraging their proprietary genetic immunization technology and Berkeley Lights’ Beacon Optofluidic system to rapidly discover antibodies against challenging targets, such as GPCRs, from a variety of different animal species.Seeking Alpha • Dec 09Berkeley Lights Grows Revenue But Operating Losses MountBerkeley Lights went public in July 2020, raising $178 million in gross proceeds in an IPO. The firm provides a range of single cell analysis equipment and services to researchers globally. BLI has produced growing operating losses and has been the subject of a lengthy and detailed short-seller report, so my outlook on the stock is Neutral at around $19.75.お知らせ • Dec 09Robbins Geller Rudman & Dowd LLP Files Class Action Suit Against Berkeley Lights, IncRobbins Geller Rudman & Dowd LLP filed a class action lawsuit on December 9, 2021 seeking to represent purchasers of Berkeley Lights, Inc. common stock between July 17, 2020 and September 14, 2021, inclusive (Class Period) and charging Berkeley Lights and certain of its top executives with violations of the Securities Exchange Act of 1934. The Berkeley Lights class action lawsuit was commenced on December 8, 2021 in the Northern District of California and is captioned Ng v. Berkeley Lights, Inc., No. 21-cv-09497. The Berkeley Lightsclass action lawsuit alleges that, throughout the Class Period, defendants made false and misleading statements and failed to disclose that: Berkeley Lights’ instrument, the Beacon, suffered from numerous design and manufacturing defects including breakdowns, high error rates, data integrity issues and other problems, limiting the ability of biotechnology companies and research institutions to consistently use the machines at scale; Berkeley Lights had received numerous customer complaints regarding the durability and effectiveness of Berkeley Lights’ automation systems, including complaints related to the design and manufacturing; the actual market for Berkeley Lights’ products and services was a fraction of the $23 billion represented to investors because of, among other things, the relatively high cost of Berkeley Lights’ instruments and consumables and inability to provide the sustained performance necessary to justify these high costs; and as a result, defendants’ statements to investors during the Class Period regarding Berkeley Lights’ business, operations and financial results were materially false and misleading.Recent Insider Transactions • Nov 12Independent Chairman of the Board recently bought US$500k worth of stockOn the 5th of November, Gregory Lucier bought around 21k shares on-market at roughly US$24.15 per share. This was the largest purchase by an insider in the last 3 months. Gregory has been a buyer over the last 12 months, purchasing a net total of US$706k worth in shares.分析記事 • Nov 07Are Investors Undervaluing Berkeley Lights, Inc. (NASDAQ:BLI) By 49%?Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Berkeley Lights, Inc...Reported Earnings • Nov 05Third quarter 2021 earnings released: US$0.30 loss per share (vs US$0.16 loss in 3Q 2020)The company reported a mediocre third quarter result with increased losses and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: US$24.3m (up 34% from 3Q 2020). Net loss: US$20.4m (loss widened 133% from 3Q 2020).Seeking Alpha • Sep 23Berkeley Lights: Short Seller Report Raises A Few Legitimate QuestionsOn September 5th, Berkeley Lights was hit by short seller Scorpion Capital, knocking the stock down roughly 30%. The report does raise some interesting questions regarding the business Berkeley operates in, one must also consider that at the current level, many of these concerns may be priced in. I was clearly very, very early with my initial speculative purchase and am down significantly to date, however, I will continue to hold my shares for now. I am curious to hear from the company during the quarterly earnings call for clarification and therefore I am not buying the dip just yet.Recent Insider Transactions Derivative • Sep 18Chief Technology Officer notifies of intention to sell stockKeith Breinlinger intends to sell 28k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of September. If the sale is conducted around the recent share price of US$33.86, it would amount to US$948k. Since September 2020, Keith's direct individual holding has decreased from 55.00k shares to 34.45k. Company insiders have collectively sold US$151m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • Sep 04Chief Technology Officer exercised options and sold US$132k worth of stockOn the 31st of August, Keith Breinlinger exercised 4k options at a strike price of around US$2.10 and sold these shares for an average price of US$35.17 per share. This trade did not impact their existing holding. Since September 2020, Keith's direct individual holding has decreased from 55.00k shares to 17.04k. Company insiders have collectively sold US$151m more than they bought, via options and on-market transactions in the last 12 months.Executive Departure • Sep 03Executive Officer Matthew Rosinack has left the companyOn the 31st of August, Matthew Rosinack's tenure as Executive Officer ended after less than a year in the role. As of June 2021, Matthew still personally held 17.45k shares (US$782k worth at the time). A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 1.08 years, which is considered inexperienced in the Simply Wall St Risk Model.Recent Insider Transactions Derivative • Aug 17Executive Officer notifies of intention to sell stockMatthew Rosinack intends to sell 20k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of August. If the sale is conducted around the recent share price of US$40.41, it would amount to US$808k. Since September 2020, Matthew's direct individual holding has increased from 16.25k shares to 17.45k. Company insiders have collectively sold US$150m more than they bought, via options and on-market transactions in the last 12 months.Price Target Changed • Aug 13Price target decreased to US$73.00Down from US$79.50, the current price target is an average from 7 analysts. New target price is 82% above last closing price of US$40.19. Stock is down 34% over the past year.Reported Earnings • Aug 13Second quarter 2021 earnings released: US$0.27 loss per share (vs US$4.25 loss in 2Q 2020)The company reported a solid second quarter result with improved revenues and control over costs, although losses increased. Second quarter 2021 results: Revenue: US$19.3m (up 82% from 2Q 2020). Net loss: US$18.2m (loss widened 37% from 2Q 2020).お知らせ • Aug 12Berkeley Lights, Inc. Provides Revenue Guidance for the Year 2021Berkeley Lights, Inc. provided revenue guidance for the year 2021. The company continues to expect full year 2021 revenue to be in the range of $90 million to $100 million, representing 40% to 56% growth over the full year of 2020.Recent Insider Transactions Derivative • Aug 08Chief Technology Officer exercised options and sold US$357k worth of stockOn the 3rd of August, Keith Breinlinger exercised 8k options at a strike price of around US$2.10 and sold these shares for an average price of US$45.32 per share. This trade did not impact their existing holding. Since September 2020, Keith's direct individual holding has decreased from 55.00k shares to 16.88k. Company insiders have collectively sold US$150m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • Jul 24CEO & Director exercised options and sold US$697k worth of stockOn the 20th of July, Eric Hobbs exercised 16k options at a strike price of around US$2.10 and sold these shares for an average price of US$47.07 per share. This trade did not impact their existing holding. For the year to December 2020, Eric's total compensation was 53% salary and 47% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2020, Eric's direct individual holding has decreased from 186.20k shares to 185.76k. Company insiders have collectively sold US$149m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • Jul 10Chief Technology Officer exercised options and sold US$362k worth of stockOn the 6th of July, Keith Breinlinger exercised 8k options at a strike price of around US$2.10 and sold these shares for an average price of US$45.92 per share. This trade did not impact their existing holding. Since September 2020, Keith's direct individual holding has decreased from 55.00k shares to 17.19k. Company insiders have collectively sold US$147m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Jun 28+ 3 more updatesBerkeley Lights, Inc.(NasdaqGS:BLI) dropped from Russell 2500 Value IndexBerkeley Lights, Inc.(NasdaqGS:BLI) dropped from Russell 2500 Value IndexRecent Insider Transactions Derivative • Jun 11Chief Technology Officer notifies of intention to sell stockKeith Breinlinger intends to sell 72k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of June. If the sale is conducted around the recent share price of US$43.26, it would amount to US$3.1m. Since September 2020, Keith's direct individual holding has decreased from 55.00k shares to 28.19k. Company insiders have collectively sold US$145m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Jun 10Independent Chairman of the Board recently bought US$206k worth of stockOn the 3rd of June, Gregory Lucier bought around 5k shares on-market at roughly US$41.12 per share. This was the largest purchase by an insider in the last 3 months. Gregory has been a buyer over the last 12 months, purchasing a net total of US$706k worth in shares.お知らせ • Jun 02Berkeley Lights Releases Subscription-Based Access Program and Signs First CustomersBerkeley Lights, Inc. announced the release of its TechAccess Subscription model to enable broader customer access to their cutting-edge, single-cell screening technology. The new offering brings requested volume and throughput flexibility to customers who want to access the company’s cell line development and antibody discovery workflows. The all-inclusive subscription provides customers with a comprehensive suite of products, including a Beacon® system, software, consumables, service, support, and commercial use rights. Each TechAccess subscription has a renewable 1-year term and provides customers with the turnkey capacity they need and the financial benefits of no up-front capital expense. The all-inclusive offering also provides customers with innovation insurance, providing access to Berkeley Lights’ latest technology features and capabilities at no additional cost. Berkeley Lights has already started signing subscription-based access agreements with customers doing cell line development as well as antibody discovery and expects many more to come. Many customers welcome the capacity-based access model as an alternative to direct purchase of Berkeley Lights technology. Those with lower capacity requirements are particularly eager to take advantage of the significant speed, throughput and quality benefits of the Berkeley Lights platform, under a model that now matches their capacity needs. The release of the TechAccess Subscription model aligns with the upcoming availability of the upgraded Opto™ Plasma B Discovery 4.0 workflow and Opto™ Assure for cell line development assays.Recent Insider Transactions Derivative • May 27CEO & Director exercised options and sold US$620k worth of stockOn the 20th of May, Eric Hobbs exercised 16k options at a strike price of around US$2.10 and sold these shares for an average price of US$42.08 per share. This trade did not impact their existing holding. For the year to December 2020, Eric's total compensation was 53% salary and 47% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2020, Eric has owned 186.20k shares directly. Company insiders have collectively sold US$144m more than they bought, via options and on-market transactions in the last 12 months.Executive Departure • May 15Independent Chairman Michael Marks has left the companyOn the 14th of May, Michael Marks' tenure in the role of Independent Chairman ended. As of December 2020, Michael personally held 19.23k shares (US$1.7m worth at the time). A total of 2 executives have left over the last 12 months.Reported Earnings • May 13First quarter 2021 earnings released: US$0.24 loss per share (vs US$3.03 loss in 1Q 2020)The company reported a mediocre first quarter result with increased losses and weaker control over costs, although revenues improved. First quarter 2021 results: Revenue: US$18.6m (up 35% from 1Q 2020). Net loss: US$15.4m (loss widened 67% from 1Q 2020).お知らせ • May 12Berkeley Lights, Inc. Provides Revenue Guidance for 2021Berkeley Lights, Inc. provided revenue guidance for 2021. company continues to expect full year 2021 revenue to be in the range of $90 million to $100 million, representing 40% to 56% growth over the full year of 2020.Recent Insider Transactions Derivative • May 01Chief Technology Officer exercised options and sold US$414k worth of stockOn the 28th of April, Keith Breinlinger exercised 8k options at a strike price of around US$2.10 and sold these shares for an average price of US$52.27 per share. This trade did not impact their existing holding. Since September 2020, Keith's direct individual holding has decreased from 55.00k shares to 28.04k. Company insiders have collectively sold US$143m more than they bought, via options and on-market transactions in the last 12 months.株主還元CELLUS Life SciencesUS 市場7D0.5%3.1%1.2%1Y-68.2%8.3%28.7%株主還元を見る業界別リターン: CELL過去 1 年間で8.3 % の収益を上げたUS Life Sciences業界を下回りました。リターン対市場: CELLは、過去 1 年間で28.7 % のリターンを上げたUS市場を下回りました。価格変動Is CELL's price volatile compared to industry and market?CELL volatilityCELL Average Weekly Movement40.4%Life Sciences Industry Average Movement8.1%Market Average Movement7.2%10% most volatile stocks in US Market16.4%10% least volatile stocks in US Market3.1%安定した株価: CELLの株価は、 US市場と比較して過去 3 か月間で変動しています。時間の経過による変動: CELLの 週次ボラティリティ は、過去 1 年間で23%から40%に増加しました。会社概要設立従業員CEO（最高経営責任者ウェブサイトn/a285Siddhartha Kadiaphenomex.comもっと見るPhenomeX Inc. 基礎のまとめPhenomeX の収益と売上を時価総額と比較するとどうか。CELL 基礎統計学時価総額US$99.63m収益（TTM）-US$124.53m売上高(TTM)US$71.82m1.4xP/Sレシオ-0.8xPER（株価収益率CELL は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計CELL 損益計算書（TTM）収益US$71.82m売上原価US$25.32m売上総利益US$46.50mその他の費用US$171.03m収益-US$124.53m直近の収益報告Jun 30, 2023次回決算日該当なし一株当たり利益（EPS）-1.25グロス・マージン64.75%純利益率-173.40%有利子負債／自己資本比率0%CELL の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2023/10/04 09:47終値2023/09/29 00:00収益2023/06/30年間収益2022/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋PhenomeX Inc. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8 アナリスト機関Gaurav GoparajuBerenbergMark MassaroBTIGTycho PetersonJ.P. Morgan5 その他のアナリストを表示
お知らせ • Oct 13Bruker Cellular Analysis, Inc. Files Form 15Bruker Cellular Analysis, Inc. has announced that it has filed a Form 15 with the Securities and Exchange Commission to voluntarily deregister its Common stock under the Securities Exchange Act of 1934, as amended. The par value of the company's Common stock was $0.001 per share.
お知らせ • Sep 28Phenomex Announces Opto Memory B Discovery Human Workflow on the Beacon®? Optofluidic PlatformPhenomeX Inc. announced the Opto Memory B Discovery Human workflow, further expanding diversity of antibodies customers can discover on the Beacon optofluidic platform. The new workflow and reagents, to be commercially available by the end of the year, enable rapid, automated generation of antigen-specific, functional monoclonal antibodies from human memory B cells, building on prior workflows and reagents that used rabbit memory B cells and mouse plasma cells. Directly accessing the human pertoire with new workflow and reagents allows researchers to find more physiologically relevant and efficacious antibodies faster in a rapidly evolving biomedical field aimed at addressing infectious, autoimmune, and oncologic diseases. Using the Opto Memory B Discovery human workflow, PhenomeX estimates customers can: prepare memory B cells from a wide variety of traditional enrichment strategies for screening in Screen up to 60,000 single B cells per workflow in five days, depending on chip selection and number of chips used per workflow; Identify hundreds to thousands of antigen-specific hits per workflow; and Recover high-quality antibody sequences for the majority of discovered hits. The workflow broadens PhenomeX's market opportunity beyond rodent models, enabling direct discovery of high-value human antibodies that are well-suited for therapeutics, diagnostics, and research reagents without the explicit need for experimentation in animal models.
お知らせ • Sep 22PhenomeX Inc. Announces the Release of SpotLight™ Human Lambda Reagent for the Beacon® Platform to Accelerate Cell Line Development WorkflowsPhenomeX Inc. announced that GSK will present data on the SpotLight™ Human Lambda reagent for the Beacon® platform at the 16th annual Conference on Protein Expression in Animal Cells, which is being held in Sitges, Spain from September 24-28, 2023. The goal of the PEACe Conference is to continue the tradition of bringing together scientists from academia and industry to share knowledge in the field of recombinant protein expression. Molly Robinson, a senior scientist with GSK, will present data demonstrating how the SpotLight Human Fc, SpotLight Human Kappa and SpotLight Human Lambda reagents can be used in cell line development productivity assays on the Beacon platform. In this study, as an early access PhenomeX customer, GSK screened clones secreting IgG Lambda light chain monoclonal antibodies and clones secreting bispecific lambda-kappa antibodies. Additionally, the GSK team was able to characterize a variety of molecular formats using the library of SpotLight reagents, and they are excited to continue using these reagents to investigate complex molecular candidates. PhenomeX's fluorescent SpotLight reagents, which are non-destructive and certified as animal- component free, allow early productivity and product quality screens to be run in parallel across thousands of clonal populations. SpotLight™ Human Fc reagent binds to the Fc region of human antibodies SpotLight™ Human Kappa reagent binds to the kappa light chain of human antibodies Soon-to-be released SpotLight™ Human Lambda reagent binds to the lambda light chain of human antibodies As demonstrated by GSK, these reagents can be used individually for screening of monospecific antibodies or in combination to screen bispecific lambda-kappa antibodies.
お知らせ • Sep 17Phenomex Unveils Meteor Chips for Quantitative Bulk Analysis on the Isospark™ Platform to Revolutionize High Throughput Multiplexed Hands-Free ProteomicsPhenomeX Inc. announced the launch of Meteor™ chips on the IsoSpark™? platform, providing a significant advancement in high throughput, quantitative, fully automated, multiplexed bulk proteomics. The Meteor chip solution enables researchers to conduct high throughput proteomic analysis with unmatched efficiency. Leveraging capabilities, this innovative solution offers the following key features: Automated data analysis and ease-of-use: Researchers can go from sample to answer in an automated and streamlined method and generate ready-to-publish data without requirement of a bioinformatics skillset. With less than 30 minutes hands-on time and just one-pipette action to load each sample, the Meteor chip eliminates the need for the laborious proteomics workflow of traditional proteomic methods. High throughput: A single full run (4 chips) accommodates 80 sample wells in triplicate. The Meteor chip will be launched with an initial 10-plex panel, capable of generating a remarkable 2400 data points per run. By enabling high throughput analysis, minimal sample volume, and automated data analysis, researchers can now accelerate their studies and unlock new discoveries in a wide range of applications, including oncology, drug development, and personalized medicine. Quantitative analysis: Each run incorporates recombinant standards run in triplicate, enabling quantitative analysis per chip on-site. Researchers gain a comprehensive understanding of the proteomic landscape, enabling deeper insights into cellular functions. Dr. Sarah J. Parker, co-director of Proteomics and Metabolomics at the Cedars Sinai Smidt Heart Institute provided the following testimonial after running samples on the Meteor chip.
Major Estimate Revision • Aug 24Consensus EPS estimates upgraded to US$1.13 lossThe consensus outlook for fiscal year 2023 has been updated. 2023 losses forecast to reduce from -US$1.35 to -US$1.13 per share. Revenue forecast unchanged from US$76.5m at last update. Life Sciences industry in the US expected to see average net income growth of 14% next year. Consensus price target down from US$5.33 to US$1.50. Share price was steady at US$0.94 over the past week.
Major Estimate Revision • Aug 21Consensus EPS estimates fall by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$80.3m to US$76.5m. Losses expected to increase from US$1.03 per share to US$1.27. Life Sciences industry in the US expected to see average net income growth of 14% next year. Consensus price target down from US$5.67 to US$4.00. Share price rose 56% to US$0.95 over the past week.
お知らせ • Oct 13Bruker Cellular Analysis, Inc. Files Form 15Bruker Cellular Analysis, Inc. has announced that it has filed a Form 15 with the Securities and Exchange Commission to voluntarily deregister its Common stock under the Securities Exchange Act of 1934, as amended. The par value of the company's Common stock was $0.001 per share.
お知らせ • Sep 28Phenomex Announces Opto Memory B Discovery Human Workflow on the Beacon®? Optofluidic PlatformPhenomeX Inc. announced the Opto Memory B Discovery Human workflow, further expanding diversity of antibodies customers can discover on the Beacon optofluidic platform. The new workflow and reagents, to be commercially available by the end of the year, enable rapid, automated generation of antigen-specific, functional monoclonal antibodies from human memory B cells, building on prior workflows and reagents that used rabbit memory B cells and mouse plasma cells. Directly accessing the human pertoire with new workflow and reagents allows researchers to find more physiologically relevant and efficacious antibodies faster in a rapidly evolving biomedical field aimed at addressing infectious, autoimmune, and oncologic diseases. Using the Opto Memory B Discovery human workflow, PhenomeX estimates customers can: prepare memory B cells from a wide variety of traditional enrichment strategies for screening in Screen up to 60,000 single B cells per workflow in five days, depending on chip selection and number of chips used per workflow; Identify hundreds to thousands of antigen-specific hits per workflow; and Recover high-quality antibody sequences for the majority of discovered hits. The workflow broadens PhenomeX's market opportunity beyond rodent models, enabling direct discovery of high-value human antibodies that are well-suited for therapeutics, diagnostics, and research reagents without the explicit need for experimentation in animal models.
お知らせ • Sep 22PhenomeX Inc. Announces the Release of SpotLight™ Human Lambda Reagent for the Beacon® Platform to Accelerate Cell Line Development WorkflowsPhenomeX Inc. announced that GSK will present data on the SpotLight™ Human Lambda reagent for the Beacon® platform at the 16th annual Conference on Protein Expression in Animal Cells, which is being held in Sitges, Spain from September 24-28, 2023. The goal of the PEACe Conference is to continue the tradition of bringing together scientists from academia and industry to share knowledge in the field of recombinant protein expression. Molly Robinson, a senior scientist with GSK, will present data demonstrating how the SpotLight Human Fc, SpotLight Human Kappa and SpotLight Human Lambda reagents can be used in cell line development productivity assays on the Beacon platform. In this study, as an early access PhenomeX customer, GSK screened clones secreting IgG Lambda light chain monoclonal antibodies and clones secreting bispecific lambda-kappa antibodies. Additionally, the GSK team was able to characterize a variety of molecular formats using the library of SpotLight reagents, and they are excited to continue using these reagents to investigate complex molecular candidates. PhenomeX's fluorescent SpotLight reagents, which are non-destructive and certified as animal- component free, allow early productivity and product quality screens to be run in parallel across thousands of clonal populations. SpotLight™ Human Fc reagent binds to the Fc region of human antibodies SpotLight™ Human Kappa reagent binds to the kappa light chain of human antibodies Soon-to-be released SpotLight™ Human Lambda reagent binds to the lambda light chain of human antibodies As demonstrated by GSK, these reagents can be used individually for screening of monospecific antibodies or in combination to screen bispecific lambda-kappa antibodies.
お知らせ • Sep 17Phenomex Unveils Meteor Chips for Quantitative Bulk Analysis on the Isospark™ Platform to Revolutionize High Throughput Multiplexed Hands-Free ProteomicsPhenomeX Inc. announced the launch of Meteor™ chips on the IsoSpark™? platform, providing a significant advancement in high throughput, quantitative, fully automated, multiplexed bulk proteomics. The Meteor chip solution enables researchers to conduct high throughput proteomic analysis with unmatched efficiency. Leveraging capabilities, this innovative solution offers the following key features: Automated data analysis and ease-of-use: Researchers can go from sample to answer in an automated and streamlined method and generate ready-to-publish data without requirement of a bioinformatics skillset. With less than 30 minutes hands-on time and just one-pipette action to load each sample, the Meteor chip eliminates the need for the laborious proteomics workflow of traditional proteomic methods. High throughput: A single full run (4 chips) accommodates 80 sample wells in triplicate. The Meteor chip will be launched with an initial 10-plex panel, capable of generating a remarkable 2400 data points per run. By enabling high throughput analysis, minimal sample volume, and automated data analysis, researchers can now accelerate their studies and unlock new discoveries in a wide range of applications, including oncology, drug development, and personalized medicine. Quantitative analysis: Each run incorporates recombinant standards run in triplicate, enabling quantitative analysis per chip on-site. Researchers gain a comprehensive understanding of the proteomic landscape, enabling deeper insights into cellular functions. Dr. Sarah J. Parker, co-director of Proteomics and Metabolomics at the Cedars Sinai Smidt Heart Institute provided the following testimonial after running samples on the Meteor chip.
Major Estimate Revision • Aug 24Consensus EPS estimates upgraded to US$1.13 lossThe consensus outlook for fiscal year 2023 has been updated. 2023 losses forecast to reduce from -US$1.35 to -US$1.13 per share. Revenue forecast unchanged from US$76.5m at last update. Life Sciences industry in the US expected to see average net income growth of 14% next year. Consensus price target down from US$5.33 to US$1.50. Share price was steady at US$0.94 over the past week.
Major Estimate Revision • Aug 21Consensus EPS estimates fall by 22%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$80.3m to US$76.5m. Losses expected to increase from US$1.03 per share to US$1.27. Life Sciences industry in the US expected to see average net income growth of 14% next year. Consensus price target down from US$5.67 to US$4.00. Share price rose 56% to US$0.95 over the past week.
Price Target Changed • Aug 20Price target decreased by 29% to US$4.00Down from US$5.67, the current price target is an average from 3 analysts. New target price is 322% above last closing price of US$0.95. The company is forecast to post a net loss per share of US$1.27 next year compared to a net loss per share of US$1.42 last year.
お知らせ • Aug 19Bruker Corporation (NasdaqGS:BRKR) signed a definitive agreement to acquire all of the outstanding shares of PhenomeX Inc. (NasdaqGS:CELL).Bruker Corporation (NasdaqGS:BRKR) signed a definitive agreement to acquire all of the outstanding shares of PhenomeX Inc. (NasdaqGS:CELL) for approximately $110 million on August 17, 2023. Pursuant to the Merger Agreement, Bruker Corporation will acquire all of the outstanding shares of common stock at a purchase price of $1.00 per Share in cash (the “ Offer Price ”), net to the seller in cash, without interest for a total equity value of approximately $108 million. In connection with this agreement, Bird Mergersub Corporation, a wholly owned subsidiary of Bruker and PhenomeX, entered into a tender and support agreement with Dr. Igor Khandros and Susan Bloch (stockholders) pursuant to which stockholders have agreed to tender approximately 9% percent of the Shares held by them. Bruker Corporation is lending $14 million as promissory note to PhenomeX and it's subsidiary IsoPlexis Corporation. The Note matures on October 16, 2023 and is secured by a lien on substantially all assets of PhenomeX and IsoPlexis. PhenomeX is required to pay Bruker Corporation a termination fee of approximately $3.8 million in cash on termination of the Merger Agreement under specified circumstances. The transaction is subject to minimum tender offer of more than 50% of the then outstanding shares of PhenomeX Common Stock to be tendered. No retraints prohibiting the consummation of the Offer. The Board of Directors of PhenomeX has unanimously approved the Merger Agreement and the transactions contemplated thereby and resolved to recommend that PhenomeX 's stockholders accept the Offer and tender their Shares in the Offer. The Stockholders have agreed to tender 9% shares held pursuant to Support Agreement. The transaction is expected to close in the fourth quarter of 2023. William Blair & Company, L.L.C. acted as financial advisor and Damien R. Zoubek, Allison Liff and Oliver J. Board of Freshfields Bruckhaus Deringer LLP as legal advisor to PhenomeX. Perella Weinberg Partners acted as financial advisor and Robert W. Dickey and Kristen V. Campana of Morgan, Lewis & Bockius LLP acted as legal advisor to Bruker Corporation.
New Risk • Aug 18New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 41% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$68m free cash flow). Share price has been highly volatile over the past 3 months (41% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$42m net loss in 3 years). Shareholders have been diluted in the past year (45% increase in shares outstanding). Market cap is less than US$100m (US$93.5m market cap).
New Risk • Aug 16New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$61m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-US$61m free cash flow). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$55m net loss in 2 years). Share price has been volatile over the past 3 months (13% average weekly change). Shareholders have been diluted in the past year (45% increase in shares outstanding). Market cap is less than US$100m (US$45.2m market cap).
Reported Earnings • Aug 16Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: US$0.51 loss per share (further deteriorated from US$0.38 loss in 2Q 2022). Revenue: US$14.1m (down 27% from 2Q 2022). Net loss: US$50.2m (loss widened 95% from 2Q 2022). Revenue missed analyst estimates by 19%. Earnings per share (EPS) also missed analyst estimates by 66%. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Life Sciences industry in the US.
お知らせ • Aug 11PhenomeX Inc. to Report Q2, 2023 Results on Aug 14, 2023PhenomeX Inc. announced that they will report Q2, 2023 results After-Market on Aug 14, 2023
お知らせ • Aug 08PhenomeX Inc. Announces Lifting of the Stay in AbCellera Patent Infringement CasePhenomeX Inc. announced that the series of lawsuits filed by AbCellera in 2020 will now proceed in litigation. AbCellera contends that PhenomeX's Beacon platform infringes certain U.S. patents claiming methods of cell culture and analysis developed on microfluidic chips featuring microwells and pressurized valves--neither of which are found in PhenomeX's OptoSelect chips. PhenomeX's Beacon platform is protected by a growing portfolio of over 500 patents and has been featured in a number of studies, including a study on SARS-CoV-2 research recently published in Cell Reports about the Omicron variant. PhenomeX is confident it will prevent in this litigation and continue its mission to develop and deliver critical cell biology research solutions to its customers. The Beacon platform's features are unique amongst single-cell screening technologies. The Beacon system allows multi-parameter, selective movement of single cells into nanoliter-sized NanoPen chambers for further analysis, loading single-cells into more than 70% of the NanoPen chambers on the chip, up to 12-16 assays to be run on the same set of cells in a single day, and selective export of live cells. No other microfluidic platform on the market approaches these capabilities. The litigation has resumed, as expected, following resolution of an administrative proceeding on the validity of AbCellera's U.S. Patent No. 10,087,408 over certain earlier patents and publications. That administrative proceeding is now on appeal.
お知らせ • Jun 25+ 2 more updatesPhenomeX Inc.(NasdaqGS:CELL) dropped from Russell Small Cap Comp Value IndexPhenomeX Inc.(NasdaqGS:CELL) dropped from Russell Small Cap Comp Value Index
お知らせ • Jun 24PhenomeX Receives a Notice from Nasdaq Regarding Minimum Bid Price RuleOn June 21, 2023, PhenomeX Inc. (the Company") received a notice (the Notice") from The Nasdaq Stock Market ("Nasdaq") that the Company is not in compliance with Nasdaq's Listing Rule 5450(a)(1) (the Minimum Bid Price Rule"), because the minimum bid price of the Company's common stock has been below $1.00 per share for 30 consecutive business days. The Notice has no immediate effect on the listing or trading of the Company's common stock on The Nasdaq Global Select Market. In accordance with Nasdaq Listing Rule 5810(c)(3)(A), the Company has 180 calendar days, or until December 12, 2023, to regain compliance with the Minimum Bid Price Rule. To regain compliance, the closing bid price of the Company's common stock must be at least $1.00 per share for a minimum of ten consecutive business days during this 180 calendar day grace period, unless Nasdaq exercises its discretion to extend this ten-day period pursuant to Nasdaq Listing Rule 5810(c)(3)(H). In the event the Company does not regain compliance with the Minimum Bid Price Rule by December 12, 2023, the Company may be eligible for an additional 180 calendar day compliance period if it elects to transfer to The Nasdaq Capital Market. To qualify, the Company would be required to meet the continued listing requirement for market value of publicly held shares and all other initial listing standards for The Nasdaq Capital Market, with the exception of the Minimum Bid Price Rule, and would need to provide written notice of its intention to cure the bid price deficiency during the second compliance period. However, if it appears to Nasdaq's staff that the Company will not be able to cure the deficiency or if the Company is otherwise not eligible, or if the Company's common stock has a closing bid price of $0.10 or less for ten consecutive trading days during any such compliance period, Nasdaq would notify the Company that its common stock would be subject to delisting. The Company may appeal any such determination to delist its common stock, but there can be no assurance that any such appeal would be successful. There can be no assurance that the Company will regain compliance with the Minimum Bid Price Rule or otherwise maintain compliance with any of the other listing requirements. Nonetheless, the Company intends to monitor the closing bid price of its common stock and may, if appropriate, consider available options, including a reverse stock split, to regain compliance with the Minimum Bid Price Rule.
お知らせ • Jun 06PhenomeX Inc. Launches Beacon Quest™? Optofluidic System with Opto®? T Cell Profiling WorkflowsPhenomeX Inc. announced the launch of the Beacon Quest™? optofluidic system, with Opto®? T Cell Profiling workflows for immunotherapy translational research and a platform price under $1 million, less than half of the higher-throughput Beacon system, enabling broader accessibility to the cutting-edge technology critical for next-generation precision medicine. The Opto T Cell Profiling workflows have enabled scientists to comprehensively profile single T cells to correlate polyfunctionality with cytotoxicity and recover those same cells for downstream analysis such as transcriptome and genome sequencing, revealing functional connections of phenotype with molecular mechanism. This depth of understanding of biology and response to therapeutics is not available on any other platform. Combined with the value-matched Beacon Quest system, more academic, non-profit, and government customers can now access the power of optofluidic and NanoPen®? chamber technology and propriety single T Cell Profiling applications along with the optimum level of features to meet their research and budgetary needs. Opto T Cell Profiled workflows on the Beacon Quest system enable multi-functional characterization of single T cells, including for development of efficacious immunotherapies and cell-based cancer therapeutics, that are ideally suited for academic, non-profit, and government customers. The Beacon Quest system enables a variety of assays to profile single T cells including detection of cytokine secretion, cytotoxicity, cell surface markers, transcriptome profiling and TCRSeq, with the potential to study growth characteristics and cell motility. The resulting analysis is used to identify cells with phenotypes of interest and guide recovery of the same cells for downstream assays, enabling researchers to gain a deeper understanding of the underlying biology by: Investigating molecular mechanisms associated with polyfunctional T cells; Identifying desirable phenomes by correlating polyfunctionality with cytotoxicity; and Linking desirable phenotypes to T cell receptor sequences of the same cells. In addition to supporting the Opto T Cell Profiling workflows, Beacon Quest will enable customers to access the Opto B Discovery workflows and Opto Cell Line Development workflows. To further increase customer accessibility and affordability, PhenomeX will also offer reduced priced OptoSelect® chips (OptoSelect® Research chips) for Beacon Quest, helping academic customers accelerate the pace of scientific discovery for clinical research use applications.
Price Target Changed • May 19Price target decreased by 31% to US$5.67Down from US$8.25, the current price target is an average from 3 analysts. New target price is 580% above last closing price of US$0.83. Stock is down 83% over the past year. The company is forecast to post a net loss per share of US$1.05 next year compared to a net loss per share of US$1.42 last year.
Major Estimate Revision • May 18Consensus revenue estimates decrease by 16%, EPS upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from US$95.7m to US$80.3m. EPS estimate increased from -US$1.12 to -US$1.05 per share. Life Sciences industry in the US expected to see average net income growth of 6.2% next year. Consensus price target down from US$8.25 to US$8.00. Share price fell 12% to US$0.82 over the past week.
お知らせ • May 16PhenomeX Inc. Launches Beacon Select Optofluidic System with Opto B Discovery WorkflowsPhenomeX Inc. announced the launch of Beacon Select optofluidic system with Opto B Discovery workflows for antibody discovery. The Opto B Discovery workflows, with their cutting-edge technologies and features, enable scientists to find lead candidate antibodies tailored to their specific challenges and changing needs. Combined with the value-matched Beacon Select system, more customers may access these propriety antibody discovery applications, but with the optimum level of features that meet their research and budgetary needs. PhenomeX's optofluidic platform is now a standard to deliver optimal antibodies with speed, as highlighted recently in the high-impact journal Cell, where antibodies against COVID-19 variants were discovered on the Beacon system six months before Omicron emergence. Opto B Discovery workflows on the Beacon Select system enable scientists to accelerate antibody screening and hit generation to find lead candidate antibodies and are ideally suited for small- to mid-sized biopharma and CDMOs/CROs. This contrasts with the flagship four-chip Beacon system enabled for antibody discovery, optimized for the highest screening throughputs demanded by large biopharma and established CDMOs/CROs. The Beacon Select system enables rapid function-first selection of single B cells with the best characteristics for any antibody application, including antibody therapeutics, diagnostics, and reagents. In addition, the Opto B Discovery workflows offer users highly customizable assays to assess antigen and epitope specificity, species or variant cross-reactivity, and functional properties, all in a single-day workflow. By selecting and recovering sequences of only the most desirable antibodies with favorable attributes, users can reduce overall bioprocessing costs, improve the probability of campaign success, and shorten timelines to lead candidates. When combined with PhenomeX's catalog of best-in-class reagents and consumables for mouse, human, and rabbit B cell repertoires, customers can do all this against even the hardest antigen targets, including G coupled-protein receptors (GPCRs) and ion channels, to accelerate antibody discovery beyond traditional methods available today. To further increase customer accessibility and affordability, PhenomeX will offer the Beacon Select system for antibody discovery with different purchase options including capital placement, lease, or reagent rental. The two-chip Beacon Select list price will be approximately half of the current Beacon system, which makes the technology ideal for new users that do not need the full Beacon capacity. In addition, this lower price point allows existing Beacon customers to more readily increase throughput, add laboratory capacity, and (for existing cell line development customers) access antibody discovery applications.
分析記事 • May 16Analyst Forecasts Just Became More Bearish On PhenomeX Inc. (NASDAQ:CELL)The latest analyst coverage could presage a bad day for PhenomeX Inc. ( NASDAQ:CELL ), with the analysts making...
Reported Earnings • May 13First quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2023 results: US$0.31 loss per share. Revenue: US$18.5m (down 8.4% from 1Q 2022). Net loss: US$23.4m (loss widened 9.3% from 1Q 2022). Revenue exceeded analyst estimates by 3.7%. Earnings per share (EPS) missed analyst estimates by 7.1%. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Life Sciences industry in the US.
お知らせ • May 12PhenomeX Inc. Provides Earning Guidance for the Full Year of 2023PhenomeX Inc. provided earning guidance for the full year of 2023. for the period the company expects revenue to be in the range of $75 million to $85 million dollars with a gross margin target of approximately 65%.
分析記事 • Apr 17PhenomeX Inc.'s (NASDAQ:CELL) Subdued P/S Might Signal An OpportunityPhenomeX Inc.'s ( NASDAQ:CELL ) price-to-sales (or "P/S") ratio of 1.3x might make it look like a strong buy right now...
Reported Earnings • Feb 26Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: US$1.42 loss per share (further deteriorated from US$1.08 loss in FY 2021). Revenue: US$78.6m (down 8.0% from FY 2021). Net loss: US$98.0m (loss widened 37% from FY 2021). Revenue missed analyst estimates by 7.7%. Earnings per share (EPS) also missed analyst estimates by 15%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Life Sciences industry in the US.
お知らせ • Feb 14Berkeley Lights, Inc. to Report Q4, 2022 Results on Feb 23, 2023Berkeley Lights, Inc. announced that they will report Q4, 2022 results After-Market on Feb 23, 2023
お知らせ • Jan 10+ 1 more updateBerkeley Lights, Inc. Provides Preliminary Revenue Guidance for the Year Ended December 31, 2022Berkeley Lights, Inc. provided preliminary revenue guidance for the year ended December 31, 2022. For the year, the company's total revenue for the full year 2022 is expected to be in the range of $78.0 million to $78.5 million, compared to $85.4 million in 2021.
お知らせ • Dec 23Berkeley Lights, Inc. (NasdaqGS:BLI) announced a definitive agreement to acquire IsoPlexis Corporation (NasdaqGS:ISO) from a group of shareholders for $56.3 million.Berkeley Lights, Inc. (NasdaqGS:BLI) announced a definitive agreement to acquire IsoPlexis Corporation (NasdaqGS:ISO) from a group of shareholders for $56.3 million on December 21, 2022. Under the terms of the agreement, IsoPlexis shareholders will receive 0.612 shares of Berkeley Lights stock for each IsoPlexis share. Following the close of the transaction, Berkeley Lights shareholders will own approximately 75.2% of the combined company, and IsoPlexis shareholders will own approximately 24.8% of the combined company. The combined company, which will be named PhenomeX (Nasdaq: CELL) post deal completion. Siddhartha Kadia will serve as Chief Executive Officer and a member of the combined company’s Board of Directors; and Sean Mackay is expected to be appointed Chief Product Officer of the combined company. Berkeley Lights may be required to pay to IsoPlexis a termination fee of $2.3 million or IsoPlexis may be required to pay to Berkeley Lights a termination fee of $2.3 million. The deal is subject to approval by shareholders of both Berkeley Lights and IsoPlexis, termination or expiration of any waiting period applicable to the Merger under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, effectiveness of the Berkeley Lights’ registration statement on Form S-4 to be filed with the Securities and Exchange Commission, approval of the listing on The Nasdaq Global Select Market of the shares of Berkeley Lights Common Stock issuable as Merger Consideration and other customary closing conditions. The transaction was unanimously approved by the Boards of Directors of both companies. The transaction is expected to close in the first quarter of 2023. Cowen is acting as financial advisor and fairness opinion provider to Berkeley Lights, and Damien R. Zoubek and Oliver J. Board of Freshfields Bruckhaus Deringer LLP is serving as legal counsel. For IsoPlexis, Evercore is serving as financial advisor and fairness opinion provider, and Richard Hall, William V. Fogg, Matthew G. Jones, Eric W. Hilfers, Amanda Hines Gold, Christopher K. Fargo, Sasha Rosenthal-Larrea, Margaret T. Segall, Matthew Morreale and Andrew C. Elken of Cravath, Swaine & Moore LLP is serving as legal counsel.
Recent Insider Transactions Derivative • Dec 16CEO & Director notifies of intention to sell stockSiddhartha Kadia intends to sell 37k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of December. If the sale is conducted around the recent share price of US$2.64, it would amount to US$98k. Siddhartha now holds 157.92k shares directly in their own name. Company insiders have collectively bought US$723k more than they sold, via options and on-market transactions, in the last 12 months.
Recent Insider Transactions Derivative • Nov 25President of Global Operations notifies of intention to sell stockEric Hobbs intends to sell 23k shares in the next 90 days after lodging an Intent To Sell Form on the 21st of November. If the sale is conducted around the recent share price of US$2.94, it would amount to US$69k. Since March 2022, Eric's direct individual holding has decreased from 188.47k shares to 129.20k. Company insiders have collectively bought US$767k more than they sold, via options and on-market transactions, in the last 12 months.
お知らせ • Nov 19Berkeley Lights Accelerating Antibody Discovery with Launch of Rabbit Memory B Cell WorkflowBerkeley Lights, Inc. announced the launch of the Opto® Memory B Discovery Rabbit workflow, expanding the diversity of antibodies customers can discover on the Beacon® platform. The new workflow enables rapid, automated generation of antigen-specific, functional monoclonal antibodies from rabbit memory B cells, building on prior workflows that used mouse plasma B cell samples. This workflow broadens Berkeley Lights' market opportunity beyond mouse workflows, enabling discovery of high-value rabbit antibodies that are well-suited for therapeutics, diagnostics and research reagents. While there are currently no robust markers to enrich rabbit plasma B cells, rabbit memory B cells can be readily obtained from blood and easier to source and handle than plasma B cells. Using the Opto Memory B Discovery Rabbit workflow, Berkeley Lights estimates the Beacon platform can: Screen approximately 15,000 to 60,000 single cells per workflow, depending on chip selection and number of chips used per workflow; Identify hundreds to thousands of antigen-specific hits per workflow; and Recover high-quality antibody sequences for the majority of discovered hits.
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Jessica Hopfield was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 09Third quarter 2022 earnings: EPS misses analyst expectationsThird quarter 2022 results: US$0.32 loss per share (further deteriorated from US$0.30 loss in 3Q 2021). Revenue: US$21.4m (down 12% from 3Q 2021). Net loss: US$21.6m (loss widened 5.7% from 3Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.5%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Life Sciences industry in the US.
お知らせ • Nov 09Berkeley Lights, Inc. Provides Revenue Guidance for the Year 2022Berkeley Lights, Inc. provided revenue guidance for the year 2022. The company continues to expect full-year 2022 revenue to be approximately in line with 2021 full-year revenue.
お知らせ • Oct 19Berkeley Lights, Inc. to Report Q3, 2022 Results on Nov 08, 2022Berkeley Lights, Inc. announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Nov 08, 2022
お知らせ • Sep 20Berkeley Lights, Inc. Announces Appointment of Scott Chaplin as Chief Legal Officer and Corporate SecretaryBerkeley Lights, Inc. announced that Scott Chaplin has been named the Company's chief legal officer and corporate secretary, effective immediately. Mr. Chaplin will have overall responsibility for the corporate legal function, including contracts, governance, compliance and management of its extensive intellectual property and patent portfolio. As chief legal officer, he will serve as an adviser to the chief executive officer (CEO), Board of Directors, and senior management members. Prior to Berkeley Lights, Mr. Chaplin served as chief legal and people officer at Shield AI, a technology company focused on AI software, robotics, and autonomy solutions for the national security sector. Under his leadership, the company scaled organically and through strategic acquisitions from a startup company to more than $2 billion in valuation. Prior to Shield AI, Mr. Chaplin was chief legal and human resources officer at Vista Outdoor, Inc., where he led numerous acquisitions leading to a diverse portfolio of 30 different company brands. In addition, Mr. Chaplin worked for Alliant Techsystems and Stanley, Inc. in a variety of legal roles. He also worked as an adjunct professor of law at American University, Washington College of Law and as an attorney for Morgan, Lewis & Bockius LLP and Reed Smith LLP, both in Washington, D.C. Mr. Chaplin earned a B.A. degree from the University of Massachusetts Amherst and a Juris Doctor degree from American University, Washington College of Law. He is a member of the California and District of Columbia bar associations.
Recent Insider Transactions Derivative • Sep 16CEO & Director notifies of intention to sell stockSiddhartha Kadia intends to sell 28k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of September. If the sale is conducted around the recent share price of US$3.98, it would amount to US$113k. Siddhartha now holds 109.87k shares directly in their own name. Company insiders have collectively bought US$1.4m more than they sold, via options and on-market transactions, in the last 12 months.
Recent Insider Transactions Derivative • Aug 26President of Global Operations notifies of intention to sell stockEric Hobbs intends to sell 16k shares in the next 90 days after lodging an Intent To Sell Form on the 22nd of August. If the sale is conducted around the recent share price of US$4.04, it would amount to US$63k. Since December 2021, Eric's direct individual holding has decreased from 187.05k shares to 152.69k. Company insiders have collectively bought US$1.1m more than they sold, via options and on-market transactions, in the last 12 months.
Major Estimate Revision • Aug 16Consensus revenue estimates fall by 17%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from US$100.9m to US$84.2m. Forecast losses increased from -US$1.20 to -US$1.29 per share. Life Sciences industry in the US expected to see average net income growth of 5.4% next year. Consensus price target down from US$13.00 to US$10.25. Share price fell 6.6% to US$4.64 over the past week.
分析記事 • Aug 15Analysts Just Made A Major Revision To Their Berkeley Lights, Inc. (NASDAQ:BLI) Revenue ForecastsOne thing we could say about the analysts on Berkeley Lights, Inc. ( NASDAQ:BLI ) - they aren't optimistic, having just...
Reported Earnings • Aug 10Second quarter 2022 earnings: EPS and revenues miss analyst expectationsSecond quarter 2022 results: US$0.38 loss per share (down from US$0.27 loss in 2Q 2021). Revenue: US$19.2m (flat on 2Q 2021). Net loss: US$25.7m (loss widened 42% from 2Q 2021). Revenue missed analyst estimates by 8.0%. Earnings per share (EPS) also missed analyst estimates by 19%. Over the next year, revenue is forecast to grow 29%, compared to a 4.1% growth forecast for the industry in the US.
お知らせ • Aug 10Berkeley Lights, Inc. Provides Revenue Guidance for the Full Year 2022Berkeley Lights, Inc. Lights now expects full-year 2022 revenue to be approximately in line with full-year 2021 revenue as the Company works to realign the business around its new strategic objectives.
お知らせ • Aug 05Berkeley Lights, Inc. and the Jaime Leandro Foundation Announce the Discovery, Functional Characterization, and Recovery of A Patient-Derived T Cell Receptor Sequence Against A Cancer NeoantigenBerkeley Lights, Inc. and the Jaime Leandro Foundation for Therapeutic Cancer Vaccines announced the discovery, functional characterization, and recovery of a patient-derived T cell receptor sequence against a cancer neoantigen. Together, Berkeley Lights and JLF were able to measure and identify T cells that were reactive against peptides used in a cancer vaccine that was administered to a patient to successfully stimulate an immune response against their advanced-stage pancreatic cancer leading to complete remission. The patient was treated under the supervision of physicians at Washington University in St. Louis. The unprecedented speed of these results relied on the Berkeley Lights Beacon(R) system. Applying the cell therapy development workflow, thousands of phenotypic measurements of single T cells were performed within one week. These measurements identified T cells that were cytotoxic and capable of secreting cytokines in response to antigen encounter, which were therefore predicted to be functional and subsequently sequenced at a single cell level. Cloning these T cell receptor sequences and expressing them in naïve T cells enabled functional validation against an antigen of interest. This function-first measurement capability of the Berkeley Lights platform is a significant differentiator compared to frequency-based assessments of TCRs which result in functional validation bottlenecks, adding to a growing number of highly differentiated service offerings at Berkeley Lights.
お知らせ • Aug 02Berkeley Lights, Inc. Announces Appointment of Dr. Rolando Brawer as Executive Vice President, Strategy & Corporate DevelopmentBerkeley Lights, Inc. announced that Rolando Brawer, Ph.D. has been named executive vice president, Strategy & Corporate Development, effective immediately. In this newly created role, Dr. Brawer will lead Berkeley Lights' strategy and corporate development functions and support the Company's growth strategy through identification, assessment and execution of potential mergers, acquisitions, investments, licensing agreements, joint ventures and more. Dr. Brawer is an accomplished corporate development executive with robust scientific expertise, having most recently served as vice president, Science & Technology, Alliances & Ventures at Danaher Corporation. In this role, he built a corporate function dedicated to co-founding companies with external inventors, providing capital and expertise to originate early-stage ventures in the life sciences field. Prior to Danaher Corporation, Dr. Brawer held several positions at life sciences companies including as vice president, Corporate Development, at Exact Sciences Corporate Development and Genomic Health. Dr. Brawer's experience also includes leading Thermo Fisher Scientific's global strategy for out-licensing and commercial supply for the company's Life Science Solutions Group. He was responsible for more than $300 million of annual worldwide licensing revenue, growing 10-15% annually. Dr. Brawer started his corporate development career at Invitrogen/Life Technologies. Dr. Brawer earned a B.S. and M.S. in Molecular Biology and Biotechnology from the University of Buenos Aires, Ph.D. in Molecular Microbiology from the University of Buenos Aires -Medical School, and MBA from the University of Florida.
お知らせ • Jul 26Berkeley Lights Inc. Announces Mehul Joshi as New Chief Financial OfficerBerkeley Lights, Inc. announced that Mehul Joshi has been named chief financial officer (CFO), effective immediately. Mr. Joshi is an experienced finance executive with a strong background in the life sciences and technology industries, including at companies with a combination of equipment, software, and services business units. Previously, he served in several senior finance and accounting roles at ResMed Incorporated, a digital health and cloud-connected medical device company, including most recently as senior vice president, Finance & Head of Global FP&A. At ResMed, Mr. Joshi directed global finance teams that played an integral role in driving transformational growth supporting multi-channel business models including pricing and profitability, specifically for their lease-to-own CPAP market, M&A, Operations, IR & Treasury, and was interim CFO of the Software as a Services (SaaS) business line. Prior to ResMed, Mr. Joshi served in leadership positions of increasing responsibility at Gilead Sciences where he supported the exponential growth of the company, evaluated, and integrated strategic acquisitions, and implemented tools, processes, and analytics across the company.
Seeking Alpha • Jul 25Mehul Joshi joins Berkeley Lights as CFOMehul Joshi has been named CFO at digital cell biology firm Berkeley Lights (NASDAQ:BLI). Joshi is an experienced finance executive, having held several senior finance and accounting roles at ResMed (RMD) previously. Most recently, he served as SVP, Finance & Head of Global FP&A.
お知らせ • Jul 22Berkeley Lights, Inc. to Report Q2, 2022 Results on Aug 09, 2022Berkeley Lights, Inc. announced that they will report Q2, 2022 results After-Market on Aug 09, 2022
Recent Insider Transactions Derivative • May 15Insider notifies of intention to sell stockEric Hobbs intends to sell 163k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of May. If the sale is conducted around the recent share price of US$4.78, it would amount to US$778k. Since June 2021, Eric's direct individual holding has increased from 185.76k shares to 188.47k. Company insiders have collectively sold US$4.7m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • May 10First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: US$0.32 loss per share (down from US$0.24 loss in 1Q 2021). Revenue: US$20.2m (up 8.5% from 1Q 2021). Net loss: US$21.4m (loss widened 39% from 1Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.5%. Over the next year, revenue is forecast to grow 34%, compared to a 6.5% growth forecast for the industry in the US.
Price Target Changed • Apr 27Price target decreased to US$16.80Down from US$46.40, the current price target is an average from 7 analysts. New target price is 226% above last closing price of US$5.15. Stock is down 90% over the past year. The company is forecast to post a net loss per share of US$1.12 next year compared to a net loss per share of US$1.08 last year.
Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Jessica Hopfield was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 16Berkeley Lights, Inc., Annual General Meeting, May 26, 2022Berkeley Lights, Inc., Annual General Meeting, May 26, 2022, at 01:30 Pacific Daylight. Agenda: To consider the election of Class II directors; to consider the ratification of the appointment of KPMG LLP as company's independent registered public accounting firm for the fiscal year ending December 31, 2022; to consider an advisory vote on the frequency of future advisory votes to approve the compensation paid to our named executive officers; and to consider any other matters that properly come before the meeting.
お知らせ • Apr 14Berkeley Lights Announces Appointment of Lucas S. Vitale as Chief Human Resources OfficerBerkeley Lights, Inc. announced the appointment of Lucas Vitale to the newly created role of Chief Human Resources Officer (“CHRO”), effective immediately. Vitale will lead Berkeley Lights' Human Resources function. He will report directly to the Company’s Chief Executive Officer (CEO), Dr. Siddhartha Kadia. As Berkeley Lights’ newly appointed CEO, Dr. Kadia is focused on the further development of its human capital and talent function to support the Company’s growth opportunities. Over his 20-year career in the life sciences industry, Vitale has gained extensive expertise across all aspects of Human Resources. Prior to joining Berkeley Lights, Vitale served as senior vice president of Human Resources at Arena Pharmaceuticals, which was recently acquired by Pfizer. In this role, he supported the evolution of the company’s global human resources business partners and talent acquisition functions, as well as talent related efforts for the company throughout its merger negotiations and integration planning. Prior to that, Vitale held a variety of HR roles, including CHRO, during his seven-year tenure at NuVasive, a publicly traded medical device company. As CHRO at NuVasive, he led the global HR strategy for approximately 2,700 employees across 50 countries and implemented the company’s first formal Diversity & Inclusion roadmap. Prior to NuVasive, Vitale spent 10 years at Life Technologies, where he was an integral member of the global HR leadership team and served on the company’s acquisition and integration team where he supported the scaling of the company from several hundred employees to nearly 10,000 by the time it was acquired by Thermo Fisher Scientific in 2014.
Recent Insider Transactions • Mar 12Insider recently bought US$502k worth of stockOn the 10th of March, Jessica Hopfield bought around 80k shares on-market at roughly US$6.28 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$1.3m more in shares than they have sold in the last 12 months.
お知らせ • Mar 05Berkeley Lights, Inc. Releases Upgrade to Its Software Suite for Beacon and Lightning PlatformsBerkeley Lights, Inc. released an upgrade to its Software Suite including enhancements to Cell Analysis Suite (CAS™), Image Analyzer, and Assay Analyzer software for the Berkeley Lights Beacon and Lightning Systems. Existing and new features will deliver easier insights, faster throughput operations for antibody discovery, cell line development and cell therapy workflows.
Reported Earnings • Feb 25Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: US$1.08 loss per share (up from US$1.39 loss in FY 2020). Revenue: US$85.4m (up 33% from FY 2020). Net loss: US$71.7m (loss widened 66% from FY 2020). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 28%, compared to a 8.9% growth forecast for the pharmaceuticals industry in the US.
お知らせ • Feb 25Berkeley Lights, Inc. Reiterates Revenue Guidance for Full Year 2022Berkeley Lights, Inc. reiterated revenue guidance for full year 2022. For the period, the company reiterates full year 2022 revenue to grow approximately 30% compared to full year 2021.
Price Target Changed • Feb 24Price target decreased to US$30.40Down from US$49.60, the current price target is an average from 8 analysts. New target price is 328% above last closing price of US$7.11. Stock is down 89% over the past year. The company is forecast to post a net loss per share of US$1.06 next year compared to a net loss per share of US$1.39 last year.
お知らせ • Feb 11Berkeley Lights, Inc. to Report Q4, 2021 Results on Feb 24, 2022Berkeley Lights, Inc. announced that they will report Q4, 2021 results Pre-Market on Feb 24, 2022
お知らせ • Feb 06Robbins Geller Rudman & Dowd LLP Files Class Action Suit Against Berkeley Lights, Inc. and Announces Opportunity for Investors with Substantial Losses to Lead CaseRobbins Geller Rudman & Dowd LLP has filed a class action lawsuit charging Berkeley Lights, Inc. as well as certain of its top executives with violations of the Securities Exchange Act of 1934 and announces that purchasers or acquirers of Berkeley Lights common stock between July 17, 2020 and September 14, 2021, inclusive have until this upcoming February 7, 2022 to seek appointment as lead plaintiff. Filed on December 8, 2021, the Berkeley Lights class action lawsuit is captioned Ng v. Berkeley Lights, Inc., No. 21-cv-09497 (N.D. Cal.). The Berkeley Lightsclass action lawsuit alleges that, throughout the Class Period, defendants made false and misleading statements and failed to disclose that: (i) Berkeley Lights' instrument, the Beacon, suffered from numerous design and manufacturing defects including breakdowns, high error rates, data integrity issues and other problems, limiting the ability of biotechnology companies and research institutions to consistently use the machines at scale; (ii) Berkeley Lights had received numerous customer complaints regarding the durability and effectiveness of Berkeley Lights' automation systems, including complaints related to the design and manufacturing; (iii) the actual market for Berkeley Lights' products and services was a fraction of the $23 billion represented to investors because of, among other things, the relatively high cost of Berkeley Lights' instruments and consumables and inability to provide the sustained performance necessary to justify these high costs; and (iv) as a result, defendants' statements to investors during the Class Period regarding Berkeley Lights' business, operations, and financial results were materially false and misleading.
お知らせ • Jan 13ClaimsFiler Reminds Investors with Losses in Excess of $100,000 of Lead Plaintiff Deadline in Class Action Lawsuit Against Berkeley Lights, IncClaimsFiler reminds investors that they have until February 7, 2022 to file lead plaintiff applications in a securities class action lawsuit against Berkeley Lights, Inc., if they purchased the Company's shares between July 17, 2020 and September 14, 2021, inclusive (the "Class Period"). This action is pending in the United States District Court for the Northern District of California. Berkeley Lights and certain of its executives are charged with failing to disclose material information during the Class Period, violating federal securities laws. On September 15, 2021, Scorpion Capital reported a wide range of criticisms against the Company purportedly based on extensive research and interviews of former employees and end-users, including that its machines were onerous, unusable, a waste of money, and had an error rate 50% higher than standard lab equipment, and that a negligible addressable market and negative customer experiences had further hindered the Company's growth potential, among other things.
Board Change • Jan 08High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Siddhartha Kadia was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 06Berkeley Lights, Inc. Provides Revenue Guidance for Full Year of 2021 and 2022Berkeley Lights, Inc. provided revenue guidance for full year of 2021 and 2022. For the full year 2021, Total revenue for the full year 2021 is expected to be in the range of $84.0 million to $84.5 million.For the full year of 2022, The Company expects revenue to grow approximately 30% to prior year revenue.
お知らせ • Dec 10Berkeley Lights, Inc. to Showcase its Optofluidic Discovery Technology At 2021 Antibody Engineering & Therapeutics ConferenceBerkeley Lights, Inc. announced its participation at the upcoming Antibody Engineering & Therapeutics (AE&T) meeting, being held virtually and in person from December 12-16, 2021, in San Diego, California. During the AE&T meeting, the latest antibody science, technologies and academic and industry partners come together to accelerate next-generation antibodies towards commercial success. Berkeley Lights will showcase its Beacon Optofluidic System and single B-cell antibody discovery workflow at AE&T booth #305. Meeting participants who visit the Berkeley Lights booth can receive a demonstration of the Beacon System performing the Opto™ Plasma B Discovery (OPBD) 4.0 workflow, which enables recovery of 1000s of hits by screening up to 100,000 plasma B cells and the down-selection of lead candidates with functional assays, which can then be sequenced to realize the re-expression of >1000 functionally characterized antibodies in just one week. By maximizing the diversity through direct functional profiling of plasma B cells, the OPBD 4.0 workflow allows users to accelerate discovery against even the most challenging targets. Presentation by Genovac: Amelie Kutschera, MSc., single B-cell scientist at Genovac, will deliver a presentation entitled “Leading Strategies forAntibody Discovery Against Difficult Targets –Genetic Immunization and Berkeley Lights Beacon®,” December 15 from 12:00 p.m. – 12:30 p.m. PT. Kutschera will discuss how traditional hybridoma and phage display methods have shown limited success in delivering therapeutic antibodies against difficult targets and share how Genovac has overcome this challenge by leveraging their proprietary genetic immunization technology and Berkeley Lights’ Beacon Optofluidic system to rapidly discover antibodies against challenging targets, such as GPCRs, from a variety of different animal species.
Seeking Alpha • Dec 09Berkeley Lights Grows Revenue But Operating Losses MountBerkeley Lights went public in July 2020, raising $178 million in gross proceeds in an IPO. The firm provides a range of single cell analysis equipment and services to researchers globally. BLI has produced growing operating losses and has been the subject of a lengthy and detailed short-seller report, so my outlook on the stock is Neutral at around $19.75.
お知らせ • Dec 09Robbins Geller Rudman & Dowd LLP Files Class Action Suit Against Berkeley Lights, IncRobbins Geller Rudman & Dowd LLP filed a class action lawsuit on December 9, 2021 seeking to represent purchasers of Berkeley Lights, Inc. common stock between July 17, 2020 and September 14, 2021, inclusive (Class Period) and charging Berkeley Lights and certain of its top executives with violations of the Securities Exchange Act of 1934. The Berkeley Lights class action lawsuit was commenced on December 8, 2021 in the Northern District of California and is captioned Ng v. Berkeley Lights, Inc., No. 21-cv-09497. The Berkeley Lightsclass action lawsuit alleges that, throughout the Class Period, defendants made false and misleading statements and failed to disclose that: Berkeley Lights’ instrument, the Beacon, suffered from numerous design and manufacturing defects including breakdowns, high error rates, data integrity issues and other problems, limiting the ability of biotechnology companies and research institutions to consistently use the machines at scale; Berkeley Lights had received numerous customer complaints regarding the durability and effectiveness of Berkeley Lights’ automation systems, including complaints related to the design and manufacturing; the actual market for Berkeley Lights’ products and services was a fraction of the $23 billion represented to investors because of, among other things, the relatively high cost of Berkeley Lights’ instruments and consumables and inability to provide the sustained performance necessary to justify these high costs; and as a result, defendants’ statements to investors during the Class Period regarding Berkeley Lights’ business, operations and financial results were materially false and misleading.
Recent Insider Transactions • Nov 12Independent Chairman of the Board recently bought US$500k worth of stockOn the 5th of November, Gregory Lucier bought around 21k shares on-market at roughly US$24.15 per share. This was the largest purchase by an insider in the last 3 months. Gregory has been a buyer over the last 12 months, purchasing a net total of US$706k worth in shares.
分析記事 • Nov 07Are Investors Undervaluing Berkeley Lights, Inc. (NASDAQ:BLI) By 49%?Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Berkeley Lights, Inc...
Reported Earnings • Nov 05Third quarter 2021 earnings released: US$0.30 loss per share (vs US$0.16 loss in 3Q 2020)The company reported a mediocre third quarter result with increased losses and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: US$24.3m (up 34% from 3Q 2020). Net loss: US$20.4m (loss widened 133% from 3Q 2020).
Seeking Alpha • Sep 23Berkeley Lights: Short Seller Report Raises A Few Legitimate QuestionsOn September 5th, Berkeley Lights was hit by short seller Scorpion Capital, knocking the stock down roughly 30%. The report does raise some interesting questions regarding the business Berkeley operates in, one must also consider that at the current level, many of these concerns may be priced in. I was clearly very, very early with my initial speculative purchase and am down significantly to date, however, I will continue to hold my shares for now. I am curious to hear from the company during the quarterly earnings call for clarification and therefore I am not buying the dip just yet.
Recent Insider Transactions Derivative • Sep 18Chief Technology Officer notifies of intention to sell stockKeith Breinlinger intends to sell 28k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of September. If the sale is conducted around the recent share price of US$33.86, it would amount to US$948k. Since September 2020, Keith's direct individual holding has decreased from 55.00k shares to 34.45k. Company insiders have collectively sold US$151m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • Sep 04Chief Technology Officer exercised options and sold US$132k worth of stockOn the 31st of August, Keith Breinlinger exercised 4k options at a strike price of around US$2.10 and sold these shares for an average price of US$35.17 per share. This trade did not impact their existing holding. Since September 2020, Keith's direct individual holding has decreased from 55.00k shares to 17.04k. Company insiders have collectively sold US$151m more than they bought, via options and on-market transactions in the last 12 months.
Executive Departure • Sep 03Executive Officer Matthew Rosinack has left the companyOn the 31st of August, Matthew Rosinack's tenure as Executive Officer ended after less than a year in the role. As of June 2021, Matthew still personally held 17.45k shares (US$782k worth at the time). A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 1.08 years, which is considered inexperienced in the Simply Wall St Risk Model.
Recent Insider Transactions Derivative • Aug 17Executive Officer notifies of intention to sell stockMatthew Rosinack intends to sell 20k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of August. If the sale is conducted around the recent share price of US$40.41, it would amount to US$808k. Since September 2020, Matthew's direct individual holding has increased from 16.25k shares to 17.45k. Company insiders have collectively sold US$150m more than they bought, via options and on-market transactions in the last 12 months.
Price Target Changed • Aug 13Price target decreased to US$73.00Down from US$79.50, the current price target is an average from 7 analysts. New target price is 82% above last closing price of US$40.19. Stock is down 34% over the past year.
Reported Earnings • Aug 13Second quarter 2021 earnings released: US$0.27 loss per share (vs US$4.25 loss in 2Q 2020)The company reported a solid second quarter result with improved revenues and control over costs, although losses increased. Second quarter 2021 results: Revenue: US$19.3m (up 82% from 2Q 2020). Net loss: US$18.2m (loss widened 37% from 2Q 2020).
お知らせ • Aug 12Berkeley Lights, Inc. Provides Revenue Guidance for the Year 2021Berkeley Lights, Inc. provided revenue guidance for the year 2021. The company continues to expect full year 2021 revenue to be in the range of $90 million to $100 million, representing 40% to 56% growth over the full year of 2020.
Recent Insider Transactions Derivative • Aug 08Chief Technology Officer exercised options and sold US$357k worth of stockOn the 3rd of August, Keith Breinlinger exercised 8k options at a strike price of around US$2.10 and sold these shares for an average price of US$45.32 per share. This trade did not impact their existing holding. Since September 2020, Keith's direct individual holding has decreased from 55.00k shares to 16.88k. Company insiders have collectively sold US$150m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • Jul 24CEO & Director exercised options and sold US$697k worth of stockOn the 20th of July, Eric Hobbs exercised 16k options at a strike price of around US$2.10 and sold these shares for an average price of US$47.07 per share. This trade did not impact their existing holding. For the year to December 2020, Eric's total compensation was 53% salary and 47% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2020, Eric's direct individual holding has decreased from 186.20k shares to 185.76k. Company insiders have collectively sold US$149m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • Jul 10Chief Technology Officer exercised options and sold US$362k worth of stockOn the 6th of July, Keith Breinlinger exercised 8k options at a strike price of around US$2.10 and sold these shares for an average price of US$45.92 per share. This trade did not impact their existing holding. Since September 2020, Keith's direct individual holding has decreased from 55.00k shares to 17.19k. Company insiders have collectively sold US$147m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Jun 28+ 3 more updatesBerkeley Lights, Inc.(NasdaqGS:BLI) dropped from Russell 2500 Value IndexBerkeley Lights, Inc.(NasdaqGS:BLI) dropped from Russell 2500 Value Index
Recent Insider Transactions Derivative • Jun 11Chief Technology Officer notifies of intention to sell stockKeith Breinlinger intends to sell 72k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of June. If the sale is conducted around the recent share price of US$43.26, it would amount to US$3.1m. Since September 2020, Keith's direct individual holding has decreased from 55.00k shares to 28.19k. Company insiders have collectively sold US$145m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Jun 10Independent Chairman of the Board recently bought US$206k worth of stockOn the 3rd of June, Gregory Lucier bought around 5k shares on-market at roughly US$41.12 per share. This was the largest purchase by an insider in the last 3 months. Gregory has been a buyer over the last 12 months, purchasing a net total of US$706k worth in shares.
お知らせ • Jun 02Berkeley Lights Releases Subscription-Based Access Program and Signs First CustomersBerkeley Lights, Inc. announced the release of its TechAccess Subscription model to enable broader customer access to their cutting-edge, single-cell screening technology. The new offering brings requested volume and throughput flexibility to customers who want to access the company’s cell line development and antibody discovery workflows. The all-inclusive subscription provides customers with a comprehensive suite of products, including a Beacon® system, software, consumables, service, support, and commercial use rights. Each TechAccess subscription has a renewable 1-year term and provides customers with the turnkey capacity they need and the financial benefits of no up-front capital expense. The all-inclusive offering also provides customers with innovation insurance, providing access to Berkeley Lights’ latest technology features and capabilities at no additional cost. Berkeley Lights has already started signing subscription-based access agreements with customers doing cell line development as well as antibody discovery and expects many more to come. Many customers welcome the capacity-based access model as an alternative to direct purchase of Berkeley Lights technology. Those with lower capacity requirements are particularly eager to take advantage of the significant speed, throughput and quality benefits of the Berkeley Lights platform, under a model that now matches their capacity needs. The release of the TechAccess Subscription model aligns with the upcoming availability of the upgraded Opto™ Plasma B Discovery 4.0 workflow and Opto™ Assure for cell line development assays.
Recent Insider Transactions Derivative • May 27CEO & Director exercised options and sold US$620k worth of stockOn the 20th of May, Eric Hobbs exercised 16k options at a strike price of around US$2.10 and sold these shares for an average price of US$42.08 per share. This trade did not impact their existing holding. For the year to December 2020, Eric's total compensation was 53% salary and 47% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2020, Eric has owned 186.20k shares directly. Company insiders have collectively sold US$144m more than they bought, via options and on-market transactions in the last 12 months.
Executive Departure • May 15Independent Chairman Michael Marks has left the companyOn the 14th of May, Michael Marks' tenure in the role of Independent Chairman ended. As of December 2020, Michael personally held 19.23k shares (US$1.7m worth at the time). A total of 2 executives have left over the last 12 months.
Reported Earnings • May 13First quarter 2021 earnings released: US$0.24 loss per share (vs US$3.03 loss in 1Q 2020)The company reported a mediocre first quarter result with increased losses and weaker control over costs, although revenues improved. First quarter 2021 results: Revenue: US$18.6m (up 35% from 1Q 2020). Net loss: US$15.4m (loss widened 67% from 1Q 2020).
お知らせ • May 12Berkeley Lights, Inc. Provides Revenue Guidance for 2021Berkeley Lights, Inc. provided revenue guidance for 2021. company continues to expect full year 2021 revenue to be in the range of $90 million to $100 million, representing 40% to 56% growth over the full year of 2020.
Recent Insider Transactions Derivative • May 01Chief Technology Officer exercised options and sold US$414k worth of stockOn the 28th of April, Keith Breinlinger exercised 8k options at a strike price of around US$2.10 and sold these shares for an average price of US$52.27 per share. This trade did not impact their existing holding. Since September 2020, Keith's direct individual holding has decreased from 55.00k shares to 28.04k. Company insiders have collectively sold US$143m more than they bought, via options and on-market transactions in the last 12 months.
