Illumina Tshuag Crashes Raws li Covid, Tuam Tshoj Hammer Thib Ob Lub Peb Hlis Ntuj

Illumina Tshuag poob rau hnub Friday tom qab DNA sequencer broadly lagged Wall Street cov kev kwv yees peb lub hlis twg thiab txiav nws txoj kev xav rau lub xyoo.

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Cov kev tawm tsam tshwm sim los ntawm kev sib tw macro, Canaccord Genuity kws tshuaj ntsuam Kyle Mikson tau hais. Tsaus ntuj (ILMN), uas nws cov thev naus laus zis tuaj yeem "nyeem" DNA, tsuas yog qhov kawg ntawm txoj hlua ntawm cov tuam txhab medtech kom nco ntsoov cov nqi pauv hloov pauv thiab Covid kev kaw hauv Suav teb cuam tshuam rau peb lub hlis thib ob.

Rau Illumina, cov neeg siv khoom kuj tau tuav tawm ntawm kev nthuav dav cov cuab yeej kuaj thiab tau txais kev saib xyuas ntau dua hauv cov khoom muag hauv lub quarter. Illumina kuj pom qhov kev poob qis hauv Covid cov nyiaj tau los, Mikson tau hais hauv tsab ntawv ceeb toom rau cov neeg siv khoom.

Nws tau hais tias "Qhov tseem ceeb, lub tuam txhab tau txo nws cov kev coj ua puv xyoo 2022, uas tau tsav los ntawm cov xwm txheej tau hais tseg," nws hais.

Nyob rau Tshuag lag luam hnub no, Illumina Tshuag plunged 8.4% rau 208.32.

Macro Headwinds Slam Illumina Tshuag

Thaum lub Rau Hli lub quarter, hloov kho Illumina cov nyiaj tau los poob qis 70% rau 57 xees ib feem. Cov nyiaj khwv tau los kuj tsis pom kev kwv yees rau 64 xees, raws li FactSet. Kev muag khoom tuaj ntawm $ 1.16 nphom, nce 3%, tab sis lagging kev kwv yees rau $ 1.22 nphom. Hauv cov txiaj ntsig tas li, kev muag khoom poob 5%.

"Peb lub quarter thib ob tsis ua tau raws li peb qhov kev cia siab raws li cov kev sib tw hauv thaj chaw macroeconomic complex ntau dua li cuam tshuam qhov kev loj hlob uas peb tseem pom nyob rau hauv kev sib tw khiav ntawm peb lub platform," Tus Thawj Coj Francis deSouza tau hais hauv nqe lus sau.

Kev muag khoom ntawm cov twj paj nruag thiab cov khoom siv ib zaug los khiav cov kev ntsuam xyuas DNA tau nce 1% thiab 6%, hais tias Illumina stock analyst Mikson. Kev xa khoom muaj zog ntawm Illumina's NovaSeq, DNA sequencing system thiab kev txaus siab rau kev kuaj mob qog noj ntshav, tsav cov txiaj ntsig.

Ntawm qhov kawg taw tes, cov nyiaj tau los ntawm Illumina qhov kev kuaj mob qog noj ntshav tshiab tshaj plaws, Galleri, yog $ 12 lab. Qhov ntawd yog qhov nrawm nrawm, tab sis qis dua qhov kev cia siab, Mikson tau hais. Illumina tau txais Galleri, uas tshuaj ntsuam rau ntau hom mob qog noj ntshav, nrog rau tus tsim Grail. Qhov kev yuav khoom tseem nyob hauv kev soj ntsuam xyuas.

Mikson khaws nws qhov kev yuav khoom ntawm Illumina Tshuag, tab sis poob nws lub hom phiaj rau 380 los ntawm 450.

Kev taw qhia Slashed Amid txuas ntxiv cov kev sib tw

Rau lub xyoo, Illumina tam sim no cia siab tias kev muag khoom yuav loj hlob 4% -5%, qis dua qhov kev cia siab ua ntej rau 14% -16% kev muag khoom xyoo no. Qhov ntawd tuaj yeem suav nrog $ 50 lab txog $ 70 lab los ntawm Grail. Illumina cov kws tshuaj ntsuam xyuas kwv yees $ 65 lab los ntawm Grail. Illumina yav dhau los coj mus rau $ 70 lab rau $ 90 lab los ntawm Grail.

Lub tuam txhab kuj tau qhia txog kev hloov kho cov nyiaj khwv tau los ntawm $ 2.75- $ 2.90 ib feem, nqis los ntawm nws qhov kev xav yav dhau los rau $ 4- $ 4.20 thiab cov kws tshuaj ntsuam hu rau $ 4.11, UBS tus kws tshuaj ntsuam John Sourbeer tau hais hauv nws daim ntawv rau cov neeg siv khoom.

Sourbeer muaj qhov ntsuas nruab nrab thiab 350 tus nqi phiaj ntawm Illumina Tshuag.

Ua raws li Allison Gatlin ntawm Twitter ntawm @IBD_AGatlin.

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