William Ruby's questions to Pacific Biosciences of California Inc (PACB) leadership • Q1 2025
Question
William Ruby from TD Cowen asked for details on demand trends in the EMEA region and inquired about the key drivers for achieving positive free cash flow by the end of 2027.
Answer
Christian Henry, President and CEO, stated that EMEA is expected to be the fastest-growing region, driven by strong Revio uptake in the rare disease market. To reach cash flow positive by the end of 2027, Henry outlined three pillars: top-line revenue growth from existing and new products, gross margin expansion, and disciplined expense management, citing the recent restructuring as a key step.