异动解读 | 10x Genomics盘前大跌近10%,削减NIH研究经费是主因

异动解读
13 Feb

10x Genomics(TXG)今日盘前股价大跌近10%,引发了市场广泛关注。据报导,主要原因是川普政府削减了美国国立卫生研究院(NIH)的医疗研究经费。

消息显示,NIH上周末宣布,研究的间接费用资助额将限制在15%内,包括实验室、员工、基础设施和公用事业费用。这意味着去年90亿美元的"间接资金"将减少至50亿美元,大幅降低了全美大学和研究机构的医学和公共卫生研究支出。

作为基因测序设备供应商,10x Genomics的客户主要是医疗研究机构和大学实验室,NIH的拨款情况将直接影响其产品和服务的需求。据分析师估计,NIH间接拨款约占10x Genomics收入的20%。削减预算预计将对生命科学工具公司造成广泛不利影响,专业工具更受冲击。

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