山川远l心有归 的讨论

发布于: 雪球回复:7喜欢:0
当然这个里面包括了covid的检测 除非这个是公益性质 负margin 不然无法解释 gross loss

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兄弟你做了对的事,这种票真的不值得拿,虎哥都走人了

2021-05-08 04:23

割了80%今天 这个等一年实在等不住 太狠了 史上最大屎坑 吃了个大教训

嗯 新lab的收入在2023年才会放量 从业务节奏 现在股价确实应该处于低迷 合理

2021-05-07 21:47

另外,新增加人员这块可能是为新实验室招聘的人员,但新实验室去年底落成的,收入应该还没体现出来

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2021-05-07 21:29

COS这块主要增加的的是人员相关的费用,加起来13.2+11.8+3.7=28.7,3.7这块是疫情期间额外增加的疫情后应该没有了。

2021-05-07 21:21

Cost of services increased by $65.0 million, or 54%, from $119.6 million for the year ended December 31, 2019 to $184.6 million for the year ended December 31, 2020. The increase was primarily attributable to the following cost components: a $17.0 million increase in reagents and laboratory supplies expense due primarily to the 131% increase in accessioned volumes coupled with the lower per test cost of performing COVID-19 tests relative to our other tests; a $13.2 million increase in stock-based compensation expenses primarily driven by the increase in fair value of the liability-classified awards; an $11.8 million increase in personnel-related expenses driven by an increase in average headcount, partially offset by COVID-19 austerity measures; a $6.4 million increase in third party reference laboratory expenses due to an increase in tests performed by such third parties; a $4.4 million increase in expenses for other services such as genetic counseling, shipping and phlebotomy services; a $4.3 million increase in depreciation and amortization expenses driven by laboratory sequencing equipment acquired in 2020 and an increase in capitalized software as compared to the prior year; a $3.7 million increase in outside labor costs driven by temporary hires contracted in 2020 to perform COVID-19 testing activities as well as an increase in consultants supporting collaboration services; a $1.6 million increase in software expenses due to increased cloud storage and expanded computing capacity requirements for testing data; and a $1.3 million increase in equipment-related expenses, including maintenance expenses on existing equipment and purchases of minor equipment in 2020.