Pacific Biosciences Of California, Inc.

Pacific Biosciences Of California, Inc., a for-profit biotechnology manufacturer headquartered in Menlo Park, California, sells next-generation sequencing instruments, reagents, and consumables to federal civilian agencies as a prime contractor, with recurring delivery orders issued under standing IDIQs and BPAs rather than through set-asides or competitive awards. The company does not pursue or claim SBA certifications; recent awards carry no set-aside designations, reflecting Pacific Biosciences' position as the sole original equipment manufacturer for its proprietary Sequel, Sequel II, Revio, and Vega sequencing platforms.

The core capability is long-read DNA and RNA sequencing technology. Pacific Biosciences supplies complete systems (ranging from $173 thousand to $1.88 million per unit), consumable reagent kits, SMRT cell trays, binding reagents, and maintenance and repair services. Representative prime work includes a $1.88 million delivery order from USDA for a Revio System issued in March 2023; a $775 thousand definitive contract from FDA for a Revio System with post-warranty maintenance and repair services awarded in September 2023; a $726 thousand firm fixed-price purchase order from FDA in September 2023 for a Sequel IIe sequencer and five-year service support under a total small business set-aside (one of the few set-aside designations in the portfolio); a $708 thousand award from the National Institute of Allergy and Infectious Diseases for a Revio sequencing system in September 2023; and a $540 thousand purchase order from the National Human Genome Research Institute for Revio sequencer systems in June 2024. Across the portfolio, reagent and consumables orders typically range from $10 thousand to $100 thousand, with service contracts and maintenance agreements anchoring recurring annual revenue in the $25 thousand to $100 thousand range per facility.

Customer concentration centers on civilian life sciences and regulatory agencies. The top five funding agencies by award count account for 69 percent of recent awards: USDA Agricultural Research Service Field Research Implementation and Information Delivery Plains Area leads with 133 awards and $5.7 million combined potential value; FDA ranks second by award count with 63 awards totaling $12.9 million; National Human Genome Research Institute (NIH) follows with 54 awards and $3.1 million; USDA Agricultural Research Service Field Research Implementation and Information Delivery (aggregated across regions) holds 49 awards and $7.6 million; and CDC carries 28 awards and $3.3 million. However, the top-customers-by-potential-value ranking surfaces a material concentration shift: USDA Agricultural Research Service Central Program Planning Coordination and Support carries only 2 awards but $13.6 million in combined potential value, suggesting major capital equipment procurements (likely full Revio or Sequel II systems). FDA maintains consistency across both rankings, indicating a steady stream of mid-sized consumables and maintenance orders alongside larger equipment buys.

Pacific Biosciences operates under two principal parent vehicles. The Indefinite Delivery Contract 12405B21D0002 with USDA carries 62 task orders and $8.6 million in combined potential value and was described in award summaries as a $13.5 million single-award IDIQ through June 2026. The Blanket Purchase Agreement AG32SDB170004 (referenced in source data as a $806,610 IDIQ vehicle) issued 45 task orders valued at $2.7 million. The FDA's Indefinite Delivery Contract 75F40121D00007, a $1 million single-award IDIQ originally awarded March 31, 2021 and running through March 2026 (extended in some summaries to March 2025), has generated 9 task orders worth $481 thousand and remains active for consumables procurement. These vehicles enable agency field labs to draw reagents, kits, and maintenance services on an as-needed basis without re-competing work.

Activity shows decline trajectory year over year: 37 awards in 2022, 28 in 2023, 34 in 2024, 18 in 2025, and 15 through the end of September 2026. In the next twenty-four months, fourteen awards totaling $3 million face ultimate completion, creating moderate recompete exposure centered on USDA and FDA consumables orders and maintenance agreements.

Prime awards constitute 99 percent of the portfolio (473 awards); subcontract work is minimal and recent. Three sub-awards appear under Illumina as prime (July 2026, May 2026) for provision of Revio reagent kits and sequencing materials to support NCI and NIH research, and a single sub-award under an unidentified prime for Vega System purchases (February 2025) and Sequel service contract funding (March 2024). Pacific Biosciences' federal footprint is almost entirely first-tier prime contracting.

The vendor has served twenty-four distinct customer agencies, but eight agencies—USDA Agricultural Research Service (multiple regional offices), FDA, NIH (across NHGRI, NIAID, NICHD, NHLBI, NIA, NCI, and OD), and CDC—account for the preponderance of procurement. NAICS concentration runs heavily to Analytical Laboratory Instrument Manufacturing (351 awards), with secondary exposure in Biological Product Manufacturing (35 awards) and Equipment Repair and Maintenance (33 awards). PSC coding reflects consumables and reagents (217 awards under Laboratory Equipment and Supplies; 120 under In Vitro Diagnostic Substances) and maintenance services (69 awards).

Pacific Biosciences operates as a full-and-open, non-set-aside vendor; when set-asides do occur (as in the $726 thousand FDA Sequel IIe award and the $438 thousand FDA Sequel IIe award, both total small business), they are rare and appear to reflect agency preference for small business status rather than a systematic pursuit strategy on the vendor's part.