Sequenom, Inc. (NASDAQ:SQNM)

Per Porte

SQNM is the future of medicine. people should invest in this share instead of technology for entretaiment.

There are currently 68400 SQNM shares in my "fund" with break-even of around 4.45 USD.
http://caps.fool.com/Blogs/fund-trades/678775.

Huge market for a harmless blood test which can give you results almost as accurate as amnio.

Full disclosure. I am in the business side of healthcare. Well versed in OB pathways and the revenue cycle.

1. Insurance inclusion is certain. Amniocentesis includes both a professional and technical charge against the insurance provider, as well as a ultrasound charge separate from the Amnio procedure itself. It is higher when the procedure is done in a hospital-based clinic. The SQNM test is a single charge ancillary. This alone will provide savings to carriers.

2. While insurance coverage is certain, there should have been no rational believe that agreements could have been struck prior to the release of the data. Carriers needed to see if the test was clear enough to supplant amnio in the pathway, and (most importantly) how often. You cant run that point estimate without the data.

3. There are a range of referring doctors that would prefer to avoid amino simply for throughput reasons. MFM's have higher value activities that they can engage in...nearly across the board. Front-line OB's need to be in a posture to be admitting/performing on a moments notice with their patient base. In particular, OB's in a RVU model of reimbursement would do better to avoid this long, cautious procedure if an alternative was available

4. The technology has enormous intrinsic value. If SQNM lacks the chassis to deploy it, there are several companies that will find the technology to be highly accretive to their existing business development infrastructure.

5. SQNM has the appearance of a highly maliciously manipulated stock. The manipulation is of no consequence except to the holders that were seeking ST gains or have ST liquidity needs.

6. Undoubtedly, there will be a sharp indefensible correction that will trap the short speculators. Bulls, Bears, & Pigs...... Prior to the release of the data, one could make a good case for posturing as either a Bull or Bear.... Today, the only option is Bulls & Pigs.

Insiders are buying this stock. And as Seeking Alpha says: "With the stock trading for about 50% of the 52 week high, this could be a good candidate for a rebound in January after all the tax-loss selling ends."

I agree.

recycle -30

Definetly oversold tri 21 every hospital in world will own one

The Sequenom MaterniT21 prenatal test for Down Syndrome is going to be a much bigger hit than people realize. Women WILL PAY OUT OF POCKET IF THEY HAVE TO for this test.

It is being marketed as an alternative to amniocentesis for women over 35; the intended target market, since they are at highest risk of bearing children with Down Syndrome.

Despite the higher risk (and higher incidence of Down Syndrome) in the over-35 group, the fact is that there are millions more women under 35 having children. And although their risk for Down syndrome is lower than the over-35 group, because there are so many more babies being born to this group they produce (in raw numbers) more Down Syndrome children than the over-35's do. As a matter of percentages only, the over-35's have a higher percentage of Down Syndrome babies.

So my feeling is that now that detection has been reduced to the level of simple blood work, more and more women outside the high risk category will be requesting the screening as a "just in case" measure.

What this means is that Sequenom's extremely conservative estimate of potential sales, which includes only the 750,000 births yearly to those women in the high risk category; could balloon into something much much bigger.

Time will tell

haven't I had enough aggravation since August? I bought the dip on 10/18 @ 5.10. I have taken the wild ride known as SQNM before so I realize the dangers!

I couldn't help myself in Real Life @ 5.10

Good spot for the long haul I feel...

Great upside potential from their blood screening testing model

Over all is a good buy

Sequenom will eventually figure out a way to perform non-invasive testing for Down syndrome.

time for this baby to launch

Their genetic test for Down's syndrome will become the industry standard immediately upon approval by the FDA, if they ever get that approval, that is.

This stock will double or triple in the next 2 years

recent management changes and initiatives re quality control, valuation relative to product upside, patent acquisitions, big troubles are behind them (I hope)

3 insider purchases in the last couple months with test results coming out. I wish I had held on to this before!