Sequenom, Inc. (NASDAQ:SQNM)

CAPS Rating: 3 out of 5

A genetics company committed to providing genetic analysis products and services that translate genomic science into superior solutions for the biomedical research, molecular medicine, agricultural, and non-invasive prenatal testing markets.

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Member Avatar SqwiiTrader (37.30) Submitted: 2/11/2014 3:51:55 PM : Outperform Start Price: $2.28 SQNM Score: +11.16

IHS

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Member Avatar AndrewGreenBull (99.32) Submitted: 12/20/2013 10:36:36 AM : Outperform Start Price: $2.16 SQNM Score: +15.52

If SQNM confirmed the uptrend on revenue next quarter, it will be a easy double-up, and I am sure it will.

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Member Avatar zzlangerhans (99.73) Submitted: 12/10/2013 10:59:17 AM : Underperform Start Price: $2.31 SQNM Score: -9.30

The other day I walked into a patient's room and began to take her history. She gaped at me and asked, "Doctor, don't you remember me? You saw me before."

I sighed. "Ma'am, I'm sorry but I can't possibly remember every patient I've seen before. I've seen more than thirty thousand people just in this emergency room alone."

"But doctor, " she said, "you just came in and asked me these questions twenty minutes ago."

Now that's embarrassing, but not half as embarrassing as being taken to the woodshed not once but twice with outperform ratings on Sequenom. The first time I got sucked into the collapse after employees falsified data in the SequreDX validation trial in 2009. More recently, I got suckered into management's bogus pronouncements of increased success in obtaining insurance reimbursements. The most recent blow to the stock was invalidation of a crucial patent by the US District Court of Northern California, who decided that the process in question was actually a natural phenomenon.

The real reason I'm changing direction on Sequenom here is the horrendous balance sheet. 85M in cash and 149M in debt, with a quarterly burn remaining in the 28-32M range. Sequenom has promised improvement every quarter ever since they began to market MaterniT21, but every CC it turns out that increased expenses have kept pace with any gains in revenue. Unless quarterly numbers in March show that Sequenom has finally lived up to their rhetoric, another ugly dilutive financing is virtually certain.

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Member Avatar bclan13 (99.16) Submitted: 1/30/2013 2:16:06 AM : Outperform Start Price: $4.33 SQNM Score: -63.92

Best public play on a revolution in genetic disease testing. Also ilmn

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Member Avatar billyhall (97.98) Submitted: 11/10/2012 8:29:45 PM : Outperform Start Price: $3.84 SQNM Score: -67.04

My pregnant physician friends made it a point to get this test for themselves.

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Member Avatar KimLanners (< 20) Submitted: 11/9/2012 10:24:55 AM : Outperform Start Price: $2.33 SQNM Score: +6.53

biopharme

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Member Avatar RSue (91.91) Submitted: 5/15/2012 1:45:24 AM : Outperform Start Price: $4.99 SQNM Score: -88.85

Sequenom just announced coverage agreement with Coventry Health Care for Sequenom Center For Molecular Medicine's MaterniT21 PLUS Lab-Developed Test

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Member Avatar pphillips8 (< 20) Submitted: 4/22/2012 6:48:58 PM : Outperform Start Price: $4.95 SQNM Score: -84.19

as run rates grow at an exponential rate, cash generated will put too much pressure on those shorting the stock until they capitulate..

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Member Avatar ajvilla93 (< 20) Submitted: 12/30/2011 5:17:37 PM : Outperform Start Price: $4.33 SQNM Score: -88.09

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

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Member Avatar jsnovice (< 20) Submitted: 12/20/2011 1:16:09 AM : Outperform Start Price: $3.91 SQNM Score: -86.31

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

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Member Avatar bevo002 (44.18) Submitted: 11/28/2011 7:46:49 PM : Outperform Start Price: $4.20 SQNM Score: -93.59

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.

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Member Avatar pulsestar (< 20) Submitted: 9/13/2011 4:04:18 PM : Outperform Start Price: $5.83 SQNM Score: -113.08

Great upside potential from their blood screening testing model

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Member Avatar SharpVision (< 20) Submitted: 4/30/2011 2:29:40 AM : Outperform Start Price: $7.05 SQNM Score: -99.24

Over all is a good buy

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Member Avatar hereigo31410 (< 20) Submitted: 3/11/2011 7:12:11 PM : Outperform Start Price: $5.80 SQNM Score: -98.73

time for this baby to launch

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Member Avatar mlpcsmg (< 20) Submitted: 11/19/2010 2:55:22 PM : Outperform Start Price: $6.99 SQNM Score: -120.77

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

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Member Avatar whomonkyoulus (28.68) Submitted: 10/13/2010 3:06:31 PM : Outperform Start Price: $7.23 SQNM Score: -122.39

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

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Member Avatar dessex (< 20) Submitted: 9/19/2010 3:31:52 PM : Outperform Start Price: $7.05 SQNM Score: -128.38

if tests due in late 2010/early 2011 are successful, this is a $20 stock prior to any sales.

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Member Avatar TeamLorber (< 20) Submitted: 8/12/2010 6:45:06 PM : Outperform Start Price: $5.76 SQNM Score: -127.16

Tests will generate significant revenue

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Member Avatar Bobbybanana40 (86.87) Submitted: 8/3/2010 8:22:09 PM : Outperform Start Price: $5.84 SQNM Score: -122.09

People go crazy when they have babies. Money is in that + good company that needs to redeem = fun

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Member Avatar brmzl (< 20) Submitted: 6/9/2010 3:40:26 PM : Outperform Start Price: $5.75 SQNM Score: -130.95

the company have assets, They are working very hard to get thier stuff approved

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