The machine and reagent side of NIPT, not the fee for service. Flatley has NOT been forthcoming with investors regarding what Verinata has billed since he took it over.
Don't you wonder why--chi
that article is soso. he did not discuss Verinata health and the new software company they just bought. .
he did nit discuss shirt interest, the number one reason Illumina will rally next week as triple witching approaches
illumina is in same cool league as amzn, nflx, tsla and lnkd ( ultra fast growth) so PE of under 200 is not an issue
lastly he left out Alxn, jut look at its tear in last mont. that one has $150 by March etched on its front lawn.
ilmn $125 easy
This Joseph Porter character sure didn't give ILMN any kudos in his article yesterday. Is he even credible or did he just cut a paste his article together. What a schmuck.
lets focus on insiders activity - and they are dumping massively!
The short interest is @ %20, and the PE ~100
too risky to buy at this levels...
Someone is betting on a big surprise in January. Today bot over 2000 call contracts for January, strike price 95$, and over 2000 call contracts for January, strike price 105$. What could be? Earnings surprise, buyout offer, or else?...
Why isn"t FLATELY making a move ? On SQNM.............He has the borrowing power to then dominate the market.........somebody will pick SQNM up............He could do a stock swap and with no tax consideration and pickup all the marbles........The SQNM shares are available.
Cancer was mentioned 900 times
Illumina 420 mentions
life technologies 39 mentions
Roche even less mentions
That is domination.
These researchers are precursor to what platform test that many will take to FDA or use under CLIA are going to use. Illumina machines and reagents.
Brutal Underpriced Gem..
Redhill Biopharma (RDHL)
Market Cap: $60 M
Cash: $14.7 M
Burn-rate : ~$10 per Year
Shares Out: 6.3 M ( Management holds over 2.6 M shares )
Float: 4 M
RHB-103 - An oral thin film formulation of rizatriptan, for the treatment of acute migraine, with a U.S. NDA filed and accepted for review by the FDA and a PDUFA date of February 3, 2014.Market Size: Worldwide triptan market for the treatment of migraine exceeds $2 billion*
RHB-102 - A once-daily formulation of ondansetron, for the treatment of chemotherapy and radiotherapy-induced nausea and vomiting, planned for U.S. NDA submission during the first quarter of 2014.Market Size: Worldwide market for serotonin (5-HT3) receptor inhibitors is estimated at $900 million**
RHB-101 - A once-daily formulation of carvedilol, for the treatment of congestive heart failure and high blood pressure, planned to be submitted for a U.S. New Drug Application (NDA) and a Marketing Authorization Application (MAA) in Europe during the second half of 2014.Market Size: Worldwide target market of $500 million**
RHB-105 - A combination therapy for Helicobacter pylori infection, planned to commence a phase II/III trial in the third quarter of 2013.Market Size: U.S. market is estimated at approximately $1-1.5 billion*
RHB-104 - A combination therapy for the treatment of Crohn’s disease, with a phase III clinical study underway.Market Size: Worldwide market exceeded $3.5 billion in 2012
RHB-104 - A combination therapy for the treatment of Multiple Sclerosis (MS), with a Phase IIa proof of concept trial currently underway.Market Size: Worldwide market of over $14 billion*
RHB-104 - A combination therapy for the treatment of Rheumatoid Arthritis, with a planned Phase IIa study.Market Size: Worldwide market of over $20 billion*
RHB-106 - An encapsulated formulation for bowel preparation (laxative) ahead of colonoscopy and other GI procedures.Market Size: Worldwide market is estimated at approximately $1.4 billion
Agria (GRO) could become Tuesday's hottest stock. It was just announced late this evening that New Zealand's largest agricultural company and the only nationwide provider to the NZ agricultural sector, PGG Wrightson (PGW.NZ), has appointed Alan Lai the Founder and CEO of NYSE traded GRO as its new Chairman of the Board. Almost nobody knows this but GRO's 80.81% owned Agria Asia subsidiary owns a 50.22% controlling stake in PGW.NZ, a company with nearly USD$1 billion in annual revenue. PGW.NZ's financials are now being consolidated into GRO, which currently has a market cap at $1.48 per share of only $82 million.
PGW.NZ previously reported a fiscal 2013 net loss due to one time non-cash writedowns of goodwill, but had positive EBITDA of $45.8 million. PGW.NZ this evening projected that EBITDA this fiscal year will be in the range of $52-$56 million, for growth of 14%-22%. PGW.NZ and GRO are likely to report huge net income this fiscal year. Analysts project PGW.NZ to earn fiscal 2014 EPS of NZ$0.04. PGW.NZ is currently NZ$0.39 per share on the NZX and hit a 6 month high right before its close this evening of NZ$0.40 on huge volume of 1.1 million.
GRO's 80.81% interest in 379.1 million PGW.NZ shares have a market value of USD$101.56 million. GRO has 55.38 million shares outstanding, valuing their PGW.NZ stake at $1.83 per share. New Hope, a China agriculture company with $8.8 billion in annual revenue, previously paid GRO USD$20 million for a 11.95% stake in Agria Asia. Based on what New Hope paid for 11.95% of Agria Asia, GRO's 80.81% stake has an implied value of $135.25 million or $2.44 per share.
GRO also owns 100% of a China seeds business, which saw fiscal 2013 revenues grow 98% to $17 million with an operating profit of $1.57 million. Including this business, GRO could potentially be worth $3+ per share, and appears to be a steal below $2 per share. Disclaimer: We own 550,000 shares of GRO and we intend to sell them after GRO rises substantially.