- and the markets have been quite good to me as a result. But what concerns me now is the rumors that I have seen from time to time and today as well over on the EXAS message board. I don't believe I've read anything about this anywhere else, but just want to check in with readers here on the ILMN mb regarding such an interest on the part of JF. Has anyone here either heard or read anything (legitimate) of this nature?
you said much the same a month ago . do have some insite,or just bad glasses ?
It looks like Ariosa has survived to fight another day. The one company that has no patents gets a free pass. Sequenom and Illumina are still in court while Ariosa walks. Hopefully the patent laws get revised. Otherwise, there is no incentive to invest in research and infringers can start a business without having to invest millions of dollars and years of research.
Wouldn't it make sense for ILMN to just purchase the tiny SQNM (by comparison) for the insignificant sum their market cap now represents x say, 3 or 4? It really isn't that much money anymore to a company of this size and they would certainly stand to benefit in owning or having alliances with the best in breed as well as their patent troll counterpart competitors.
Apparently brokerage houses are beginning to weigh in with initial targets ranging from 2.00 to 2.50.
Im fairly confident that the Phase III will be fast tracked. Sublingual drug delivery has to be the next big thing and if it can give relief to the millions of people afflicted with Parkinson's there's really no excuse for delaying a cure, albeit temporary, it is a cure.
Ariosa Gets Stanford DNA Test Patent Nixed In AIA Review
By Ryan Davis
Law360, New York (November 19, 2014, 6:53 PM ET) -- The Patent Trial and Appeal Board on Wednesday invalidated a prenatal DNA test patent owned by Stanford University in a victory for accused infringer Ariosa Diagnostics, weeks after the board upheld the validity of a second patent at issue in the same suit against Ariosa.
In a final written decision in an inter partes review under the America Invents Act, the board found that Stanford's U.S. Patent Number 8,296,076 on a method of detecting chromosomal abnormalities in a fetus, such as those related to Down Syndrome, is invalid as anticipated and obvious.
Citing earlier patent applications and a research paper, the board wrote that Ariosa "has shown by a preponderance of the evidence that claims 1–13 of the ’076 patent are unpatentable."
Stanford and licensee Verinata Health Inc. sued Ariosa in 2012, alleging the company's Harmony prenatal test for Down syndrome and other fetal chromosomal disorders infringes two patents, the '076 patent and U.S. Patent Number 8,318,430.
and, out at 184.25. My biotechs are, in general, weak, so I took a (relatively) large pop off the table.
Bot Fri sold Mon, made almost 5/sh, works for me!
I know that Illumina invested in Ariosa back in 2012. It came out in the recent lawsuit between Illumina and Ariosa. the document didn't state how much was invested though. I am thinking that if Ariosa loses in court, they may be toast.
from that article:
The Dragen processor doesn't compete with gene sequencers such as those sold by Illumina, it complements them, by helping to take the raw data from the sequencers and assemble it in a way that helps doctors to interpret it.
Edico says one of its Dragen accelerator cards can analyze the data from an Illumina HiSeq X Ten system, which can sequence 18,000 human genomes a year. The card takes the place of more than 50 computer servers, the company says
no. the cheap edico will HELP/compliment ILMN.
go to Google news, and search on:
and read the first result
Moreover, if Ariosa eventually loses in court, will ILMN turn around and start charging them for their sequencers?
Not true, the demand for ILMN sequencers will DEFINITELY go DOWN once these cheap Edico systems hit the market. Not everyone needs a gas guzzling hummer when a cheaper and more importantly MUCH FASTER MiniCooper will do the job just fine.